To The Moon

$Amazon.com(AMZN)$   Amazon: great business, heaviest spending cycle ever, and what it means for my sell puts Amazon is the strongest Tier 1 name I've scored so far, and I still won't sell a put on it today. The operating business is excellent. Q2 sales were $200.6B, up 20%, and operating income was $27.5B, up 43%. AWS grew 37%, its fastest since 2021, at a 39.4% margin. That's 21% of sales but about 60% of operating profit. The reported profit is a different story. Q2 net income was $62.6B, but $53.4B of pre-tax income was non-operating, mostly gains on the Anthropic stake. These are real but non-cash and can reverse. Strip them out and Amazon trades at about 31.6× 2026 and 25.1× 2027 earnings, not the 20× on the screen. Cash is the other wa

Once a premium favourite in athletic wear, Lululemon is facing one of its toughest periods in years. The stock has fallen sharply, but what has gone wrong — and what would need to change for a recovery? 👕 What does $Lululemon Athletica(LULU)$  do? Lululemon designs and sells premium athletic apparel, including yoga leggings, running gear and everyday sportswear. Its business was built on product quality, premium pricing and a loyal customer base. 📉 Why has the stock fallen so much? 🔹 1. Customers are losing interest. Lululemon has struggled to keep its products fresh and relevant. Its second-quarter 2026 revenue fell around 4% year-on-year to $2.42 billion, while comparable sales dropped 9%.  🔹 2. Competition is getting tougher. Brands

Not every interesting stock needs an AI story. Sometimes, the opportunity is in a business that helps other businesses keep operating. 🏭 What does $Fastenal(FAST)$ do? Fastenal distributes industrial supplies, including bolts, nuts, screws, safety equipment and tools. It also helps manufacturers manage inventory through onsite services, automated vending machines and digital supply-chain solutions. Its products may not sound exciting, but factories and industrial customers need them every day. 📊 Why is it on my watchlist? Fastenal reported Q2 2026 revenue of approximately $2.39 billion, up 14.7% year on year. The company attributed its growth to customer contract wins, pricing and a modest improvement in industrial production. Its next test c

The market has been rallying, but this week could reveal whether the optimism is justified. The S&P 500 closed at 7,811.54 on Friday, while the Nasdaq finished at 27,366.17. Now investors face a busy week of bank earnings, inflation data and one major test for the AI trade: $TSM. 🏦 1. Banks: Is the US Economy Still Holding Up? $JPM and $WFC report on Tuesday, with other major banks also taking the spotlight. Investors will be watching: • Net interest income and lending trends • Investment banking and trading revenue • Consumer credit quality and signs of financial stress • Management’s outlook for the economy Higher interest rates can support lending margins, but they can also make borrowing more expensive and put pressure on customers. Strong profits alone may not be enough if bank ex

₿ Bitcoin Is Holding $80K — But a 5% Treasury Yield Changes the Game Bitcoin is trading around $83,746, up 1.01%, while the US 10-year Treasury yield has climbed back above 5%. That creates an interesting question: when investors can earn a relatively attractive yield from government bonds, why take the extra risk of holding Bitcoin? 📈 The Bull Case: Bitcoin Is Maturing Bitcoin bulls argue that institutional participation is changing the market. Greater involvement from large investors could help deepen liquidity and broaden demand. Bitcoin also has a different investment thesis from traditional assets. Supporters see it as a scarce digital asset with long-term potential, rather than simply another high-growth technology trade. 🤔 The Bear Case: There Is a Cost to Holding Bitcoin Treasuries

$Palantir Technologies Inc.(PLTR)$ appears bullish— A return of the King. Keep it slow and steady. 

$ONDS 20261009 6.5 PUT$  Ondas Holdings (ONDS) — Recent Bullish vs Bearish News Bottom line: The news flow over the past two months is genuinely two-sided. The bull case rests on an accelerating defense order book — roughly $165M of new orders booked from late August through early October, including a $56M European loitering-munition order, plus a string of acquisitions that broaden the platform. The bear case is financial and dilution-driven : a Q2 EPS loss of $0.19 vs. $0.05 expected, heavy share issuance to fund acquisitions, and options flow that has repeatedly leaned bearish. The stock has not rewarded the order momentum — it closed at $6.73 on 2026-10-10, down 1.75% , well below the $7.43 resistance level and roughly

$Palantir Technologies Inc.(PLTR)$ this is just the beginning

$CRML 20261016 15.0 CALL$ chunk change for tea break... waiting for more opportunities to ride this wave 🌊 again... more political upheaval, more Trump's nonsense, more interest in its principal company... then I can earn more pocket change. Not going to worry if the principal got called away. Yes, I missed its big one at $30+ some time ago due to the calls options. However, I have also made two big rounds in the same trade, so I can't and shouldn't complain. Be patient... I am sure the next wave 🌊 for either rare earth minerals or Greenland 🇬🇱 issue would come again in the months ahead, like it or not. The principal company isn't borne by politics for no reason.

$BlackBerry(BB)$ fundamental, earning checked correct. Just a matter of time. Patience 

$Microsoft(MSFT)$ **Microsoft is positioned to significantly outperform the S&P 500 over the next two years**, driven by its accelerating AI and cloud leadership that few peers can match at scale. Azure has become the standout growth engine. In fiscal 2026, Azure surpassed $100 billion in annual revenue for the first time, with recent quarterly growth hitting 43% and management guiding to about 45% in constant currency for the current period. This is not speculative demand—commercial remaining performance obligations (RPO) surged 84% to $678 billion, providing multi-year revenue visibility that the broader market lacks. Roughly 30% of that backlog is expected to convert within 12 months, giving Microsoft exceptional forward certainty. AI mone

$Taiwan Semiconductor Manufacturing(TSM)$  TSMC come down from 47+

$Meta Platforms, Inc.(META)$ what a good run from meta! Now collect under 700 and aim for 800 short term and 1k long term let's go!!!!

$UnitedHealth(UNH)$ not over yet. This week hope to break $100k

$Tesla Motors(TSLA)$ I want to sell but intimidated by the SELL CALL. 😁⭐

$Palantir Technologies Inc.(PLTR)$  Long term bullish, mid term not so. ATH reached yet volume remains low.  Price over everything as the Germans saying.  But Volume tells you more than any Technical indicators. 

$YZJ Shipbldg SGD(BS6.SI)$ waiting for more

$TSLA 20261120 385.0 PUT$ another gd week. 15th Oct for Roadster. Might do some volatility trades around that period.

$台积电(TSM)$ lot oc news drive it up