Thanks for engaging Chris, what "information asymmetry" are you referring to, every earnings call amazon has been providing same info on their Capex spend and if anyone is paying attention the growth rates were obvious based on the amount of capacity that was coming online. The real delta was change in the script explaining spend at the start of the call and breaking it down further and providing more color on where AWS can head interms of revenue. The part that makes it gambling is binary nature of the bet and outcome, amazon could have stayed flat or dropped after the earnings and could have moved up right on or after your option expiry. I usually try to learn repeatable patterns from successful folks like you, but what you described can't be repeated TBH.