To The Moon

$CrowdStrike Holdings, Inc.(CRWD)$   — The Cybersecurity Dip Gets Interesting Cybersecurity has been one of the strongest themes in the market, but Friday brought a reminder that even leaders can get hit hard. $CRWD fell nearly 3% on September 25, while the broader market was pressured by elevated Treasury yields and oil prices.  What makes CrowdStrike interesting is the bigger trend rather than one day’s price action. Cyber threats aren’t going away. As companies add cloud infrastructure, AI systems and connected workloads, the amount of digital infrastructure that needs protection keeps expanding. The question for investors is whether cybersecurity spending can continue growing fast enough to justify premium valuations. Why I’m w

$BABA-W(09988)$ baba at least 300a

$Micron Technology(MU)$   conviction + patience paid off

$AMD 20261218 610.0 CALL$ GG am I cooked? Back to flippin' burgers. 😭😭😭$Advanced Micro Devices(AMD)$  

$Palantir Technologies Inc.(PLTR)$ Continue to hold 

$NVIDIA(NVDA)$   My covered call of $235 against this holding expired today without being exercised.  Maximum premium is captured.  Will restart the wheel next week.   It is important to make money in a consistent and steady manner [Miser]  !

$Zscaler Inc.(ZS)$ will it break 215?

$Palantir Technologies Inc.(PLTR)$ It is Great that I'm still holding this stock..can sit back and Relax

$iShares Bitcoin Trust(IBIT)$ $iShares Bitcoin Trust(IBIT) $ 1️⃣ Why am I making this trade now? Im deep underwater thus averaging down with dca and reduce my cost price 2️⃣ What’s my plan from here? I will continue to average down buying more stacking more while sell covered call as collateral. Hopefully can pass my break even

$iShares Bitcoin Trust(IBIT)$ 1️⃣ Why am I making this trade now? Averaging down my sinking submarine 2️⃣ What’s my plan from here? My game plan is to buy more underlying and hope for capital appreciation then I will sell covered call against it for incomr

$Intel(INTC)$   Intel (INTC) — Bullish vs. Bearish News Roundup Conclusion: The recent news flow on Intel is skewed bullish on the narrative side — foundry customer wins, CPU pricing power, and analyst upgrades — but the stock has pulled back from its September spike, and most of the positive catalysts are still unconfirmed deals or multi-year projects rather than realized earnings. The bull case rests on a re-rating story; the bear case rests on execution and timing risk.

$Defiance Daily Target 2X Long SMCI ETF(SMCX)$ $SUPER MICRO COMPUTER INC(SMCI)$   BULL [Eye]  [666]  [Eye]   SMCI will see amazing margins in Fiscal Q12027, set to be reported on Nov 3. In this Q12027, they are recognizing tens, and soon maybe hundreds of millions of revenue. This comes from other favorable DCBBS enterprise customers like SpaceX, which has somehow already shipped. Insane. Lets see what this next quarter brings!

$Rollins(ROL)$ 1️⃣ Why am I making this trade now? My portfolio has been heavily tilted toward high-beta tech, and with broader market volatility, I needed to inject real defensive ballast. I chose Rollins ($ROL) specifically as a classic non-discretionary consumer play. Pest control isn't an optional expense—termites and rodents don't wait for macroeconomic recovery, giving Rollins predictable recurring cash flow and pricing power regardless of market cycles. Catching this recent pullback gives me an entry into a resilient business to balance my overall volatility. 2️⃣ What’s my plan from here? The Strategy: Pure dollar-cost averaging (DCA). I opened the initial starter position and will continue accumulating in tranches across pullbacks rather th

$APP 20260925 280.0 PUT$ quick profit as the stock lies pretty much flat

While investors are chasing tech momentum, I’m watching something much more boring — consumer staples. $Pepsi(PEP)$  has the kind of business that tends to get attention when markets become more uncertain: drinks, snacks and brands people buy regardless of what the Nasdaq is doing. And the macro backdrop is becoming interesting. Oil remains above $100 a barrel and the 10-year Treasury yield has moved above 5%, while investors are increasingly watching inflation and the possibility of another Fed rate hike.  That creates a very different setup from high-growth tech. 🥤 Why PEP is on my watchlist: • Global portfolio of established consumer brands • Recurring demand rather than discretionary big-ticket purchases • Potential defensive appeal

Gold gets the headlines, but copper may be the more interesting industrial metal to watch. Why? Copper is essential for power grids, construction, electric vehicles, renewable energy and broader electrification. The problem is supply. New copper mines can take years to develop, while existing mines face declining grades, permitting challenges and rising development costs. That creates an interesting imbalance: 📈 Electricity demand → rising 🏗️ Grid investment → rising 🚗 Electrification → growing ⛏️ New mine supply → difficult to bring online quickly That’s why some investors see copper as a potential structural supply-demand story, rather than simply another commodity trade. But there is a catch. Copper is also highly sensitive to the global economy. If China or the US slows sharply, indust