To The Moon

$Alphabet(GOOG)$ I increased my position in Alphabet (GOOG) as I see the market’s discount as an overreaction to fears over generative AI competition. While skeptics argue that Google Search will lose relevance, recent results tell a different story — Search revenue rose 12% year over year in Q2, an acceleration from the previous quarter’s 10% growth. Alphabet isn’t standing still; its AI Search Overviews have already been used by over 2 billion people in 40 languages, offering an integrated generative AI experience without sacrificing monetization. This proactive adaptation reinforces my confidence in Google’s resilience and long-term growth potential.

$INNOVENT BIO(01801)$ 摩根大通最新研報力挺信達生物（01801），將目標價上調至109港元，予“增持”評級，列為行業首選！研報指出，對外授權成為內地生物醫藥核心驅動力，信達憑藉強大產品管線，覆蓋腫瘤、心血管、自身免疫及眼科等領域，多元化資產組合蓄勢待發，未來數年有望持續達成授權交易。摩根大通上調潛在授權收入佔比預測至5%-7%，並預期毛利率因銷售結構優化而擴張。信達研發能力獲市場高度認可，早期資產估值激增43%。憑藉領先的創新能力和多元化戰略，信達生物將成為全球生物醫藥市場的耀眼新星。

$Palantir Technologies Inc.(PLTR)$ Take a look at the latest order I posted！@Trade Feed Decoder

$Tesla Motors(TSLA)$ I increased my Tesla position, driven by its high-stakes bet on full self-driving (FSD) and the robotaxi future. Despite near-term headwinds like softer sales, high interest rates, and the looming EV tax credit phase-out, Tesla’s true potential lies beyond vehicle sales. Successful, unsupervised FSD deployment could unlock a multi-billion-dollar recurring revenue stream and position Tesla as a dominant mobility platform provider. While the valuation is lofty and the risks are significant, the upside from FSD and robotaxis could redefine the company’s growth trajectory and deliver outsized long-term returns for bold investors.

$2X Long VIX Futures ETF(UVIX)$ 面對數據週，大家都已有減息預期。買點uvix預防out of expectation 或 sell the fact 對組合的影響。

$OKLO DIAGONAL 250815/250919 CALL 95.0/CALL 115.0$ I closed $OKLO DIAGONAL 250815/250919 CALL 95.0/CALL 115.0$ ,Initially intended to close for profits before earnings. But profit fluctuate between 60-70%. Decided to just roll the position defensively and go for earnings play with delta <15 Initially intended to close for profits before earnings. But profit fluctuate between 60-70%. Decided to just roll the position defensively and go for earnings play with delta <15

$SOFI 20250815 22.0 PUT$ SoFi Technologies (SOFI.US) 重啓加密業務具顯著潛力，結合其多元化金融生態與監管利好，市場前景樂觀。《Genius法案》為穩定幣提供清晰監管框架，預計2030年穩定幣市場規模達3-4萬億美元，SoFi可透過推出穩定幣、加密資產抵押貸款及區塊鏈支付等服務搶佔市場。SoFi自2019年起涉足加密領域，擁有豐富經驗與技術基礎，其金融科技平台Galileo支持第三方加密基礎設施，增強競爭力。2025年Q1財報顯示，淨收入7.72億美元，同比增20%，會員數達1090萬，增長34%，展現強勁用戶基礎。相較Coinbase及Robinhood，SoFi一站式服務（貸款、投資、儲蓄）更具整合優勢。當前估值僅16倍EBITDA，遠低於Robinhood的40倍，顯示低估潛力。若加密業務成功，SoFi可望實現收入多元化與估值提升，股價上行空間大，區塊鏈創新將進一步鞏固其市場地位。

$Lemonade, Inc.(LMND)$ Bullish Signal after earnings.  Meet all my criterias. LETS GO

$NKE 20250829 76.0 CALL$ Closed this short call of the diagonal spread. I'll open a new short call either today or tomorrow.

$APP 20250822 535.0 CALL$ I closed 1 lot(s) $APP 20250822 535.0 CALL$  ,Scalping with Short Call on APP, good IV and fairly predictable technicals. Perhaps buying a call may be the next play as APP is fast approaching its ATH. Beside its recent Stella earnings That smashed analyst's expectations APP may be lined up to be included into the S&P index. Scalping with Short Call on APP, good IV and fairly predictable technicals. Perhaps buying a call may be the next play as APP is fast approaching its ATH. Beside its recent Stella earnings That smashed analyst's expectations APP may be lined up to be included into the S&P index. 

$Intel(INTC)$ Take a look at the latest order I posted！@Trade Feed Decoder

$BigBear.ai Holdings(BBAI)$ Take a look at the latest order I posted！@Trade Feed Decoder

$LULU DIAGONAL 250822/251017 PUT 210.0/PUT 200.0$ Undervalued stock that I love to buy but pocket not deep enough at this moment. Rolling it to a lower strike price, further expiration date and get to collect some pocket money [Miser]  

$LVS VERTICAL 250912 CALL 56.0/CALL 57.0$ Setting up a bear call spread to earn some premium while holding the stocks.

1.Buffett’s mystery stock may be revealed on Thursday’s filing.It’s almost $5 billion in size, making it 2% of his portfolio.What company is currently undervalued and big enough so Buffett could build $5 billion position without getting noticed?Maybe $UnitedHealth(UNH)$ ?It’s not 0 chance.Image2.Healthcare is now the second cheapest S&P 500 sector after energy.It’s trading at a P/E of 16 while the broader S&P 500 is trading at 22 times earnings.This will prove to be a great long-term opportunity.Ignore the noise and zoom-out.Healthcare is going nowhere.It’s the first thing people pay for, so healthcare companies has historically been able to pass all their costs to customers.The industry is going through a reset now.They got the activity ra