To The Moon

$Broadcom(AVGO)$ I added to my AVGO position after Broadcom’s stellar Q2 performance. The company reported $15B in revenue (+20% YoY) and $6.4B in free cash flow, with AI semiconductor revenue surging 60% YoY to $5B—thanks to strong Ethernet switching and XPU demand. Infrastructure software also impressed with 25% growth and ultra-high margins, bolstered by strong VMware adoption. While valuation is rich at over 91x GAAP P/E and 18.74x forward P/S, I believe Broadcom's dominant AI and software positioning justifies a premium.

$Pinterest, Inc.(PINS)$ PINS: add some additional positions on PINS as I've not accumulated full portfolio sizing yet.  Bullish on PINS based on increasing daily active users and that included myself.  Platform monetisation still have room for improvement so that means more revenue stream in the future.  Still quite limited to US based users and regional expansion is possible too to acquire more user and regional products mix.  Will have to hold for a while before seeing a meaningful gain on this investment.

$2X Long VIX Futures ETF(UVIX)$ 嘩：盤前又大跌。買左佢真係好恐慌。真係當79日無料到。我就係唔想邪。盤前大跌，睇下盤中會不會回升。小注買100股玩下。[胜利]  。如果下跌就賣call

$Xiaomi Corp.(XIACY)$ Doubling down on my position as I am still expecting positive price movement over the next few days. Will be reassessing on the fly in tandem with market sentiment.

$TSLA 20250725 280.0 PUT$ Selling put to earn big fat premium !!!! Pls dun drop below $280  on expiration date

$KWEB 20250718 35.0 CALL$ Reopen the covered call of the wheel strategy,  with strike at $35, which is the same as my purchase price.

$BABA 20250725 100.0 PUT$ selling put option to earn premium and intend to buy back the share. i sold off at this price

$Copart(CPRT)$ Bought some cprt shares on this big dip. Cprt is a high quality company with a wide economic moat. Morningstar Rates it 4 out of 5 stars with a fair value of $57 that's a 20% discount at current prices. 

$MSFT DIAGONAL 250919/250725 PUT 410.0/PUT 485.0$ This put was opened back in March. At that point have a few similar positions and some was given early assessments when the market tanked back in April when Trump escalated the trade war.  However this was rolled out to a much farther out date to avoid assignment, with MSFT now gaining back traction or for that matter, the whole market is, decided to roll back his now back to a shorter expiration date and higher strike. This should expire worthless if the stock price hold up until then.  Helps to reduce unnecessary holding up of Margin once this is resolved  

$SOXL 20250801 32.0 CALL$ 🧀 Just Sold a Covered Call! 📞💰 TSM’s riding high, so I thought… why not rent it out for some premium? 😎 ✅ Strike: $210 ✅ Expiry: Jul 19 ✅ Premium Collected: $276.00 Let’s see if Mr. Market wants to buy my shares by then... If not? I keep the shares AND the cash. Win-win! 🥳 Covered calls — the classy way to get paid while waiting. #OptionsTrading #CoveredCallLife #TSM #PassiveIncome #OptionsPremium #RentYourStocks

$SINOPEC CORP(00386)$ 今日內地資產大幅上升，順住個勢減持一下，睇下有冇機會走幾格？不過我通常清倉之後都會放火箭。寶寶心裏苦但寶寶不說。

$CHINA POWER(02380)$ I opened 2000.0 share(s) $CHINA POWER(02380)$  , Added position for dividend, electricity is essential for Cloud AI and daily activity. Hot summer added demand for electrical power. Hope company got luck, because hydro power, new energy all depends on weather.

$META 20250725 700.0 PUT$ META: collect 0.75% premium on this cash secured put with strike at $700. Contract expires in 3 weeks on 25th July.  META is retesting all time high now and will potentially break out to new highs with favorable market conditions. Earnings soon on 30th July might provide a boost to the stock too although the reverse is true.  Option expires just before the earnings so still have chance to adjust the trade if needed.

$UNH CALENDAR 250711/250725 CALL 315.0/CALL 315.0$ UNH: rolled out the expiring sold call from 11th July to 25th July and that's by 2 weeks.  Little value is left for the older contract so decided to roll out further to gain more premium when UNH shows some weakness today and dipped below $300 before recovering . Long term neutral to bullish sentiments on JNH at this pricing so will continue to sell covered calls at slightly higher than market price while waiting for market to price this stock higher. 

In a week that does not have ‘significant’ US economic reports or heavy-weight companies’ quarter earnings, US market directions will largely be dictated by Trump & his tariffs shenanigans. That was exactly what happened post 04 July Independence Day. On Mon, 07 Jul 2025, US stocks were sharply lower after a 3-day holiday break as investors keep their eyes glued to tariff trade-related developments. This as US President Trump announced hefty tariffs of between 25% - 40% against Japan, South Korea and other trading partners, due to come into effect on Fri, 01 Aug 2025. With tariffs back in the forefront, it was definitely causing some skittishness in the US market. In addition, Trump’s further threats of an extra +10% tariff on countries aligning themselves with the "Anti-American polic

Robinhood Markets ( $Robinhood(HOOD)$ ) soared to an all-time high of $96.30, fueled by excitement over its tokenized shares of private giants like OpenAI and SpaceX. But the rally hit a wall when OpenAI publicly denied any partnership or endorsement, sending the stock sliding to ~$90. Investors are now asking: is this pullback a screaming buy signal, or a red flag to steer clear? Let’s dive into the chaos, crunch the numbers, and pinpoint a target price to decide if it’s time to add shares. What Happened: Tokenized Dreams Meet Reality Robinhood’s latest move—offering European users tokenized shares of private companies—lit a fire under its stock. The pitch? Give retail investors a slice of unicorns like OpenAI and SpaceX via a special purpose veh

Here is the Initiation of Coverage report on SoFi Technologies (SOFI) with all references and footnotes removed, as requested. SoFi Technologies (SOFI) — Initiation of Coverage Rating: Buy | Target Price: $24 | Upside: ~20% 1. Key Data & Forecast Snapshot Current Price (8 Jul 2025): $19.95 12-Mo Target Price: $24 Implied Upside: ~20% Investment Rating: Buy 2. Investment Thesis Why Now Profitable scale: SoFi reached GAAP profitability in FY2024, with margin expansion and disciplined cost control continuing into FY2025. Momentum in user and product growth: SoFi added a record 785,000 members in Q4 2024, driven by cross-selling and platform engagement. Catalysts ahead: The resumption of student loan refinancing, product launches (e.g., robo-advisory, Zelle), and new Tech Platform wins pos

Artificial insemination without any sperm behind it / AI they say will save the day and keep things rolling it's a fallacy - we've been led down the garden path by our so called government leaders saying this is that and that's that by people who used to have their citizens back and act in a manner with vested interest in the well being of their citizens in days long ago with people with honour and dignity now replaced by governmental muppet shows who have sold us out for money, fame and greed. No integrity just dishonesty and it's too late to turn the clock back now the great reset has reached its upcoming goal - hold onto your seats if you can, the vultures are coming in. The nativity of the human race astounds me, mind you with control over all forms of media and a honest debate now con