To The Moon

$ASML 20251031 1150.0 CALL$ Currently holding a long call on ASML that’s showing a modest profit, with expiry in January next year. The stock is trending near its all-time highs and still in an uptrend, though momentum appears to be slowing. To enhance yield, I converted this position into a Diagonal Debit Call Spread by shorting a near-term call expiring in a week, set roughly 8% above the current price. Over the week, ASML’s price moved slightly higher but stayed below the short strike — allowing that call to expire worthless. This adjustment added extra income while keeping my long exposure intact — a small but efficient optimization as the longer call continues to appreciate.

$CRWV 20251031 120.0 PUT$ If there’s a standout trade this week, it’s definitely CRWV. I sold two lots of cash-secured puts on October 20th, which expired on October 31st — an 11-day trade that played out beautifully. Despite CRWV’s high volatility, the stock has been range-bound between 113 and 138 over the past six weeks. While the position briefly went in-the-money during the contract period, the stock rebounded above my strike before expiry, leaving the puts to expire worthless. The trade returned 2.75% in just 11 days, a strong result that reinforces why I like short-dated opportunities on volatile but technically stable tickers like CRWV.

$AMZN 20251031 200.0 PUT$ AMZN: collected full premium from this short put that expired worthless on 31st Oct.  Good run this week after earnings and up really well.  The short put is set a good support level and was not at risk for the entire duration. 

$RGTI 20251031 30.0 PUT$ My initial RGTI position was acquired around $9 about a year ago through assignments from expired cash-secured puts. Since then, I’ve been actively managing the position with covered calls — especially during the April market pullback — as a way to hedge against downside risk. Eventually, all my shares were called away below $20 when the stock broke through my covered call strikes. Since then, I’ve been looking to rebuild the position, but the entire quantum computing sector has surged sharply, with RGTI more than doubling from my previous exit level. Rather than chase the rally, I’ve stayed disciplined — selling cash-secured puts well below the current market price to take advantage of elevated im

$IONQ 20251031 50.0 PUT$ IONQ has also been part of this strong run in the quantum computing space. My earlier lots were acquired around the $30 level, and similar to my RGTI position, those shares were eventually called away just below $50 when the stock surged past my covered call strikes. Since then, I’ve been looking for a chance to reestablish a position, but the recent rally has pushed the stock well beyond what I’m comfortable paying. Rather than chase the move, I’ve been taking the more patient route — selling cash-secured puts at significantly lower strikes to stay positioned without overpaying. With implied volatility still elevated across the sector, these far out-of-the-money CSPs continue to offer attractive p

$Wilmar Intl(F34.SI)$ Trimmed position at minor profits. Bullish on Wilmar, but control position on single company.

$TIMES ELECTRIC(03898)$ 第三季業績稍不如預期，但估值已過度調整，繼續逢低買進。

$WEICHAI POWER(02338)$  Closed position for profits. It is fair value, far away from bubble.

$CSOP HS TECH(03033)$ 有張券可以，買一手用左去先，轉頭賣返出去，呢隻野好大成交

$HENGAN INT'L(01044)$ Closed position for profits, gained 25% included one time dividend, equal to 5% dividend for 5 years. The stock price is in fair value, is about 5% dividend yield, and it has potential to raise more if US Fed continues to cut rates.

$SES AI Corp(SES)$ Entering as I see great bullish potential for SES and their earnings on Wednesday. Thought to get in first!

$Microsoft(MSFT)$ & OpenAI just leveled up! A massive Azure deal plus backing for its non-profit arm shows a masterstroke in ecosystem strategy. The stock is consolidating near highs, but the AI monetization story is stronger than ever. Eyes on the upcoming earnings – bullish for the long run!

$NVIDIA(NVDA)$ 's GTC was mind-blowing last night, sending the stock to a record high with a $4.9T market cap! This wasn't just a show, but a display of its ecosystem empire. Jensen's vision is truly visionary – bullish for the long run. Just hold on and enjoy the ride!

$Netflix(NFLX)$ steady after stock split! Ad-tier and gaming dual growth drivers, cash flow improving. Valuation is full for now - looking for a better entry point!

$iShares Biotechnology ETF(IBB)$ 's biotech rebound well-timed! FDA approvals accelerating with M&A heating up, sector sentiment improving. Volatility persists but innovation thesis intact - keeping long-term allocation!

$CRITICAL METALS CORPORATION(CRML)$ 's critical metals play working! New energy demand unfolding, scarce resource value being rediscovered. Modest gains but sector outlook clear - holding for the upcycle!

$iQiyi Inc.(IQ)$ new "Anime-Drama Project" is a smart move! Leveraging AI to boost content production and monetization creates wins for partners and the platform. Bullish on its AIGC potential — this rerating is just getting started!

$Palantir Technologies Inc.(PLTR)$ , the "king of beating expectations," hits another high! The premium valuation sets a high bar. But its deep tie-up with Nvidia, building a full-stack AI ecosystem from software to hardware, is the real confidence booster. Keep smashing those earnings!

$Amazon.com(AMZN)$ AWS's AI revolution is just getting started — the future looks bright! So many believers have held strong with AMZN. Now, it's your turn to smash $300! Let's go!

$Rigetti Computing(RGTI)$ is on a nice uptrend! The key level to watch is a solid break above $46. If that happens, the next price target could be in the $49-$55 range. Plenty of room to run, staying bullish!