To The Moon

$Advanced Micro Devices(AMD)$ I made an additional investment in AMD, recognizing its long-term potential as a chip design leader. While it could take decades for AMD to become a 40x investment, its improving growth trajectory is promising. The key challenge remains proving its AI chips can compete effectively with Nvidia and capture substantial market share. Despite some investor uncertainty, continued progress in AI and chip performance could drive a strong rally. I’m committed to a long-term view, betting on AMD’s ability to capitalize on its innovation and growth momentum over time.

$DuPont de Nemours Inc(DD)$ I made an additional investment in DuPont de Nemours (DD) as the company takes meaningful steps toward sustainability by transitioning all 13 of its EU manufacturing sites to renewable electricity. This commitment aligns with DuPont’s ambitious goal of achieving net-zero emissions by 2050. With growing investor focus on environmental responsibility and ESG criteria, DuPont’s leadership in renewable energy adoption strengthens its long-term growth potential. This move not only enhances its brand but also positions DD favorably amid increasing regulatory and market demand for greener industrial practices.

$GLOBALFOUNDRIES Inc.(GFS)$ I opened $GLOBALFOUNDRIES Inc.(GFS)$ ,Weekly DCA into GFS, part of my AI, Chips play, where I want to have a longer term exposure into the sector

$ALB.HK 20250627 95.00 PUT$ 今日巴巴又大升，升至118.5水平，如果賣下星期遠put既話，價錢唔多好。咁我做法是，退而求其次，賣月尾95既期權好過。期權金有0.2算不俗[胜利]  。95元接貨風險亦很低

$Palantir Technologies Inc.(PLTR)$ PLTR: selling short at $135 to bring up my short position average. Certainly a counter momentum trade on one of the hottest stock in the market now. Well, I have my idea, and I am following through. Some trades will be profitable, some will not. This one is certainly deep in the loss territory and I'm seeking better chance to recover from it. Overall portfolio holdings and trades this year had been holding up, this allow me some freedom to test out new trade ideas and be able to take the loss should the trade idea is a dud. 

$GDX 20250620 55.0 CALL$ GDX: collect 1.3% premium on these sold calls with strikes at $55. Contracts expires in 3 weeks on 20th June. Gold price is testing $3400/oz range and trending higher. This is alongside a rising stock market of late. Eventually one of these will reverse as they tend to trade in opposite directions. Gold at $3500 might still provide immediate resistance for further upside, therefore allowing some buffer for these sold calls to exists.

$TSLA 20260618 100.0 PUT$ Sold TSLA far out put on a negative 4.5% stock movement. Looks like an interesting trade with goodenoifjt premium at this level of risk. Looking to be out in a few days or weeks. 

$ONEOK Inc(OKE)$ This is a disciplined dollar cost average strategy (DCA) into the OKE.ONEOK, Inc. operates as a midstream service provider of gathering, processing, fractionation, transportation, storage, and marine export services in the United States. It operates in four segments: Natural Gas Gathering and Processing; Natural Gas Liquids; Natural Gas Pipelines; and Refined Products and CrudeTheir revenue last year was about 21 Billion, with about 10% gross profit, which is rather steady.This is a "REIT" sort of company to me, steady income and good returns.I like this ticker because of the leverage it has in the country.It is very difficult oust them because of how integrated they are. This is a staple for my portfolio. I started buying sin

$MIU.HK 20260629 41.00 PUT$ Longing Xiaomi @ essentially 39/share which I believe is of good value. Looking for Xiaomi to stay above these levels and to fade these options away with time. Otherwise, it is still a good value to be long at. 

$NetLink NBN Tr(CJLU.SI)$ one of the best that I've invested thus far.

$Nokia Oyj(NOK)$   Nokia Below is a forward-looking, investor-oriented analysis of the 5G ecosystem—especially as it intersects with AI-powered “robo-production” and automated manufacturing—and where a key industry player like Nokia (NYSE: NOK) may fit into this growth narrative over the next several years. Citations accompany each major point. ⸻ 1. 5G’s Critical Role in AI-Driven Automation and Robotics 2. Enabling Ultra-Low Latency & Massive Connectivity Industrial AI-driven robotics, autonomous production lines, and real-time sensor networks require sub-10 ms latency and extremely reliable, high-throughput links. 5G’s URLLC (Ultra-Reliable Low-Latency Communications) and eMBB (Enhanced Mobile Broadband) slices are designed precise

$CoreWeave, Inc.(CRWV)$ Overvaluation and High-Risk Profile CoreWeave, Inc. has recently captured strong investor attention, especially amid growing excitement around AI infrastructure and GPU cloud services. However, despite its surging share price, several critical financial red flags suggest that this stock may be significantly overvalued and carries high risk for retail and institutional investors alike. 🚩 Key Concerns: 1. Valuation Far Exceeds Fundamentals • Price-to-Sales (P/S): ~27.77 • Price-to-Book (P/B): ~39.46 • These metrics are dramatically above industry norms and imply investor expectations that may not be grounded in financial reality. 2. No Earnings – Deep Negative EPS • EPS (TTM): -5.19 • Forward P/E: Negative (-124.97) • The com

📅 4 June Watchlist – Quiet Strength or Calm Before the Rotation? Markets opened the week green across the board — S&P (+0.16%), Nasdaq (+0.17%), Dow (+0.10%). But under the surface, I’m watching for signs of sector rotation. 🔍 What I’m watching today: 1. $NVIDIA(NVDA)$   – After reclaiming the crown last week, any dip toward $138–140 could be a chance to add. Momentum still intact. 2. $Palantir Technologies Inc.(PLTR)$  – Up 75% YTD and consolidating near highs. If it breaks $135 again with volume, might re-enter for a short-term swing. 3. $APPLIED DIGITAL CORP(APLD)$ 

Who’s Better Positioned to Win Autonomous Driving? (And how to build a conviction thesis without falling for the hype) I’ve been tracking the evolution of autonomous driving for years,; not as a tech enthusiast, but as an operator and investor focused on long-term scalability. With $Tesla Motors(TSLA)$ and $Alphabet(GOOGL)$ taking radically different paths toward full self-driving (FSD), I wanted to break down how to think clearly about which company is more likely to dominate this space over the next decade. This isn’t about who gets there first—it’s about who can scale profitably, globally, and defensibly. 1. Autonomy Economics: Tesla Robotaxi (Cybercab) Estimated Unit Cost: Under $30,000 Autonomy Appr

📊 My take: $CoreWeave, Inc.(CRWV)$ is no longer just a GPU client — its evolving into an AI infrastructure play. But at 248% gain since IPO and now trading at a premium to Nvidia, the bar for future performance is sky high. Nvidia remains the backbone, but $APPLIED DIGITAL CORP(APLD)$   is quietly becoming the dark horse — stable cash flows from infra leasing, but still flying under the radar. 💡 Strategy: CRWV = high-growth, high-risk. APLD = underrated pick-and-shovel play. $NVIDIA(NVDA)$   = gold standard. If forced to choose? I'd ride NVDA for quality, APLD for optionality, and keep CRWV on a tight leash.

I’ve been following CRWV since its early Nvidia tie-up — and while the growth story is incredible, the market’s optimism now feels priced for perfection. Yes, the fundamentals are eye-popping: ✅ 276% YTD ✅ 78% of Nvidia’s AI portfolio ✅ Microsoft now 62% of revenue ✅ $1.9B revenue ✅ Long-term infra locked in with APLD But let’s be real. at this valuation, you’re not just buying CoreWeave’s performance… you’re buying flawless execution of a $23B capex plan, no GPU supply hiccups, and perfect timing with Nvidia’s upgrade cycle. That's a tall order. Personally, I’ve rotated some early gains from CRWV into Nvidia and APLD. I still believe in the AI infra trend, but CRWV at this level feels more momentum-driven than value-backed. 📈 My prediction? Near-term upside to $165 if risk sentiment hold