To The Moon

$TSLA 20261016 460.0 PUT$ high conviction options trade - TSLA back to all time highs 

$Advanced Micro Devices(AMD)$  AMD just hit $1T market cap — and my position is flying Holding AMD through this run has been one of my better calls. The stock recently crossed the $1 trillion market-cap mark for the first time, trading around the $630 level after a strong multi-day surge. Year-to-date it’s up roughly 180-195%. That’s the kind of move that turns solid positions into serious gains. What’s driving it is simple and measurable: • Data center revenue more than doubled year-over-year in the latest reported quarter (to about $6.7B). • Overall company revenue grew ~50%. • Demand for EPYC CPUs and Instinct accelerators from hyperscalers and AI customers continues to accelerate. Management has guided for data center to more than double a

$Microsoft(MSFT)$ Patience is really a virtue, and I'm starting to get rewarded. [Allin]  [USD]  

$NVIDIA(NVDA)$ looking forward to the last quarter of 2026

$Frencken(E28.SI)$ slow & steady , with Amova adding stakes now

$台积电(TSM)$ boom boom... AI found its application

$SGX(S68.SI)$ Good profit for the volatile market!

$Palantir Technologies Inc.(PLTR)$ Still holding to it... 

$VanEck Semiconductor ETF(SMH)$   Success in the markets doesn’t come from doing things occasionally. It comes from doing the right thing consistently. Continue to DCA into chips💪

$ServiceNow(NOW)$ happy with the win.

$Schwab US Dividend Equity ETF(SCHD)$ just keep buying...

Two strong names. Two very different setups. 🟢 $Costco(COST)$ — Rebuilding Momentum The bullish engulfing candle reclaimed the 5, 10 and 20-day moving averages, with the move coming after earnings and from oversold conditions. No gap. No obvious chase. That gives the setup a cleaner recovery + risk-reward profile. 🔵 $Meta Platforms, Inc.(META)$ — Managing Momentum Meta has already made the breakout. Now the signals are telling a different story: price has breached the upper Bollinger Band, while RSI and MFI are showing overbought conditions. That doesn’t automatically invalidate the trend. It simply raises the odds of consolidation after the breakout. 🔄 The common thread: Both are showing strong underlyi

From Leaders to Laggards: Is Memory Waiting on Micron? Memory gave back Tuesday's gains on Wednesday. SanDisk fell 3.73%, SK Hynix 3.12% and Micron 2.22%. The selling carried on into Thursday's pre-market, then all three bounced on Friday as oil eased after the Trump–Xi meeting. They fell together and bounced together, so this is one trade, not three. The real test is Micron's report after the close on September 30, which is about 4 AM on October 1 in Singapore. Wall Street expects $50.91 billion in revenue and $31.49 in earnings per share. Management guided about 86% gross margin, but also said price increases are moderating. The quarter also has 14 weeks, one more than usual. Bull case: 16 take-or-pay contracts lock in about $100 billion through 2030. HBM4 has already shipped over $1 bil

One stock I’m watching is $Nike(NKE)$  . The setup is pretty simple: the world’s biggest sportswear brand has been struggling, and the market has become increasingly impatient. Nike reports fiscal Q1 earnings on October 1, with consensus around $0.44 EPS and $11.3B revenue.  But the interesting part isn’t the earnings estimate. It’s whether Nike can finally show signs that the turnaround is working. 👟 China is the big question. Greater China sales fell 17% on a constant-currency basis in Nike’s most recent quarter, making the region one of the biggest problems management needs to address.  🇺🇸 Then there’s North America. Wholesale revenue has been growing, but that hasn’t translated into overall sales growth. That raises an uncomfortable

This isn’t really a streaming story anymore. It’s a consolidation story. Paramount Skydance is moving ahead with its acquisition of Warner Bros. Discovery, with the company now seeking another $7.5B in debt financing as part of the deal. The combined company could carry roughly $80B of debt after closing.  And that’s where things get interesting. Warner Bros. Discovery brings together huge pieces of the entertainment ecosystem — Warner Bros., HBO, CNN, Discovery and Max. Paramount brings Paramount Pictures, CBS and its own streaming business. Put them together and suddenly one company controls a much larger collection of studios, TV networks, streaming platforms and content libraries. But bigger doesn’t automatically mean better. 💰 The debt is enormous. 🎬 The studios still have to produce

Palantir: "Not Really an AI Company" — and Why That Matters EdgeRunner AI's CEO put it well: Palantir is "an incredible data architecture company." EdgeRunner is the camshaft and Palantir is the engine block. The models plug into Palantir's plumbing, so Palantir doesn't need to win the model race. Bull case The Pentagon made Maven a program of record, and users grew from 5,000 to 20,000. The Army enterprise deal is worth up to $10 billion over a decade. Full-year revenue is expected to reach about $8.19 billion, up 83%. Bear case The stock trades at about 120 times forward earnings. Maven is under scrutiny after the February 28 Minab strike review. Palantir says it wasn't responsible for the underlying intelligence. If models move to devices that work offline, some of the value moves with

$HIMS 20260925 25.0 PUT$  HIMS Recent News: Bullish vs Bearish Conclusion: Over the past month the news flow on Hims & Hers Health (HIMS) watchlist has been genuinely two-sided, but the bearish items have carried more weight — the stock is down 7.08% over 20 days and 21.69% over 60 days, sitting 54.95% below its 52-week high. The bull case rests on international expansion (Australia GLP-1 launch) and a strong oversold rebound with bullish options flow; the bear case centres on insider selling filings, a product removal, payment-network/FTC pressure, and target-price cuts.

$CRITICAL METALS CORPORATION(CRML)$ it has been a gift that keeps giving. It might not be your $Palantir Technologies Inc.(PLTR)$  or $NVIDIA(NVDA)$ , it's still something worth celebrating 🥳🎉. A few shining lights in my weekly gloomy trades.  Greenland trades suddenly kicked in again last week when all was peace and quiet. To me, those were simply old news. Nevertheless, I wasted little time logging in some little loose changes for my efforts. True enough, the price corrected a little. As the profits are too small 🦐 to speak of, I have to simply sit through the options expiry... but tha