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09-27
10-Year at a 2007 High, VIX Under 15: Why I'm Selling Fewer Puts Right Now Most of my feed this week was about the 10-year, and fair enough. On Thursday the yield hit its highest level since June 2007, and the 30-year is now sitting near 5.49%, the highest since 2004. Then stocks went and closed the week green anyway. The S&P 500 and Nasdaq both posted weekly gains, and the Dow snapped a three-week losing streak. I've been running a sell-put / Wheel strategy on US stocks for over five years. This is one of those weeks where the numbers are telling me to do less, not more. Here's how I'm reading it. Quick recap Sept 16: Fed hiked 25 bps in a 12-0 vote, to 3.75%-4.00%. First hike since 2023. The dot plot showed most officials expecting at least one more hike this year. Sept 23: hot S&
TOPHiTALK: That weak 5-year auction mattered more than PMI to me. If indirect demand stays this soft, long-end pressure probably keeps building and 5.2% on the 10-year may not be the ceiling.
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09-28
$BB 20280121 5.0 CALL$ everything check correct and good warning. Wait for big pump
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09-28
$Micron Technology(MU)$ we gonna create another big win for this week. Thanks!
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09-28
$Alphabet(GOOG)$ continue bro accumulating when it's under 330 and hit 400 when goog release Gemini 4 let's go!!!!!
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09-28
$TSLA 20261120 385.0 PUT$ good week for TSLA holders. Roadster news next~~~
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09-28
$Tesla Motors(TSLA)$ You can do better Elon.
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09-28
$Tesla Motors(TSLA)$ make or break week for TSLA, let's monitor if it breaks upwards and back towards previous all time highs
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09-28
$TSLA 20261016 460.0 PUT$ high conviction options trade - TSLA back to all time highs
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09-28
TSMC Just Raised AI Spending. These 6 Stocks Target the Bottlenecks Beyond Chips
🚨 AI’s Next Bottleneck Is Bigger Than Chips $Taiwan Semiconductor Manufacturing(TSM)$ just delivered record Q2 profit, raised 2026 capex to $60–$64B, and committed another $100B to U.S. chip production. CEO C.C. Wei says conviction in the multi-year AI megatrend remains very high. But here’s the bigger picture: 🧠 AI infrastructure is becoming a full-stack buildout. The bottleneck is no longer just silicon. 🔹 $Broadcom(AVGO)$ — Custom Silicon Hyperscalers are building chips optimized for their own workloads. Broadcom sits at the intersection of custom accelerators and the networking that connects them. 🔹 $Arista Networks(ANET)$ — Networking Thousands of processor
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09-28
$Advanced Micro Devices(AMD)$ 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
TOPI think the AI spending slowdown risk is getting overstated. Deployment wins and that 6.7B data center number matter more than the multiple right now
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09-28
$Microsoft(MSFT)$ Patience is really a virtue, and I'm starting to get rewarded. [Allin] [USD]
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09-28
$NVIDIA(NVDA)$ looking forward to the last quarter of 2026
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09-28
$Frencken(E28.SI)$ slow & steady , with Amova adding stakes now
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09-28
$台积电(TSM)$ boom boom... AI found its application
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09-28
$SGX(S68.SI)$ Good profit for the volatile market!
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09-28
$VanEck Semiconductor ETF(SMH)$
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09-28
$ServiceNow(NOW)$ happy with the win.
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09-28
$COST vs $META: Same Strength, Different Stage
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