To The Moon

$Advanced Micro Devices(AMD)$ Today I sold half of my AMD position at approximately $179/share to lock in a significant gain — the stock is up nearly 50% YTD. While I'm still bullish on the long-term AI and data-center opportunity (notably the MI350 series and pricing power), the current valuation (~56× forward earnings) is at the upper end of the semiconductor sector. Notably, UBS and HSBC recently raised their 12-month targets to $210 and $200, respectively, but the broader analyst average remains around $155, implying potential downside

$ProShares Ultra VIX Short-Term Futures ETF(UVXY)$ 美元指数的短期反弹，导致市场节奏出现了调整。理论上说，强美元意味着通胀得到了控制，对于风险资产应该是利好的。但明显当前美股的水位过高，技术上早就需要一次调整，所以市场要一段时间才会接受并适应这个逻辑。下个星期美股大概率还会有反复，却不意味着牛市结束。

$Strategy(MSTR)$ MSTR: bought 100 shares of MSTR at $400 as part of cash secured put expired in the money on 1st Aug.  I had previously shorted MSTR as part of selling naked calls for premium and got assigned when MSTR went above $400 so for 2 weeks I had been trying to sell cash secured puts at the same strike of $400 to buy it back while at the same time still can collect premium both ways.  MSTR closed Fri 1st Aug at $366 and while it looks that i could have profited more to just buy back now below cost, the issue is I won't know if or when MSTR will breakdown the way it does on Fri.  So I chose the higher probability strategy for me to be able to profit if more trading scenarios and i'm glad that I made profit on a difficul

Tiger Brokers - Commentary – 4 August 2025BATMMAAN and the Indexes – Source: Tiger TradeThe US market closed sharply lower on Friday after struggling all week even after stellar results from Meta and Microsoft on Wednesday (US time).The double whammy of rising tariff tensions and the disappointing July jobs report saw the $S&P 500(.SPX)$ declining 2.4% over the week, while the price weighted, old world, tariff sensitive $Dow Jones(.DJI)$ dropped nearly 3% and the tech heavy $NASDAQ(.IXIC)$ fell 2.2%. NON-FARM PAYROLLSThe key takeaways from the U.S. Non-Farm Payrolls (NFP) report for July 2025 released on Friday were:·      

$Alphabet(GOOG)$ I increased my investment in GOOG, confident that the market is undervaluing Alphabet’s resilience. While some fear that generative AI will eat into Google Search’s dominance, Q2 results tell a different story—Search revenue surged 12% YoY, up from 10% last quarter. That’s hardly a collapse. Plus, Alphabet is smartly evolving. Its AI Search Overviews, used by over 2 billion people, bridges the gap between traditional search and generative AI. With monetization on par with standard search, Google isn’t just surviving the AI wave—it’s riding it profitably.

$Palantir Technologies Inc.(PLTR)$ good earnings but still over valued 

$Keppel(BN4.SI)$ Share to earn some coins. :)

$Palantir Technologies Inc.(PLTR)$  50 coins to claim please like and share 

$Palantir Technologies Inc.(PLTR)$ another favourite ♡

Tuesday’s earnings spotlight shines on Citigroup, JPMorgan Chase, and Wells Fargo—three titans offering a pulse check on global finance. Citigroup anticipates an EPS of $1.42 (up from $1.35 last quarter), fueled by a 4% revenue bump in consumer banking as credit card spending rebounds. JPMorgan, the sector’s heavyweight, projects an EPS of $4.05 (down from $4.20), with trading revenue slipping 3% amid lower market volatility. Wells Fargo expects an EPS of $1.28 (up from $1.25), leaning on a 3% rise in mortgage originations as homebuying picks up. These banks face a complex backdrop: rising interest rates (Fed funds at 5.25%-5.5%) boost net interest margins but strain loan demand, while geopolitical tensions—like Middle East unrest—cloud the outlook. Here’s the detailed forecast:

Jim Rogers’ decision to exit U.S. equities entirely—and Ray Dalio’s increasingly loud warnings—shouldn’t be dismissed as just another round of doomsday punditry. These aren’t TikTok day traders, but two of the most battle-tested macro investors of the last half-century. When they say America’s debt crisis is a ticking time bomb, it’s worth paying attention—even if you don’t agree with every part of their thesis. Dalio’s call to have at least 15% in gold and crypto is a blunt reminder that diversification isn’t just about chasing the next hot sector, but preparing for the tail risk that the U.S. dollar, Treasury market, and American economic dominance may not be eternal. As U.S. debt breaks record after record, interest payments eat a growing chunk of the federal budget, and political dysfu

$SUPER MICRO COMPUTER INC(SMCI)$ is scheduled to report its fiscal Q4 2025 earnings after the market closes on August 5, 2025. As a leading provider of high-performance servers, especially for AI and data center applications, SMCI's report is highly anticipated and will be closely watched for insights into the health of the AI infrastructure market. Revenue: The consensus for Q4 2025 revenue is around $5.9 billion, representing a year-over-year growth of about 11%. EPS (Earnings Per Share): Despite this strong top-line growth, analysts are forecasting a decline in earnings per share (EPS) to approximately $0.44, down from the same quarter last year. This is largely attributed to anticipated margin compression. Based on the current market landscape

$Tiger Brokers(TIGR)$ This is one of the oldest dilemmas in investing—“too strong to buy, too scary to dip.” When a stock has great fundamentals and keeps making new highs, every pullback looks like a trap, and every new high looks like you’re paying too much. So, how do you find the sweet spot and avoid paralysis? 1. Wait for a Technical Pause, Not a Collapse Don’t obsess over catching the “big dip.” Instead, look for a sideways consolidation or a “bull flag” pattern—periods where the stock pauses, digests gains, and lets moving averages catch up. These “breathers” often offer lower-risk entries compared to chasing after huge run-ups or blindly buying a sharp sell-off. 2. Buy Near Key Moving Averages Many strong stocks respect the 21-day, 50-day,

$S&P 500(.SPX)$ $Invesco QQQ(QQQ)$ A Crisis Few Want to Face, But One That May Be Inevitable Jim Rogers, the legendary investor and co-founder of the Quantum Fund, has long been known for his contrarian wisdom and big-picture thinking. In recent interviews and public appearances, Rogers has turned his focus toward a growing danger he believes American markets are dangerously underestimating: the relentless explosion of U.S. government debt. As policymakers in Washington double down on short-term stimulus and ignore long-term obligations, Rogers warns that the United States is setting itself up for a financial reckoning—one that could shake the foundations of the global financial system and leave U.S. e

$Eli Lilly(LLY)$ 🧠📈🚀 Unveiling Q2 2025’s EPS Titans: Can Eli Lilly Soar Above the Pack? 🚀📈🧠 🎯 Executive Summary: I’m convinced that Eli Lilly (LLY) emerges as the standout contender among the top 20 stocks poised for higher Q2 2025 EPS, with earnings slated for August 7. Analysts forecast an EPS of $3.25, a staggering 28% year-over-year (YoY) surge, driven by blockbuster sales of Mounjaro and Zepbound amid a global obesity treatment boom. This performance aligns with a broader pharmaceutical renaissance, fueled by innovative pipelines and institutional inflows, with LLY seeing a 7% uptick in hedge fund ownership in Q2. This isn’t just an earnings beat, it’s a structural shift in healthcare profitability. 💰 Financial Performance Breakdown: Eli Lil