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779
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10-07
🚀 AMD Triggers “Collaborative Burst Point”: From Being Ignored to Under the Spotlight, Where's the Next Step for Funding?
Remember how I wrote this in my September 21 post? 👇 “If cloud vendors (Amazon, Microsoft, Google) directly encode AMD's GPU/CPU orders, or even capital investments, that would be a powerful catalyst.” Today, this prediction has come true — AMD announced a strategic partnership with OpenAI, which surged to $210 at the close of the stock market. This is no accident, but the inevitable result of money finding “new narratives” in the AI semiconductor chain. 🔍 Why did AMD explode this time? For the past few months, market logic has been “King Glory”: • Nvidia monopolizes AI GPUs, with all the funds squeezed in. • Intel relies on the “bottom bounce” sentiment fix. And what about AMD? In the middle, the technology is not as powerful as Nvidia's monopoly, and the valuation is not cheap — neither
TOPOpenAI’s nod = AMD’s AI credibility—this narrative’s way stronger than 2024!
906
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10-07
$HIMS 20251010 48.0 PUT$ selling put option to earn premium and intend to buy the share at this price
HIMS PUT
10-07 00:25
US20251010 48.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Sell Open | 0.55 1Lot(s) | -- Closed |
TOPPatience is a virtue. Don't fight the FED. Rate cuts boost markets and HIMS is in a hot industry group with cash in the bank. Keep the faith. Shorts are getting killed all over the place.
935
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10-07
$SES AI Corp(SES)$ SES AI has been rising with the broader AI sector rally...
TOPThis is SES AI, engaged in development and production of lithium-meta for EV battery, not SE. Yup, SE should have a more room to go up.
1.07K
460
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10-07
$Keppel(BN4.SI)$ Share to earn coins
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10-07
$AST SpaceMobile, Inc.(ASTS)$ not going too bad on this one. Brought it when it was expensive at around $25, now it's crazy based on every backward looking metric. But I don't look at history too much, better to focus on the future
TOPThis is going to be very hard for me to hold if it goes into the $100’s. Keep in mind I bought in the $7’s. I shall but it will be rough.
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10-07
$AppLovin Corporation(APP)$ covered the short with only a small win.. didnt got to catch the big fall.. shorted it when it was moving vertically up.. lose more at one point then this small win.. need to learn to hold to win more and lose lesser
TOPIt's tough to miss the big moves! Learning to hold is key—patience really pays off in trading.
1.04K
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10-07
$BitMine Immersion Technologies Inc.(BMNR)$ $Grayscale Ethereum Mini Trust ETF(ETH)$ $Grayscale Trust(ETH)$ $SharpLink Gaming(SBET)$ keep accumulating as we are still early
TOPEth needs to move. Finding resistance at 4700. If it breaks through comfortably then bmnr to the moon
592
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10-07
Wow AI Boom
AMD stock skyrockets 23% as OpenAI looks to take stake in AI chipmaker $Advanced Micro Devices(AMD)$ Key Points - OpenAI and AMD have reached a deal that could see Sam Altman's company take a 10% stake in the chipmaker - OpenAI will deploy up to 6 gigawatts of AMD Instinct GPUs over multiple years, beginning with a 1-gigawatt rollout in 2026. - AMD issued OpenAI a warrant for up to 160 million shares, with vesting tied to deployment and share price milestones. OpenAI and Advanced Micro Devices have reached a deal that could see Sam Altman’s company take a 10% stake in the chipmaker. AMD stock skyrocketed 23.71% on Monday following the news. OpenAI will deploy 6 gigawatts of AMD’s Instinct graphics processing units over multip
TOPAMD GPU is better than NVIDIA,Just make a search using NVIDIA GPU,it will clearly tell that AMD hardware is much better than NVIDIA'S
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638
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10-07
$ISHARESCSI300(02846)$ Bullish on China, especially in times like this
TOPProperty decline narrowing—cyclical floor might be near, finally!
4.04K
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10-07
$NVDA 20251024 170.0 PUT$ NVDA: collect $171 (1%) premium from this short put with strike at $170. Contract expires in 3 weeks on 24th Oct. This is the 3rd short out contract still active on NVDA and took opportunity to take more exposure on the 2nd day of dip for the stock. News of AMD and Open AI collaboration probably weakens the sentiments for NVDA and it dipped on Monday while the market rallied higher. Think NVDA dominance is still unchallenge for now, until proven other wise. AMD deal is over sweetened by AMD side to Open AI just to break market share so is unlikely to persist with similar deals. I view is as a sigh of weakness not strength.
TOPYou're smart to keep an eye on NVDA's dominance! Those premiums can add up nicely over time.
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10-06
$Palantir Technologies Inc.(PLTR)$ Palantir (PLTR) is a strong long-term stock because it leads in artificial intelligence (AI) and big data analytics. Its platforms, Gotham and Foundry, power critical operations for governments, defense, and major corporations. The company’s expansion into AI-driven commercial solutions is boosting revenue and profitability. With strong recurring contracts, positive cash flow, and strategic partnerships with firms like Microsoft, Palantir is positioned as a core player in the AI revolution. Its CEO, Alex Karp, emphasizes disciplined growth and innovation, making PLTR both a technological powerhouse and a future-proof investment in the expanding AI and data economy.
PLTR
10-06 21:57
USPalantir Technologies Inc.
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Open | 181.81 0 | +2.04% Holding |
TOPwe have been hearing that pltr is overpriced since $5.00 ..buckle up guys because we will continue to hear this song even after it passes $1500...$O go long ..
3.05K
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10-06
$Walt Disney(DIS)$ I made an additional investment in Disney stock following Goldman Sachs’ reaffirmation of its Buy rating. The firm highlights Disney’s strong long-term fundamentals, supported by double-digit EPS growth potential driven by expanding direct-to-consumer (DTC) subscriptions, improved operating leverage, and the addition of at least three new cruise ships. Furthermore, the positive outlook for ESPN, especially with the successful launch of ESPN Unlimited, signals renewed momentum in its sports division. Despite mixed investor sentiment, I see Disney as a high-quality earnings compounder positioned for sustained growth across its diverse entertainment ecosystem.
TOPBacking Disney’s DTC push here too, parks & ESPN looking solid
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10-06
$DuPont de Nemours Inc(DD)$ I made an additional investment in DuPont (NYSE: DD) following its strategic move to acquire Sinochem (Ningbo) RO Memtech Co., Ltd. This acquisition expands DuPont’s reverse osmosis manufacturing footprint into China and the Asia Pacific region—key markets with rising demand for water purification solutions. The deal strengthens DuPont’s FilmTec™ RO business, enhances supply chain resilience, and supports sustainability through localized production. With water scarcity and environmental challenges intensifying globally, DuPont’s focus on advanced water technologies positions it well for long-term growth and regional market leadership
DD
10-06 22:31
USDuPont de Nemours Inc
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Open | 80.42 0 | -- Closed |
TOPStill a long ways to go before correction territory at $66. Depending on when the market correction starts I might be able to load up. A great investment at under $70.
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10-06
$Apple(AAPL)$ I made an additional investment in Apple stock as the iPhone 17 series continues to show stronger demand than last year’s iPhone 16 lineup. JPMorgan’s analysis indicates that delivery lead times remain elevated across most models, particularly the base, Pro, and Pro Max, signaling healthy sales momentum. Even as lead times eased slightly, the reduction was far smaller than in previous years, underscoring sustained demand strength. Tight supply in the U.S. and the pending launch in China further highlight robust global interest, reinforcing Apple’s pricing power and resilience in its flagship product cycle.
TOP$300 by end of the year. It just wont stop.
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10-06
$PATH 20260116 10.0 CALL$ Attempted to scalp but afraid of losing potential profits on the upside. Will just buy it back. Loss on transaction fees though.
PATH CALL
10-06 22:30
US20260116 10.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Sell Close | 4.80 30Lot(s) | +13.64% Closed |
TOPBuying back PATH calls to keep upside—wise to skip scalping regret!
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10-06
$iShares Russell 2000 ETF(IWM)$ Here are some of the pros of IWM (iShares Russell 2000 ETF) — what makes it attractive: ⸻ ✅ Advantages of IWM 1. Exposure to small-cap growth IWM tracks the Russell 2000, which consists of ~2,000 small U.S. companies. These often offer higher growth potential than larger, more mature firms.  2. Diversification Because it holds many small-caps across sectors, it spreads risk. The top 10 holdings represent a small share of the fund’s total, so it’s not overly dependent on just a few big names.  3. Cost efficiency Its expense ratio is relatively low (about 0.19%), which benefits long-term investors by reducing drag on returns.  4. Liquidity IWM is one of the more heavily traded small-cap ETFs, making it easier t
IWM
10-06 22:39
USiShares Russell 2000 ETF
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Open | 247.83 0 | -- Closed |
TOPAbove 21 day, rotation in to small cap from big tech. With continued shutdown this should pass above 250 next week.