Image Source: Pixabay

In this short clip, Samantha LaDuc and Hans Albrecht discuss why enterprise AI adoption is still early, highlighting opportunities in platforms like Snowflake (SNOW) and Palantir (PLTR) even as valuations diverge. 

They break down the current market calm—characterized by low realized volatility, VIX futures in contango, and steep S&P put skew—and warn that such quiet can precede sharp moves, making disciplined hedging prudent. 

The conversation also covers zero- and one-day options risk, why selling calls into earnings is usually a negative-edge trade, and smarter structures like calendars, broken-wing flies, and stock replacement via longer-dated in-the-money calls. 

Finally, they outline a pragmatic approach to NVIDIA earnings: prefer post-print setups, consider modest pullbacks within a broader AI infrastructure bull case, and utilize options to manage risk.

Video Length: 00:07:35

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