To The Moon

5% in 30 years US treasury yield is no longer enough to entice investors given the ever-increasing fiscal debts. 5.5% looks attainable in the short term or are we looking at the magical 6% to break the horse’s back? The world needs a reset, even the new Fed can’t stop the train 🚆 that has moved beyond the station, unless they forcely derailed it! Bubble would have truly burst then… the question is when… thanks for sharing your insights!

Every year the same old phrase about selling in May and walking away, but blindly following a historical trend may not be the best idea this year. The reality of today's market is built on completely different engines than the past, and there are incredibly solid reasons why a sell in May isn't as likely or not to that extend this year. For a start, looking at corporate spending, the largest tech hyperscalers have collectively locked in nearly seven hundred billion dollars in infrastructure budgets for this year alone, and roughly three-quarters of that is tied directly to physical AI buildouts. This are massive, contracted physical infrastructure that doesn't just stop because the calendar turned to May.The race to AI supremacy is real. On top of that, look at the corporate receipts. Ear

Nvidia Recently Hit an All-Time High. What Its Chart Says Ahead of Earnings $NVIDIA(NVDA)$   plans to report fiscal Q1 earnings this week at a time when shares of elite chip designer and AI king recently hit an all-time high, rising some 40% since setting their 2026 bottom in March. Let's check out the stock's fundamentals and technicals. Nvidia's Fundamental Analysis NVDA shed more than 20% between its October 2025 high and its March 2026 low, but then began rebounding in late March and set a $236.54 intraday record on May 14. The stock hit an all-time high just as Nvidia prepares to release quarterly results after the closing bell on Wednesday, with the Street currently looking for $1.78 in adjusted earni

CrowdStrike's Eight-Day Run Is Telling You Something the Broad Market Isn't While the S&P 500 was selling off hard, one stock quietly strung together eight consecutive green days.  CrowdStrike Holdings ( $CrowdStrike Holdings, Inc.(CRWD)$   ) has been climbing in a straight line through tape that is punishing nearly everything else. Options market and institutional flows show that this stock is being accumulated, and the buyers are not blinking.  Rolling Call Walls When a stock rises for eight straight sessions, what you are watching in the options market is a series of sequential call wall breaches. Each time CRWD cleared a round-number strike — think $500, $550, $600 — dealers who had sold t

The Light Speed Disruption:  Why Corgi & the Photonics Race Make EUV ETF A Great Buy 🌟🌟🌟The global technology infrastructure grid has collided with a brutal, physical brick wall.  For the past 2 years, Big Tech have blindly thrown billions of dollars into high performance computing, assuming that adding more heavy duty GPUs would scale AI indefinitely. However the laws of physics are fighting back.  Connecting thousands of advanced chips using legacy copper wiring has created an unsustainable data bottleneck and a catastrophic energy crisis.  Copper cables waste massive amounts of electricity as heat, placing a hard physical limit on how fast data can travel between processing clusters. The structural solution to this emergency is Silicon Photonics.  This

$NVIDIA(NVDA)$ A little market adjustment, with new approval from China to ship it's chip, let hope that it will give a great up in the upcoming financial report when China Sales is not always in previous estimate. [Cool]  

$PLTR 20271217 280.0 CALL$  Just to get the reward and share the joy 

$NVDA 20261120 215.0 CALL$ covered call play

$Take-Two(TTWO)$ is scheduled to report its Fiscal Q4 2026 and full-year financial results tomorrow, Thursday, May 21, 2026, after the market closes. Take-Two Interactive Software, Inc. The Q4 numbers themselves are widely expected to be relatively flat—essentially acting as an uneventful baseline. The true firework show will be management’s initial financial guidance for Fiscal Year 2027 (FY27), which encompasses the highly anticipated launch of Grand Theft Auto VI (GTA 6), currently slated for late calendar 2026. Key Q4 2026 Estimates & Context Wall Street expectations for the quarter show a business in a transitional holding pattern prior to its massive release cycle. Take-Two Interactive (TTWO) reported its Fiscal Q3 2026 earnings on Febru

My stock in focus today will be $NVIDIA(NVDA)$   as the company prepares to report earnings after Wednesday's close. Despite recent volatility across AI stocks, expectations remain extremely high, especially with Bank of America highlighting five major catalysts including shareholder returns, gross margin strength, Vera Rubin ramp timing, long-term AI revenue outlook, and competition from$Alphabet(GOOGL)$  TPUs. What stands out to me is that Nvidia still appears to have significant earnings momentum. Bank of America expects another $2B–$4B revenue beat versus Wall Street expectations, while also projecting Nvidia can maintain around 70% share of the future AI

$NOW 20260529 85.0 PUT$ Seems a very very safe put. Get to earn $48 if it does not drop below my strike price of 85 next week. 

$TSLA 20260522 437.5 CALL$ Selling covered while the share dropping. Hopefully to lower my average

$BABA 20260522 140.0 CALL$ selling call option to earn premium and leveraging my share price 

$CIFR 20260529 16.0 PUT$ Selling puts on a red day at support levels where 50, 100, 200 day MA sits. Finally prices are retracing after the recent huge run up which makes selling puts more attractive again. 

$Apple(AAPL)$ Doing Dividend Auto Investment Program (DAIP) locking in those gains without too much thought!

$TLT 20260522 80.0 PUT$ 正常情況3天到期價外3%tlt的期權只值0.02, 現在0.09實屬好價，忍不住再開2張

$Direxion Daily MU Bull 2X Shares(MUU)$ After the explosive rally across the AI and semiconductor sector, memory stocks are finally seeing a healthy pullback, and that is exactly why I started collecting exposure through the Direxion Daily MU Bull 2X ETF. Instead of chasing strength during peak optimism, I prefer building positions when sentiment cools down and short-term traders begin taking profit. In my view, the long-term AI demand story for high-bandwidth memory, data centers, and enterprise storage remains intact despite the recent volatility. What attracts me to MUU is the leveraged exposure to Micron and the broader memory cycle. Memory stocks tend to move in powerful waves — they can rally aggressively during upcycles but also experie

$ALB.HK 20260522 125.00 PUT$ 新股又冇乜水位，最近看到阿里巴巴股價都比較平穩，決定呢個星期$125為支撐點，守幾日應該問題不大[开心]