To The Moon

I will go for option C. Intel price has run too far ahead of its value. Market is positioning Intel for its potential future success of its foundry services to take on TSMC. It's not even in the AMD space. US government's involvement is already priced in from the recent price spike. Now is the time for delivery however there is simply not enough time for Intel to do just that. Therefore market will be in for a reality check when it announces its latest results. Of course, this is only my take. Market could be irrational for longer than necessary, as could be seen in $Tesla Motors(TSLA)$

$CRITICAL METALS CORPORATION(CRML)$ is a play on Greenland and rare earth minerals rather than Austrian Lithium or EU. At least that is what the latest surge in price is about. With Trump talking up taking over Greenland following the military operation in Venezuela, market has priced in the possibility of Trump participation in CRML's resources ownership via US government. CRML happened to announce a series of positive resources and offtake related news that sent market into frenzy. Yes, another asset carried in CRML's book is the Austrian Lithium mine, however the recent spike has nothing to do with it. CRML is not doing anything over that mine, so it doesn't make sense to link the current spike to that. Just a statement to correct your narrati

The usual silly market reaction. Sell first talk later... it feels strange for market to always react negatively and for speculators to collect their winnings whenever positive news come out. It is as if speculators are congratulating themselves for the work well done... for missing out on a real deal!? [Facepalm]  [Spurting]  [Smug]  [Glance]   Just sharing this piece of news again, in case readers missed it.  My take is history doesn't repeat itself but it often rhymes. From my limited 🧠 capacity's perspective, with Saudi Arabia taking out the last 25% of the mine offtake, the entire mine is sold out! That's wonderful news for any miners! Even more importantly, the Saudis has committed to build the entire processing facility in a 50:50 joint venture deal, me

$SBSW 20260116 11.0 CALL$ It took a while... in fact, this call option will expire this Friday... If you had followed this trade, you will know that my target price is about $1+ away. That's would complete my cup and handle pattern. However, another target approaches, $20 - to allow me to get this trade done without paying much for it. Of course $22 will make this completely free but $20 is expected to provide some resistance.  Sibanye, slowly but surely, carries the tailwind of rising platinum and palladium prices, not something that should be dismissed. Precious metals group, in the light of increasingly uncertainty as a result of Trump, finally has a chance to shine. Volatility is expected to increase with the US Presi

Always wrong… so bet against me to increase your chances of success [Facepalm][Spurting][Tongue] I had opted for the first choice… just for fun…

$CRITICAL METALS CORPORATION(CRML)$ It has been some time since I have shared this mining company. If you followed my posts, you might recall a crying 😭 photo attached to one of them.  CRML, in its last run, climbed from under $10 to around $32 within weeks! I had sold a couple of call options then. I still remember the share price climb accelerated in its last week, running from less than $20 to $32 within a week! As I had sold calls for all my holdings in 🐯, I could only watch the price shot into-the-money and then dropped all the way down to below $20 in that week alone. I was not able to take profit near its high point, I was also not able to prevent some of my principal from being called away at a lower price.  Eventually, I made pe

I have extracted the last line of the article here, and I quote, "It feels odd, but no or low capital return seems to have become an advantage for some defense stocks now." Does that tell you something about the state of our investment now? Strange it might appear to be, but with Trump disrupting the old world 🌍 order, what is new?  Government and commercial decisions can never be the same, since both parties have different agenda. With government interfering with business, the approach normally doesn't have a good outcome. Donald Trump's interference could only be worse than any other government, including those of communist China. Trump works on favouritism. Trust or the lack of it has always accompanied his every decision. Many of his actions have so far favoured his family an

Let's go!!! Up up and away!!! [LOL]  [Happy]  [Cool]  [Miser]  [Tongue]  

I will join in with the sharing... life is life, job is job... seems like many in 🐯 has similar experience in pressurizing environment! Cool and relax may not be the only mode to win in office politics, or so it seems [Tongue]  

A piece of new information that makes me stand up and take notice. It validates what Warren Buffett had stated all along about the competition within automobiles 🚘 industry.  For me, the article is a timely reminder to what makes up Tesla. It also reinforced my take about excessive premium given for valuation of Tesla. Rather than given a premium to a future that could be replaced by other powerful competitors such as Alphabet and now Nvidia, Tesla should be valued as it is now as a primarily EV firm. We can definitely add some side-values to its power storage business (also facing strong competitors from China). However, conglomerate or holding company discount must also be applied accordingly to be fair. Elon Musk premium is too far, too much. In fact, it is nothing but to