Positions are 3 $240 march 20 2026 puts backed by 70k in TBIL. The tariffs are of course bad for the retail side but it seems every quarter more and more of profits and revenue are coming from AWS all this AI is going to need data centers and hosting. I picked $240 because that's just under the 52 week high. I suppose maybe $230 would be safer but with AWS growing the way it is setting a new all time high in the next 2 years should happen. If I get assigned above 200 I'll just sell a 2 week ATM or slightly OTM call and close out the position that way. Shoved the entire premium into TBIL so the interest on that will should help magnify gains and offset some of the losses if I'm wrong. I'm thinking if tariffs do stay at a blanket 10% Amazon will raise prices and 3rd party sellers will raise prices so profit margin will stay the same but revenue will be slightly inflated.