To The Moon

$超微电脑(SMCI)$  

$SOXL 20260821 119.0 PUT$ 

$SOXL 20260821 119.0 PUT$ 

$LITE 20260821 1000.0 CALL$ thank you 

$Broadcom(AVGO)$  

$MU 20260807 700.0 PUT$ 

$LITE 20260911 590.0 PUT$ 

$AI 20240315 30.0 CALL$  

$INTU 20260828 290.0 PUT$  

$QQQ 20260817 729.0 PUT$ thank you 

$ISHARES S&P 500 ETF/AUS(IVV.AU)$ 

$XOS Inc.(XOS)$ 

$Advanced Micro Devices(AMD)$ kk

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$Clover Health Corp(CLOV)$  

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$Alphabet(GOOGL)$  not moving well lately

$MS 20260821 207.5 PUT$ 

$Sheng Siong(OV8.SI)$  

$Addvalue Tech(A31.SI)$  

$Applied Materials(AMAT)$ 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

$超微电脑(SMCI)$  

$SOXL 20260821 119.0 PUT$ 

$SOXL 20260821 119.0 PUT$ 

$LITE 20260821 1000.0 CALL$ thank you 

$Broadcom(AVGO)$  

$MU 20260807 700.0 PUT$ 

$LITE 20260911 590.0 PUT$ 

$AI 20240315 30.0 CALL$  

$INTU 20260828 290.0 PUT$  

$QQQ 20260817 729.0 PUT$ thank you 

$ISHARES S&P 500 ETF/AUS(IVV.AU)$ 

$XOS Inc.(XOS)$ 

$Advanced Micro Devices(AMD)$ kk

$RURAL FUNDS GROUP(RFF.AU)$  

$Alphabet(GOOGL)$  not moving well lately

$Clover Health Corp(CLOV)$  

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

$MS 20260821 207.5 PUT$ 

$Addvalue Tech(A31.SI)$