To The Moon

$Qualcomm(QCOM)$  Qualcomm’s AI Datacenter Debut: Targeting Inference Efficiency, Challenging AMD: Qualcomm is stepping into the AI datacenter arena, focusing on inference the phase where trained models operate and power efficiency trumps sheer computing power rather than competing directly with NVIDIA in training. Its inaugural client is Saudi Arabia’s Humain, which plans to deploy 200 MW of Qualcomm AI systems beginning in 2026. This substantial pilot is comparable to about half the capacity of a Google Cloud data center in Europe. Successful deployment of the AI200 and AI250 chips could pave the way for non-U.S. hyperscalers, an area where AMD has typically vied to gain ground against NVIDIA. Ultimately, this strategy intensifies competiti

🎯 When the Hype Fades: The Rise and Fall of the Rare Earths Trade After reports of smooth U.S.–China negotiations and Beijing’s assurance that it wouldn’t impose export controls on rare earths, related stocks plunged across the board — many collapsing to levels below where the rally began. Few sectors illustrate the difference between speculation and investment as vividly as rare earths. This episode laid bare the market’s mania, fear, and the psychology of FOMO-driven trading. --- 🚀 Phase One: A Party Fueled by FOMO It all started with one headline rich in imagination: > “China may restrict rare earth exports.” For most investors, “rare earths” is a familiar yet vague term — something crucial, geopolitical, even mystical. That was enough to ignite a frenzy. Money flooded in. I’d wager

$BYND 20251031 2.5 CALL$ Bynd... Eat premium to cover my loss .. don't think will shoot up abv. 2.5 

🌊 When Markets Swing Wildly: How I Stay Grounded Amid the Chaos These past two weeks, markets have been anything but calm — plunging one day, soaring the next. For investors accustomed to one-way uptrends, this kind of turbulence feels deeply unsettling. A reader recently messaged me two sharp questions that go straight to the heart of it all: 1. “How can we spot the next hot sector during a downturn?” 2. “When the market plunges one day and rebounds the next, how should we adjust our positions and mindset?” I suspect many are asking the same. Here’s how I think about it. --- 🔍 1. Stop Chasing Hot Sectors — Start Studying Great Businesses My answer to the first question is simple: I don’t look for the next hot sector. Sure, predicting the next big trend sounds exciting. Some traders are br

🚀 Sam Altman’s Trillion-Dollar Power Game: How He Made Everyone Bet on OpenAI The future of AI isn’t just a technological race — it’s a financial and geopolitical chess match, orchestrated by one man: Sam Altman, the CEO of OpenAI. And the stakes? Trillions of dollars. Altman has never hidden his ambition. In fact, he’s turned it into his greatest weapon — making every major tech giant believe that if they’re not on OpenAI’s ship, they’ll be swept away by the tides of history. This piece draws partly from The Wall Street Journal’s “How Sam Altman Tied Tech’s Biggest Players to OpenAI,” with my analysis woven in. --- 🎯 Altman’s Core Strategy: The FOMO Engine Altman’s playbook can be summed up in one word: FOMO — Fear of Missing Out. He understands the psychology of Silicon Valley’s titans b

$TLRY 20251031 1.5 CALL$ Either way... Eat premium first ba... If I lose the stock... Can always get it back via sell put again... Process repeat... Wheeeeellll

$SOFI hitting ATHs after hours. I honestly wouldn't read too much into this, it will very often run like this prior to the earnings release and it's usually not a good indicator one way or the other of what happens with the report. Less than 12 hours until we get the numbers.

$Seatrium Ltd(5E2.SI)$   Seatrium announced that it has clinched S$170 million worth of new repair and upgrade contracts comprising major cruise, leisure and naval vessel projects. All works for the projects are set to complete by the first quarter of 2026. The contract wins comprise :a mega yacht upgrade project, major docking and repair works for various cruise ships.The ships include Discovery Princess and Crown Princess from Carnival Corporation, Silver Moon from Royal Caribbean Group and Le Soleal from Ponant Explorations Group.  The new contracts also include retrofit works for three navy vessels, decommissioning works on a floating production storage and offloading vessel, as well as offshore repai

$NVIDIA( $NVIDIA(NVDA)$ )$ just did it again. The stock is up over 10% on the day, adding more than $150 billion to its market cap in a single session. This follows a 15% rally in just five days. This move is a direct response to the blockbuster earnings reports from its biggest customers, $Microsoft( $Microsoft(MSFT)$ )$ and $Alphabet( $Alphabet(GOOGL)$ )$. NVIDIA is now the undisputed king of this market, and its stock is the primary barometer for the entire "AI" trade. But after a vertical move like this, the question every investor has is simple: Is this the moment to finally take some profit off the table, or is this a signal that the stock is about to mak

$Eli Lilly(LLY)$ 開倉，第二隻賭業績，多謝 投資涉及風險，價格可升可跌，做好風險管理。

My stock in focus today is $Qualcomm(QCOM)$ , after it officially entered the AI accelerator market with its new AI200 and AI250 chips. This marks a major shift beyond smartphones, positioning Qualcomm to challenge Nvidia and AMD. The chips offer higher memory capacity and lower power consumption, giving Qualcomm an edge in energy-efficient AI computing. I see this as a bold and timely move. The $500 billion AI market is still growing, and Qualcomm’s strength in mobile efficiency and edge AI could help it gain ground in areas where power management is crucial. By leveraging its strong industry ties, Qualcomm may not need to beat Nvidia outright but instead capture valuable niches in on-device and distributed AI. From an investment view, I’ll be

Qualcomm's AI Gambit: A New 'Call Option' for Growth? $Qualcomm(QCOM)$   stock surged 11% following the announcement of its new data center AI strategy. The move signals a significant acceleration of its AI ambitions, pulling the timeline forward from previous management guidance which, tied to the ~$2.4 billion Alphawave acquisition (set to close in 2026), had targeted FY2028 for entering the data center CPU and AI inference market. This unexpected acceleration signaled strong investor buy-in. The news also provided a significant lift to ecosystem partner $Arm Holdings(ARM)$   , which saw its shares close up 4.65% as investo

$TSLA 20251031 470.0 CALL$ Covered for tesla aiming 470.strike price. Hopefully the share price dont sky rocket this week

$AMD 20251031 255.0 CALL$ Support: $244, $238 Resistance: $253, $263.5 Quick Covered Call option scalp of the day. Got in and out within 10mins as there was a retracement of price for AMD. Overall outlook for AMD is still bullish.  Will look for more trade opportunity on AMD when AMD does a ppullback towards $244. Trade safe, Tiger friends!

The AI chip battlefield is rapidly expanding — and this week marks a major turning point. Qualcomm’s Bold Entrance: By unveiling its new AI data center chips and full-stack computer systems, Qualcomm has officially stepped onto NVIDIA’s turf. The company’s strength lies in power-efficient architectures, honed from years of dominance in mobile SoCs. If Qualcomm can scale this efficiency advantage into data centers, it could carve out a niche with lower-energy, cost-effective AI servers. The 20% surge in share price reflects investors’ confidence that Qualcomm might finally break free from its smartphone dependency. AMD’s $1 Billion DOE Win: Meanwhile, AMD’s partnership with the U.S. Department of Energy to build two next-generation supercomputers cements its credibility in high-performance