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60 Minutes quotes Bubblemaps co-founder Nicolas Vaiman saying nine connected Polymarket accounts collectively made $2.4 million betting almost exclusively on U.S. military operations, with a 98% win rate. The story is shared as a video segment.
Original post · 1 min read
“We spotted nine Polymarket accounts, all connected, who made, collectively,$2.4 million betting almost exclusively on U.S. military operations,” says Nicolas Vaiman, co-founder of the small data analytics firm Bubblemaps.
“And now here's the crazy part: 98% win rate.”
cbsn.ws/4wwp0T7
Jason Luongo lays out a trade comparing 100 ServiceNow shares with a June 2027 $80 call LEAP, citing Q1 revenue growth of 22%, rising AI contract value and a 14% post-earnings pullback. He notes the LEAP risks losing its full premium and includes a not-financial-advice disclaimer.
Original post · 1 min read
You could buy 100 shares of $NOW right now for $9,497.
Or you could buy the $80 call LEAP expiring June 2027 for $3,265. Same directional exposure for 66% less capital.
Strike: $80
Expiration: June 17, 2027
Premium: ~$32.65 per contract
Breakeven: $112.65
If $NOW hits $115, this LEAP returns ~7%
If $NOW hits $130, this LEAP returns ~53%
If $NOW hits $145, this LEAP returns ~99%
100 shares at $145 returns ~53%. The LEAP nearly doubles.
Why I like the setup:
- Q1 revenue hit $3.8B, up 22% year over year
- Now Assist AI is tracking toward $1.5B in annual contract value, up from a $1B internal target
- AI customers spending over $1M in ACV grew over 130% year over year
- Raised full-year subscription guidance to $15.755B
- Stock pulled back 14% after Q1 on geopolitical headwinds - potential oversold entry point
- 398 DTE gives you time through multiple earnings cycles
The max you can lose on a LEAP is the entire premium you paid. In this case, that's $3,265 per contract. LEAPs are leveraged and can lose value quickly if the stock drops or stays flat. Only size this so you're comfortable losing all of it.
Note: LEAPs are one tool inside a broader portfolio. Owning shares is always the primary use of capital. This is a selective add-on for high-conviction moments when conditions align.
NFA DYOR
