To The Moon

AI chip stocks pulled back. Memory names sold off. But software stocks bounced. $Microsoft(MSFT)$ 👏 Congrats to @月光下的美, who made 394% on Microsoft calls! 👏 Congrats to @Leo Leo, who made 118.8% on Microsoft calls! So why did Microsoft rebound? For most of this year, the AI trade was all about hardware. Big tech companies kept spending on GPUs, servers, HBM, DRAM and enterprise SSDs. That helped names like Nvidia, Micron, SK Hynix, Western Digital, SanDisk and Seagate. The idea was simple: if AI data centers keep growing, chip and memory demand should keep rising. But after a huge run, investors are starting to ask a harder question: When doe

Intel Stock Is Declining During the trading session on July 7, 2026, Intel Corporation (INTC) experienced a severe single-day valuation collapse, plummeting 9.66% to close below the $111 threshold at $110.32. This sharp correction extended a brutal 21% decline over seven trading sessions from its late-June high of $140.05, forcing the stock below its 5-day, 10-day, 20-day, and 30-day moving averages and testing key support near the 200-day exponential moving average at $108.66. This dramatic reversal occurred in tandem with a high-volume, global retreat across the semiconductor sector, which was triggered by mixed preliminary second-quarter revenue from Samsung Electronics, a second "DeepSeek shock" highlighting custom-silicon risks, and persistent macroeconomic anxieties arising from Midd

Nvidia Bucks the Chip Rout: Safe-Haven Capital Flees to AI's Dominant Leader Better Artificial Intelligence (AI) Stock Buy in June: AMD vs. Nvidia (The Winner Might Surprise You) The semiconductor sector suffered a massive blow as disappointing forward guidance from Samsung triggered a sweeping panic across the chip landscape. The damage was severe: Advanced Micro Devices ( $Advanced Micro Devices(AMD)$ ) and Intel ( $Intel(INTC)$) absorbed heavy losses, while the popular 3x leveraged semiconductor ETF ($SOXL) cratered by 15%. Yet, amidst the sea of red, Nvidia ( $NVIDIA(NVDA)$ ) did what it does best it bucked the trend. Nvidia edged up 0.71% to close at $196, de

Singapore banks and Hong Kong technology stocks stole the spotlight on Wednesday, 8 July, with DBS, OCBC, and UOB all hitting fresh records. UOB led the banks with a 3.93% jump, driving its 5x Long DLC up 19.6% and the 5x Short DLC down a similar magnitude. OCBC and DBS also climbed 1.71% and 0.67%, lifting their 5x Long DLCs by 8.5% and 3.3% respectively. In Hong Kong, $BABA-W(09988)$ surged 12.2%, lifting the Alibaba 5x Long DLC by 61%, while the Alibaba 5x Short DLC fell by a similar magnitude. Xiaomi and Kuaishou also rallied 9.5% and 8.7%, boosted by reports of Chinese firms accelerating plans to develop their own AI chips. The rally powered the $HSTECH(HSTECH)$ Index nearly 5% higher — its strong

Last time I talked with you about this week's options strategy: besides continuing to run the index options straddle into rallies, one could also consider going long U.S. Treasuries on dips — especially the price of the long-bond TLT. But on Treasuries, as of today, after the escalation of the U.S.–Iran war, everyone needs to be more careful: rising crude oil drives inflation expectations higher, which could push Treasury yields up further, and Treasury prices would then face downward pressure. So we can lift the stop-loss on the buy-the-dip Treasury view a bit higher — up to near the prior-low support around $83.5. Review：Strong Dollar Returns: After Booking the Straddle Win,Why Treasuries Deserv