To The Moon

$Amazon.com(AMZN)$ Adding long term position, AMZN still below its fair value and yet to advance after the November sell-off. With shopping season around the corner, AMZN may be next to move higher. Deploying premiums received from prior trades. 

$American Electric Power(AEP)$ Earnings are stable for this utility company. Taking short term position hoping for a uptick from oversold position

$AMD 20251219 220.0 CALL$ Expecting a rally in AMD price, looking for a quick profit from the upside

$JD-SW(09618)$ 連續兩日大跌300幾點後，琴日上午收市都跌近100點。幸好下午倒升收市。不然的話三連敗，好慘的。我係話我好慘 $京東工業 hk07618$ 個人認為它受惠於恒指倒升，暗盤跌得少啦。只係跌2.6%。此股我覺得嚴重偏貴。所以連一手都無抽。試想想$京東集團-SW hk09618$ 今年表現都唔好。分拆出黎既野會有幾好。戲都有得做喇：隻股係咩料，大家心知肚明啦 $甲骨文 ORCL$ 盤後一出業績見真章，開呀。云業務不及預期，暴跌10%。ai,仲未玩完？

$JPM VERTICAL 260116 PUT 290.0/PUT 295.0$ Price drop over 4% yesterday after JPM shared their higher forecast for their expenditures.  I think market over reacted so when I saw price bouncing back to $300 lever I entered a credit spread. I feel price will still rise as it approach earnings. I will still profit as long as price stay above $295 by expiration date.

$CRDO VERTICAL 260109 PUT 155.0/PUT 160.0$ Taking a risk here for the rich premium. Fundamentally CRDO has tremendous growth rate both in revenue and profit and supported gap up in all their earning calls. Price is reaching 20 EMA and expecting support in that area. I have 30 days to let the price consolidate, while theta will still bring profit to my pocket.

$CSOP HANG SENG INDEX DAILY (-2X) INVERSE PRODUCT(07500)$ 😎恆指在25000真的守得好穩，只要有少少危機就開始反彈，估唔到係由內房和內地資產股開始帶動，之後科技股都迅速反彈，又可以即日一口氣買返反向，我估計大家都係等議息結果

$TSLA 20251226 400.0 PUT$ The recent fundamentals and macro concerns raise downside risks. Global EV demand is softening — deliveries and margins are shrinking as competition intensifies. Rising interest rates and shrinking consumer loan availability also threaten EV purchas

$NVDA VERTICAL 251212 CALL 190.0/CALL 195.0$ Got lots of orders short Call at 187.5. Trying to be conservative. Probably closing tonight.

$AVGO 20251212 420.0 CALL$ Earning Play. Set target at 10 and probably getting out before earning.

$Copart(CPRT)$ Bought more cprt to dca. This reminds me of the time I was buying celh when it dropped like crazy. Eventually it will bottom out 

$NVDA 20260109 160.0 PUT$ It s advantage to write a contract with a fluctuation tickers

$TSLA 20251212 315.0 PUT$ 我覺得今個星期$350以下都好穩陣，我覺得呢兩個星期內佢有機會創新高

$CrowdStrike Holdings, Inc.(CRWD)$  Snatched some CRWD position while I was browsing and I noticed the price is relatively low after checking 30 day MA, so I bought some. [Cool]  

Today isn't just another green or red day on the screen – it"s FOMC rate-cut day, and the market has already been pricing in soft landing perfection for weeks. When expectations are this high, the reaction often matters more than the decision. I'm watching three layers: macro reaction, mega-cap flows, and high-beta trades. 1. Macro: Three Paths After the Cut 🟢 Scenario A – Dovish & Done (Bullish risk assets) Powell signals confidence in disinflation and hints that cuts will be gradual, not panicky. Yield curve stabilises, the dollar softens, and we likely see a classic everything rally into year-end – growth, tech, and even small caps. In this scenario, I expect momentum to resume in AI leaders and quality growth. 🟡 Scenario B – Dovish but Worried (Choppy, rotation) Fed cuts, but tone

Before we jumped at the news of President Trump’s approval for Nvidia's H200 chips export to china, we might need to ask ourselves whether $NVIDIA(NVDA)$ is benefitting from this approval, and what are some factors and uncertainities we need to be aware of. The headline “approval” helps remove one big permission roadblock, but the 25% surcharge + Beijing’s likely curbs create a large accounting & commercial uncertainty that can meaningfully dent Nvidia’s reported revenue and margins depending on who legally/contractually ends up paying that 25%. In this article, I would like to share how we can walk through the mechanics, 3 quantified scenarios (optimistic / base / bearish), accounting consequences, and the exact signals to watch. What the new

Morgan Stanley calling 2026 the "robotaxi singularity moment" matches what I've been expecting for some time — the autonomous driving curve is finally steepening. As U.S. cities accelerate regulatory approvals and commercial pilots, we're entering the first real monetization phase for autonomy. For me, this is the first time the industry has both technological readiness and enough political momentum to enable scale deployment. In terms of Tesla, I don't think the robotaxi story is fully priced in. The market has been overly focused on margins, short-term delivery softness, and macro noise, while assigning almost zero value to Tesla's autonomy optionality. If FSD V12.x continues to improve and Tesla manages to demonstrate a genuine L4 experience by 2026, then the valuation model changes ent