To The Moon

The $27 billion agreement between $Meta Platforms, Inc.(META)$ Meta and $NEBIUS(NBIS)$ Nebius (NBIS), announced on March 16, 2026, is a watershed moment for the "Neocloud" sector. This deal is not just a supplier contract; it’s a structural shift in how Big Tech handles AI infrastructure. The "Neocloud" Era: Why This Deal Matters A Neocloud (like Nebius or CoreWeave) is a specialized cloud provider built specifically for AI. Unlike AWS or Azure, which were designed for general-purpose web hosting and later retrofitted for GPUs, Neoclouds build "AI Factories" from the ground up. Priority Access: Nebius has secured early access to $NVIDIA(NVDA)$ Nvidia’s Vera Rubin

Micron, SanDisk Surge. Massive Options Trades Are Appearing.  As the storage sector continues to rally, the options market has also seen several unusually large trades, suggesting institutional investors are positioning for the next phase of the cycle. In $Micron Technology(MU)$  , investors appear to be collecting premium through a put spread while signaling that a sharp decline is unlikely—and that they may be willing to accumulate shares on a pullback. In $SanDisk Corp.(SNDK)$   , meanwhile, a large sale of long-dated call options suggests institutions may be locking in some upside after the stock's strong rally. Together, the trades reflect a common vie

My stock in focus today is $Meta Platforms, Inc.(META)$ , as reports of a potential 20% workforce reduction are lifting sentiment. Despite no confirmation yet, the market is reacting positively after recent weakness tied to AI spending concerns. This suggests investors are becoming more confident that AI investments can translate into real operating leverage. This move signals more than cost-cutting—it points to a shift toward an AI-first model. Lower headcount with heavy AI investment could boost efficiency, margins & earnings over the next few years. It also reinforces the idea that AI is beginning to replace incremental human productivity at scale. More broadly, this may mark a turning point for Big Tech. Meta’s restructuring suggests a f

🌟🌟🌟TigerAI has just analysed   my portfolio & apparently I command a seasoned naval fleet.  Some ships are slicing through the waves like champions.  Some are bobbing a little too enthusiastically  in choppy waters.  But overall?  The fleet is holding formation & my admirals are shining. $DBS(D05.SI)$ is my Ironclad Flagship, steady & unshakeable.  The kind of vessel that doesn't flinch when the market throws a typhoon. $NVIDIA(NVDA)$ is my Jet Powered Battleship. Every earnings call feels like Jensen is installing a new engine, powering its way over the wate

As of mid-March 2026, the CBOE Volatility Index (VIX) sits at 24.58 — up sharply from its previous close and well above its long-term average — amid rising energy prices, geopolitical tensions, and broader economic unease. Headlines warn of “panic gripping the stock market,” with investors bracing for more turbulence. In such environments, many turn to defensive plays. One name that frequently surfaces is Berkshire Hathaway (NYSE: BRK.B), the conglomerate built by Warren Buffett and now led by Greg Abel. At $492.21 (up 0.44% on the day, with a year-to-date gain of 2.08% and a 1-year return of 4.35%), does Berkshire deserve a closer look when fear dominates? What Makes Berkshire DifferentBerkshire Hathaway is no ordinary stock. It operates a vast portfolio of wholly owned businesses — insur

$VITASOY INT'L(00345)$ 一彈即散是向下尋底的意思嗎？成交也很少應該都冇人再入。[得意]  [得意]  我就買你吧，日日等我飲返包維他奶

$CHINA CINDA(01359)$ 繼續入市，今日點解仲唔反彈呢？其他都反彈緊啦喎。[开心]  [开心]  

$CHINA CINDA(01359)$ 今個星期繼續慢慢加倉，不過美國息口繼續拉升，對資金流未必向好，特別係呢種看似沒有什麼前景嘅股票，所以都係等待

$AXTI 20260320 35.0 CALL$ Sold higher as planned. USD1870 extra premium within 14 minutes.

$AAOI 20260320 95.0 PUT$ 我看好Applied Optoelectronics（AAOI）股票。在光电子领域具备技术优势，行业前景广阔。结合技术面和基本面，我认为AAOI值得关注并有望延续涨势。我投機沽出其認沽期權[财迷]  

$Globalstar(GSAT)$ GSAT: take profit with about 80% gains on capital. Was higher at the peak news cycle of SoaceX IPO and Apple expanding satellite usage c, but got drown out by other war led or AI led news.  Decided to take profit and move on to recycle the capital to support other stock assignments lately. 

$iPath Series B S&P 500 VIX Short-Term Futures ETN(VXX)$ VXX: taking profit. shorted VXX at $35 at the height of uncertainty on the US & Israel led war on Iran as part of short calls that got assigned.  Decided to hold on to the trade and waiting for situation to calm down for lower volatility before buying back to short trades.  Decent profit based off an event triggered trade. Coupled with the premiums collected from the short calls, happy to closed off the entire trade series with profitable outcome.

$HIMX 20260320 9.0 CALL$ Reopen a small position for the rest of the night. See what happens.

$TSLA 20260318 380.0 PUT$ selling put option to earn premium and intend to buy the share at this price 

$MSTR 20260320 160.0 CALL$ Sold one covered call to gain some premium while waiting for price to rebound together with bitcoin price

$Palantir Technologies Inc.(PLTR)$ Palantir's recent pullback has created what I see as a strategic Dollar-Cost Averaging (DCA) opportunity rather than a reason to panic. The long-term thesis around Palantir Technologies Inc. remains intact, especially as enterprises and governments accelerate their adoption of artificial intelligence platforms. Palantir's AIP (Artificial Intelligence Platform) is increasingly embedded in real operational workflows, from defense logistics to corporate decision-making. When a company is still expanding its real-world AI deployment, short-term price volatility often reflects market sentiment rather than fundamental deterioration. Another key reason to accumulate during dips is Palantir's unique positioning in t

$SLV 20260320 69.0 PUT$ I've noticed that SLV has finally started to catch its breath after that wild ride earlier this year, and I'm feeling quite confident about putting the wheel strategy to work. I've already wrapped up my first successful cycle and am now moving back into selling Cash Secured Puts (CSPs) to capitalize on this stabilization. It’s fascinating to see the technicals shifting, as SLV is currently hovering around $73, which is a significant retreat from its January peak near $121, but it seems to be finding a solid floor. I’m keeping a close eye on the Implied Volatility (IV), which is still sitting at a healthy rank of around 50%, giving me some juicy premiums to collect while the market decides its next bi

$A GX HSCEICC(03416)$ 之前的低位買，現在可以減持少少，這個月嘅升幅差唔多去到上限，[财迷]  [开心]  仲有貨等下個月