To The Moon

$META 20251031 765.0 CALL$ 

$SHL.HK 20260929 2.70 CALL$ 

$AGQ 20270115 645.0 CALL$ 

Everyone talks about gold when it rises. But I think the more interesting question is what gold is telling us about everything else. Gold doesn’t generate earnings. It doesn’t pay dividends. It doesn’t innovate. Yet investors continue to allocate money toward it. Why? Because sometimes the market isn’t looking for growth. It’s looking for certainty. And that creates an interesting signal. If gold keeps attracting capital while equities remain near elevated levels, investors may be saying: “I still want exposure to risk… but I also want something outside the system.” That doesn’t automatically mean stocks are heading for trouble. It means investors are balancing two very different views at the same time: 🚀 Growth: AI, technology, infrastructure and earnings 🛡️ Protection: Gold, cash and def

Today, $SpaceX(SPCX)$  gets an interesting catalyst: its weighting in the Nasdaq-100 rises from about 1.28% to 2.82%, effective September 21.  Why does that matter? SpaceX already joined the Nasdaq-100 in July. The latest increase is largely about more shares becoming publicly tradable, which allows the index to give the company a weighting much closer to its enormous market value.  And the potential flow is significant. Analyst estimates put the additional passive buying associated with the rebalance at roughly $15.5B–$22B. That’s an estimate, not guaranteed buying, but it shows how large this index adjustment could be.  But here’s the part I find more interesting: 🚀 SpaceX 🛰️ Starlink 🌐 Global connectivity 🤖 AI infrastructure 📡 Sate

The Nasdaq-100 rebalance has already put $SpaceX(SPCX)$  in the spotlight. Now comes the part I’m watching more closely: Starship. 🚀 SpaceX is targeting September 22 for its next Starship test flight, pending regulatory approval. This mission is expected to attempt an orbital flight and carry Starlink V3 satellites.  Why does this matter? Because Starship isn’t just another rocket. It sits at the centre of SpaceX’s longer-term ambitions: 🛰️ Expand Starlink 🚀 Increase launch capacity 💰 Potentially reduce launch costs through reusability 🌎 Put more satellites into orbit 📈 Create a much larger commercial launch platform And there’s an interesting setup for $SPCX. SpaceX’s Nasdaq-100 weighting has just increased from roughly 1.28% to 2.82%,

$Micron Technology(MU)$ please continue to win more for this year...thanks

$BlackBerry(BB)$ earning week. Just close your eye and buy!

$BB 20280121 5.0 CALL$ buy more while it's undervalued 

$DBS(D05.SI)$ **DBS is the undisputed GOAT of SGX** for good reason. As Singapore’s largest bank and the first local company to smash the S$100 billion market-cap barrier (now over S$200 billion), DBS dominates the exchange in size, performance, and prestige. It consistently ranks among the top 25 banks globally by market capitalisation and delivers elite shareholder returns — 20-year total shareholder return of nearly 10x, with strong dividends (currently around 3.8% yield and rising). Its edge is unmatched: named World’s Best Bank (Euromoney, The Banker), Safest Bank in Asia for 17 straight years, World’s Best Private Bank, and World’s Best Corporate Bank. Digital leadership is elite — world’s best digital and AI bank awards, with heavy AI de

$Meta Platforms, Inc.(META)$ focus to break 700 when muse launch globally!!!

$Tesla Motors(TSLA)$  holding on for more upside with the compression tightening 

$TSLA 20261016 460.0 PUT$ tsla puts still hanging on with cost basis shaved off

$Advanced Micro Devices(AMD)$ How high can $Advanced Micro Devices(AMD)$  go? Is it still a buy? Yes — AMD is still a compelling long-term AI/semiconductor story, but at around $560 I would not chase it aggressively. I would treat it as a buy-on-pullbacks / staged-entry stock. Why AMD can go considerably higher The fundamentals are accelerating: * Q2 2026 revenue was $11.54B, +50% YoY. * Data Center revenue was $6.7B, +107% YoY. * AMD expects Q3 revenue around $13B, another ~41% YoY increase. * Non-GAAP gross margin is expected around 56%. * OpenAI and Meta each have agreements covering up to 6GW of AMD GPUs, while Anthropic has announced a deal for up to 2GW of MI450 GPUs. The particularly intere

$Qualcomm(QCOM)$ I have been trimming $Qualcomm(QCOM)$  lately. Is the company lagging behind? Yes — QCOM has been lagging, especially compared with AMD, NVDA and some other AI/semiconductor names. But the important question is why it’s lagging. As of the latest close, QCOM was around $177.72, versus a 52-week high of about $259.92. Its 2026 YTD return was only about +5.5%, compared with roughly +11.8% for the S&P 500. Why QCOM has lagged 1. Smartphone weakness / Apple modem transition This remains the biggest near-term issue. Qualcomm is still heavily exposed to handsets, while Apple is increasingly using its own modem technology. Memory/supply constraints have also pressured the handset ma

$BABA-W(09988)$  $Alibaba(BABA)$ last week Baba bounced, what about this week? I expect it continues to move higher for this week. It should not close lower than last Friday closing price. now we know interest rate expectations is trending higher and companies like Alibaba will be in a better position compared to to other AI companies in China that are not profitable yet. 

$SGX(S68.SI)$ Still in good profit after volatility. 

$Taiwan Semiconductor Manufacturing(TSM)$  No chance to buy cheap for the moment