To The Moon

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$Alphabet(GOOGL)$  not moving well lately

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$Applied Materials(AMAT)$ reported record revenue and issued guidance above Wall Street expectations, yet its shares initially fell before rebounding strongly on August 17. The two-sided reaction captures the central debate: semiconductor-equipment demand is extraordinary, but so are the expectations embedded in the valuation. Applied Materials reported after the August 13 close for its fiscal third quarter ended July 26. Revenue increased 25% year over year to $9.12 billion, GAAP earnings reached $3.17 per share and adjusted earnings rose to a record $3.50. Semiconductor Systems revenue was $7.04 billion, while Applied Global Services produced $1.78 billion. Applied Materials’ official third-quarter release provides the segment results and outloo

$INTU 20260828 290.0 PUT$  

$QQQ 20260817 729.0 PUT$ thank you 

$ISHARES S&P 500 ETF/AUS(IVV.AU)$ 

$XOS Inc.(XOS)$ 

$Advanced Micro Devices(AMD)$ kk

$RURAL FUNDS GROUP(RFF.AU)$  

$Clover Health Corp(CLOV)$  

$iShares 0-3 Month Treasury Bond ETF(SGOV)$ 

$Alphabet(GOOGL)$  not moving well lately

$MS 20260821 207.5 PUT$ 

$AAPL 20260819 305.0 CALL$  

$Addvalue Tech(A31.SI)$  

$Sheng Siong(OV8.SI)$  

$ALB.HK 20261127 130.00 CALL$ 

$IREN Ltd(IREN)$  

$東曜藥業-B(01875)$ add oil 

$NVDA 20260819 227.5 PUT$  

$Microsoft(MSFT)$  

$MU 20260918 1320.0 CALL$