11.41K
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07-02
$SpaceX(SPCX)$ I recently started collecting SPCX because I believe SpaceX is still in the early stages of a long-term growth story. The company has already built a dominant position in the commercial space industry through reusable rockets, while Starlink has become one of the world's fastest-growing satellite internet businesses. Another reason is diversification. Beyond launches and broadband, SpaceX has exposure to multiple high-growth markets, including defense, government contracts, direct-to-cell connectivity, and eventually Starship, which could unlock entirely new revenue opportunities over the next decade. I also like that SpaceX is benefiting from several powerful long-term trends at the same time. Global demand for satellite conne
TOP1PC: Nice Sharing 😁 @DiAngel @Aqa @Barcode @JC888 @koolgal @SherniceXuan 2000
4.75K
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07-02
$BYD COMPANY(01211)$ The founder personal character guide the company culture, that is the DNA of a company. Short term net profits are illusion, long term wealth is to invest in trusted company and believes in the company better future.
848
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07-02
$NVIDIA(NVDA)$ 減倉，多謝🙏 投資涉及風險，價格可升可跌，做好風險管理。 以上只是個人分享，不構成任何投資建議，本人亦非香港證監會合資格人士。
TOPI walked so fast as I added more 🙏
1.16K
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07-02
$Micron Technology(MU)$ 減倉，多謝🙏 投資涉及風險，價格可升可跌，做好風險管理。 以上只是個人分享，不構成任何投資建議，本人亦非香港證監會合資格人士。
MU
07-02 14:17
USMicron Technology
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Sell Close | 1,001.25 2 | -15.87% Closed |
TOPI added some beautiful light. It would be a pity to leave first
1.14K
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07-02
$ALEBUND-B(09637)$ 尋日一度暴跌超過5成之上。我覺得係市場錯剎。公司無問題。所以係尾段我決定入市[贱笑]
TOPThe pipeline is really solid
1.52K
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07-02
$LAIFUAL(03952)$ 尋日我分三次入左。呢注係接近全日最低位入。希望今日能回升。上市兩日都大跌。你真係垃圾黎架[喷血] [喷血]
TOP58.5 are all added, you can't stand it so quickly
3.56K
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07-02
$SPDR Gold ETF(GLD)$ Start building a small position for gold. There is a theory that China and US may reprice gold. We'll see
GLD
07-02 15:54
USSPDR Gold ETF
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Open | 373.17 25 | +1.47% Holding |
TOPAdded on the last dip too, gold repricing talk just makes me hold tighter
1.25K
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07-02
$LULU 20260702 117.0 PUT$ Taking profit Setting a goal for Jul 2026: to collect more than $3,000 in premium (including premiums paid to close the options). June 2026: $1,721 Jul 2026 - Collected to date: $1,565
LULU PUT
07-02 22:17
US20260702 117.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Close | 0.54 1Lot(s) | +91.88% Closed |
TOPI rolled LULU puts too, that Jul pace looks on track lol
1.34K
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07-02
$NVIDIA(NVDA)$ Bought abit high but considering dollar avwrage up will do $200 maybe
488
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07-02
$CIFR 20260717 19.0 PUT$ Selling puts on a really red day, finally prices are retracing back. 19 is at 100 day MA/ 20 week MA, further support sits at 17.93 is the 200 day MA. Recent price action has rebounded from 200Day MA, but I'm hoping it doesn't go there. 19 has been the level of resistance / support over the past year or so, hence betting that selling puts here with high IV should do well, especially with a shorter DTE of 2 weeks.
CIFR PUT
07-02 23:04
US20260717 19.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Sell Open | 1.00 5Lot(s) | -36.00% Holding |
TOPI sold puts near 19 too, same logic. 2 weeks is spicy lol
2.17K
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07-02
$NVIDIA(NVDA)$ I believe near bottom for the day what comes down must go up back
2.49K
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07-03
$AMZN LADDER 260710 PUT 235.0/PUT 240.0/PUT 237.5$ Remaining profits getting harder to earn. Take profit and replenish margins
AMZN Ladder
07-03 02:17
US235.0/237.5/240.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Debit Close | 0.83 9 | -- Closed |
TOPAdded near 200 and still not sweating. 0.83 on that put spread feels tiny lol
19.08K
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07-03
$Corning(GLW)$ I started to collect GLW (Corning) during this week's massive pullback because I don't think the long-term story has changed. The selloff looks more like short-term profit taking and market sentiment rather than a deterioration in the company's fundamentals. Sometimes the best opportunities appear when quality companies get dragged down with the broader market. Corning is much more than just a glass company. It has strong exposure to AI infrastructure through its optical fiber and connectivity solutions, which are becoming increasingly important as hyperscalers continue expanding AI data centers. As AI clusters grow larger, the demand for high-speed optical networking should continue to rise. Another reason I like GLW is its div
TOPNice Sharing 😁 @DiAngel @Aqa @koolgal @JC888 @Barcode @SherniceXuan 2000
5.11K
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07-03 15:41
$Adobe(ADBE)$ Collected premiums but shares got called away, will restart the wheel.
3.03K
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07-02
Why Micron Crash Testing Ai Trade
$Micron Technology(MU)$ just did something rare: it beat earnings by one of the widest margins in its history, ripped 15%+ higher on the print — and then handed almost the entire move back within days. On Wednesday, the stock fell more than 10% in a single session. It wasn't alone. $SanDisk Corp.(SNDK)$ dropped a similar amount. $Advanced Micro Devices(AMD)$ lost close to 7%. $Intel(INTC)$ fell 9%. $Applied Materials(AMAT)$ dropped 10%. The VanEck Semiconductor ETF, a basket of the industry's biggest names, shed over 5% in one day. And by Thursday morning, the damage had jumped con
1.02K
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07-02
The listing is strategically important because it gives U.S. investors direct exposure to the current HBM leader rather than relying on proxies. SK Hynix has confirmed plans for a Nasdaq ADR listing, with proceeds earmarked for new fabs, advanced packaging and EUV equipment, signalling confidence that AI memory demand will remain strong. If I were building a position today, I would not buy solely because of the listing. I would: Keep core exposure to memory leaders already trading if valuations remain reasonable. Reserve cash to evaluate the ADR prospectus, including pricing, ADR ratio, dilution, lock-up terms and governance. Avoid chasing if listing enthusiasm pushes valuations far beyond earnings expectations. The long-term AI memory thesis remains compelling, but the memory indust
836
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07-02
I would avoid taking a high-conviction position immediately before the delivery report. A delivery beat could spark a relief rally, especially if expectations have already been revised lower. However, one quarter of deliveries does not resolve the bigger questions around margins, pricing power and execution of Tesla's AI, robotaxi and chip ambitions. Burry's short reflects downside risk if demand disappoints or guidance weakens. Gary Black's view suggests deliveries may exceed consensus, but even a beat may not lift the stock if investors were expecting more. The more important signal is management's outlook. I would rather react to both the delivery figures and commentary than gamble on the binary outcome. Over the long term, Tesla's valuation still depends more on successful execution in
868
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07-02
$TSLA down 2% on the monster delivery numbers. I think this is mostly buy on the rumor, sell on the news. Stock is still up 12% over the past week compared to the Nasdaq up 4%. The whisper must have been much higher than I realized. I can't find anything sinister in the numbers. They missed energy deployments by 3%, but investors are even less focused on energy compared to delivers.
63.38K
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07-02
Baidu (BIDU) Prepares for a Bullish Turnaround Below $100
Baidu (NASDAQ: BIDU) has declined 20% year-to-date, underperforming the broader market. However, the stock now shows signs of bottoming. Today, we analyze the Elliott Wave structure behind this pullback. Our analysis reveals BIDU is approaching its next technical reversal zone. We also explain the potential bullish path ahead for the stock. Elliott Wave Analysis BIDU completed a 5‑wave rally from April 2025 low, peaking at $165. The stock then began a 3‑wave Zigzag correction. Wave (A) dropped to $106, followed by wave (B) rebound to $152. Wave (C) continues lower, still unfolding. The decline in wave (C) needs another leg down to complete 5 waves, ideally reaching the $92–$78 Blue Box area where buyers often step in at equal legs extreme zones. This area should spark a bullish reversal th
1.82K
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07-03
$Bassett Furniture(BSET)$ $La-Z-Boy(LZB)$ $Ethan Allen Interiors(ETD)$ 🚪🛋️🏡 Bassett Furniture $BSET: Margin Strength Today, Housing Recovery Tomorrow 🏡🛋️🚀 Furniture demand remains one of the clearest barometers of consumer confidence and housing activity. That’s why I found Bassett Furniture’s latest earnings surprisingly encouraging. While the industry continues battling elevated mortgage rates and sluggish home turnover, Bassett demonstrated something investors often value more than headline revenue growth: disciplined execution. The market certainly approved, sending shares more than 6% higher following a double earnings beat. ✅ Q2 FY2026 H
TOPNice Sharing 😁 @Aqa @DiAngel @JC888 @Shyon @koolgal @SherniceXuan 2000