To The Moon

$Hewlett Packard Enterprise(HPE)$  #HPE #AI #Earnings #TechStocks #StockMarket #Investing #TigerTrade Hewlett Packard Enterprise just delivered the kind of earnings report that forces the market to reprice a company almost overnight. Revenue jumped to $10.68B, up around 40% YoY, while adjusted EPS came in at $0.79, far ahead of expectations. Networking revenue surged 148%, helped heavily by the Juniper integration, and management now expects to reach its original 2028 long-term financial targets two years early. That is not a normal beat. That is a full narrative reset. The bull case is clear: HPE is no longer being treated like a slow legacy infrastructure name. The company is now being viewed as a serious AI infrastructure beneficiary, with

#ARM Surges on NVIDIA’s AI-PC Bet: Is Intel Really in Danger? #ARM #NVDA #INTC #AI #Semiconductors #AIPC #WindowsOnArm #Investing #TigerTrade ARM’s initial 15.73% surge makes sense. NVIDIA’s RTX Spark announcement is not merely another chip launch. It is a serious attempt to reshape the premium Windows PC around an integrated ARM CPU, Blackwell GPU, unified memory and NVIDIA’s enormous software ecosystem. However, I would separate the strategic significance of the announcement from whether ARM’s stock is attractive after the re-rating. My conclusion is straightforward: I am backing the NVIDIA–ARM alliance strategically, but I would not blindly chase $ARM at its current valuation. Intel is genuinely threatened, but it is not facing immediate extinction. What NVIDIA Actually Announced NVIDIA

$Marvell Technology(MRVL)$  #Marvell Surges 33% After Jensen Huang’s Trillion-Dollar Call — Revolutionary AI Winner or a Dangerous Chase? #MRVL #NVDA #AVGO #AI #Semiconductors #CustomSilicon #ASIC #XPU #AIInfrastructure #DataCenters #TigerTrade Marvell Technology’s explosive rally is understandable, but I would separate two very different questions: 1️⃣ Can Marvell become one of the most important semiconductor companies of the AI era? 2️⃣ Is $MRVL attractive immediately after a 32.52% one-day surge? My answer is yes to the first question, but probably not at any price to the second. NVIDIA CEO Jensen Huang calling Marvell the “next trillion-dollar company” is an extraordinarily powerful endorsement. It is especially meaningful because NVIDIA

$Lululemon Athletica(LULU)$  #Lululemon Drops 11% as Americas Revenue Falls — Is $LULU Heading Below $100? #LULU #Lululemon #RetailStocks #ConsumerStocks #Athleisure #Earnings #TurnaroundStocks #TigerTrade Lululemon’s post-earnings collapse is not simply the market overreacting to one disappointing quarter. The real concern is that the company’s largest and most mature market continues to weaken, while gross margins, operating margins and earnings are falling much faster than revenue. At approximately $114 per share, $LULU now looks statistically cheap. But there is an important difference between a stock being cheap because investors are emotional and a stock being cheap because earnings estimates have not yet reached the bottom. My conclusi

I’m not running for the exit. I’m treating this as a watchlist moment, not an all-in moment. The AI trade was crowded, rates just got repriced higher, and expectations for semis were stretched. That combination can wipe out a trillion dollars fast. But the long-term AI infrastructure buildout has not disappeared in one session. I’d rather scale in slowly, focus on quality chip leaders, and let the market prove support before adding aggressively. Panic creates opportunity, but only if you keep dry powder.

Yes, I’d rotate some capital from crowded AI hardware into cloud/software, but not abandon chips completely. The cleanest setup is GOOG: it has cloud acceleration, AI deployment, Search monetisation, and still trades cheaper than the quality of its assets suggests. MSFT is the safer fortress, AMZN is the AWS recovery play, and ORCL is the higher-beta infrastructure bet. I’d buy GOOG on pullbacks first, then MSFT/AMZN, while keeping chip exposure smaller and more selective. #GOOG #GOOGL #MSFT #AMZN #AI #Cloud #GoogleCloud #TechStocks

$ProShares UltraPro QQQ(TQQQ)$  離經叛道：開枝散葉百子千孫論TQQQ 常言道：「冇比較，冇傷害。」但很多時候，傷害並非來自你自己想比較，而是旁人主動將你與同儕比較，然後丟下一句：「你冇得同人比。」心靈便無端受創。 在ETF的世界裡，QQQ與TQQQ便經常被拿來對比。兩者同樣追蹤納斯達克100指數，投資的是美國百大非金融龍頭企業（如Apple、NVIDIA等）。差別在於：大哥QQQ不使用槓桿，細佬TQQQ則主打「單日報酬率三倍放大」的效果。 市場對兩者的評價向來涇渭分明：大哥斯斯文文、穩健規矩，開支比率僅0.18%，是投資人眼中「可以託付終身的伴侶」；細佬則被貼上「高風險、好高騖遠」的標籤，開支比率高達0.82%，加上三倍槓桿的特性，坊間普遍認為它「只適合短炒，長期持有必死無疑」——畢竟槓桿ETF在盤整或下跌時的「複利損耗」，向來被視為投資人的惡夢。 然而，做研究最忌輕信表象。我決定拋開常見的偏見，回頭檢視兩者的真實歷史表現。 結果發現，兩者都曾歷經劇烈波動，TQQQ的走勢更是誇張得多。但那些被形容為「食人唔吐骨」的槓桿損耗，並未讓TQQQ消失在市場中；相反，它不斷「開枝散葉」——上市至今十六年間，已累計完成八次拆股，其中七次為2:1拆股、一次為3:1拆股。反觀大哥QQQ，自上市以來僅在隔年做過一次2:1拆股，其後再無動作。 TQQQ十六年八次拆股，平均每兩年一次。市場普遍認為，ETF拆股的核心條件之一，是股價突破管理層設定的門檻（坊間常見為100美元）。換言之，TQQQ平均每兩年股價便會翻倍一次，才能觸發拆股條件。這個發現讓我有如哥倫布發現新大陸般興奮——畢竟坊間對TQQQ的討論，幾乎從未提及這一關鍵細節。 為了驗證這個推論，我進一步還原

$NVDA 20260605 215.0 CALL$  $RKLB 20260605 120.0 CALL$  $AVGO 20260605 450.0 CALL$  $AVGO 20260605 450.0 CALL$  

$Marvell Technology(MRVL)$   MRVL is about to get FORCE-FED into every portfolio on the planet 📈 June 22. Mark it. Marvell joins the S&P 500 and boots Pool Corp out the door. You know what that means? Vanguard, BlackRock, State Street — every single S&P tracker on Earth — is now legally obligated to buy this stock. They don't get a vote. They don't care about the chart. The index says own it, so they own it. That's billions in price-insensitive buying with a hard deadline. 🔥 And it's not some random name getting the golden ticket. This is the company: 1) Posting record revenue, +28% YoY, and management just RAISED guidance to ~$11.5B this year and ~$16.5B next. They're not hoping — they're telling you it

$Tesla Motors(TSLA)$  As I shared in my previous analysis June will be a volatile period because of the SpaceX ipo. Tesla's chart looks very bearish as it is trading below all the moving averages. Best case scenario it will trade sideways, but the spx and ES futures show signs of topping so expect more volatility in the markets. A great buying opportunity is coming soon, get your cash ready!

$SPDR S&P 500 ETF Trust(SPY)$ SPY GO GO GO TO THE MOON!!!

$Tesla Motors(TSLA)$  pretty sure it'll dump soon

$NVIDIA(NVDA)$ added even at 200+

Market Overview On June 5, all three major U.S. stock indexes fell: the Dow Jones Industrial Average fell 1.35% to 50,866.78 points; the S&P 500 fell 2.64% to 7,383.74 points; and the Nasdaq Composite fell 4.18% to 25,709.43 points. Strong May non-farm payroll data pushed up U.S. Treasury yields, market concerns about a Federal Reserve interest rate hike put pressure on highly valued technology stocks. On June 5th, the total trading volume of US stock options was 95091549 contracts. Among them, 46% are put options and 54% are call options. Top 10 Option Volumes Top 10: $NVDA(NVDA)$、$TSLA(TSLA)$、$AAPL(AAPL)$、$Micron Technol

The $NASDAQ 100(NDX)$ plunged 4.8% by the close of the US trading session (5 June), marking its steepest one-day decline since April 2025 as heavy selling in semiconductor stocks rattled investor sentiment. Correspondingly, the Nasdaq 7x Short DLC surged around 33%, while the Nasdaq 7x Long DLC declined by a similar magnitude. The weakness spilled over into Asian markets during the morning session (8 June). The benchmark $HSI(HSI)$ fell 1.18%, while the tech-focused $HSTECH(HSTECH)$ declined 2.4%. Meanwhile, the $MSCI Singapore Index - main 2606(SGPmain)$ slipped around 1.3%. In line with the market move, the HSI 7x

One of my top initiatives for the Growth Portfolio over the rest of the year is building out my 'Drone' bucket. I’m building exposure across every layer of the drone stack including platforms, autonomy, sensors, counter-drone systems and the hardware underneath it all: 1. $AeroVironment(AVAV)$ (the weapon layer) AeroVironment is the expendable weapon end of the theme since it makes Switchblade drones which are the small, cheap "kamikaze" drones that launch, hit a target, and are gone. These get used up in combat so demand scales directly with how much modern warfare leans on attritable strikes. My exposure here is to drones being fired in volume, the purest "loitering munitions get consumed" bet with a ~$1.1B Switchblade backlog. 2