u/Accurate-Squash-6904

High IV income plays (KPTI, CONL, IREN, CIFR) drove most of the premium. Also wheeling INTU, CRM, SNOW as core holdings — bullish on the software selloff being overdone, though CRM and SNOW are underwater on position P/L. SMCI picking up premiums after big P/L losses last month. Sticking with the two-pronged approach in May.