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To: neolib who wrote (72358)	11/15/2025 11:58:21 AM
From: Elroy	Read Replies (1) \| Respond to of 73149

Is one guy buy long dated puts in highly value AI tech stocks really that big of a deal? I don't think so. I bought some long dated COHR calls after Q2 earnings when their so so reports caused COHR stock to drop. Now they're doing great. $2,960 of COHR March 2026 $130 calls purchased last August are now worth $13,720. 4-5 months to go! Feel free to analyze my trade for as long as you like......

To: neolib who wrote (72358)	11/15/2025 12:10:14 PM
From: nicewatch	Read Replies (1) \| Respond to of 73149

Those puts are basically lottery tickets on a crash, and his filings are only a snapshot. He does that from time to time. Cannot say for sure but suspect the vast majority of his fund was his and family money, and maybe a few friends. I doubt Scion ever had many if any outside investors of note.