367
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05-12
$YZJ Maritime(8YZ.SI)$ hoping to go up soon
995
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05-12
$NVIDIA(NVDA)$ but have covercall so need to hold longer and roll my cover call[Smug]
502
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05-12
$Lumen Technologies(LUMN)$
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05-12
$NVIDIA(NVDA)$
TOPfizzzi: Called it lol. I’m still holding Nvidia too, but VOO breaking again is the real juice no?
690
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05-12
$ASML 20260821 1540.0 CALL$ Managing to snag a clean intraday trade on ASML yesterday was a great way to start the week, especially catching the movement on the US ticker between the day's low and the high of 1540 strike call options seeing significant action as the stock continues to trade near its 52-week highs. It is the kind of execution that really makes the day. While the intraday flip was satisfying, the real weight of the week is shifting toward Beijing as President Trump arrives for the high-stakes summit with Xi Jinping starting May 14. The anticipation surrounding this meeting is palpable because the proposed "MATCH" Act and China's new "blocking statutes" are casting a shadow over ASML’s revenue outlo
TOPASML near highs feels great till headline risk smacks it lol. I work around this space and that China service angle is the real gut punch. Anyone else watching service rev closer than tool sales?
867
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05-12
$Circle Internet Corp.(CRCL)$ buy too less lah, should buy 200 unit at $60
1.98K
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05-12
$HIMX 20260618 10.0 CALL$ Thank you @Shernice軒嬣 2000 ! Calls option, crazy time... Nothing else to add... Maybe another photo? [Tongue] [Chuckle] [Evil] [Eye] [Comfort]
TOP@Shernice軒嬣 2000 helping to sell your prata here… growing into a franchise biz… [Miser][Tongue][Chuckle] whether you like it… or not… free prata, anyone? [Evil] supplier is Muthu baby… [Silence]
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05-12
$IONQ Inc.(IONQ)$
TOPQuantum names move crazy, I missed the bottom too lol. You still holding through the next nasty pullback?
694
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05-12
$TSLA Breaks Above $440 as Bullish Momentum Continues to Accelerate
$Tesla Motors(TSLA)$ $Tesla(TSLA) Rockets +3.89%: Momentum Surge Breaks $440, Eyes $450 Resistance 🚀 Latest Close $445.0, up +$16.65 (+3.89%) from previous close. The stock is now ~$53.83 (10.8%) below its 52-week high of $498.83. 📰 Core Market Drivers: The stock showed a strong upward momentum today, aligning with recent reports of Tesla's price resilience despite competitors' earnings announcements. A key driver is the market's continued focus on its long-term AI and robotics narrative. Strong intraday capital flow data shows net inflows of $448 million over the last 5 trading days, with a significant inflow of $4.48 billion on May 7th, indicating institutional accumulation. 📊 Technical Analysis: Volume: 78.38M shares traded, with a Volume Ratio
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05-12
Cryptocurrency Trading Opportunities: Shift to Bitcoin and Ethereum Breakouts
Cooling Tensions in the Middle East and Shift in Market Focus As previously anticipated, with the 30/60-day overseas military operation cycle reaching its end without further escalation, the situation in the Middle East has naturally entered a phase of “unstable peace.” This implies that the primary market narrative will extend for another 1–2 quarters, and most asset classes will fall into broad range-bound fluctuations. At this stage, after a sustained rebound, crypto assets may present opportunities to sell at higher levels. Crypto assets, which had dominated market attention in recent years, reached their peak and began to decline after Trump’s second term in the White House. A major contributing factor was the “algorithmic” liquidation event in October last year. Following this event,
501
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05-12
$AMBA Nears Breakout Zone With Bulls Eyeing the $85 Level
$Ambarella(AMBA)$ $Ambarella Inc. (AMBA) Pushes +4.48%: Chipmaker Reclaims Key Pivot, Eyes $89.55 Target 🚀 Latest Close Data 📊 Closed at $79.72 on 2026-05-12, up +4.48%. The stock is now -17.55% below its 52-week high of $96.69. Core Market Drivers ⚙️ The surge is primarily driven by a strong technical rebound and a positive market sentiment towards tech/semiconductor stocks. The stock gapped up in pre-market and held gains throughout the session, indicating renewed buying interest. The absence of major negative news allowed the bullish momentum to build. Technical Analysis 📈 Volume was 1.29M (Volume Ratio: 1.25), indicating active participation. The MACD (DIF: 5.47, DEA: 4.14, MACD: 2.66) shows a bullish histogram expanding above the signal line,
803
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05-12
$MU Approaches Key Resistance With Bulls Targeting the $850 Zone
$Micron Technology(MU)$ $Micron Technology (MU) Soars +6.50%: AI Memory Giant Hits 52-Week High, Eyes $820+ Territory 🚀 Latest Close Data 📊 Closed at $795.33 on 2026-05-12, a strong +6.50% gain. The stock is now at its 52-week high of $818.67, just 2.9% away. Core Market Drivers ⚙️ The surge is fueled by the broader AI chip rally and strong sector performance. Key catalysts include competitor earnings beats (e.g., "Flash Memory" company's V-shaped reversal and record highs) and continued optimism around AI-driven demand for high-bandwidth memory (HBM) and DRAM. Technical Analysis 📈 Volume: High turnover of 70.97M shares (Volume Ratio 1.27) confirms strong institutional interest. RSI (6, 12, 24): Readings are at 91.46, 87.28, and 79.86, indicating an
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05-11
Wall Street May Have Found the Next AI Infrastructure Stock Entering the S&P 500 — Everpure
Everpure $Everpure(P)$ looks like a credible S&P 500 candidate for 2027 rebalancing, especially if the current AI infrastructure cycle continues. The two most likely windows would indeed be: June 2027 — higher probability September 2027 — backup scenario if profitability/market cap timing misses the June cutoff Why June is more likely: S&P committees usually make many changes around the annual June rebalance. Everpure now has: strong recurring revenue, positive GAAP profitability, large and growing market cap, strong AI/datacenter narrative, institutional ownership, NYSE listing, improving cash flow. Pure Storage Investor +1 The biggest remaining requirement is maintaining: consistent GAAP profits over trailing quarters, suf
TOPNice Sharing 😁 @DiAngel @Shyon @koolgal @Barcode @JC888 @Aqa
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05-11
I do not think the entire H2 upside has been fully priced in yet, but expectations are now extremely elevated. Micron Technology and SanDisk are benefiting from something larger than a normal memory rebound: HBM demand tied to AI accelerators remains supply constrained. AI servers consume far more DRAM and NAND per rack than traditional servers. Hyperscaler capex has shifted from “testing AI” to infrastructure scaling. That is why markets are willing to pay higher multiples versus past memory cycles. Still, the market is beginning to price in a “perfect scenario”: sustained HBM shortages, disciplined supply growth, and continued hyperscaler spending into 2027. The biggest risk is exactly what you highlighted. If Samsung Electronics or SK Hynix aggressively expand HBM/DRAM capacity faster t
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05-11
Lumentum Holdings joining the NASDAQ-100 does create a genuine short-term technical catalyst because passive ETFs and benchmark-tracking funds are effectively forced buyers. That can extend momentum into and shortly after inclusion. But historically, index inclusion rallies often become “buy the rumour, sell the news” events once passive positioning is completed. If valuation stretches too far ahead of fundamentals, post-inclusion volatility can arrive quickly. Meanwhile, Applied Optoelectronics showed the market is no longer rewarding “AI exposure” alone. Expectations in optical networking have become extremely demanding: Investors now expect visible hyperscaler orders, sustainable margins, and strong forward guidance simultaneously. Within opticals, I would separate the sector into two g
TOPOpticals feel crowded now, hyperscaler orders are the real tell. Anyone buying the first dip?
752
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05-11
I lean infrastructure-heavy but balanced overall. Most upside from here may still be in Advanced Micro Devices and Micron Technology because the market is repricing the actual bottlenecks of AI scaling: HBM memory, advanced packaging, networking, storage throughput, not just GPUs alone. NVIDIA remains dominant, but expectations are already enormous. Meanwhile, SanDisk could still have strong upside if AI storage demand becomes structurally persistent rather than cyclical. I do not think this rotation is just a short-term blip. Markets are shifting from “who has AI exposure?” to “who controls constrained infrastructure capacity?” That said, after such violent rallies, risk management matters more: trim parabolic moves, keep core winners, avoid low-quality AI hype names. Hardware still look
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05-11
I’m paying much closer attention to Korea this year because the setup feels very different from past chip cycles. AI-driven HBM shortages, multi-year supply lock-ins, and the “Korea discount” unwinding are creating both earnings growth and valuation expansion together. Even after the rally, Samsung and SK Hynix still don’t look expensive to me at around 5-6x forward earnings while sitting at the center of the AI infrastructure boom. Personally, I prefer a mix of direct semiconductor exposure & $iShares MSCI South Korea ETF(EWY)exposure. SK Hynix has the strongest HBM positioning, but Korea as a whole may still be in the early stages of rerating compared with expensive US AI names. My biggest concern is not AI demand slowing, but expectations
TOPHBM is the whole game now. 5-6x still feels cheap, but do you worry lock-ins pull demand forward too hard?
798
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05-11
$Direxion Daily TSLA Bull 2X Shares(TSLL)$ 從「高材生」到「智者」：AI、量子計算與未來投資的必然之路 今天的AI，無疑是人類科技史上最耀眼的天才。它像一位飽讀詩書的高材生，遍覽人類古今所有文獻、代碼與知識，能以秒為單位撰寫論文、生成圖像、分析數據。然而，這位高材生有一個致命的缺陷：**它從未真正踏出過校門**。 ## 一、離地的天才：現階段AI的「經驗鴻溝」 這位高材生雖然博學，卻缺乏社會經驗。它能給你一份完美格式的「火星殖民商業計劃書」，引經據典、邏輯嚴密，卻可能忽略了最基本的現實——火星上沒有可呼吸的空氣。它能寫出精確的化學反應方程式，卻無法真正理解一滴水在量子層面的所有可能狀態。它提出的方案，往往**「離地」、不切實際**，因為它學習的是人類知識的「統計平均值」，而非物理世界的「因果律」。 這就是當前AI發展的真實寫照。無論是大型語言模型還是多模態AI，它們在無數基準測試中打破紀錄，卻依然會一本正經地「胡說八道」（AI幻覺），依然無法進行真正的因果推理，依然缺乏常識與價值判斷。**AI發展至今，仍未達完美**。 ## 二、開竅的關鍵：量子計算作為「世外高人」 要讓這位高材生「開竅」，需要的不是更多數據（他已經讀夠了書），也不是更快的經典晶片（那是繼續用同一個腦袋死記硬背）。他需要的，是一位能從根本上改變其「思維模式」的**世外高人**——量子計算。 量子計算不依賴傳統的「0或1」二元邏輯，而是利用「疊加態」與「纏結」，可以同時探索指數級增長的可能性空間。它擅長的，恰恰是當前AI最無能為力的領域：**精確模擬分子與材料、解決組合爆炸的優化問題、處理高維度複雜系統**。當量子計算這位高人「面世」，他將點化AI，使其： - **將知識
TSLL
05-11 23:04
USDirexion Daily TSLA Bull 2X Shares
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Sell Close | 15.32 500 | +2.44% Closed |
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05-12
$NVIDIA(NVDA)$ $Tesla Motors(TSLA)$ $Micron Technology(MU)$ 💥🧠🚀 Mega-cap AI momentum is evolving into a full-scale options arms race 🚀🧠💥 NVIDIA Corporation ($NVDA) pushed into fresh all-time high territory today with more than $61.9M in single-leg call buying slicing through the tape. This is no longer passive hedging or short-term speculation. Institutional capital is aggressively bidding for upside exposure as accelerated compute demand, sovereign AI initiatives, and hyperscaler capex continue compounding at industrial scale. The market is increasingly pricing in a future where AI infrastructure becomes as mission-critical as cloud computing
TOPThe flow is insane lol but if supply stays tight, isn’t memory the sneaky bottleneck here?