To The Moon

$UNH 20260116 270.0 CALL$ sharing for weekly 50 coins. This long call was bought when UNH broke lower and before Berkshire announced their stake.  Price now hovers around $300 so the trade is profitable.

$Taiwan Semiconductor Manufacturing(TSM)$ Holding on for the long term... 

The stock market is on fire as the S&P 500 surges past 6,500 to a new high of 6,512.34, up 0.7%, while the Nasdaq climbs 0.9% to 21,918.45, driven by a tech rebound and easing tariff concerns. The Dow Jones gains 1.2% to 45,462.87, reflecting broad optimism amid a VIX drop to 14.12. Bitcoin holds steady at $123,456, with $450 million in ETF inflows, while oil dips to $74.50/barrel on Middle East ceasefire hopes. Key news includes Meta's AI partnership with Reuters, boosting content stocks, and Boeing's $10 billion Pentagon deal, lifting defense names. India's Nifty 50 hits 25,000 on solar breakthroughs, adding global lift. Tariffs (30% on EU/Mexico, 35% on Canada) linger, but Trump's peace talks with Ukraine and Russia signal relief. What movements are shaking the market, which stocks

After the U.S. imposed tariffs in April 2025, tensions rose between the U.S. and China. However, Chinese stocks remained strong, buoyed by economic stimulus efforts from Beijing such as interest rate reductions and incentives for the housing market. Although some Chinese companies are listed on U.S. exchanges, most are traded in mainland China and Hong Kong, which may restrict access for international investors. Exchange-traded funds (ETFs) offer a practical and economical way for those interested in investing in Chinese stocks. Takeaways: ● China ETFs provide exposure to the world's second-largest economy and stock market. ● Key Chinese indexes include the large-cap FTSE China 50 Index and the broad-based MSCI China Index. ● Chinese stocks historically have traded at lower price-to-earnin

$Intel(INTC)$   please do your own research. "Today, SoftBank announced a $2 billion investment in Intel, acquiring shares at $23 each and sending the stock up ~6–10%. This vote of confidence underscores potential collaboration benefits—especially with SoftBank’s ties to Arm and its broader AI ecosystem. Meanwhile, reports surfaced that the U.S. government is considering acquiring a 10% equity stake via Chips Act grants. While this raised concerns of dilution and political complexity, it signals high-level strategic recognition of Intel’s importance in domestic chip production. Intel’s turnaround under new CEO Lip-Bu Tan (appointed March 2025) includes significant restructuring: layoffs, canceled fab projects, and refocusing on core stre

$Berkshire Hathaway(BRK.B)$   Berkshire Hathaway's recent stock purchases signal confidence in undervalued opportunities amidst elevated market valuations. The conglomerate trimmed Apple and Bank of America holdings, but maintains conviction in their long-term moats, while initiating a new position in UnitedHealth. Berkshire's massive $344B cash hoard offers significant firepower to accumulate on selective undervalued opportunities, and future stock buybacks. While a lack of near-term catalysts could prolong its consolidation, I view it as an opportunity for investors to load up while the market remains myopic on Berkshire stock.

$Palantir Technologies Inc.(PLTR)$ PLTR: taking loss.  I had held net short positions for 36 PLTR shares for very long and it had been a source of my anxiety when PLTR flew out of the solar system, leaving all other companies still in orbit. With the recent retrace by up to 20% from its $190 high on 12th Aug, decided to take loss wig a 20% discount 😅 Sometimes I think accept that I am wrong in my trade idea is better than holding it for eyesore and 'hoping' things will get better.  So now PLTR had dropped 20% within 6 trading days, I am turning long with a sold put with strike at $165. PLTR valuation is still stomach churning high even with the recent drop, and the Citron research short sellers adds volatility to the downside for no

$Alphabet(GOOG)$ GOOG: took 28% profit on these GOOG shares when I sold them at $200.  Protecting my gains.  Actually the motivation was to consolidate positions.  I already owned several long dated calls on GOOGL that control few hundred GOOGL shares if exercised.  So the legacy stock position of long 22 shares were not really doing anything except waiting for appreciation.  Since market seems bearish, decided to take profit and let my remaining long calls ride the e volatility.  Their long call decays were offset by selling short dated calls as well so the downside risk is quite well defined at this point. 

Market Recap: Why Is BTC Falling? Bitcoin has slipped to approximately $115,000, down about 7% from its record high (~$124,000), amid profit-taking, forced deleveraging, and uncertainty surrounding Federal Reserve policy. Investors are watching closely whether $112,000–$113,000 will hold as a crucial support zone, with technical indicators pointing to a possible further dip toward $108,000. Market sentiment remains cautious: analysts highlight macroeconomic jitters, Fed watch, and looming geopolitical risks as key headwinds to a rebound. Still, the broader narrative retains a long‑term bullish tilt holding below its all-time high, Bitcoin continues its uptrend with institutional interest and adoption as tailwinds. The Trump Family’s “Buy the Dip” Messaging: What It Means On August 2, 2025,

$Palantir Technologies Inc.(PLTR)$  Unlike many AI rivals, Palantir is profitable and growing revenue rapidly. Macro concerns are leading investors to sell out of tech, and Palantir's stretched valuation is making things worse. Palantir stock carries a sales multiple that far exceeds OpenAI's, despite OpenAI's substantially higher rate of sales growth. 10 stocks we like better than Palantir TechnologiShares of Palantir (NASDAQ: PLTR) are falling once again. The stock is down 5% so far on Wednesday after falling nearly 8% yesterday. The drop comes as the S&P 500 lost 0.5% and the Nasdaq Composite lost 1.2%. The AI-powered company is seeing its share slide as part of a larger sell-off in tech, as concerns over the health of the economy moun