1.42K
·
05-27
$A GX HSCEICC(03416)$ 今早真是買得太急，想不到港股完全沒有承接，有一種自由落地的感覺
03416
05-27 11:29
HKA GX HSCEICC
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Open | 9.43 1,000 | -8.43% Holding |
1.67K
·
05-27
$CSOP HS TECH(03033)$ 琴日以4.836放左。今日竟然4.794買得反。證明港股真係好差。如果唔係因為底過4.8。我都唔會入返。不過由於係第一注。所以都唔敢買太多[捂脸]
10.68K
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05-27
$Nokia Oyj(NOK)$ The insider confidence is strengthening as board members recently bought shares at high price points. Fundamentally, Nokia is benefiting from accelerating AI-infrastructure, optical-network, and 6G demand, while macro hyperscaler capex and sovereign telecom spending continue supporting long-term growth.
1.56K
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05-27
$PDD Holdings Inc(PDD)$ 尋日早左出左以88.88買左第一注。之後又繼續大跌。跌到86.33。我洗定再加一注。[难过]
PDD
05-27 21:41
USPDD Holdings Inc
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Open | 86.33 50 | -- Closed |
1.76K
·
05-27
$PLTR 20260626 125.0 PUT$ Juicy premium and dun mind buying at 125. Best would be the option expires worthless and I continue to sell puts to earn premiums. My passive income [Happy] [Happy] [Happy]
PLTR PUT
05-27 21:39
US20260626 125.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Sell Open | 3.70 1Lot(s) | -- Closed |
996
·
05-27
$NOW 20260605 95.0 PUT$ If u are new to selling puts, strongly recommend this stock. Undervalued, fundamental strong company, hight chance of at least 1.5x by end of the year, juicy premium.... High chance it will stay above $95 next week and we get to walk away with $155/lot.[Happy]
NOW PUT
05-27 21:55
US20260605 95.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Sell Open | 1.55 2Lot(s) | -- Closed |
3.98K
·
05-27
$AMZN VERTICAL 260717 PUT 255.0/PUT 250.0$ Vertical spread for income. AMZN bounce back from after finding support from it's 20 ema. $255 has 29 delta or 71% probability of winning. Expiry is 2 weeks before its next earnings call.
AMZN Vertical
05-27 22:07
US255.0/250.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Credit Open | -1.35 4 | -- Holding |
1.85K
·
05-27
$OKLO 20260529 45.0 PUT$ Closed position early to maintain margin. Materialised premium $439.00 early. Lunch and Dinner money secured for the week!
OKLO PUT
05-27 22:13
US20260529 45.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Close | 0.01 6Lot(s) | +97.73% Closed |
1.06K
·
05-27
$SNDK 20260529 1000.0 PUT$ Collected $967.00 premium. It has been printing for me - Sell Put
SNDK PUT
05-27 22:13
US20260529 1000.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Close | 0.31 1Lot(s) | +96.83% Closed |
2.53K
·
05-27
$NBIS 20260626 125.0 PUT$ Missed the boat when it was hoovering around 120 ish .. Sell Put to collect premium and opportunity to own it at 125.00 per share.
1.13K
·
05-27
$ASML 20260529 1675.0 CALL$ Selling naked call betting it to go down. Based on ta unlikely to spike up
ASML CALL
05-27 23:24
US20260529 1675.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Sell Open | 6.82 1Lot(s) | -- Closed |
7.50K
·
05-27
$Destiny Tech100 Inc(DXYZ)$ I opened a position in DXYZ during the recent pullback, and the main reason is simple — SpaceX. With SpaceX widely expected to IPO in June, I believe market attention around anything related to the company could become extremely intense over the next few weeks. DXYZ holds exposure to SpaceX, and in this kind of market environment, narrative and momentum can move faster than fundamentals. To me, this is not a long-term value investment. This is a tactical trade to ride the potential hype cycle surrounding one of the most anticipated IPO stories in years. SpaceX is not just another private company — it represents AI, space, defense, satellites, robotics, and Elon Musk's ecosystem all combined into one giant market na
DXYZ
05-27 00:55
USDestiny Tech100 Inc
| Side | Price | Realized P&L |
|---|---|---|
| Buy Open | 58.80 | -55.44% Holding |
TOPicycrystal: thanks for sharing
7.90K
·
05-27
$Palantir Technologies Inc.(PLTR)$ I continue to slowly DCA into Palantir during this massive pullback because my long-term conviction in the company has not changed. In fact, the correction is exactly the kind of volatility I expect from a high-growth AI and software stock. Instead of chasing strength, I prefer adding gradually when sentiment turns fearful and the market starts questioning the story again. What keeps me bullish on Palantir is its positioning at the intersection of AI, defense, government infrastructure, and enterprise software. Very few companies today have deep relationships with both governments and commercial customers while also building real-world AI deployment platforms. Palantir is no longer just a "data analytics com
PLTR
05-27 01:58
USPalantir Technologies Inc.
| Side | Price | Realized P&L |
|---|---|---|
| Buy Open | 137.16 | -13.26% Holding |
TOPGood. I always enjoy reading your posts. 😄
2.76K
·
05-28
$NVTS 20260626 18.0 PUT$ Closing at 73% profit despite 9% drop in price today (profit taking) and 29 days before expiration. This is a momentum stock and still not profitable, for risk management I just took the profit. Not bad for a 3 weeks investment.
NVTS PUT
05-28 02:07
US20260626 18.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Close | 0.54 3Lot(s) | +72.96% Closed |
1.76K
·
05-28
$PL 20260605 30.0 PUT$ Close at 93% profit with trade expiring next week, 9 days to go. Price ran up 3% today and close it in strength. Deploying capital to new opportunities.
PL PUT
05-28 02:20
US20260605 30.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Close | 0.15 6Lot(s) | +93.31% Closed |
1.55K
·
05-28
$Palantir Technologies Inc.(PLTR)$ $Palantir Technologies Inc.(PLTR)$ （日供頇目）Snowflake（SNOW）和 Palantir（PLTR）不僅不是競爭對手，還是緊密的戰略合作夥伴。Snowflake 亮眼的業績會帶動 Palantir 股價上漲，主要是因為**它向市場發出了一個強烈的信號：企業在 AI 領域的投資正在加速變現，而這兩家公司都是這波浪潮中的主要受益者。** 以下是兩者關係的詳細拆解，以及股價連動背後的三層邏輯。 ### 🤝 核心關係：從「潛在對手」到「戰略盟友」 雖然兩家公司都服務於大數據與 AI 領域，但它們現在更像是互補的搭檔，而非敵人： * **明確的戰略夥伴關係**：雙方已宣布深度合作，將 Snowflake 的「AI 數據雲」與 Palantir 的「Foundry 操作系統」及「AIP 人工智能平台」進行原生整合。 * **分工明確，能力互補**： * **Snowflake 的角色**：專注於數據的**存儲、治理與管理**，為企業提供一個安全、合規、統一的數據底座。 * **Palantir 的角色**：專注於數據的**分析、決策與行動**。它的平台像一個操作系統，能在 Snowflake 提供的數據之上，構建幫助企業做出決策的 AI 應用。 * **「零拷貝」無縫整合**：技術上實現了「零拷貝」互通，意味著使用 Palantir 的客戶可以直接分析存放在 Snowflake 中的數據，無需繁瑣地搬運資料，既節省成本又提升效率。 ### 📈 財報連動效應：為何 SNOW 大漲能帶動
PLTR
05-28 06:00
USPalantir Technologies Inc.
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Open | 133.11 1 | -- Closed |
2.44K
·
05-28
$Tesla Motors(TSLA)$ （日供項目）Space X上市，特斯拉豈會斯人獨憔悴？ 外界普遍認為，Space X上市與特斯拉股價關係不大，甚至可能因馬斯克分心而拖累特斯拉。然而，這種看法過於理性、過於財務導向，完全忽略了特斯拉最核心的資產——馬斯克本人。 我一直不認同這種「兩者無關」的論調。特斯拉並非蘋果或波克夏·哈薩韋（巴郡），沒有馬斯克，它就失去靈魂。外界支持特斯拉，十之八九是對馬斯克有信心，多於對電動車產業的憧憬。人們視特斯拉為「信仰股」，願意為馬斯克付出高昂溢價。既然如此，當馬斯克旗下的Space X即將上市，特斯拉這所「馬斯克的根據地」，豈會斯人獨憔悴？ 早在一兩個月前，我便開始布局特斯拉正股及TSLL，期望搭上這趟順風車。起初市場反應冷淡，股價更一度暴跌，令我曾經動搖。但我始終認為：看戲看全套，Space X尚未正式路演，我豈能半途而廢？ 結果，隨著Space X公布上市時間表，我的套牢部位（蟹貨）終於迎來轉機。雖然比預期稍遲，但並未讓我失望（跌眼鏡）。我預計下半年景氣將持續復甦，特斯拉與TSLL股價會逐步走強。這才是馬斯克的劇本——身為執行長，他的天價薪酬與特斯拉股價高度綁定，他豈會放過這個提振股價的大好機會？ 當然，我也明白市場的反對聲音。AI分析師（老師們）指出，特斯拉持有Space X的股權極少，對其直接財務影響有限。更有人憂慮，Space X上市會耗盡馬斯克在特斯拉以外的精力，甚至導致他減持特斯拉股票套現。這些都是理性且值得正視的風險。 然而，理性往往低估了人性的力量。Space X上市並非一則孤立新聞，而是一場圍繞「馬斯克」這個品牌的盛事。只要市場仍將特斯拉視為馬斯克意志的延伸，那麼任何屬於他的高光時刻，都不會繞過特斯拉。 我也必須承認，自己
305
·
05-28
$CHINA CINDA(01359)$ 😮💨早知早幾日1.17，sp 就係有一種比較被動，接呀接有邊一次唔接[流泪]
01359
05-28 19:21
HKCHINA CINDA
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Open | 1.10 100,000 | -7.27% Holding |
1.77K
·
05-28
A Regional Snapshot Shows U.S. Manufacturing May Be Regaining Its Footing
This week, the Nasdaq and S&P 500 have successively reached record highs. In addition to AI and corporate earnings expectations, the resilience of the US economy itself is also an important backdrop supporting the risk appetite of US stocks. Today, we attempt to provide a perspective on the state of US manufacturing from the newly released Richmond Fed manufacturing data. The Richmond Fed Manufacturing Composite Index rose from 3 in April to 13 in May, significantly higher than market expectations. More importantly, the three core sub-indices rebounded in tandem: new orders rose from 8 to 17, shipments from -2 to 16, and employment from 0 to 3. It should be noted that the Richmond Fed covers the Fifth Federal Reserve District of the US, including Washington, D.C., Maryland, North Carol
5.04K
·
05-28
ETF $DRAM is better than SNDK & MU. Buy !
Fantastic IPOs. Are days of fantastic first day debut here to stay ? Just take recently listed Nvidia’s competitor - $Cerebras Systems(CBRS)$. When CBRS went public on Thu, 14 May 2026 it shot up to as high as $385 /share intraday; that a +208% from its listed price of $185 /share. With SpaceX (SPCX) roadshow due to commence on Thu, 6 Jun 2026 and go public on 12 Jun 2026, will history repeat itself for the Musk-owned company ? Besides trying one’s luck at selective Initial Public Offer (IPO) that in all honesty could be (i) a little FOMO and (ii) speculative in nature, there is of course the tried and tested method of strategic investment in certain stocks based on one’s ability to spot bubbling trend. In the current market landscape, no trend ha
TOPNice Sharing 😁 @Barcode @koolgal @Shyon @Aqa @DiAngel @Shernice軒嬣 2000