To The Moon

🐂 NVDA: The Market is Wrong About China — Is $177 the Ultimate Bear Trap? BofA just dropped a bombshell: Nvidia’s "downgraded" China chips are selling out. The stock went red anyway. What is going on? According to Reuters and Bank of America, demand for Nvidia’s H20 chips (specifically designed to bypass US sanctions) is now exceeding production capacity. Nvidia is scrambling to increase output. Yet, NVDA finished weak on Friday, hovering near $177. To the novice, a stock dropping on good news is a warning sign. To the veteran trader, price-news divergence is often a signal that the market is mispricing risk. Let’s dig into the data, the psychology, and the setup. 1️⃣ The "H20 Surprise": Why This Changes the Narrative For months, the bear thesis on Nvidia had a central pillar: “US Sanction

$HOOD 20251219 116.0 PUT$ Roll but because option leg hard to be filled, that's why I am doing ig manually. Roll further expiry with lower strike. 

Jensen Huang’s “5-Layer Cake”: Why the Next AI Bull Run Isn’t Just About Chips $NVIDIA(NVDA)$  Nvidia CEO Jensen Huang just dropped a reality check on the global AI race. While retail investors are glued to the 1-minute chart of $NVDA, Jensen outlined a "5-Layer Cake" theory that exposes the structural bottlenecks—and opportunities—in the AI ecosystem. He highlighted a critical divergence between the US and China. The takeaway? The "easy money" in chips has been made; the next big trade is hidden in the layers where the US is currently losing. Here is the breakdown of the 5 layers and what they mean for your portfolio. 1️⃣ The Energy Crisis: The US’s Achilles Heel Jensen pointed out a massive disparity: China’s electricity production is nearl

$Alphabet(GOOGL)$ Buying GOOGL fractional shares using premium earned from earlier selling Cash Secured Put

$ASTS 20251212 80.0 CALL$ Closed with almost full premium collected. Didn't want to take chances with after market movements

$CSOP HS TECH(03033)$ 星期一我見上午恒科指大跌，逼我出手入貨，以每股作價5,43掃貨，誰不知一入就暴跌，今次算我唔好彩。咁無計我臨收市決定加注再沖，拉底平均價

$Tesla Motors(TSLA)$ 🇫🇷🇧🇪🇳🇱 Worth flagging this alongside the autonomy narrative. SPIE has signed a European framework agreement with Tesla for large scale battery energy storage deployments across multiple regions. Belgium, Ville-sur-Haine: 50MW / 200MWh system using 53 Megapacks, including balance of plant and a 150kV grid connection. Netherlands, Vlissingen: participation in the Mufasa project, set to become the largest BESS site in the country, 372 Megapacks totalling 1.4GWh. France, Eure department: 100MW / 200MWh BESS installation with a new 90kV substation connecting to the RTE grid. Construction began September 2025, commissioning targeted for end-2026. This is another reminder that Tesla’s energy business is scaling quietly but m

$Oracle(ORCL)$  Buying premarket for DCA. Later, i might snag some more if it dips.  Why I'm buying? -> I'm a user of Oracle products [Heart]  [Love you]  

$2x Long VIX Futures ETF(UVIX)$ Ops I forgot I had a standing order. OK consider as DCA, in anticipation of volitility this week.

$CRM VERTICAL 251219 CALL 275.0/CALL 267.5$ Rolling down my strike price on same expiration date to earn extra premium [Happy]  

$LULU 20260116 230.0 CALL$ Another $1k+ collected for selling covered call option for the stocks I have [Miser]  

$TSLA 20251219 455.0 PUT$ Selling csp for tesla. Too bad it flies when I sold away my shares. But will find a right price to fetch it back. Wait for me tesla