To The Moon

The memory sector was hammered again: SNDK down 13%, SKHY off 14%, MU sliding nearly 6%, while bearish SOXS surged. Headlines warn the cycle has further to run, with downgrades & profit‑taking calls piling on. Geopolitical risks like Red Sea tensions only added to the fear. 🐯 My view: this looks like capitulation. After relentless deleveraging, the sector feels oversold, & I think memory stocks are ready to bottom. The supercycle theme may have been shaken, but long‑term demand drivers — AI, data centers, & storage growth — remain intact. For me, patience and selective entries matter more than chasing panic.[Surprised] @JC888 @Barcode

I'm mainly watching $Tesla Motors(TSLA)$ and $Alphabet(GOOG)$ this earnings season. I'm bullish on both because they continue to lead in AI, and I believe their long-term growth story is still intact. More importantly, I want to see strong EPS growth supported by real business execution rather than short-term cost savings. For the ex-dividend list, $Caterpillar(CAT)$ is my favorite. It has a strong track record of growing both earnings and dividends while benefiting from long-term infrastructure and industrial demand. I prefer owning quality businesses that can consistently com

📉 AI Hardware Sells Off… But the AI Supercycle Is Far From Over 🚀 The market just gave us a classic example of “sell the news.” 🔻 Nasdaq fell 1.47% 🔻 SOX plunged 4.3% 🔻 TSMC dropped despite reporting an incredible 77% YoY net profit growth 🔻 Memory, storage and semiconductor names were all dragged lower as the VIX jumped nearly 7%. At first glance, it looks like the AI story is breaking. I don’t think that’s what’s happening. Instead, I believe the market is transitioning into Phase 2 of the AI cycle. Phase 1: Buy Anything Related to AI Over the past two years, investors rewarded every company connected to AI infrastructure. GPUs, HBM, foundries, networking, cooling, storage—capital flowed aggressively into the entire ecosystem. Valuations expanded much faster than earnings. Phase 2: Prove

$OCBC Bank(O39.SI)$ Ay iyaiyai, wheres my Samurai?

$NFLX 20261120 110.0 CALL$ TP Liao...no need to wait till Nov to close this trade[Cool]  

$NVIDIA(NVDA)$ Another shorty week. Shorter always take opportunity when new war starts. Beware. When did market forget about company fundamentals. A very sad week.

$NVIDIA(NVDA)$ my attempt at trading as a.newbie

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ closed at $135/share. 5 lots of $SOXL 20260717 140.0 PUT$ got assigned. Immediate loss of $5/share x 500 = $2500. However, premium for put was $5k. Still pocketed half plus now I own 500 shares at a good price. Win win! 

Short $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ for months. Got smoked into $280. Sat short and sold puts on it to monetize vol while I waited. Bought it back into last week’s selloff.

$Bank of America(BAC)$ one of my biggest profits 

$BlackBerry(BB)$ suffered big loss, hope it will recover. It's a good stock

$BB 20280121 5.0 CALL$ tank alot for the past week, continue to believe it

$DBS(D05.SI)$ 1 of the best blue chip stock. I will buy more when it drop abit

$Advanced Micro Devices(AMD)$ oh no!!!! Below $500!! Over?! 

$Taiwan Semiconductor Manufacturing(TSM)$  the news of China ai Kimi might cause tsmc to drop a lot. Oh no!

$Advanced Micro Devices(AMD)$ lets win more for this week

$UnitedHealth(UNH)$ the biggest position in my portfoli (40+%) and also my best performance stock in terms of $$$[Cool]  

$Meta Platforms, Inc.(META)$ continue to stack up looking to break 700 and long term to 800!!