The answer
Verdict. NO BLANKET NAKED CALL SALES. Test only remote ADBE 350/400 and CRM 250/300 December call spreads; defer TTD until Q2. Use the premium for QQQ and GOOGL upside protection plus IGV downside convexity.
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The SaaS impairment trade after Kimi K3
Verdict. NO BLANKET NAKED CALL SALES. Test only remote ADBE 350/400 and CRM 250/300 December call spreads; defer TTD until Q2. Use the premium for QQQ and GOOGL upside protection plus IGV downside convexity.
Full published report: https://saas-ai-short-call-dossier.us-east-1.gists.org
Read the full report on saas-ai-short-call-dossier.us-east-1.gists.org ↗
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- Revision 1 · Jul 18, 2026
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- Jul 19, 2026 · Date supplied with this question.