I am not a registered financial professional and your risk is your own. Invest at your own peril.

It’s been a while since I reported, and it’s not for lack of trying. Life has been full, busy, and mostly winning as of late. See below:

I made no trades inside my Roth, which simplifies the discussion. I opened some Robinhood Markets ($HOOD) cash-secured puts, which are currently losing. I don’t like not having exposure to that company, though—and I’m fine holding shares long-term if I’m assigned.

I also opened a significant position in Blackberry ($BB). In fact, we’ve since closed out large portions of the trade, a move which I may end up regretting as we see $BB climb higher. Excluding the 8,238 shares I still own, all of the below represents profit captured:

(Shout-out to $HOOD for allowing you to sell in tax lots—was able to sell my higher-average batches as I intend to hold my lowest-average shares to cash in on long-term capital gains tax!)

Why $BB, I hear you ask? Well, they absolutely crushed earnings earlier this week. This is not a dying handheld company—it’s potentially a renaissance. $BB’s QNX platform/software is integrated across a host of mission-critical devices (think the programs that make your car’s electronic bits work) across the U.S. and their customer backlog for the service is apparently stretched far into the future.

My main concern is that revenue is down year-over-year. I’d like to see that number improve, but it’s undeniable that $BB is on track to deliver value to shareholders if EPS continues to improve. They’ve also still got an active share buyback program, so share price will continue to be supported by that activity.

I’m pretty confident in this play and will continue to watch it unfold. With a market cap of just over $2 billion, the opportunity here feels enormous.

Not to be outdone, gold and silver had quite an impressive week. Unbelievably, between both my gold and silver holdings, I managed to accumulate nearly $10,000.00 in paper gains. Gold and silver are moving like the world is on fire—and maybe it is. More on that below.