To The Moon

$BMNR 20250822 50.0 PUT$ BitMine Immersion Technologies, Inc. (BMNR) 近期從比特幣挖礦轉型為以太坊儲備企業，成為市場焦點。公司宣布持有超過83.3萬枚ETH，價值約29億美元，成為全球最大以太坊財庫持有者之一，推動股價年內飆升609.38%。7月，ARK Invest購入1.82億美元股票，Peter Thiel持有9.1%股份，顯示機構信心。BMNR更推出10億美元股票回購計劃，強化市場信任。我投機看好！

$QYLD 20250815 16.66 PUT$  ⸻ Scraping Same-Day Premium on QYLD: 0DTE Cash-Secured Put Today I executed a 0-day-to-expiry (0DTE) cash-secured put on QYLD to capture a small, high-probability premium. The strike was $16.66 with spot trading around $16.86 at entry, and I collected a $0.02 premium per share. Trade snapshot • Underlying: QYLD • Position: Short put (cash-secured) • Strike / Spot at entry: $16.66 / $16.86 (OTM by ~$0.20) • Premium received: $0.02 ($2 per contract) • Breakeven at expiry: $16.64 (strike $16.66 − premium $0.02) Why this works • Time decay is maximal on expiry day; tiny OTM puts can decay to zero rapidly if price remains stable. • Collateral efficiency: On $1,666 collateral per contract, the gross d

$UnitedHealth(UNH)$  Analysis: Berkshire’s Move & Is $300 a Good Entry Point? 1. What's Behind the Move Berkshire Hathaway, through its recently filed Q2 2025 13F, revealed that it initiated a new position in UnitedHealth, acquiring approximately 5.04 million shares worth about $1.57 billion, at an average price near $314/share. UnitedHealth stock jumped 10–14% on this news, buoyed by what’s often referred to as the “Buffett Bounce.” Multiple reputable sources describe this as a strategic contrarian move, with Berkshire leaning into healthcare amid broader turbulence and sector underperformance. --- 2. Should You Follow at $300? Reasons It Could Make Sense Valuation anchoring: At around $304, the current price is slightly below Berkshire’s

 Xiaomi vs Pop Mart: Which Stock Fuels HK’s Rally? Hong Kong’s consumption rally faces a key test this week. Two very different names — Xiaomi ($XIAOMI-W(01810)$  ) and Pop Mart ($POP MART(09992)$  ) — are about to report. One rides on EV and smartphone demand, the other on Gen-Z’s appetite for designer toys. Which story signals whether the rally has legs? --- The Big Picture 🌏 Hong Kong’s equity market has staged a rebound in 2025, powered by consumer sentiment recovery, policy easing, and mainland inflows. But this rally isn’t broad-based. Tech-driven consumption (EVs, gadgets, online services) is climbing, while lifestyle spending remains patchy. >

Oversold Stocks: Bargains or Traps? 📉💡 Buffett once called it “cigar butt investing” — finding stocks so beaten down that even one more puff could be profitable. With several household names now trading at discounts, the question for Tiger investors is clear: which crashed stocks are worth betting on? --- Why Oversold Stocks Matter Now Markets have been on a tear, yet not every stock joined the rally. Some sectors — healthcare, consumer, even luxury — saw sharp corrections. For retail investors, these pullbacks can mean: Entry points into quality companies at fairer valuations Opportunities to align with institutional rotation (Buffett’s UNH buy is one signal) Traps if structural problems outweigh the “cheapness” As always, not every dip is a gift. Some are warnings. --- The Buffett Playbo

🌟🌟🌟What is a Cigar Butt Strategy?  In his early years, Warren Buffett embraced a gritty form of value investing known as the  "Cigar Butt Strategy ".  Inspired by Benjamin Graham, it involved buying companies so cheap that they were practically discarded, yet still had "one last puff" of value left. "A cigar butt found on the street that has only one puff left in it, may not offer much of a smoke but the bargain purchase will make that puff all profit" said Warren Buffett in his 1989 Shareholder Letter. Warren Buffett would buy distressed companies trading below their liquidation value, extract a small gain, maybe a dividend or perhaps a turnaround and move on.  It was rational, disciplined and profitable but it lacked soul.  Why The Cigar Butt Strategy Worked and

First there was the smoke of mass of resignations at high levels of Tesla. Now there is the heat of increasing sales if Tesla shares by insiders, including Elon Musk own brother who sits on the Tesla board.  But beyond all these, how about the trail of dismay quarterly reports that has been released the past year. Including falling sales globally and tise of inventory build up of unsold Cybertrucks.  Are these not sending alarm bells ? 

$Tesla Motors(TSLA)$  A House Of Cards About to Collapse. Credit to Mortley Fools:- "Through the first half of 2025, Tesla generated $2.138 billion in pre-tax income. However, $1.649 billion (77.1%) traced back to automotive regulatory credits given to the company for free by federal governments and net interest income (interest earned on cash less interest paid on debt). President Trump's "Big, Beautiful Bill" will eliminate Tesla's automotive regulatory credits in the U.S. For a company expected to be a market leader, Tesla has been consistently reliant on income sources that have absolutely nothing to do with selling EVs and its energy generation and storage operations. To boot, earnings-per-share (EPS) estimates for future years have bee

**Palantir’s Role in Financial Services: Fraud Detection and Risk Management** Palantir Technologies has become a pivotal player in the financial services sector, leveraging its AI-driven platforms—Foundry, Gotham, and the Artificial Intelligence Platform (AIP)—to enhance fraud detection and risk management. By integrating vast datasets, employing advanced machine learning (ML) and large language models (LLMs), and automating workflows, Palantir enables financial institutions to combat sophisticated financial crimes, ensure regulatory compliance, and optimize risk assessment. Its solutions have driven significant outcomes, such as a 25% reduction in fraud losses for TWG Global and millions in projected savings for Fannie Mae’s mortgage fraud prevention. Below is a detailed analysis of Pala

$Howmet Aerospace Inc.(HWM)$ $Palantir Technologies Inc.(PLTR)$ $Heico(HEI)$ I'm calling this the most dangerous setup in aerospace right now. $HWM has delivered 64% YTD gains, but the chart is screaming bear flag breakdown, liquidity flush, and a credibility reset unless buyers defend 170 with conviction. $HWM is flashing a liquidity flush while Trump just pumped aerospace higher, is this the credibility reset no one wants to admit? Chart Breakdown I’m tactically cautious on $HWM after a near-vertical run that now carries a bear-flag breakdown risk. Best of breed in aerospace and defense and an IBD Top 50 name, but the daily shows a failed push to reclaim prior ch

$Bullish(BLSH)$   Assessment of Bullish's IPO Surge and What Lies Ahead 1. Is it time to take profits? Bullish’s stock experienced an extraordinary debut—trading at $37 IPO, opening around $90, spiking intraday to $118 (a gain of 218%), and then settling near $75–$80 by close—signaling both explosive demand and immediate volatility . Such volatility is common in high-profile IPOs, especially in the crypto sector. Investors who entered early often realize profits quickly, while others chase momentum—an approach not without significant risk. Conclusion: If you have substantial unrealized gains, especially near or above the intraday highs, taking partial profits could be a prudent defensive move. --- 2. Could Bullish continue to emulate Circle’s

Investing requires pros if one is looking at maximum returns. Otherwise, there are also many retail investors who are not pro. The more important thing is to first start and learn to be better along the way. I think finance is an industry that many have successfully switched to. All it takes is a willing heart and hard work to learn. Many retail investors do that too. I think Buffett’s ability to continue being skewed in his investments tells us that we don’t think to be physically fit to invest. Rather, it is important to be mentally fit and agile. Of course, being physically fit has its merits too as investing can require hours of focus and to deal with the physical effects of the various emotions as market swings. @SR050321

I’m more optimistic on Xiaomi going into this earnings. The EV story may not fully materialize yet, but any update on production and pre-orders could be a catalyst. While smartphone and IoT margins may face pressure, I like Xiaomi’s diversified push into EVs, AI devices, and overseas markets like India, which supports its long-term growth. For Pop Mart, it’s harder for me to judge the valuation. Labubu and Crybaby show strong IP potential, but much of the optimism may already be priced in. The key risk is whether these IPs can sustain momentum and whether global expansion delivers the same results. I’d rather stay cautious until earnings. If I were to use HK options, I’d lean towards buying Xiaomi calls since I’m more bullish there — limited risk but high potential upside if EV or AI news

I think Xiaomi’s EV story will take the central stage in this earnings report. I believe their smartphones will remain profitable as it is a cost effective option for many who are price sensitive. I think crybaby and labubu will continue to hold up popmart’s price as the craze is still going strong. There is effectively no rival that has come close to these. I will prefer to buy calls on both stocks to bet on upside. Alternatively, a combination of buying calls and selling outs would help to manage the risk from unexpected earnings. @Fenger1188 @Kaixiang @Success88 @Wayn