To The Moon

My vote: A — DELL. Among these six stocks, Dell would be my top watchlist candidate. The reason is simple: its AI story is increasingly supported by real orders and backlog, rather than just market hype. Dell’s latest quarter showed record AI-server demand, with $60.9 billion of AI orders booked and an AI backlog reaching $95 billion. What I find especially interesting is that AI infrastructure spending is expanding beyond the biggest hyperscalers into enterprises and other customers. Dell can benefit from this broader deployment cycle through servers, storage and networking. Of course, after reaching fresh highs, expectations are also much higher. The next question is whether earnings growth can continue to surprise the market. For me, DELL offers the strongest combination of AI growth, v

$OKLO 20260911 35.0 PUT$ Limit order filled to sell OKLO put at psychological support $35

$SPCX 20260925 140.0 PUT$ Abit strange for this. Selling puts to cover the short position on spcx. 

$AMD 20260911 450.0 PUT$ Naked put hope it expires worthless Be water, my friend—stay calm, adapt, and let the market do its thing. Watch me pocket $30K in premiums in Sep. Jun/Jul/Aug: $1,721 / $26,431 / $34,103 Sep 2026: $1,047

$USO 20260904 140.0 CALL$ USO: take Profit.  Been selling few short calls as the oil prices rising the last 2 weeks on the resumption of the US - IRAN war.  This current one is with strike at $140 which since 1st Sept had been trading above $140 therefore is a losing position.  The good thing is that the market dipped for the 1st 30 mins after open, and trades below $140, allowing this trade a momentary slot to be profitable. Am glad that the take profit timing was just right and allow for derisking the trade with profit collected.  Still have mutiple contracts at around $145

$ADBE 20261218 185.0 PUT$ Close it . earning bit by bit left below 10k to clear loss for this stock 

$LULU 20261218 115.0 PUT$ Hope this time it expires worthless Be water, my friend—stay calm, adapt, and let the market do its thing. Watch me pocket $30K in premiums in Sep. Jun/Jul/Aug: $1,721 / $26,431 / $34,103 Sep 2026: $2,922

$PANW 20261009 300.0 PUT$ Naked put - hope it expires worthless  Be water, my friend—stay calm, adapt, and let the market do its thing. Watch me pocket $30K in premiums in Sep. Jun/Jul/Aug: $1,721 / $26,431 / $34,103 Sep 2026: $4,823

$SMCI DIAGONAL 260911/261009 CALL 41.0/CALL 48.0$ Rolled away and above due to increase is share price, while still preserving some profit 

$LULU 20260918 115.0 CALL$ Naked short LULU call, premarket price decline of ~20% to new lows triggered stoplosses to market participants' long positions. Delulu bulls are out of the market, therefore the only natural price direction is decline.

$ServiceNow(NOW)$ Since June 2026, I've been steadily building my position in ServiceNow ($NOW), especially during the significant pullback that created a much more attractive entry point. Instead of trying to catch the exact bottom, I chose to use a DCA strategy — adding progressively as the stock weakness gave me opportunities. This approach has helped me manage volatility while keeping my focus on the long-term business rather than short-term price movements. Today, I'm almost 80% done with my planned position, and I'm already sitting on roughly 25% paper gain. Honestly, I'm quite happy with how this trade has developed so far. What gives me confidence is that the pullback did not fundamentally change my long-term thesis. ServiceNow continu

【Money Market Fund】 US$ MMF Net 7-day Yield: +3.58%* While last week’s manufacturing and services indicators were weaker than consensus estimates, nonfarm payrolls surprised to the upside, rising 162k (vs 55k consensus) with unemployment holding at 4.1%. Looking ahead, markets are focused on the upcoming US inflation data print, especially as Fed Chair Warsh had signalled that further policy action may be needed if inflation does not move clearly and sufficiently toward the 2% target. Additionally, markets will be watching the Treasury’s larger long-end buybacks, though it is unlikely to materially change the outlook for longer-term yields given the persistent fiscal deficits and reduced Fed holding share in the Treasury market.   * 7-day net yield is calculated based on calendar days

Semiconductor strength amid broader index softness is a classic intra-tech / AI infrastructure rotation, driven primarily by fresh AI demand signals rather than a full risk-on shift. On Friday (Sept 4), major US indices closed lower (S&P 500 ≈ -0.4%, Dow ≈ -0.5%, Nasdaq ≈ -0.3%) after a stronger-than-expected jobs report raised odds of further Fed tightening. In contrast, the PHLX Semiconductor Index (SOX) rose roughly 3.4%. Asia followed through strongly on Monday (Sept 7, while US markets were closed for Labor Day): KOSPI surged ≈4.6% to a multi-week high, led by Samsung Electronics (+≈5.7%) and SK Hynix (+≈8%). Taiwanese semiconductors and related names also advanced sharply. Positive global cues lifted European chip stocks as well. Primary drivers of the rotation 1. OpenAI model ca