To The Moon

$NFLX DIAGONAL 260529/260626 PUT 91.0/PUT 90.0$ Roll over to a later date to monitor while collecting some fees.

$PATH 20260605 9.5 CALL$ Take half profits first. Felt the position was too big. Reduced.

$MP 20260918 65.0 PUT$ Reduced half position size. I felt it was overexposed, and worrying about inflation numbers 

$TNA 20260618 47.0 PUT$ 72% premium profit in 10 days is very good! It translate to 62% yearly ROI on this. Still, first bullet not fired, shall wait for a big market dip again to repeat the same.

Hello everyone! Today i want to share some trading ideas with you! 1 $Oklo Inc.(OKLO)$ was selected by the DoE for advanced negotiations under its surplus plutonium fuel program. The program could turn nuclear waste into domestic reactor fuel while easing one of the biggest bottlenecks for advanced nuclear deployment. 2 $Broadcom(AVGO)$ launched the BCM68850 which is a new chip that turns your home internet router into a mini AI computer. Broadcom says it brings symmetric 50G speeds, post-quantum security and AI inference directly to the broadband edge. 3 $SpaceX(SPCX)$ Starlink and

🌟🌟🌟Tau's Law is a game changer for $SMIC(00981)$ and other Chinese chips companies.  It triggered a massive record breaking surge in SMIC's share price.  It is up 6.8% in Hong Kong trading today and in the past 5 days SMIC has jumped 25.2%. Tao's Law was developed by Huawei and it fundamentally changes SMIC's valuation to a critical manufacturing hub capable of achieving 1.4 nm equivalent chip density using existing machinery. Exciting times are ahead for SMIC. @Tiger_comments @TigerStars @Tiger_SG

🌟🌟🌟I like to invest in $HUABAO CSI HONG KONG STOCK CONNECT INFORMATION TECHNOLOGY COMPREHENSIVE TRANSACTION OPEN INDEX SECURITIES INVESTMENT FUND(159131)$ as it is currently one of the most explosive highly sought after semiconductor ETFs in the Chinese market. This ETF is unique as it filters out giant e-commerce companies like Alibaba, Tencent or Meituan.  It focus exclusively on pure play hard tech hardware and software stocks listed via Hong Kong Stock Connect. The top 10 holdings include $SMIC(00981)$ $XIAOMI-W(01810)$

Yesterday was just the teaser; today is the actual execution. We are trading the unwind across everything—metals, FX, and equity buckets. Crude is getting absolutely hammered right now as the geopolitical risk premium gets sucked out of the market in real time. Let’s be clear: this isn’t a fundamental supply glut story. Nobody suddenly found a billion barrels of oil overnight. This is a classic, violent flush of a crowded, high-conviction trade. All the speculative longs, tactical hedges, and panic-induced war overlays that people chased over the last month are scrambling for a very small exit door. Here’s how the wreckage is shaking out across the desk: Metals: Gold is sticky, Silver gets smoked It's a textbook "sell the news" tape. Precious metals are leaking oil as the safe-haven bid ev

Salesforce is no longer the rebel that disrupted enterprise software. It is enterprise software. That distinction matters because the biggest threat facing the company is no longer a competitor — it is the possibility that artificial intelligence rewrites the economics of the entire SaaS industry. Tonight’s earnings are important for one reason above all others: investors need evidence that Salesforce can monetise AI before AI starts cannibalising its traditional seat-based model. That tension explains why the stock has collapsed more than 32% year-to-date despite a business that still produces over $41 billion in annual revenue and more than $16 billion in free cash flow. Salesforce is no longer being valued as a dominant platform. It is being valued as a company potentially standing on t

The rally is real in the sense that government money materially reduces survival risk for a sector that has been burning cash for years. But the market is probably pricing in “quantum dominance” far faster than the technology itself can mature. The gap between capital inflow and commercial utility is still enormous.  The next milestone is not “a quantum computer exists”. That already happened in limited forms. The market now needs proof of economic usefulness. Specifically: Demonstrable quantum advantage on commercially relevant workloads Error correction that scales reliably Higher qubit counts with lower error rates Real enterprise revenue beyond pilot projects Integration into AI, pharma, defence, optimisation, or cryptography stacks Right now, most listed names are still effective

The trillion-dollar narrative around Micron Technology is no longer pure fantasy. The market is finally treating memory not as a cyclical commodity business, but as critical AI infrastructure. That is the key shift. In the old cycle, DRAM and NAND were brutally commoditised. In the AI cycle, HBM has become a strategic bottleneck. Nvidia GPUs are useless without ultra-fast memory feeding them. That changes pricing power, margins, and investor perception. Micron’s own guidance and analyst commentary point to sustained tight HBM supply into 2027.  But a trillion-dollar valuation still requires another leg higher from already aggressive levels. At that size, institutions will demand evidence that: HBM margins remain durable, supply discipline holds, Samsung and SK Hynix do not flood the m

$SPCX IPO could mark a local top in the stock market, broader market corrects, then we see the AI wave continue to new ATHs. With rising US bond yields, inflation rising, there’s a risk of the market testing the new Fed Chair as @fundstrat has been calling. This could definitely cause a 10% correction in stocks. Anticipating SPCX to pop on IPO due to hype and limited supply, but overtime as hype fades and supply unlocks, shares should consolidate and pullback. While I’m bullish on SPCX, I don’t think it’s ideal to buy into peak IPO periods. This has major implications for $TSLA given SPCX is going public and speculation on a merger continues.

$NVDA 20260603 200.0 PUT$ 🚀 Why I Sold the NVDA $200 Put I sold the NVDA $200 put while NVDA was trading around $213.60 because I saw a short-term technical support zone forming and wanted to collect premium while staying comfortable owning the shares if assigned. ⸻ 📉 Reading the Intraday Pullback From the 1-minute chart, NVDA was already pulling back heavily from the intraday high near $218.18 down toward the $213.60 support area. The stock started showing signs of short-term exhaustion after several red candles in a row. I noticed price approaching an important psychological support region near $213–214 where buyers previously reacted. Support and resistance levels are commonly

🚀 Why I Sold the NVDA $200 Put I sold the NVDA $200 put while NVDA was trading around $213.60 because I saw a short-term technical support zone forming and wanted to collect premium while staying comfortable owning the shares if assigned. ⸻ 📉 Reading the Intraday Pullback From the 1-minute chart, NVDA was already pulling back heavily from the intraday high near $218.18 down toward the $213.60 support area. The stock started showing signs of short-term exhaustion after several red candles in a row. I noticed price approaching an important psychological support region near $213–214 where buyers previously reacted. Support and resistance levels are commonly used in technical analysis because prices often pause or bounce around these zones. (en.wikipedia.org) ⸻ 📊 Moving Averages Showing Tempo

I’m currently most bullish on Stage 2 — memory, especially $Micron Technology(MU)$ . HBM has become a critical bottleneck for AI, and supply still looks very tight due to EUV restrictions and advanced packaging limitations. I think the market still underestimates how important memory is compared to GPUs, which is why MU still has room to run. I also believe optical networking could be the next rotation. As AI workloads explode, bandwidth demand will surge, making companies like $COHERENT(COHR)$ and $POET Technologies Inc(POET)$ increasingly interesting. AI is no longer just ab