ANET
Arista Networks
stock NYSE

thanks! among those you listed as good fundamentals i thought ANET was more fairly valued, i was about to enter MRVL then the microsoft news came out so i held off. VRT has had a strong run up already and seems to be facing some resistance, as for IREN i don’t feel comfortable buying into a stock that could still be living the post IPO hype haha. but still looking for an entry.

I like your idea in principle, long-term. FWIW, I ran your list through a quick check on the stocks' fundamentals and there is some variance in quality there:
\- IREN, VRT, ANET, MRVL: look pretty good
\- NBIS, APLD, CRWV, CORZ: negative margins, ROE
Have you looked into data centre REITs? That's another angle to play on.

Also take positions in AVGO and ANET.

currently eyeing APLD, CORZ, CRWV, IREN, MRVL, NBIS and VRT, have a position in ANET. for most of these tickers they all have a similar chart this year, double topped in october-november then have retraced back but still significantly elevated relative to 200sma. curious to see if you guys are looking at entries with the current pullback or waiting for a better r/r entry? honestly i see the whole sector continuing to pump into next year as revenue expands and some turn profitable.

Just looking to close some winners to risk off before FOMC to avoid getting gamma screwed.
Filled:
BTC ANET Dec 19 120p for .60 (+3.48).
Currently working:
BTC MRVL Dec 19 82p for .45 (50% gain)
BTC SOFI Dec 19 24p for .15 (85% gain)