To The Moon

$SPCX 20261030 146.0 PUT$  

$SPCX 20261030 146.0 PUT$   Spacex going to fall more

$BABA 20260911 129.0 CALL$  

$BABA 20260515 140.0 CALL$ buy more baba!

$Li Auto(LI)$  its Factor utilisation rate is still low (below 70%) and margins are being squeezed. Have to wait for a few china EV companies to go bankrupt before buying LI auto. Competition will remain intense and many Chinese will lose their jobs before consolidation happens 

$BYD COMPANY(01211)$  not a good time to buy. Their debt will be growing due to the need to repay suppliers because of china legislation. They owed their suppliers large amount of money as payables and were not paying. So government step in to force them to repay Margins are thinning. So both these factors will contribute to falling profits which should put it at 25 times PE. It will be more expensive than Toyota. Stock likely to fall to 60HKD to have 15 price earnings. Automobile tend to be valued at 10 times PE

happy income earning new year to all tiger account users

$Sea Ltd(SE)$  sea group shopee has been giving out free money from its cash coffer. For example, I bought an $8 item and got about $2 rebate from shopee for my monthly mobile plan. Will do it every month as shopee is giving me 25% discount. I doubt even the commission it charges to the supplier covers it's cost. So I am quite sure a lot of sea group accounting is untrue and in fact they are making large losses but not reporting truthfully 

$Sea Ltd(SE)$  definite sell, it's free fire revenue is not real with the company booking a large number of unearned revenue to boost current profits. Be prepared to see unwinding and the gaming segment going to zero profits. This means the company is barely profitable on the other 02 segment 

$Li Auto(LI)$  confirm bullish, expect us$25 in a months tome