To The Moon

$Strategy(MSTR)$ MSTR: Bought 100 shares as part of short put got exercised by counterpart.  With the buying cost at $145 and MSTR trades below $130, the chance of assignment is always present.  Will be selling covered calls next week to offset holding cost.  BTC had been weak and MSTR is in whole lot of pain after recent BTC price went below they're holding cost, effectively taking paper loss.

$CRWV 20260227 51.0 PUT$ $CRWV 20260227 51.0 PUT$  筍唔筍見人見智。華哥話齋：我揸AK都唔哂冷都不如好賭。業績都開左囉。而家都跌唔夠兩成。而家回升到81。今晚點殺我51呀

$Microsoft(MSFT)$ I made an additional investment in Microsoft Corporation (NASDAQ:MSFT) following its recent post-earnings pullback. Piper Sandler maintains an Overweight rating with a $600 price target, highlighting Microsoft as “perhaps the best pure-play on AI adoption today” and one of their top picks. With a strong position in cloud computing, software, and AI, Microsoft benefits from a favorable environment for hyperscalers and select vertical software companies. Its diverse portfolio—including Windows, Microsoft 365, Azure, LinkedIn, and Xbox—supports sustainable growth, making this an attractive opportunity to add exposure to a leading tech giant with significant long-term potential.

$Advanced Micro Devices(AMD)$ I added to my AMD position following a strong quarterly performance that reinforced my long-term conviction. The company delivered Q4 results well above expectations, with revenue reaching $10.3 billion and adjusted EPS significantly beating consensus estimates, highlighting improving profitability and execution. Growth was broad-based, led by a powerful 39% surge in data center revenue driven by strong EPYC processor demand and accelerating Instinct GPU shipments, reflecting ongoing AI momentum. Meanwhile, PC segment recovery also exceeded forecasts. These results signal strengthening market share, solid demand trends, and continued upside potential as AMD benefits from expanding AI and enterprise computing adopt

$Apple(AAPL)$ I added to my Apple position following encouraging Services momentum highlighted by Goldman Sachs. The firm reiterated a Buy rating with a $330 target after App Store spending accelerated about 7% YoY in January 2026, improving from 6% in December. Entertainment growth strengthened meaningfully despite a modest Games decline, reinforcing resilience across the ecosystem. I view continued App Store expansion as a key driver of Services revenue and margin stability. While off-app payment risks exist, Apple’s scale, loyal user base, and diversified hardware lineup support long-term growth and justify my additional investment.

$AMZN VERTICAL 260402 PUT 200.0/PUT 195.0$ Amzn would be amazing. Aim to earn premium while share price rebound

$NVDA DIAGONAL 260306/260227 CALL 187.5/CALL 192.5$ Took $800+ profit and rolled another week for an extra $270. Thankful that I held onto these calls even when NVDA rose to $203.

$Alphabet(GOOGL)$ Buying GOOGL fractional shares by using premium earned from selling Bull Put Spread 

$IWM 20260227 260.0 PUT$ Quick 100% profit with this expired options before further wild swing from the market 

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ I continue to dollar-cost average into SOXL because I believe in the long-term structural growth of the semiconductor industry. The AI wave is not a short-term hype cycle — it is a multi-year infrastructure buildout driven by companies like NVIDIA, Advanced Micro Devices, and hyperscalers investing aggressively in data centers. From AI training and inference to edge computing and electric vehicles, chips remain the core enabler. Instead of trying to time every short-term swing, I prefer accumulating exposure gradually while the broader semiconductor cycle consolidates. Secondly, volatility is exactly why SOXL fits my strategy. As a 3x leveraged ETF tracking the semiconductor sector, it ampl

$GUANGDONG INV(00270)$  Investment Switch: China Everbright Water → Guangdong Investment Guangdong Investment generates 75% of its revenue from Hong Kong's water supply, offering a stable 5-6% dividend yield. Given Hong Kong's dependence on this resource, the business holds a strong moat. As a Singaporean, I appreciate the critical value of water infrastructure. I recently divested my position in China Everbright Water (realizing ~SGD 20k profit). Although it previously yielded 7-8%, recent results indicate a compression to 5-6% TTM. For a small-cap stock, this dividends yield no longer justifies the risk premium. Consequently, I have initiated a long-term position in Guangdong Investment. The water utilities sector continues to be a solid c

$Autodesk(ADSK)$ Autodesk, Inc.(ADSK) Rallies +5.32%: Technical Rebound Ignites, Eyes $250-$260 Zone Latest Close Data Closed at $245.87 on 2026-03-01, up +5.32% (+$12.42). The stock is now ~25% below its 52-week high of $329.09. Core Market Drivers The rally appears to be a technical rebound following a period of sustained selling pressure, as indicated by recent negative capital flow data. No specific company news was the primary driver, suggesting market-driven repositioning. Technical Analysis Volume was strong at 5.37M shares (Volume Ratio: 2.23), confirming the bullish move. The MACD histogram has turned positive (+5.00), signaling strengthening upward momentum. The 6-day RSI (71.10) is now in overbought territory, suggesting the rally may b

$SBA Communications Corp(SBAC)$ SBA Communications Corp. (SBAC) Jumps +4.68%: Bulls Reclaim $201 Level, $225 Target in Sight Latest Close Data: SBAC closed at $201.16 on 2026-03-01, surging +4.68% (+$8.99). The stock now sits ~18% below its 52-week high of $245.16. Core Market Drivers: The significant rally was supported by strong daily net capital inflow of ~$9 million, indicating institutional accumulation. A positive market sentiment towards REITs and stable 5G infrastructure demand are also tailwinds. Technical Analysis: The move was confirmed by above-average volume (2.11x Volume Ratio). The 12-period RSI (59.61) has rebounded from near-neutral levels, showing renewed momentum without being overbought. The MACD (0.89) remains positive, though

Nvidia just released a PERFECT report card... so why is the stock DROPPING? 📉🤯 It sounds crazy, but Nvidia’s earnings were incredibly good. Revenue is up a massive 73%! But Wall Street is acting like a strict parent right now. An A+ is no longer good enough; they expect a miracle every single time. 🤦‍♂️ Here is a simple breakdown of what is really going on behind the scenes: ⛏️ The Gold Rush Problem: Nvidia sells the "shovels" (computer chips) for the AI gold rush. But investors are starting to ask a scary question: Are the gold miners (big companies like Google and Meta) actually making enough profit to justify the cost? If they don't make money from AI soon, they might stop buying shovels. 🌍 The Plot Twist: It’s not just tech nerds buying chips anymore. Entire COUNTRIES are now stepping

February 2026 was rough for stocks. After riding high on AI hype for years, the S&P 500 dipped noticeably, closing out the month a bit below its recent peaks. The Nasdaq took an even bigger hit, marking its third down month in four. The main culprits? Two big, interconnected worries that people are calling the "private credit cockroaches" and the "AI scare trade."Let's break it down in plain terms.The Cockroach Thing in Private CreditJamie Dimon from JPMorgan kicked this off late last year when a couple of borrowers — like a subprime auto lender and an auto-parts company — ran into serious trouble. He basically said, "When you see one cockroach, there are probably more hiding." It's a classic way of warning that one visible problem often signals bigger, hidden ones. Fast forward to Feb