To The Moon

Waymo Charges ForwardWe can debate the launch timing of $Tesla Motors(TSLA)$ Mobileye, and a dozen other autonomous companies. But $Alphabet(GOOG)$ $Alphabet(GOOGL)$ Waymo is here and expanding.Waymo has been operational in Los Angeles for a while and is now adding freeways, initially for employees, and if history is any indication this will launch to the broader audience in a few months. Ironically, Waymo has kept to the higher-risk city centers and kept off the highway, so this will be a key expansion around the country to make longer haul trips more viable and increase the addressable market.Waymo also announced that it will be going on a “road trip” to Las V

I have not used deepseek yet despite all the rave. Been too busy but will definitely find time to try it out. The fear of competitor for Nvidia is real. AI will evolve at a crazy speed and no one can remain the top forever. I think there will be a sell off by investors to manage risk before the earnings report. Don’t think trump can save Nvidia unless he imposes policies to encourage Nvidia and push deepseek out of the US but that can backfire on the US if it never has the latest technology. So, I do expect Trump to pressure Huang to engage in an AI/ chips race with China just like its arms and space race.

Top U.S. Stocks to Watch in 2025: Growth, Value, and Innovation As we step into 2025, investors are closely monitoring key U.S. stocks that have the potential to outperform the market. With the global economy navigating uncertainties, technological advancements, and shifts in consumer behavior, several sectors—especially technology, healthcare, and undervalued blue-chip stocks—are drawing attention. The Dominance of the ‘Magnificent Seven’ One of the biggest market trends of recent years has been the continued strength of the ‘Magnificent Seven’—a group of tech giants that have significantly influenced the U.S. stock market. This group includes: • Apple (AAPL) – Despite concerns over declining iPhone sales, Apple remains a powerhouse in consumer electronics and services. • Microsoft (MSFT)

$NIO Inc.(NIO)$   Buy within your means.  Don't let BBs take your peanuts.  JAN deliveries is low but still better than last JAN. That's positive. Coming months just need to sell more vehicles to ensure share price can move up.  I love peanuts.  🥜 🥜 🥜

$SMIC(00981)$  AI sentiment summary for SMIC. Over the past ten days, the price movement shows a predominantly positive trend, with the sentiment largely skewed towards "Extreme Optimistic." The closing prices consistently stayed above 36, reaching a peak of 42.10 on 22nd January. However, there were some fluctuations in sentiment, particularly on the 23rd and 27th, where the sentiment shifted to "Mixed" as the price dipped slightly. As of the latest session on 28th January, the closing price stands at 38.00, which places it within the "Mixed Sentiment" range. Looking ahead to the next session, if the price drops below 34.55, it would indicate "Extreme Pessimistic" sentiment, while maintaining the current level could suggest a continuation o

-16% - BUY THE DIP ✅✅✅ On the technical part of things, NVIDIA remains as the market leader for GPUs and the other players within the market is of such a big gap away in terms of its innovations and specs of the products. On the financial side of the matter, NVIDIA remains flushed with cashflow and the profitability of the company beats the expectations of investors quarter on quarter, how many company can in fact sustain such levels of growth for over the pass 2-3 years? Deepseek is indeed a "surprise" to everyone, but how true the news is? Or how factual the stats of the reports release is still an unknown. And why of all time, release such a news just after trump's inauguration? Like many childhood favourite cartoon, transformers, "More Than Meets The Eye". Always track back to the fund

The potential upside will come in 2025; with many coming to fruition soon. The megapacks and semis are real and are more profitable than their EVs auto segment. These will grow exponentially to be more than what they are now. Not counting the Optimus, consider what cpst reduction they can achieve with Optimus runnign the 3rd shift -- and the cost of good sold will be a great winner

Yeah nah, I am long on Nvidia. It has way too much AI useful IP. At a fundamental level it ultimately comes down to moving and organising groups of electrons as fast as possible without overheating the chip. This requires hardware and Nvidia has cut its teeth for 3 decades with GPU's with very hardware intensive end use in gaming, similar to AI. That is why I am long on Nvidia.

$IONQ 20250131 46.0 CALL$ $IONQ 20250131 46.0 CALL$  With all the covered call expired worthless last Friday, starting to sell new CC option hedging against the market's volatility. DeepSsek claims their using of cheaper and lower end chips to develop their open AI model and out performing the US's counterparts may affect these QC companies. $IONQ 20250131 46.0 CALL$ 

$MSTR 20250131 400.0 CALL$ MSTR: collect 0.45% premium on this naked call with strike at $400 Contract expires this Fri on 31st Jan. Took the chance when MSTR retraced lower on Monday to sell fresh call for premium. MSTR seemed to bounce between $300 to 400 level when BTC is bullish at the moment. Will be selling shorter term options to keep risk lower and risk adjusted for profit versus potential losses.

$GME 20250131 30.5 CALL$ Opening covered calls. Lower strike than before but still above cost price. 

$EQT Corp(EQT)$ Weekly buy into the energy sector. There has been a lot of talks about the nuclear sector which does warrant some attention to dive into details. However, nuclear has always been a controversial form of energy. For the time being, I believe that it will not be as massive a scale as oil and gas. 

$Energy Select Sector SPDR Fund(XLE)$ Weekly general buy into the energy sector. There has been a lot of talks about the nuclear sector which does warrant some attention to dive into details. However, nuclear has always been a controversial form of energy. For the time being, I believe that the mainstay of energy would still be oil and gas. 

$NVDA 20250321 100.0 PUT$ Averaged down on NVDA on a down day. The volatility is still high but the magnitude is not as high. I am hoping that the volatility would die down and get out since missed the optimal timing the day after the big drop.