To The Moon

$BHP GROUP LTD(BHP.AU)$  Market structure still in tact - continue stacking BHP

$ASML Holding NV(ASML)$  2k/share coming?

$TIGR 20270115 5.0 CALL$ my biggest options profit 

$Coty(COTY)$ Cannot seem to cut my losses on this one. ..grrr

$Tesla Motors(TSLA)$  July is the most bullish month of the year, I believe tsla can reach $500 by end of July before a larger Correction until the midterm election in November. That would be the best time to buy all your favourite stocks at great discounts. Do you agree?

$Tesla Motors(TSLA)$  Riding on as an SPCX proxy - let's look to the upside 

$AMZN 20260717 235.0 CALL$ Shorting AMZN by selling calls - works well without cash outlay.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ let's gooo fly some more🔥🔥🔥

$ARM Holdings(ARM)$  up up and away team USA in the World Cup

$Amazon.com(AMZN)$ dropping more then I expected... should've sold earlier

$GLW 20260821 180.0 CALL$   Follow my game plan. karching💰💰

$NVIDIA(NVDA)$  guys ready to buy it again! It gonna drop to price 200 again! Just buy and hold then make profit! $Vanguard Growth ETF(VUG)$   another fund that I'm holding and buy more again once it drops! Just simple! Let's go!

$Roundhill Memory ETF(DRAM)$   完全即日買賣 股票拆細（正向分拆，1拆多）對公司、投資者完整影響 ## 一、對上市公司層面的影響 ### 正面作用 1. **降低單股股價，提升流動性** 股價過高會讓小散難以入手（例如未拆股AAPL單股四萬多美元，普通人買不起）。拆細後股價同比例下降，單手門檻變低，散戶參與度上升，盤口掛單量、成交量明顯放大，買賣滑點收窄，機構調倉成本更低。 2. **擴大股東基層，分散股權** 更多小投資者進場，股權不會過度集中在少數大機構手中，降低惡意收購風險；同時股東人數增加，品牌民眾認同感更強，消費者更容易成為公司股東。 3. **改善市場形象，釋放管理層信心** 公司主動拆細，市場普遍解讀為管理層看好長期營運，認為股價還有上漲空間，不擔心拆細後股價下跌，屬於溫和利多信號，短期常帶動股價波動上揚。 4. **股本規模擴張，有利後續融資** 總市值不變，但流通股數增加，後續若要增發、配股、員工期權發放，可操作空間更大；大量員工股權激勵不需要動輒發行零碎股份，管理更便利。 ### 負面/中性成本 1. **行政與清算成本上升** 股份數量翻倍，券商、過戶登記處需要更新全部股東持倉資料，公司承擔額外登記、印刷、交割系統改造費用，規模越大成本越高。 2. **每股財務指標被攤薄（數字層面）** EPS每股盈利、每股淨資產、每股股息會同比例下降（總利潤、總股息不變），單看單股數據會變小，部分只看單股指標的散戶容易誤判基本面。 3. **短期可能增加波動** 流動性提升後散戶進出更頻繁，短線投機資金增多，拆細前後幾個交易日股價震盪幅度通常會放大。 ## 二、對投資者（持股人）的影響 ### 1. 當下資產：總市值完全不變（無盈無

A one-day rebound does not settle the debate. The bullish interpretation is that the market absorbed a hawkish surprise and immediately found buyers. The fact that semiconductors could rebound so violently suggests there is still substantial demand for AI-linked assets. Apple's warning about memory prices reinforces the view that supply remains tight, while support for Intel helped sentiment across the chip complex. The bearish interpretation is that the drivers were narrow and thematic rather than macroeconomic. If Governor Kevin Warsh remains committed to tighter policy, higher discount rates still pressure long-duration growth stocks. One strong session does not remove that headwind. What I would watch: Whether chip leaders continue outperforming for several days, not just one. Whether

Apple acknowledging higher memory costs is certainly supportive for the sector, but investors should distinguish between a strong industry outlook and attractive entry points. The bullish case is straightforward: AI workloads require enormous amounts of high-bandwidth memory and storage, supply expansion is difficult, and major customers appear willing to absorb higher prices. That supports earnings growth for companies such as Micron Technology. The cautionary case is valuation. When stocks have already risen hundreds or even thousands of percent, expectations become extremely demanding. Memory has historically been a cyclical industry, and periods of exceptional profitability often attract new capacity that eventually eases shortages. I would not aggressively chase a 9-12% surge driven b

Could Micron Earnings Mark a Turning Point for Memory Stocks? $Micron Technology(MU)$  , the U.S. memory giant and the world's third-largest DRAM and fourth-largest NAND maker, will release its FY26Q3 earnings after the U.S. market close on June 24. Investors are focused on whether this report can mark a sentiment turning point in the memory cycle. Core Financial Indicators – Revenue: Consensus estimate of $35.43 billion, up 281% YoY and 48% QoQ, versus company guidance of $33.5 billion. – GAAP Gross Margin: Consensus estimate of 81.8%, up 44.1 ppts YoY and 7.4 ppts QoQ, versus company guidance of 81%. Non-GAAP Gross Margin: Consensus estimate of 81.8%, up 42.8 ppts YoY and 6.9 ppts QoQ, versus company guidance of

$Micron Technology(MU)$ $KB Home(KBH)$  $Carnival(CCL)$  🚨📊 Earnings Pressure Cooker: $KBH Short Squeeze Risk & $MU’s $4B Options Battle 🚀 📈 I’m watching two completely different earnings setups where positioning, expectations, and options activity could create explosive volatility. One is a heavily shorted homebuilder where pessimism may already be extreme. The other is a semiconductor giant where expectations are sky-high after a historic rally. The biggest moves often happen when reality surprises a market that has already picked a side. 🏠 $KBH | Bearish Track Record Meets Crowded Short Positioning KB Home reports earnings on 23Jun26, enter

$Rocket Lab USA, Inc.(RKLB)$ $SpaceX(SPCX)$  $NVIDIA(NVDA)$  🚀🛰️📈 Rocket Lab $RKLB Faces Space Sector Whiplash as Nasdaq-100 Inclusion Meets Insider Selling 📈🛰️🚀 🚀 I’m watching $RKLB closely today as the stock falls -7.6% and tests the psychological $100 level, highlighting the extreme volatility currently surrounding the space sector. Rocket Lab has gained +43% since the start of 2026, but recent weakness comes as investors digest Nasdaq-100 inclusion, SpaceX-related sentiment shifts, and elevated insider activity. 📌 Nasdaq-100 milestone: A major index catalyst with a valuation reset I’m focusing on one of the biggest structural developments

Meta & Microsoft Crash:  Are They Buys or Byes? 🌟🌟🌟The narrative that Big Tech could simply spend its way into infinite prosperity has officially been shattered.  The recent 25% correction pulling $Meta Platforms, Inc.(META)$  and $Microsoft(MSFT)$  down from their historic peaks is no longer just a standard technical pullback.  It is a violent re-rating of the AI investment horizon. Investors are realising that building the future of computing requires an unprecedented, stomach churning amount of capital, all while legacy infrastructure fractures under the weight of the expansion. The Microsoft Crisis: Massive Cape