On October 6th, a "transformative" partnership between OpenAI and $Advanced Micro Devices (AMD.US)$ drove the latter's share price to surge sharply in a single day, with an intraday peak increase of 36% and settling around 23% at close. After a brief consolidation, AMD's stock price surged again by 11% intraday on October 8th, breaking through $235 to reach a new all-time high. The rapid price spike of AMD has drawn the attention of options investors. Notably, AMD's Implied Volatility (IV) is now at the 98th percentile of its historical range, suggesting a potential decline in IV in the future. This presents a major opportunity for short-side option traders. ⚙️ The "Epic" Collaboration with OpenAI AMD and OpenAI signed a four-year GPU supply agreement for a computational capacity of 6 giga

Q1 Earnings — What Story Are They Selling? 🚗🔋🤖 This quarter isn’t just about numbers — it’s about narrative. Here’s what to watch: 🚗 Cars (Weak Spot) Margins are under pressure from price cuts and competition. Expect this to be downplayed as “short-term strategy”. 🔋 Energy (New Star) High growth, high margin. Tesla will push this hard as the next profit engine. 🤖 AI / Robotaxi (Future Bet) This is the real hype driver. Even average earnings can be offset by strong future promises here. 💬 Overall Narrative “Short-term pain from EVs, but long-term upside from energy + AI.” ⚠️ Reality Check Energy growth is real But still not big enough (yet) to fully replace car profits AI / robotaxi = high potential, but still uncertain 📊 What this means: This is a story vs reality moment Stock reaction wil

$Apple(AAPL)$    On April 20, $Apple (AAPL.US)$ An official major personnel change was announced – Tim Cook will step down as CEO on September 1, 2026, and transition to the role of Executive Chairman of the Board. His legendary 15-year tenure leading Apple is coming to an end. At the same time, John Ternus, Senior Vice President of Hardware Engineering with 25 years at Apple, will assume the role of CEO and join the board on the same day. This news quickly drew market attention, with Apple's after-hours stock price falling by about 0.6%, as the company's market cap had just surpassed the $4 trillion mark at the time of the announcement. Under Tim Cook’s 15-year leadership (2011-2026), Apple’s market cap soared

I am never optimistic about Tesla beating expectations. I think it remains to be seen if the ‘chip strategy’ pivot will really pay off. Where the cars are concerned, competition is too stiff. The rest are making better, cheaper cars with longer lasting batteries. Among the magnificent seven, I remain the most bullish on Apple. The iPhones remain popular and demand remains hot in its biggest market ie the Chinese market. The Chinese consumers are willing to pay for the phone. Also, I expect it’s venture into better wearables to pay off. I think a 19% EPS growth for the S&P might be a little hard to pull off. This is insanely bullish. This quarter is affected by the war, concerns of inflation as well as a consequently hawkish Fed which has not promised a rate cut. I expect consumers

D) None I am never optimistic about Tesla beating expectations. I think it remains to be seen if the ‘chip strategy’ pivot will really pay off. Where the cars are concerned, competition is too stiff. The rest are making better, cheaper cars with longer lasting batteries. Among the magnificent seven, I remain the most bullish on Apple. The iPhones remain popular and demand remains hot in its biggest market ie the Chinese market. The Chinese consumers are willing to pay for the phone. Also, I expect it’s venture into better wearables to pay off. I think a 19% EPS growth for the S&P might be a little hard to pull off. This is insanely bullish. This quarter is affected by the war, concerns of inflation as well as a consequently hawkish Fed which has not promised a rate cut. I expect

I am never optimistic about Tesla beating expectations. I think it remains to be seen if the ‘chip strategy’ pivot will really pay off. Where the cars are concerned, competition is too stiff. The rest are making better, cheaper cars with longer lasting batteries. Among the magnificent seven, I remain the most bullish on Apple. The iPhones remain popular and demand remains hot in its biggest market ie the Chinese market. The Chinese consumers are willing to pay for the phone. Also, I expect it’s venture into better wearables to pay off. I think a 19% EPS growth for the S&P might be a little hard to pull off. This is insanely bullish. This quarter is affected by the war, concerns of inflation as well as a consequently hawkish Fed which has not promised a rate cut. I expect consumers

Tumblr as it is most useful and cute @wywy

Yield @FredLee

Happiness and richness for everyone @FredLee

Dark Horse. Clarity in volatility!

I want the blanket! It looks cosy

DBS

I am very concerned and I think there will be a deep correction looming.

$Microsoft(MSFT)$   Microsoft (MSFT) shares are up roughly 4% on Thursday after the company recorded blockbuster earnings for its fiscal fourth quarter. In its earnings release, the tech behemoth also revealed that a quarterly increase of 39% in Azure revenue pushed its overall cloud services sales past $75 billion in fiscal 2025. Including its post-earnings gain, Microsoft stock is up some 55% versus its year-to-date low set in April. Microsoft Stock Soars on Upbeat Guidance Microsoft shares are pushing to the upside this morning also because management’s guidance for $75.25 billion in revenue in the current quarter came in better than the $74.09 billion consensus. More importantly, their outlook for 37% annua

Series 3 as it is cute and I can relate the most to them.

Market performance in 1H 2025 The first half of 2025 proved exceptionally volatile for US equities. Market turbulence stemmed from trade policy uncertainties, Federal Reserve decisions, and escalating Middle East tensions. The VIX surged to 52 in April following President Trump's country-specific tariff announcements on 2 April. This marked the highest level since the COVID-driven selloff in March 2020. Despite a maximum 19% drawdown between February and April, the S&P 500 demonstrated remarkable resilience. The index recovered all losses within three months, finishing the half-year at 6205 points, up 5.5%. Both the S&P 500 and Nasdaq 100 achieved new record highs in June. The Nasdaq gained 7.9% to 22,679 points, while the Dow Jones rose 3.6% to 44,095 points. Sector performance re

It would break $4,000 given the developments in the US. I would load up on gold as a hedge

Omg I love Kueh Lapis and all the other Kuehs. I can grow fat eating all of them!! @wywy

If the stock market were a person, I’d say good luck god bless. Because you would need it @wywy

One has to be patient and play the long game