To The Moon

$JD.com(JD)$ 尋日中午。發動夜盤以32.14沽貨。到盤前高見32.3。點知美股一開又係大跌。係31.86我就買反。但係而家得返31.6。業績咁好都回咁多[摊手]  [摊手]  

$VITASOY INT'L(00345)$ 神奶只係威左幾日又開始響下沉底，冇消息吓看來就係在六至七元浮沉，穿一穿$6隨時都唔出奇

$GOOGL VERTICAL 260717 PUT 360.0/PUT 365.0$ Still convinced that GOOGL is one of the strongest AI company, as attested by latest Berkshire securities purchase last quarter. So when the price dip and show rich premium, I didnt hesitate to scoop position. Strike price is at 25 delta or 75% probability of winning and way below the vwap of $389. Feel safe.

$LRCX VERTICAL 260529 PUT 240.0/PUT 235.0$ Took advantage of the 6% price surge to book 82% profit. Timing just right as this trade will expire in 9 days.

$PropNex(OYY.SI)$ Trimmed the position at minor profits. Hold good company at good price with paper gain.

$CSOP HS TECH(03033)$ 從今日開始。每跌5%。我就入一注。呢個方法我覺得係長期黎講。會比較容易賺到錢[贱笑]  [贱笑]  

The investment narrative around artificial intelligence is undergoing a measurable rotation. While semiconductor and GPU manufacturers captured the bulk of early-cycle returns, the current bottleneck has moved downstream — to electricity generation and data center capacity. Several data points support this thesis: Grid constraints are binding. Interconnection queues for new power capacity in major U.S. markets now extend 7 to 10 years. Major technology companies, including $Alphabet(GOOGL)$, have publicly identified grid connection as the primary constraint on data center expansion. Training clusters for frontier AI models routinely require 100+ megawatts of continuous power, a scale traditional utility infrastructure struggles to

1. Lead / Setup 📊 Tiger Research Team maintains BUY rating and increases Price Target to $160 (from $150) as $$Baidu, Inc.(BIDU)$$ reports a strong 1Q26 that reinforces the view that the company is increasingly transitioning from a legacy search/advertising business into an AI infrastructure and application company. Headline revenue of RMB32.1bn was 2% above consensus and 5% above their estimate, while GAAP operating income, EBITDA and non-GAAP EPADS all beat their estimates. 👇 The Resilience: Despite continued weakness in legacy advertising, Baidu's strategic pivot to AI is accelerating. The most important incremental point is that AI is now the majority of Baidu's core revenue base for the first time. Baidu Core AI-powered Busine

$Alphabet(GOOGL)$ the only tech stock I believe in longer term. Waiting another down turn for more accumulation. 

$Garmin(GRMN)$ Long term supporter rewarded. 

$MRVL 20260529 165.0 PUT$ next week is MRVL earning.... Keep moving ~

$MU VERTICAL 260522 PUT 375.0/PUT 370.0$ ok small profit but will keep going

$ASML 20260821 1480.0 CALL$   I opened the call position 2 days ago and immediately watched the share price reverse lower, leaving me deep in the red. Even though it managed to claw back some ground by the closing bell, the profit was too thin for my liking, so I decided to hold through the volatility. Patience finally paid off today as price action turned aggressive, with ASML hitting a high of over 5%. While I exited the trade a bit earlier than the absolute peak, I’m walking away happy with a great return over a two-day hold. With NVDA reporting its earnings after market closes, anything can happen. 

$SPDR S&P 500 ETF Trust(SPY)$  spiked! Will we visit 7500 after NVDA earning? 

$SNDK 20260522 1270.0 PUT$ close n take profit...

$Alphabet(GOOGL)$ still holding long term

$Alphabet(GOOGL)$ is there more upside?

$Costco(COST)$  Sticking with essentials.. products and services that are needed in both good times and bad times.. 

$NVIDIA(NVDA)$  It finally drop a bit! It's time to buy it now! Go and go more! $Tesla Motors(TSLA)$  same for this! Waiting it go down a bit more then all in and wait for profit! Gogogo!