To The Moon

$Singtel(Z74.SI)$ fight back n wait for good results 

Is Circle A Buy or Bye After Clarity Act Advances?  Why Not Pivot to IBLC ETF? 🌟🌟🌟On May 15 2026, the US Senate Banking Committee officially cleared the long stalled 309 page Digital Asset Market Clarity Act.  It was supposed to be a historic red carpet moment for $Circle Internet Corp.(CRCL)$ the mastermind behind the massive USD 34 billion USDC Stablecoin ecosystem. Instead after an initial euphoric breakout, CRCL tumbled 3.93% on Friday, leaving investors wondering is this a classic "sell the news" trap? Why Did Circle Drop? The legislative advancement of the CLARITY Act is a massive long term win but lawmakers snuck a highly specific financial anchor into the Clarity Act compromise text. To protect traditional banks, the Senate

Harvesting Dividends on the ASX with VAS ETF  🌟🌟🌟$VANGUARD AUST SHARES IDX ETF(VAS.AU)$ is Australia's largest ETF with assets under management of AUD 24.3 billion.  VAS dwarfs its closest rivals Beta Shares A200 at AUD 9.2 billion and iShares IOZ at AUD 8.3 billion.  VAS stands as the undisputed heavyweight king of Australian ETFs. Why Invest In VAS? The Blue Chip Cartel : An Elite Dividend Machine  If you are evaluating VAS through an income lens, VAS is an exceptional dividend ETF.  It is built on raw, tax shielded cash flow power. The Power of Australian Blue Chip Giants: VAS tracks the top 300 largest companies on the ASX.  This means that your capital is tied directly to the most profitable cash printing gian

I think the key point is this: the market no longer cares whether NVIDIA beats. It cares whether the beat proves the AI spending cycle is still accelerating rather than merely peaking at a very high level. Right now, expectations are bordering on “flawless execution required”. Consensus revenue is already around US$78-80B with data centre contributing close to 90% of revenue, and analysts are modelling hyperscaler capex continuing to surge into 2026.  The bullish case toward US$250 is straightforward: Blackwell shipments are genuinely supply constrained rather than demand constrained. Hyperscalers are still racing each other instead of optimising spend. Gross margins stabilise back toward mid-70s after the Blackwell ramp. Jensen provides stronger-than-expected guidance and extends vis

$OKLO 20260522 54.0 PUT$ Limit order filled during price retracement. Sold OKLO cash secured put at low strike.

$TLT 20260518 82.0 PUT$ 美債突然急跌。反而提供了吸納機會。現價都超過“83.5。賣put82。只係賭星期一晚一日。期權金有0.03。緊係博得過喇[贱笑]  [贱笑]  

$Concentrix Corp(CNXC)$ Assigned since price closed below 25. 200 shares added to my existing 100 and average down the total holding cost

$SOXL 20260522 60.0 PUT$ 筍喎。話哂而家正股都仲150幾。賣put 60。如果真係跌到60。世界大亂。美國佬好識玩。唔係咁容易跌到[贱笑]  [贱笑]  

$ADBE 20260612 235.0 PUT$ Another put on Adbe but at a higher strike price. Hope to earn the full premium of $790

$COIN 20260529 240.0 CALL$ Sold late last wk, take ~$400 profit ahead of expiry next week.

$META 20260626 580.0 PUT$ Finally back to this giant undervalued gem. Ranked no. 1 in my watchlist  

$ProShares UltraPro QQQ(TQQQ)$  AI的連鎖效應將加快TQQQ上升步伐 世間沒有無緣無故的愛，亦沒有莫名其妙的恨. AI一方面為大眾帶來娛樂與生活便利，與此同時亦帶來莫大威脅，甚至直接搶走人類飯碗。倘若不幸成為被 AI 取代的受害者，就不得不急急另覓出路；就算暫時幸運倖存、未被裁員，亦必須加快步伐裝備自己，不斷進修自我增值。將來一旦有什麼冬瓜豆腐，都可以有一技傍身、自保不失。這並非危言聳聽，而是此刻正在發生的真實事件。 正正因為AI滲透力極強、影響層面極廣，大家都見到，近來儲存晶片相關廠商股價漲勢不停，背後全由AI人工智能帶動。不知不覺間，AI發展早已滲透地球每一個角落，大眾日常的吃喝玩樂、生活起居，無一不與AI息息相關，AI儼然已成為社會生活不可或缺的一部分。 隨著AI發展速度遠超市場想像，相關儲存類產品持續出現供不應求的局面。企業老闆賺得盆滿缽滿之餘，心底亦不免暗自慨嘆：早知市場需求如此龐大，當初就應該提早擴產，方能賺得更多。經歷今次供需失衡的教訓，**美光、希捷、西部数据**等各大廠商紛紛啟動產能擴張計劃，全力追趕市場需求。 而人工智能牽動的產業，又豈止儲存板塊。作為AI運作「大腦」的半導體晶片行業，同樣迎來格局重組與顛覆。**納指100成分股中，AI晶片龍頭輩出：輝達(NVDA)一馬當先， AMD緊追其後，博通(AVGO)坐擁高速互連晶片，英特爾(INTC)重整陣地，應用材料(AMAT)、拉姆研究(LRCX)、科磊(KLAC)、阿斯麦(ASML)把持設備要衝**，整條鏈條無一不在AI浪潮下全速運轉。過往那種幾年繁榮、幾年低迷的傳統行業週期，已逐漸失去參考意義。皆因全球AI應用全面落地、全民AI時代來臨，產業鏈24小時不停運轉，市場格局瞬息萬變

$NOW VERTICAL 260605 PUT 80.0/PUT 75.0$ Booked profit of 85% when NOW surege over 6% today, closing on strength. Left 15 days before expiration. Will use capital for new trades.

$NOW VERTICAL 260618 PUT 80.0/PUT 75.0$ Closing on strength as NOW surge over 6% today. Booked 66% profit, and release capital. One month left before expiration.

The concern is valid, but the timeline is often misunderstood. HBM does not behave like normal DRAM cycles where oversupply quickly crushes pricing. Three constraints still protect Micron Technology in the near term: 1) Packaging bottlenecks, not wafer supply Even if Samsung Electronics and SK Hynix ramp wafers aggressively, HBM output is capped by advanced packaging (CoWoS at TSMC). That bottleneck is still tight into 2026. 2) Qualification cycles HBM is not a commodity drop-in. NVIDIA and hyperscalers must qualify each vendor per generation. NVIDIA Blackwell systems will not suddenly switch suppliers overnight, which slows share shifts. 3) Demand still outrunning supply (for now) AI cluster buildouts remain front-loaded. Even with capacity expansion, supply is catching up to extreme dema

🌟🌟🌟If you look at the 12 month horizon, Gold has been a top performer, skyrocketing over 41% from USD 3,336.  However the recent market action reflects a short term cyclical pullback rather than a collapse. Over the last few weeks the 10 year US Treasury yield spiked aggressively to 4.56%.  Because Gold pays zero interest, traders temporarily sell down their paper gold contracts to capture those high short term yields. However major institutions like JPMORGAN and Goldman Sachs have targets pushing Gold toward USD 5400 to USD 6300 by late 2026. It is good to have a tactical bet on $Gold Trust Ishares(IAU)$ or $SPDR Gold ETF(GLD)$ to hedge against high inflation due to the rising oil prices.

GLD Short Volume Doubles as Inflation Shock Revive January Flash Crash Concerns Short sellers significantly stepped up their bets against Gold ($SPDR Gold ETF(GLD)$  ) on Thursday, with short volume surging to 1.49 million shares — double the approximately 745,000 shares shorted the prior session. Three reasons stood out. As a pair of hotter-than-expected inflation prints last week forced a dramatic repricing of Fed expectations and raised an uncomfortable question: could gold be setting up for a repeat of its late-January flash crash? A one-two inflation punch. The bearish case crystallized last week when back-to-back inflation reports came in above estimates. CPI printed at 3.8%, edging past the 3.7% consensus

$ProShares UltraPro QQQ(TQQQ)$ 投資TQQQ真能穩賺不賠？關鍵從來不是行情，而是心態與邏輯 撰文分享投資TQQQ的心得以來，網上正反聲音不斷，有人認同，亦有人質疑，甚至直言這類高槓桿產品風險極高，一遇大跌便可能損手爛腳，更有網民以2000年科網泡沫、2008年金融海嘯為例，認為長期持有亦未必能回本。對此我從不迴避，反而願意直面討論，畢竟熱烈交流才能激發思考，讓投資邏輯更趨成熟。 首先必須厘清事實，TQQQ2011年才正式面世，並未親歷2000與2008年兩場世紀股災，無法直接以自身走勢驗證當年情境。但若回顧納斯達克100指數長期走勢便會發現，指數縱使歷經劇烈回調，最終皆能重返升軌，所謂「無法回本」的說法，前提往往是投資者在帳面虧損時恐慌割肉。我所謂投資TQQQ保持不敗，核心邏輯正是如此：虧損時堅決不賣，耐心等待價值回歸，直至獲利才沽出，看似簡單，卻是穿越波動的關鍵。 投資從非賭博，二者本質天差地別。若以投機心態入市，依靠槓桿或借貸放大風險，一旦走勢反向便需止蝕離場，自然難逃虧損命運。但以長線思維配置，忽略短期波動，專注指數本身邏輯，結局便截然不同。納指100向來以科技股為核心，不含傳統金融板塊，而科技發展本就是推動人類進步的剛性需求，人類對科技的依賴只會與日俱增，這一底層邏輯決定了指數長期反覆向上，而非一蹶不振。 再加上TQQQ上市以來多次拆細壯大，疊加歷年市場救市措施、流動性支持等外部因素，進一步強化了長線走勢的穩定性。市場短期震盪從不可怕，真正致命的是在低位因恐懼放棄持有。