@JoshTradeOption JoshTradeOption

Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-06-22.

JoshTradeOption is mainly pressing bullish AI infrastructure exposure, led by MU, IREN, NBIS, AAOI and AMD, with SPCX/RKLB/ASTS as a separate space thematic sleeve. His distinctive read is that memory pricing, AI data-center demand and index/partnership catalysts can drive large near-term upside, while he also monetizes options premium around these names. Late-week emphasis broadened from MU-heavy adds toward NBIS, AMD and an INTC-AAPL partnership report, without a clear bearish flip.

The author is concentrated bullish on MU, IREN, NBIS, AAOI and space exposure through SPCX/RKLB/ASTS, with MU the clearest repeated add and largest single-name focus. Conviction appears consistent rather than flipping: early-week MU adds continued into later bullish memory-pricing and earnings comments, while late-week attention expanded to AMD, NBIS and INTC-AAPL news. Pump-risk is highest in MU, SPCX and AAOI because each dominates its respective cluster and appears alongside frequent options-profit recaps.

Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.