5/15/26 Portfolio $IREN: 95.66% | Closed all Covered Calls I closed all my covered call positions previous ~20% of my shares. From this one week, I netted more than my monthly salary. I am closing the covered calls because I see a 35% of a deal being signed late May or June. This is because IREN just raised a 3B convertible at 1% interest and high conversion premium. From IREN's side I cannot see why they would need 3B except to get SW1 going. From the investor side, I cannot see why they would agree to lend IREN on high conversion premium unless IREN showed them that the 3B will be used to move the stock price up. At the same time I'm at a 35% chance instead of 50%+ because IREN will be signing 2027 capacity which I originally thought would be in the fall. Very high bulk transactions and call options also suggest deal. Never the less 35%+ chance of deal means that it's obviously not worth it to have cover calls on for rest of May and most of June. Last time it took ~1 month from IREN's 1B convertible to MSFT deal. I use the profits from covered call play to open $52 weekly puts as I am fine with them b eing assigned. Cash: 1.84% Cash position remained same but I didn't include my rainy day fund from my calculations like I did last time. $TSLA: 1.83% Funnily enough, TSLA is basically like my other cash position nowadays. Very long consolidation with $410-$450 resistance. My last tranche of shares is 7.3x so tax is very high if I sell. My buys earliest would be 20x+ but I traded in and out of those long ago. $INV: 0.58% Thanks to @MarkosAAIG, I wrote about it here: $OUST: 0.08% Thanks to @daniel_koss. I started a start position at $26 but this one moved faster than I could accumulate a sizable position. My target for this year is $40-$45 and I'll keep studying to see what prices I want to keep accumulating it and write a post on it.