To The Moon

$Netflix(NFLX)$ Netflix is becoming a value trap disguised as a growth story. Everyone’s fixated on the guidance beat, but I think we’re witnessing the peak of Netflix’s relevance: The streaming wars are entering consolidation phase - and Netflix loses. Disney has Marvel/Star Wars, Amazon has Prime ecosystem integration, Apple has infinite cash. Netflix just has… content spend. Their competitive moat was being first to streaming, but that advantage is gone. They’re now the most expensive pure-play in a commoditizing industry. The ad tier “success” is actually margin destruction. Yes, ad revenue is growing, but it’s cannibalizing higher-margin subscription revenue. Netflix is essentially training their customers to pay less while increasing their o

$POP MART(09992)$ The market is right to sell - this is peak collectibles bubble, and Pop Mart is the poster child for what’s about to implode. Everyone’s focused on the 200%+ revenue growth, but I think we’re witnessing the top of an unsustainable mania: Collectible toys are the 2025 version of Beanie Babies. The entire blind box/mystery toy craze is driven by artificial scarcity and FOMO, not genuine collecting passion. Pop Mart’s business model is literally gambling disguised as retail - and regulatory crackdowns on loot box mechanics are coming to physical goods too. The China consumer story is broken. Pop Mart’s growth is happening precisely as Chinese youth unemployment hits record highs and disposable income shrinks. Spending ¥59-199 on ra

$Upstart Holdings, Inc.(UPST)$ Great satisfaction 

🔥 Nvidia now worth $4.17T 🚀 — can it become the world’s first $10T stock? $NVDA has officially joined the megacap elite, leapfrogging $MSFT and $AAPL as the world’s most valuable company.  The question isn’t just “how high can it go?” — it’s whether we’re still early, or already in the euphoric phase of an AI supercycle. 🤔 With whispers of a $10 trillion milestone, investors are asking: Is Nvidia still the best 10x bet? Or has the next generational winner already moved in? 📊 Nvidia’s Meteoric Rise Let’s be clear: Nvidia’s run isn’t hype — it’s execution. The stock is up a staggering 1,596% in five years, driven by dominance in data centre GPUs, a near-monopoly in AI training chips, and relentless demand from hyperscalers. Its quarterly earnings keep shattering Wall Street estimates, w

$Invesco NASDAQ 100 ETF(QQQM)$ QQQ high soaring soon to 💯 %

$NIO Inc.(NIO)$  break out...test test abit. Cai Png with fish depends on you. No 4.88 no sell !!

$YINN 20250718 42.5 PUT$ should have just bought it outright...

$RGTI 20250718 13.0 CALL$ lost lots of money on my covered call position on rgti, gonna let the call be exercised and give 100 shares to whoever who bought the call , in the meantime , will use the money earned from the premium and the shares to go into a cash secured put at a higher price 

$SingaporeLandGrp(U06.SI)$ More to come! HOLD!!

$NIO Inc.(NIO)$  should I DCA or just hold it for years to come

$MercadoLibre(MELI)$ let me know if you really need a loan OK anot you all @cottoncandy  

$BYD COMPANY(01211.SPO)$ #bullish #byd waiting for the split extra stocks to drop in my acc. Pure profit feels good 

$Microsoft(MSFT)$ One of the best company many years down the road!

$Opendoor Technologies Inc(OPEN)$ worth the wait.. sold because it's a meme stock. 

$D-Wave Quantum Inc.(QBTS)$ take profit or continue to hold?

$Evolution AB(EVVTY)$ bought when it's down... Fundamental speak for itself, its coming back again. 

$SoFi Technologies Inc.(SOFI)$  lets go to $25..

$CONL 20250718 28.0 PUT$ expired worthless, keeping premium in the pocket

$Grab Holdings(GRAB)$ now showing the iTM sell call, look alike a huge win. If only I did not sell call.