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week 3 october - big tech crushed it, best week of the month

week 3 done.

big tech earnings delivered.

best week of october.

weekly numbers
#

starting (oct 13): $501,890

ending (oct 19): $507,450

week 3 gain: +$5,560 (+1.11%)

trades: 12

wins: 9

losses: 3

win rate: 75%

breakdown
#

monday: MSFT positioning

IV pumped before earnings. sold iron condors. +$1,120

tuesday: MSFT/GOOG earnings

both beat. IV crushed 35%+. my premium sells printed. +$2,180

wednesday: AMZN/META positioning

more iron condors into elevated IV. +$680

thursday: AMZN/META earnings

AMZN beat on AWS. META beat on ad revenue. +$1,940

one AMZN directional play went wrong. -$540

friday: AAPL positioning

setting up for monday earnings. +$180

algo performance
#

earnings volatility filter: 7/7 correct flags this week

correctly identified all big tech as high-conviction IV crush plays

this is what the algo was built for.

big tech grades
#

MSFT: A+ (cloud beat, guidance strong)

GOOG: A (search stable, cloud growing)

AMZN: A- (AWS margin expansion, retail flat)

META: A (ad revenue, engagement up, AI spending concerns ignored)

AAPL: monday (expecting C+, services to carry)

key trade
#

best trade: MSFT iron condor, +$1,180

100 strikes wide, 3DTE, sold 440/450/460/470 spread

IV at 38%, crushed to 22% post-earnings

textbook premium sell.


2:36am sunday. week 3 october done. +$5,560 (+1.11%) on 12 trades, 75% wr. big tech earnings crush. MSFT A+, GOOG A, AMZN A-, META A. earnings volatility filter 7/7 correct. account $507,450. october ytd +2.26%. AAPL monday.

-AK

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