The Portfolio Armor Substack

The Portfolio Armor Substack

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The Portfolio Armor Substack
The Portfolio Armor Substack
Trade Alert: Three Bullish Bets

Trade Alert: Three Bullish Bets

Bullish options trades on Portfolio Armor's #1 name from Friday, and two hot names from our Market Watchers X list.

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Portfolio Armor
Jun 30, 2025
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The Portfolio Armor Substack
The Portfolio Armor Substack
Trade Alert: Three Bullish Bets
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Three Plays For Today

The algo served up a familiar face on Friday: our #1 ranked idea on the nightly list. It’s a manufacturer that’s being viewed now as a picks & shovels play on AI. We exited a trade on this one earlier this year for a ~60% gain, but we’re looking for a ~100% gain on it this time.

To keep things interesting, I’m pairing it with two names from my Market Watchers list on X:

  • A tech-driven health insurance disrupter that’s coiling under long-term trend-line resistance. Here, we’re aiming for a ~300% gain.

  • A digital-health IPO that’s posting 50 %-plus revenue growth and GAAP profits—rare in this tape.

Game plan (in broad strokes)

  1. Defined-risk options strategies. Where possible we’ll cap cost with verticals or by selling options, so theta works for us, not against us.

Details below.

Today’s Top Names Trade

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