$PLTR 20270115 250.0 CALL$ closing soon

$Oracle(ORCL)$ will continue to dca on this name. It seems that neoclouds will trade in correlation to orcl. With all the hyperscalers raising debt in the bond market, I don't get why the market specifically punished orcl today. It should have been expected that orcl will continue to raise debts. 

$Palantir Technologies Inc.(PLTR)$ still in the green for now. Earnings will either make PLTR the saviour of ai once again or it will also help to drag ai trade down with it. Stay cautious. Stay curious. Stay invested. 

$Alphabet(GOOG)$ painful for the short term on the market being the market mispricing alphabet. In the long term, as alphabet is willing to spend the money for its reinvestment, the behemoth will grow to an even larger behemoth in the future. Will continue my daily dollar cost average into this name. 

$Tesla Motors(TSLA)$ by far my largest position yet and still performing well in this ai bloodbath. Reduced capex might have calmed down some investors and people made the switch from alphabet to tesla in the recent earnings. 

$Alphabet(GOOG)$ been dollar cost averaging into Google since March. Buying every single day be it the market up or down. I don't give a damn. Yesterday Google tanked 11%. I just manually scooped it up on top of a daily dollar cost averaging. Till date, I still use Google products, be it Gmail, Google drive, gemini, search or YouTube. The moat of Google can't be disrupted plus right now, 50% of revenue came in from  other sources which tells us the company is diversifying out from search. 

$ONDS 20261218 6.0 PUT$ meandering whether to buy to close it or to roll it when the option reached closer to expiry. With that being said, the whole reason as to why I started to sell puts on ondas is I believe that data centers when it reached the s-phase of growth curve would need drones to act as security guards instead of humans since drones can operate 24/7 and 365 days

$SK hynix(SKHY)$ long term bullish. Every single robotics company will rely on hbm chips from the days to come as they need to remember on the actions to take as well as communications with humans. What more to better bet on a company that already took 50% market share of hbm. 

Wanted to get in at 185. Unfortunately it didn't hit that price.

$Tesla Motors(TSLA)$ bullish on this since 6 years ago. Once merger gets approved, tesla will be sold at a premium to spacex shareholders. Although this might take a while for the merger to gets approved and is a lengthy process but it is a certainty that it will happen

Expect all the hyperscalers to report increase in capex if not they are all going to rely on spacex for their colossus compute

$PLTR 20260821 200.0 CALL$ sharing

$Palantir Technologies Inc.(PLTR)$ sharing

$AMD 20270115 200.0 PUT$ profits taken 

$Palantir Technologies Inc.(PLTR)$ not giving up 

$PLTR 20260821 200.0 CALL$ sharing

$Palantir Technologies Inc.(PLTR)$ sharing

$AMD 20270115 200.0 PUT$ closed yesterday 

$Tesla Motors(TSLA)$ good for last week 

$PLTR 20260821 200.0 CALL$ sharing