Roy.C
Roy.C
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avatarRoy.C
2024-11-11
avatarRoy.C
2025-06-30
avatarRoy.C
11-10 13:45
β€’ Fundamental Strengths: Nvidia’s underlying business remains massively profitable, with trailing revenue reaching $303 billion (up 83% year-over-year) and operating margins holding near 65%. Its long-term technological moat in AI accelerators keeps core institutional backing intact. β€’ Political Hurdles: Huang's close ties to President Trump and global tech influence provide some counterweight, though a bipartisan push in Washington to lock down semiconductor supply chains to China could limit how aggressively the company can push back against new regulatory headwinds.
avatarRoy.C
2024-11-30
Great Article! 
@Alex Tan:$NVIDIA Corp(NVDA)$ Buying NVDA fractional shares using premium earned from earlier selling Cash Secured Put
avatarRoy.C
2024-11-30
Great Article! 
@mster:$AMZN 20241213 190.0 PUT$ AMZN has been kind of flat since earnings. Selling CSPut while waiting for a new catalyst have it breaking out of the consolidation $AMZN 20241213 190.0 PUT$ 
avatarRoy.C
2024-11-30
Great Article! 
@Mathematical Money:3 weeks past since the US elections concluded. Most of you are sitting on huge profits with the dilemma of taking profits at this point or not. Volatility will likely shake the 2nd batch out with the 10-20% drops. Taking small profits at this point is nothing wrong. However, I will still stay long with my options and stock positions to maximise profits this period. Still more tailwinds than headwinds going forward, with mmf still at pretty high levels and interest rates coming downwards. Look forward to DOGE department maximising the efficiency and cresting value add in the poorly run government. It is healthy until it is unhealthy, go with the trend now and cut only when we should cut. 
avatarRoy.C
2024-11-30
Great Article! 
@Murphy Raymond:$SUPER MICRO COMPUTER INC(SMCI)$ I bought at 50, not hoping to break even anymore, just getting back to 40 would be fine, losing less is like making a profit. Seeking a reward to comfort meAlthough I recommended SMCI a few days ago and said it might reach 35 or even 40, I still need to pour some cold water now: don't expect SMCI to stay above 40 for long. SMCI above 40 is detached from its fundamentals; it's fine to play with it, but don't get carried away.
avatarRoy.C
2024-11-27
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@SeriouSyrius:$RIVN 20250321 11.0 CALL$ Close out fully following the small cap morning rally
avatarRoy.C
2024-11-27
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@Tony Boon:$Taiwan Semiconductor Manufacturing(TSM)$   Oh no. TSMC dropping like don't know what despite US indices green.  Quite disappointed with this TSMC indeed. Not sure what's wrong with the associated sentiment. Seems no negative news seen. Sad πŸ˜₯ πŸ˜” 😟  Anyone knows ?
avatarRoy.C
2024-11-27
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@Gene Stilwell:$Intel(INTC)$ Now that Trump administration is in, the INTC will receive more attention under the "made in usa" policy. I am very bullish about INTC. By the end 2025 its price may reach its previous level of $50 per share. Buy and Hold Intel, that is the Future of AI.

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