To The Moon

$ALEBUND-B(09637)$ 尋日一度暴跌超過5成之上。我覺得係市場錯剎。公司無問題。所以係尾段我決定入市[贱笑]  

$LAIFUAL(03952)$ 尋日我分三次入左。呢注係接近全日最低位入。希望今日能回升。上市兩日都大跌。你真係垃圾黎架[喷血]  [喷血]  

$SPDR Gold ETF(GLD)$ Start building a small position for gold. There is a theory that China and US may reprice gold. We'll see

$LULU 20260702 117.0 PUT$ Taking profit  Setting a goal for Jul 2026: to collect more than $3,000 in premium (including premiums paid to close the options). June 2026: $1,721 Jul 2026 - Collected to date: $1,565

$NVIDIA(NVDA)$ Bought abit high but considering dollar avwrage up will do $200 maybe 

$CIFR 20260717 19.0 PUT$ Selling puts on a really red day, finally prices are retracing back. 19 is at 100 day MA/ 20 week MA,  further support sits at 17.93 is the 200 day MA.  Recent price action has rebounded from 200Day MA, but I'm hoping it doesn't go there. 19 has been the level of resistance / support over the past year or so, hence betting that selling puts here with high IV should do well, especially with a shorter DTE of 2 weeks. 

$NVIDIA(NVDA)$ I believe near bottom for the day what comes down must go up back 

$AMZN LADDER 260710 PUT 235.0/PUT 240.0/PUT 237.5$ Remaining profits getting harder to earn. Take profit and replenish margins

$Adobe(ADBE)$ Collected premiums but shares got called away, will restart the wheel.

The listing is strategically important because it gives U.S. investors direct exposure to the current HBM leader rather than relying on proxies. SK Hynix has confirmed plans for a Nasdaq ADR listing, with proceeds earmarked for new fabs, advanced packaging and EUV equipment, signalling confidence that AI memory demand will remain strong.  If I were building a position today, I would not buy solely because of the listing. I would: Keep core exposure to memory leaders already trading if valuations remain reasonable. Reserve cash to evaluate the ADR prospectus, including pricing, ADR ratio, dilution, lock-up terms and governance. Avoid chasing if listing enthusiasm pushes valuations far beyond earnings expectations. The long-term AI memory thesis remains compelling, but the memory indust

I would avoid taking a high-conviction position immediately before the delivery report. A delivery beat could spark a relief rally, especially if expectations have already been revised lower. However, one quarter of deliveries does not resolve the bigger questions around margins, pricing power and execution of Tesla's AI, robotaxi and chip ambitions. Burry's short reflects downside risk if demand disappoints or guidance weakens. Gary Black's view suggests deliveries may exceed consensus, but even a beat may not lift the stock if investors were expecting more. The more important signal is management's outlook. I would rather react to both the delivery figures and commentary than gamble on the binary outcome. Over the long term, Tesla's valuation still depends more on successful execution in

$TSLA down 2% on the monster delivery numbers. I think this is mostly buy on the rumor, sell on the news. Stock is still up 12% over the past week compared to the Nasdaq up 4%. The whisper must have been much higher than I realized. I can't find anything sinister in the numbers. They missed energy deployments by 3%, but investors are even less focused on energy compared to delivers. 

$Bassett Furniture(BSET)$ $La-Z-Boy(LZB)$  $Ethan Allen Interiors(ETD)$  🚪🛋️🏡 Bassett Furniture $BSET: Margin Strength Today, Housing Recovery Tomorrow 🏡🛋️🚀 Furniture demand remains one of the clearest barometers of consumer confidence and housing activity. That’s why I found Bassett Furniture’s latest earnings surprisingly encouraging. While the industry continues battling elevated mortgage rates and sluggish home turnover, Bassett demonstrated something investors often value more than headline revenue growth: disciplined execution. The market certainly approved, sending shares more than 6% higher following a double earnings beat. ✅ Q2 FY2026 H

I'm bullish on $SK hynix(SKHY)$ . The company has established itself as the leader in HBM, which is one of the most critical components powering the AI revolution. With around 60% market share in HBM and its close relationship with NVIDIA, it's well-positioned to benefit from continued AI infrastructure spending. The Nasdaq ADR should also improve visibility and attract more institutional investors. That said, I'll be watching HBM pricing, AI capex trends, and the impact of share dilution. Long term, I think SK Hynix remains one of the strongest AI semiconductor plays, but I wouldn't be surprised by some short-term My prediction: By 2036, I expect SK Hynix to be significantly larger than it is today, with revenue and earnings driven far more by AI

 Come, come, sit down. Don’t just stand there looking at the Figma stock chart like it’s a burnt plain prata. Let me flip the situation for you, clear and crisp, like my tissue prata. ​You know me, right? Night time I flip prata here at the hawker, daytime I am standing at NTUC FairPrice selling that Corningware set—the one that never cracks even if your mother-in-law throws it at you. Very high premium quality, just like Figma’s core software! But AI right now is making the market panic. $Figma(FIG)$   ​Listen to Muthu, let me break down the numbers for you: ​1. The Dough is Rising, so Why is the Price So Cheap? ​Aiya, the stock crashed from $142 all the way down to $21.34. Market cap is only around $11. 3 Billion. Why? Everyone is

$Meta Platforms, Inc.(META)$ building “Meta Compute” to sell surplus GPU capacity & compete with $Amazon.com(AMZN)$ AWS, $Microsoft(MSFT)$ Azure & $Alphabet(GOOGL)$ Cloud • Whether the neocloud selloff is a re-rate or overreaction for $NEBIUS(NBIS)$, $IREN Ltd(IREN)$, $Cipher Mining Inc.(CIFR)$, $CoreWeave, Inc.(CRWV)$