To The Moon

$CHIFENG GOLD(06693)$ my first test buy in the HK stock market last week, ended up holding

$CELH 20250620 25.0 PUT$   Continued share of large winning trade

$BABA 20250417 130.0 CALL$   Just 3 more days[Miser]  

$BABA 20250425 150.0 CALL$   This was placed earlier & I'm glad it's going well[Miser]  

$DRDGold(DRD)$   Honestly, I believe the best way to make money for now is adopting guerilla war tactic. Set a target once reach the target sell,  for me anything at 10 or greater then sell .

$Palantir Technologies Inc.(PLTR)$ it seems the Tariff has no affect on this stock

$CKI HOLDINGS(01038)$ for 50 tiger coins, thank you.

$Palantir Technologies Inc.(PLTR)$   Rolling some put position that was in the money a weeks back when the market crashed. Now that most stocks have rebounded PLTR included, these put are now too far out. By rolling it back, one will need to increase the strike, in this case the newly rolled put has a slightly below the current value Strike, this is so as hoping for PLTR to more or less maintain its current price at the least.  Rolling these puts contracts back helps to minimize both the duration and quantity in hand, thus, the sooner they expire (worthless) the sooner they free up margin level, and that help to enter new position when opportunity arises. 

$Intel(INTC)$ Another scalp on Tiger Contra account this time with INTC, bought at $18.44, sold at $21. INTC approached and broke below critical support level around $19.00 again last friday, thus took advantage of this level to get some position. Got back to $20 level with the recent announcement today. Expect some resistance around $21-$21.5 (daily 20SMA).

What is the most important concept in business and investing today?The Smiling Curve!Ever wondered why tech giants dominate and niche creators thrive while mid-sized businesses struggle? The Smiling Curve explains this phenomenon. Let’s dive in.ImageOriginating from Acer’s founder, Stan Shih, in the 1990s, the Smiling Curve illustrates value distribution across an industry. In his example, high value is found in R&D and marketing, with manufacturing in the middle adding the least value.ImageIn the digital age, this curve extends beyond manufacturing. It now represents how scale and specialization impact value creation.On the left of the curve are niche creators and specialists.They offer unique value without needing massive scale. Think indie newsletters, boutique consultancies, or spe

GoldNuggets Digest: gold ETF allocations, PBOC gold buying, China gold ETF holdings, China asset returns landscape, gold vs tech stocks... $Gold - main 2506(GCmain)$ Gold AllocationRetail allocations to gold ETFs are starting to shift —reaching a 4-year high as inflows step up and market movements begin to drift allocations higher from near record lows. Gold miners on the other hand still see historically light allocations, with gold mining ETFs seeing ongoing *outflows*. Still looks early.China Loves Gold — PBOC“China reported 5 tonnes of gold purchases in February… China actually bought 50 tonnes of gold in February (per GS).“ This makes a lot of sense, especially with Trump tariffs and increasingly hostile treatment of China by the USA — Ch

Under the bonnet of a quiet retail juggernaut with torque to spare There’s something oddly poetic about $AutoZone(AZO)$. While the broader retail sector frets over footfall and inflation, this parts powerhouse just keeps revving. I’ve followed the company for a while now, and if there’s one thing that’s abundantly clear, it’s this: AutoZone isn’t just recession-resistant—it seems recession-fuelled. In times of economic cheer, we splash out on shiny new motors. But when the economy sulks, as it does now and then, we nurse our ageing rides back to health—and AutoZone is the pharmacy of choice. With the average vehicle age in the US creeping past 12.5 years (a new record, by the way), AutoZone is perfectly tuned for this greying fleet. More breakdowns