To The Moon

$PANW 20250801 210.0 PUT$ time to relook at PANW for another round of rinse repeat. Giant company i like it.

$Wee Hur(E3B.SI)$ take some profit

$Alibaba HK SDR 5to1(HBBD.SI)$ Alibaba and Cloud is going strong

$NVIDIA(NVDA)$  ready guys! It's coming down but means we can buy again soon! Let's wait for the good chances to take profit! $Apple(AAPL)$  another nice share I am monitoring! Same way for this share! Gogogo!

$Meta Platforms, Inc.(META)$   It has been a wild ride this past week as my META position came one full circle. After a solid earnings report, the stock initially gapped up about 10%, only to see those gains completely wiped out as the price slid back down over the following days. This earnings season has felt particularly punishing for big tech, with massive Capital Expenditure (Capex) being the primary culprit for the volatility. It seems like every major tech player announcing ambitious plans for future AI expansion has met the same fate: their stock prices tank. Investors are clearly spooked by the eye-watering costs—with some estimates putting collective 2026 Capex for the "hyperscalers" at over $600 billio

$ASML 20260206 1210.0 CALL$  Managed a wild ride as the stock rallied over 30% in just a month. While the 1x short call took a significant hit from that "fast and furious" upside move, the 2x long calls more than pulled their weight, generating enough gains to fully offset the loss and secure a net credit. Successfully closed out the entire position, including the previous rolled-up-and-out gains, proving the value of that built-in protection when things get volatile.

$Novo-Nordisk A/S(NVO)$ Took some profits previously and only holding a small portion. Will consider to add some on dips again for this giant Danish pharma. 

$AmovaEFund ChiNext S$(CXT.SI)$ sharing profitable trades for coins.  Will be cashing this out as my CNY ang pow so this will be my last time sharing profit from CXT.  Got them at IPO at $1 a piece so am happy with the gains over the past many months. 

$Oscar Health, Inc.(OSCR)$ 🏥 Oscar Health — Inflection Analysis This is a completed operating turnaround trading like a policy casualty. Oscar has reached scale profitability as a tech-native ACA insurer, but the stock is being dominated by fear around the 2026 subsidy cliff rather than fundamentals. 📈 Inflection status: CONFIRMED POSITIVE → STABILIZING Annual momentum remains intact despite near-term policy noise. Atomic evidence: • FY25 revenue $11.47B, +28% YoY • First full year of net income + adj. EBITDA profitability (2024) • SG&A ratio improved ~520bps via fixed-cost leverage • Operating cash flow $1.02B achieved in 2024 • Risk adjustment payable $1.68B reflects industry-wide morbidity spike ⚠️ Bottleneck: APTC renewal un

This looks far more like post-earnings digestion than the start of a structural bank rotation. For DBS Group, the sell-off is understandable. The Q4 miss was driven by net interest margin compression, not a deterioration in asset quality or franchise strength. With rates normalising, NIM pressure is a sector-wide reality rather than a DBS-specific flaw. Fee income growth of +13.5% shows the underlying business mix is holding up well. Context matters. After a ~60% rally and fresh highs, expectations were elevated. Any earnings disappointment was likely to trigger profit-taking, especially as investors recalibrate forward ROE assumptions in a lower-rate environment. Crucially, capital returns change the risk profile. A 38% jump in total dividends to S$3.06, with visibility on capital return

This is not a clean rotation moment, but rather a sequencing question. Gold reclaiming the $5,000/oz handle after a violent pullback is consistent with trend consolidation, not exhaustion. The structural drivers remain intact: central-bank accumulation, fiscal dominance risk, and portfolio hedging demand. From that perspective, JPMorgan’s view, as articulated by strategist Jason Hunter of JPMorgan, is internally consistent. Copper leading in Q2 also makes sense tactically. Copper is more sensitive to: inventory restocking, China demand stabilisation, infrastructure and grid spending tied to electrification and AI capex. That argues for selective rotation into copper-linked cyclicals, but not wholesale liquidation of gold. Historically, in late-cycle or policy-uncertain environments, gold a

This rebound does not yet qualify as a durable risk-on turn. It has many hallmarks of a positioning reset, not renewed conviction. The scale of the bounce in the S&P 500 looks impressive on the surface, but the underlying signals are less convincing. Elevated implied volatility, below-average participation, and the sharp move in Goldman’s short-bias basket all point to short covering and mechanical flows, rather than long-only re-engagement. When rallies are led by what investors were forced to buy back, rather than what they want to own, follow-through tends to be fragile. The AI angle matters here. The market is increasingly questioning winner-takes-most dynamics, especially in software, where pricing power, differentiation, and customer lock-in are far less assured than in AI infras

As we navigate the early months of 2026, the stock market continues to experience periods of volatility. Elevated valuations in certain areas, combined with ongoing geopolitical tensions, policy shifts including tariffs, and a rotation away from some high-flying tech names, have created choppy conditions. While the broader market shows resilience with earnings growth expectations remaining solid, downturns and pullbacks present opportunities for patient investors to add quality positions at more attractive prices. This environment favors a selective approach: focusing on sectors with strong fundamentals, defensive characteristics, or secular tailwinds that appear undervalued relative to their long-term potential. Below, we explore some of the most promising sectors amid the current turmoil

The cycle from the January 21, 2026 low in Apple (AAPL) is unfolding as a five‑wave Elliott Wave impulse. From that low, wave 1 advanced to $268.34, followed by a corrective pullback in wave 2 that terminated at $252.12. The stock then resumed its upward trajectory in wave 3. Within this third wave, wave ((i)) concluded at $261.90, while the subsequent pullback in wave ((ii)) ended at $255. Momentum strengthened thereafter, carrying the stock higher in wave ((iii)) toward $279.50. A modest dip in wave ((iv)) found support at $273.50, before the final leg, wave ((v)), reached $280.90. This marked the completion of wave 3 at a higher degree. Wave 4 unfolded as a zigzag correction. Declining from the wave 3 peak, wave ((a)) ended at $276.28. A brief rally in wave ((b)) followed, topping at $2