To The Moon

$COIN 20260710 170.0 PUT$ Intend to buy the stock, depending on the outcome of my Circle position.

$HOOD 20260710 103.0 PUT$ Limit order filled to sell Hood put strike above  $100 psychological support. Increase probability of assignment.

$BYD.HK 20261029 80.00 PUT$ 試下，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。

$NFLX 20260717 71.0 PUT$ Earnings play 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: $2,065

$TSLA 20260708 377.5 PUT$ selling call option to earn premium and leveraging my share price 

$CBRS 20260717 500.0 CALL$ 這貨今天雖然下跌但call的IV直線上升，17號500 call出現天量相對的天量成交，這邊也忍不住做幾張試試水，但老虎這邊按金要求比較高。

$Lemonade, Inc.(LMND)$ When u dca to buy, there is also a time to dca sell. Long term bullish and holding the rest of my position

$Sembcorp Ind(U96.SI)$ It's buying time! I don't know why it plunged so much without any basis or explanation. This is a good time to stock up[Grin]  

Will SK hynix ADRs Get a TSMC-Like Premium? $SK hynix(SKHY)$   is expected to start Nasdaq trading on July 10. SK hynix's Nasdaq listing is more than just a new ticker. It could become a real-world test of how U.S. investors value one of the most important companies in the AI memory supply chain. The company is already listed in Korea $SK Hynix (000660.KR)$ , so this is not its first public listing. But ADR trading on Nasdaq under the expected ticker $SK hynix (SKHY.US)$ should make it easier for U.S. investors to buy the stock in dollars, compare it with Micron, and follow the HBM story more directly. The TSMC premium playbook $Taiwan Semiconductor Manufacturing(TSM)$  </

When everyone disagrees, I start paying closer attention There is something oddly comforting about consensus. Markets love neat stories, tidy valuations and analyst price targets that huddle together like penguins in a snowstorm. SanDisk is offering none of that. Instead, it has become one of the market's biggest arguments. Within days, one major analyst dramatically lifted their price target by around 76%, while others remained considerably more cautious. Depending on whose spreadsheet I open, SanDisk is either one of the most compelling AI infrastructure investments available or an expensive memory manufacturer riding the latest technology wave before gravity inevitably returns. That disagreement, rather than the share price itself, is what makes SanDisk fascinating today. Wall Street ag

$Netflix(NFLX)$  奈飛走出流媒體至暗時代，雙重財務利好支撐股價緩步上行 曾經股價從678美元腰斬、用戶持續淨流失的奈飛（NFLX），早已揮別2021至2022年的暗黑低谷。縱觀整個流媒體賽道，競品環伺的存量戰局並未緩和，但奈飛靠營運結構修復、華納28億分手費、百億級股票回購兩大催化劑打底，長線股價具備穩步向上的支撐，只是行業競爭加劇下，難現早年爆發式單邊走勢。 回顧當年奈飛的危機，堪稱流媒體史上最慘烈劇本：密碼共享每年流失近90億營收，同時間一眾競品相繼砸錢搶客，市場質疑單一訂閱模式觸頂。如今風向徹底逆轉，多家華爾街頭部投行於2026年初集體調高評級，CFRA直接由持有升級買入，摩根大通、大和證券同步上調目標價，認可廣告業務與密碼收費雙引擎的盈利潛力，僅少數保守機構維持中性，市場共識已從「存續危機」轉為「價值重估」。 當前全球流媒體競爭格局依舊白熱化，頭部對手各有殺手鐧，卻仍難撼動奈飛龍頭地位。迪士尼旗下Disney+全球付費用戶1.316億，搭配Hulu、ESPN+捆綁銷售，憑漫威、星戰獨家IP穩固家庭客群，近年流媒體板塊終於轉盈，但單用戶ARPU僅8.04美元，遠低於奈飛11.7美元，整體淨利潤更是不及奈飛零頭；華納Max手握HBO高分影集、DC宇宙IP，全球用戶1.28億，卻長年背負高額債務，盈利壓力沉重；派拉蒙Paramount+靠體育賽事與《星際迷航》維持用戶增長，用戶規模僅7960萬；亞馬遜Prime Video雖用戶基數龐大，多為物流捆綁附帶會員，專屬影視吸引力有限。整體來看，奈飛3.25億全球付費會員，規模是Disney+的2.5倍，營收、現金流創造力遙遙領先所有競品。 今年兩樁戲劇性財務事件，更為股價築牢底部支撐。其一為與華納探索併購談

$S&P 500(.SPX)$ $iShares Russell 2000 ETF(IWM)$  $SPDR S&P 500 ETF Trust(SPY)$  🚀📈🐂 July Strength, Gamma Walls & Why History Still Favors the Bulls 🐂📈🚀 July has earned its reputation as one of the market’s most reliable months, and history suggests the seasonal tailwind remains firmly behind the bulls. 📊 According to Bloomberg Intelligence, since 1993: ✅ Average July return: +1.42% ✅ Positive 65.6% of the time, almost 2 out of every 3 years. Even more compelling, when the S&P 500 entered July already sitting on gains of 10%+ at the halfway mark, history became remarkably consistent. 📈 Every previous occurrence saw the $SPX finish

🌟🌟🌟Are memory windfall profits real or just a mirage?  Let's look at the numbers: HBM margins are exploding.  DRAM pricing is firming.  Hyperscalers are spending USD 200 billion to USD 250 billion a year at AI infrastructure through 2027. $SK hynix(SKHY)$ ? Sold out not for a quarter but for years.  With its IPO debut on the Nasdaq on July 10, I believe its share price will go up like a rocket to the moon! Right now memory is the beating heart of AI and memory stocks are the unbeatable! A great ETF to buy would be $Roundhill Memory ETF(DRAM)$ as it covers the top 3 best selling memory stocks: SK Hynix, Samsung and $Micron Technology(MU)$ in

🌟🌟🌟AI stocks: Is this a golden pit or a trend reversal?  I believe that this is a golden pit and less like a trend reversal.  Markets do not move in straight lines, sometimes they reset.  When markets reset they shake out weak hands before the next leg of supercycle. Why? Because the fundamentals did not break, demand did not disappear and AI capex did not collapse. What broke was the sentiment and what snapped was the leverage. This is not the end of the AI story.  It is a reminder that even supercycles need to breathe and reset. It is also a golden opportunity to bargain hunt.  Top of my list is $NVIDIA(NVDA)$ which has fallen below the USD 200 psychological mark. A good options strategy for NVIDIA is a cash secured pu

In the evolving landscape of family finance, a quiet but powerful shift is underway. New custodial investment vehicles for minors, structured with tax-deferred growth and backed by an initial government contribution for many newborns, are opening doors for millions of young Americans to participate directly in equity markets from an early age. These accounts, accessible to children under 18 with a Social Security number, carry annual contribution limits around $5,000 from families, employers, or others, with assets locked until adulthood in most cases.  What stands out to any close watcher of capital allocation is the scale and consistency this introduces. With potentially millions of accounts channeling fresh capital—starting with Treasury seed money for births in 2025–2028 and ampli