To The Moon

$BOSIDENG(03998)$ Added HK stocks for long term dividend, strong consumer brand worth to invest. The IP of Labubu maybe hot for a while but Bosideng proved a sustainable growth brand.

$UnitedHealth(UNH)$ I chose to invest in UnitedHealth because it's one of the most stable and consistently performing healthcare companies in the U.S. Its integrated business model, which combines insurance (UnitedHealthcare) with health services (Optum), creates a strong ecosystem that delivers both steady cash flow and long-term growth. In times of economic uncertainty, I find its defensive nature especially attractive.UnitedHealth has a proven track record of earnings consistency and disciplined management. It continues to grow revenue and earnings year after year, even during challenging market cycles. I see it as a reliable compounder—able to deliver both capital appreciation and potential dividend growth over time, which aligns well with

$AMD 20250808 120.0 PUT$ 💸 Just locked in $232 premium selling 1 lot of $AMD 120 PUT expiring 08 Aug 2025.Cash secured, mood secured 😎Now we wait... and collect 🧘‍♂️📥 #CSP

$Microsoft(MSFT)$ I made an additional investment in Microsoft due to its strong AI integration and growing enterprise adoption. With over $14 billion invested in OpenAI, Microsoft’s Copilot is becoming a key productivity tool, tripling its user base in Microsoft 365 last year. Its diverse AI offerings, including Copilot Studio and Dragon Copilot for healthcare, showcase deep market penetration. Plus, Azure AI’s cloud infrastructure and AI services position Microsoft as a critical enabler of AI innovation. This broad AI ecosystem supports sustained growth and makes Microsoft a compelling long-term investment.

$Aspen Aerogels(ASPN)$ ASPN broke out of symmetrical triangle. And held the trend in terms of candle despite the previous day candle having a long tail.Overall, MACD turning up as well on daily basis. Fundamental, GM EV sales are up, so probably might end to clearing old stocks and ASPN moving their stocks. Time will tell.

$MSTR VERTICAL 250718 PUT 340.0/PUT 345.0$ Pocket the premium before expiry. Bitcoin stocks are of uptrend. Close trade to secure profit look for the next entry point. 

$Hut 8 Mining Corp(HUT)$ Sold to lock in profit since it's 2X Will probably regret selling early but bird in hand is worth two in the bushes 

$MIU.HK 20250730 57.50 PUT$ Bullish in the short term with a strike price that is pretty close. Took the opportunity during the dip today, will be monitoring over the next few days.

$Encore Capital(ECPG)$ ECPG: continue to accumulate some additional positions on ECPG. As of now, I'm about 4% in the green for this position.Broke down the accumulation to few tranches as I have some cash vouchers to use up and I'm not af full position size yet. Contrarian trade to hedge against downside. ECPG is a small cap financial buying bad debt from credit card companies and banks Non performing loans and then make a profit by recovering those debts. 

$UNH DIAGONAL 250703/250718 CALL 310.0/CALL 320.0$ UNH: risk management. Have expiring UNH sold call at $310 that at point of trade looks likely will end in the money. UNH rallied up on 1st July Tues to as high as $326.55 putting the trade in solid in the money territory.As the existing sold call will expire on 3rd July, the risk of shares being sold off are high. So at the open of the market decided to roll this trade further by 2 weeks to expire by 17th July and also higher by $10 to strike at $320 to provide some buffer in exchange for lower premium collection. As of writing, UNH had fell back slightly to close at $307.56 which was only on hindsight.

$Palantir Technologies Inc.(PLTR)$ After three straight sessions of declines, Palantir Technologies (NYSE: PLTR) has shown signs of stabilizing. The stock, a favorite among retail investors and a key name in AI-driven software and data analytics, has been nothing short of volatile this year. Bulls argue the company is perfectly positioned for the artificial intelligence revolution, while skeptics remain concerned about its lofty valuation, slowing government growth, and the fickle nature of speculative enthusiasm. As the dust begins to settle from this recent pullback, many investors are asking: Is Palantir now on a path toward new highs, or does the stock still face too many headwinds? Below, we take a closer look at the company’s fundamentals, g

Despite the S&P 500 hitting new highs, I believe the recent Bank of America data signals caution. The fact that institutional investors and hedge funds are pulling out, along with Trump’s tariff deadline approaching, suggests weakness beneath the surface. These outflows, especially from retail for the first time in six weeks, make me more alert to a potential short-term pullback. I do believe in sector rotation, and the recent move into healthcare confirms that. UnitedHealth and Merck are showing strength, while some big tech names like Nvidia and Microsoft face pressure. That said, Apple stood out during the tech dip and is gaining momentum. With its focus on AI integration and a breakout above the 50-day moving average, I think Apple has strong catch-up potential. I remain cautiousl

$Circle Internet Corp.(CRCL)$ $CRCL Applies for Trust Bank License 🏦: Road Back to $200? 📰 Breaking News Recap Circle has officially applied for a U.S. national trust bank license through the Office of the Comptroller of the Currency (OCC). If approved, it would operate under the name National Digital Currency Bank, N.A., giving Circle the ability to custody USDC reserves and manage assets directly for institutional clients under federal oversight. This development could mark a turning point in the company's transformation from crypto-native to institutional-grade financial platform. 🏛️ Strategic Implications This move signals Circle’s ambition to compete at the intersection of crypto infrastructure and traditional banking. A trust bank charter w

📅 First Trade of H2: I Bought $QQQ on the July Momentum Signal 🧭 Historical Seasonality Setup The first trading day of July often comes with a built-in tailwind. According to Dow Jones Market Data, July has been positive for the S&P 500 in 45 out of the past 73 years, with an average gain of +1.3%. What's more, the first few sessions of the month tend to show momentum carryover, especially in years when Q2 closes near or at all-time highs—as it did in 2025. That context shaped how I approached this week’s open: with a measured but opportunistic mindset. 🛒 What I Traded & Why I opened a long trade in $Invesco QQQ(QQQ)$ , taking a swing position to ride what I view as a high-probability seasonal setup. Here

Follow the bull? After initially selling off on the ADP employment report yesterday which was in honesty a prelude to today’s reports, the markets recovered and strongly rallied with SMH closing just a whisker above last Friday's local top at 280.5 but still shy of the ATH last year on July 11th of 283.07. The narrative was clear. What the market initially read as a deteriorating economy was then interpreted as rate cut imperative. In other words, the market believe rate cuts are around the corner because the Fed will need to step in to support the labour market. Now this is the conundrum. In a normal macro environment, that might be considered an iron clad certainty. But a normal macro environment this is not. Just look at the uncertainties going around. I believe the market Is underprici