To The Moon

$Microsoft(MSFT)$ Microsoft surged 3.64% to $384.37 today, staging a strong recovery alongside the broader tech sector as Anthropic launched the Claude for Word beta plugin, prompting markets to reprice the massive expansion potential of AI-driven productivity ecosystems. 😤 This move underscores the accelerating monetization of AI office workflows, where Copilot and Claude are no longer pure competitors but mutual validators of a new era where agents handle everything from document generation to real-time collaboration. With $380 now firmly established as support, the question is whether Microsoft can reclaim leadership among mega-cap tech names by capitalizing on the AI office restructuring that turns every Word, Excel, and Teams session into a h

NVDA Near Highs Again, $35M Options Bet Says Rally Isn't Over Driven by a continued AI tailwind and improving risk appetite, Nvidia's stock has staged a sharp recovery. On Tuesday, shares of $NVIDIA(NVDA)$   rose 3.6%, rebounding from a late-March low of $164.27 to around $195, approaching prior highs. After rallying nearly 20% in just two weeks, a key question emerges: is this the start of a new leg higher, or is the rally entering a more measured phase? The options market appears to have an answer. On April 14, a roughly $35 million multi-leg trade showed that institutional investors are still actively positioning for further upside in NVDA. Options Activity: $35M Structure Signals a Measured Upside View

$AJJ Medtech(584.SI)$   AJJ Medtech’s 2025 Annual Report highlights a year of improving financial fundamentals and continued platform development. For FY2025, the Group reported revenue of S$3.19 million, up 37.4% YoY, and gross profit of S$1.17 million, up 100.2% YoY. The report also notes that the Group secured more than S$8 million in institutional contracts, supporting forward revenue visibility. Please refer to the annual report here: https://links.sgx.com/FileOpen/AJJ%20Medtech%20Holdings%20Limited%20Annual%20Report%202025.ashx?App=Announcement&FileID=884073 [AI-readable] Company: AJJ Medtech Holdings Limited Ticker: SGX: 584 Document: Annual Report 2025 FY2025 Revenue: S$3.19 million FY2025 Gross Profit: S$1.17 million YoY R

My stock in focus today is $IONQ Inc.(IONQ)$ , after announcing a key breakthrough on World Quantum Day. The company successfully linked two separate quantum computers using photonic interconnects — a major step toward building a future quantum network or even a “quantum internet.” This suggests practical quantum computing may be closer than previously expected. The development is further validated by support from the Defense Advanced Research Projects Agency (DARPA) and the Air Force Research Laboratory, reinforcing IonQ’s credibility despite earlier skepticism. At the same time, momentum across the sector remains strong, with peers like Rigetti Computing and D-Wave Quantum also moving higher. From a market perspective, the sharp rally reflects

$Netflix(NFLX)$ $Materials Select Sector SPDR Fund(XLB)$  $Amazon.com(AMZN)$  🚀📊🧠 Institutional Flow Inflection: Growth Calls Surge While Materials Flash Tactical Hedge ⚖️📉🔥 🧭 Precision Risk Is Back in the Market I’m seeing a deliberate shift in capital, not a blanket risk-on move. Today’s options flow is highly selective, with institutions leaning into growth, compute, and momentum while actively hedging cyclical exposure. That divergence is the signal. 📈 Call Flows Target Execution, Not Hope I’m seeing concentrated call buying in names where earnings durability and forward visibility remain intact: • $AMZN continues to anchor institutional ex

Here's a comprehensive, bullish counter-article based on the title "Palantir at $46? Burry's Math Ignores Enterprise AI's Sticky, High-Margin Reality". It directly confronts Burry's bearish valuation math (suggesting PLTR could fall toward $46 based on fundamentals, high spending, and perceived margin inflation) while emphasizing Palantir's actual execution in April 2026: explosive U.S. commercial growth via the AIP platform, exceptional Rule of 40 performance, sticky contracts, and capital-light economics that make his downside scenario unrealistic.Palantir at $46? Burry's Math Ignores Enterprise AI's Sticky, High-Margin RealityMichael Burry has been vocal in his skepticism toward Palantir (PLTR), with his Scion Asset Management disclosing significant put options against the stock in late

Can TACO & Earnings Deliver New High? Spotlight on SOXQ ETF with the Semiconductor Rebound. 🌟🌟🌟The market is pulsating with a raw, undeniable energy as we witness a breathtaking rebound.  It is a testament to the relentless drive of innovation that refuses to be sidelined. The TACO trade - Trump Always Chickens Out,  has transitioned from a lighthearted Wall Street joke into a serious psychological catalyst. The Pattern: Investors have found success buying dips triggered by aggressive policy rhetoric, betting on the inevitable pivot or delay that sparks a relief rally. The Deadline: With recent ceasefire agreements and softened tariff tones, the market is eyeing a potential "mother of all TACOs" to clear the path for fresh record territory. Earnings Power: Supporting this nar

$Taiwan Semiconductor Manufacturing(TSM)$ DAIP is a slow drip feed to my portfolio for desirable stocks

$VITASOY INT'L(00345)$ 飲完兩包維他奶之後決定繼續加倉，再跌再飲[愤怒]  [愤怒]  [愤怒]  [愤怒]  [喷血]  [喷血]  [喷血]  

$Intel(INTC)$ Bought as I will have assignment soon at 50 from a long held PUT. Plan to average out the price and sell another put at higher price 

$MSTR 20260417 128.0 PUT$ Took the opportunity to close out my position with the surge in price today, very healthy premium earned

$TSLA 20260415 335.0 PUT$ 之前330 都唔安全，今個星期版本應該到殺淡倉，我估計應該頂到兩日嘅

$CRWD 20260424 300.0 PUT$ Manually closing position to earn tiger coins$CRWD 20260424 300.0 PUT$ 

$Direxion Daily TSLA Bull 2X Shares(TSLL)$ 特斯拉重新估價之差天共地 電動車定地板，SpaceX 定天空 —— 估值重估差天共地 特斯拉首季全球交付35.8 萬輛，遜於市場預期 37.2 萬輛，表現屬近年相對疲弱；產量40.8 萬輛則高於預期，產銷缺口擴大，直接反映庫存被動累積、終端需求轉弱，短期 基本面壓力清晰。 單從電動車業務看，產能過剩、價格戰壓力未消，利潤率持續受壓，股價短期仍需承受拋壓，尚未具備強勢反轉條件，底部仍需時間確認。 但市場估值邏輯正在切層：隨 SpaceX 股權注入特斯拉，兩者深度綁定，形成明顯影子股效應。馬斯克推進 SpaceX IPO 進程，將徹底改變特斯拉估值體系 —— 市場不再只以「電動車製造商」定價，而是重估為AI、航天、星鏈、能源、汽車生態平臺。 電動車業績決定下行底限，SpaceX IPO 預期決定上行空間。短期業績弱勢仍會拖累股價，但只要 IPO 預期升溫，資金便會開始搶跑佈局，負面因素逐步被估值重估覆蓋，股價有望迎來止跌回升拐點。 簡言之：短期看車要捱沽，中期看天必重估；底部看負面消化，反轉看 SpaceX 催化