10/8/25 - $fi - biggest POS... i mean positionFiserv, Inc.NYSE:FIVROCKSTAR10/8/25 :: VROCKSTAR :: FI biggest POS... i mean position - pretty leveraged this puppy on jan '28 leaps to the tune of 25% position, it's the largest one on my book (gross) at the moment - i like the MSD+ fcf yields - financials have been holding up, well (well... fintech seems to have found a floor) - clover this, clover that... i think the market forgets that's not even this co's main business and btw clover is kicking buzz and taking names - "others were lending, fiserv is too conservative" - you seen the consumer data? some pretty awful prints. i think SMB stuffs probably reflect similar - so i like that they've used prudence. check plus to mgmt. i like people who don't run my business like it's a quantum space laser light show "and you'll see, you'll see" in 2035 - so yeah, if you're in it for the HSD+ growth (and probably more) - if you like stable coins - then get a pina colada - oh - and i like some ST juice (small ITM calls into the print) - why? b/c i could see some grossing up for folks to get back onsides here, for IV to increase a bit... and if doesn't happen, i can get longer the more expensive ITM leaps. if does... i don't feel the need to degross. - i like the r/r - trust the process, not the vibes. math is truth. V