To The Moon

I would choose B, while keeping D in mind. I'm still bullish on the AI infrastructure ecosystem because I believe we're in the early stages of AI adoption. Nvidia, TSMC and the broader semiconductor supply chain continue to have strong long-term demand. The financing concerns around Nvidia are worth monitoring, but they don't change my long-term view. China's immersion DUV progress is strategically important, but the real test is customer qualification, production stability and repeat orders—not just the first machines. I'll be watching execution rather than headlines, as successful mass production would be a meaningful milestone for the semiconductor industry. Apple reclaiming the top spot shows the market is placing greater value on cash flow and capital efficiency. I believe the next w

$MINIMAX-W(00100)$ 開市初段我已經以207.2買左80股先行中伏[难过]  。係下午尾段。我決定以193.8再買多60股。已經踏左隻腳落去。呢個遊戲我已經反唔到轉頭[喷血]  [喷血]  [喷血]  

$INTU 20260724 307.5 CALL$ Strangle option - hope to earn the double premiums  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: $12,256

$SPCX 20260821 450.0 CALL$ 和SOXL成對做，SOXL做SP，SPCX做SC，價位為兩邊最低／高價，到期日同為8月21日[举爪]  

$VICR VERTICAL 260821 PUT 240.0/PUT 250.0$ Closed the bear put spread part of the ladder. I expect the stock to rise from here. If it doesn't, I'll roll my puts

$TSLA 20260724 415.0 CALL$ Sold covered call on tsla stock. Tsla usually drops after earnings so it makes sense to sell a call to earn premium and take advantage of the high iv 

$AMD 20260724 560.0 CALL$ Sell put to get some $$$ to buy a bowl of teriyaki salmon/beef set at Sukiya. 

$MU 20261016 900.0 CALL$ Finally the chip sector is having a good day after a few sluggish ones. Decided to close this call that was opened last week for profit first. Since The chip sector have been very volatile, there will be new opportunities to reenter on a bearish day. 

$SPCX 20260807 330.0 CALL$ 因這貨預期8月4日公佈業績，目前近期8月7日的IV最高，開幾張最遠價SC 

$Palantir Technologies Inc.(PLTR)$ Palantir remains one of my highest-conviction long-term holdings, and every pullback is an opportunity for me to keep collecting. My investment thesis has never been about chasing short-term momentum—it is about owning a company that is becoming critical AI infrastructure for governments and enterprises. The main reason I stay bullish is Palantir's Artificial Intelligence Platform (AIP). Rather than simply offering AI models, Palantir helps organizations deploy AI into real-world operations across industries such as manufacturing, healthcare, defense, and finance. As enterprise AI adoption accelerates, I believe demand for platforms that securely integrate AI with business data will continue to grow. Palanti

$CSOP HS TECH(03033)$ 昨日以4.558入左8000股。可以話係全日最底位。但今日反彈唔算好多。我目標係約4.65左右放。希望不會短炒變長揸[摊手]  [摊手]  [摊手]  

$SOXL 20260724 71.0 PUT$ 正所謂：高手過招三秒分勝負。昨晚我只係用左2秒並能成功賣put左。賣到好價錢。期權金有0.21。係非常好好價。而家反0.06[贱笑]  

$NVDA 20260724 190.0 PUT$ NVDA: taking profit about 2.5 days ahead of expiry as most of the premium have been collected.  Decided to reduce exposure and redeploy margin to support new trades. 

$United States Oil Fund LP(USO)$ Cash out on small profit with the recent spike. Held at $125 till it drop to $102 and now back up. Glad to be able to cash out and redeploy capital. 

$TSM 20260828 375.0 PUT$ TSM has monopoly. This is an opportunity to accumulate. Still very much undervalued, with fair value of $428.

$NVDA VERTICAL 260731 PUT 200.0/PUT 195.0$ Expiring next week, taking advantage of NVDA rally today that make it possible to close this trade at over 80% profit.

$SpaceX(SPCX)$ SpaceX has pulled back to its lowest price since the IPO, and I decided to start accumulating a small position. This isn't one of my core holdings, nor am I betting the farm on it. Think of it as a "meme trade" with asymmetric upside—a small allocation that could deliver outsized returns if the long-term thesis plays out. The biggest reason is simple: I believe in Elon Musk's ability to execute ambitious visions. Whether it's Tesla transforming the EV industry or SpaceX revolutionizing reusable rockets, he has repeatedly proven that he can achieve what many once considered impossible. Starlink continues to expand globally, Starship is making steady progress, and the company's leadership in the commercial space industry remains