To The Moon

📈 Covered Call Case Study – KWEB Internet ETF Disclaimer: This article is for educational purposes only and is not financial advice. Options involve risk and may not be suitable for all investors. ⸻ Why I Chose KWEB KWEB (KraneShares CSI China Internet ETF) gives exposure to many large Chinese internet companies such as Alibaba, Tencent, JD.com, Baidu and others. Instead of trying to predict the exact direction of each company, I prefer owning the ETF and generating additional income by selling covered calls. From my chart, KWEB is trading around $26.38 after previously falling from above $40. Although the long-term trend has been weak, I believe the downside may be more limited than before, making it a reasonable candidate for an income strategy. ⸻ Step 1 – Buy 100 Shares A covered call s

Can TSMC's Record June Sales Steady the Chip Selloff? Korea Shakes Chip Sentiment Global technology sentiment weakened after $Samsung Electronics (005930.KR)$ and $SK Hynix (000660.KR)$ sold off sharply in Seoul. $SK hynix(SKHY)$   faced profit taking following its strong Nasdaq debut, while investors also questioned whether HBM4 shipments had increased as quickly as expected during the second quarter. Rising oil prices and geopolitical tensions added to the broader risk reduction. The selloff raised a larger question: has semiconductor sentiment weakened faster than the underlying AI demand? TSMC Delivers a Strong Counter Signal $Taiwan Semiconductor Manufacturing(TSM)$ 

I’m leaning toward B — oilfield services. If oil prices stay elevated, producers are more likely to increase drilling and spending, which could benefit companies like $SLB Ltd(SLB)$ and $Halliburton(HAL)$ . I think this group has more upside if the market starts pricing in a longer-lasting energy cycle. That said, I’m not convinced this is the start of a sustained oil rally. As long as commercial shipping through the Strait of Hormuz continues, much of the

$JPMorgan Chase(JPM)$  My 2 cents for the bank results in slightly over 6 hours. The results will, as usual, be “better than expected” — because apparently expectations are set low enough for everyone to look like a genius. 😂 Then comes the classic market reaction: “Amazing results! Fantastic numbers! Strong outlook!” … followed by the share price quietly walking downstairs because, apparently, the market had already priced in world peace, record profits, and the next 5 years of earnings. 🤦‍♂️📉 Ah, the beautiful logic of the stock market… where good news is sometimes bad news, and bad news is just waiting for a better excuse. 😆

🌟🌟🌟The sudden re-escalation in the Middle East has triggered a highly volatile short term geopolitical risk premium rather than a structural multi year sustained oil rally. While crude oil has soared over 10% this week following the collapse of the US Iran peace talks and a newly proposed 20% naval transit fee in the Strait of Hormuz, the broader market faces massive headwinds from slowing global  demand and consecutive OPEC production increases. This means that investors should approach energy as a tactical trade rather than a long term buy and hold. A good ETF to buy is $Energy Select Sector SPDR Fund(XLE)$ as it represents the US oil giants like $Exxon Mobil(XOM)$ and

PCT: Should You Invest In SKHY v1.0 : PCT = Pandas Coffee Talk. Investing in SK Hynix (NASDAQ: SKHY) offers direct, U.S. dollar-denominated exposure to the most vital bottleneck in the artificial intelligence (AI) hardware supply chain, but it comes with significant cyclical and valuation risks. While the company is an AI powerhouse, you should carefully weigh its booming growth against the inherent volatility of the memory chip market. The Bull Case: Why You Might InvestHBM Market Dominance: SK Hynix is the clear leader in High-Bandwidth Memory (HBM), commanding roughly 56% to 58% of the global market. These ultra-fast memory stacks are essential components for high-performance AI accelerators, including Nvidia's advanced chips. Explosive Financials: Surging demand for HBM3E and next-gene

$NCL.HK 20260730 40.00 PUT$   Hold till maturity$NCL.HK 20260730 40.00 PUT$

$ALB.HK 20270330 100.00 CALL$ sold 1 call , balance 1 call is FREE OF CHARGE. even it goes below 100

$Palantir Technologies Inc.(PLTR)$  Patiently waiting for PLTR to do it's job again

$Salesforce.com(CRM)$ - Underlying: CRM - View: Bullish, targeting a move towards resistance at $180-186, but expecting potential consolidation first. - Strategy Type: Bullish Debit Spread / Defined Risk - Option Contract Portfolio: - Buy 1 CRM Call $170.00 Exp 2026-07-24 - Sell 1 CRM Call $180.00 Exp 2026-07-24 - Max Gain & Loss: Max Gain = $1,000 per spread ($10 spread width - $9.00 debit). Max Loss = $900 per spread (net debit paid). - Initial Cost/Credit: Net Debit of ~$9.00 per spread.

$Intuit(INTU)$ - Underlying: INTU - View: Cautiously Bullish / Short-term oversold bounce. We expect the stock to consolidate or move higher from the $289.76 close, respecting the $275 support and targeting $300. - Strategy Type: Credit Spread / Bullish - Option Contract Portfolio: - Sell 1 INTU Put @ $280 Strike (Exp: 2026-07-24) - Buy 1 INTU Put @ $275 Strike (Exp: 2026-07-24) - Max Gain & Loss: Max Gain = Net Credit Received ($6.60 - $5.50 = ~$1.10 per spread). Max Loss = Width of Spread ($5) - Net Credit = ~$3.90 per spread. - Initial Cost/Credit: Initial Net Credit of ~$1.10 per spread.

Hello everyone! Today i want to share some trading ideas with you! 1 $Meta Platforms, Inc.(META)$ is the largest position in my family portfolio because I don't just view it as just one of the world's most profitable advertising businesses but as an AI infrastructure and distribution platform with unmatched scale. As AI improves ad monetization, custom silicon lowers compute costs and new revenue streams emerge through models, agents and cloud infrastructure then I think the market will increasingly value Meta as an AI platform rather than simply an ad company. If that plays out then I think $Meta Platforms, Inc.(META)$ can rerate closer to 25x earnings. 2