$HIMS 20260529 20.5 PUT$ I am bullish in Hims. Hims & Hers Health (HIMS) is heavily expanding its GLP-1 weight-loss offerings and platform, recently bringing access to generic semaglutide to Canada. To fund international growth and AI investments, the company priced an upsized $350 million convertible note offering. Additionally, insider buying has surged, signaling strong corporate confidence. Key Corporate & Platform UpdatesGLP-1 Expansion: The telehealth platform expanded its weight-loss footprint internationally by launching generic semaglutide in Canada. Financial Moves: Prices for an upsized $350 million convertible senior notes offering were finalized to fuel international growth and accelerate AI-driven p
$ONDS 20260605 10.5 PUT$ $Ondas Holdings Inc.(ONDS)$ I am nibbling with DCA . Here is why :-- Ondas Holdings (NASDAQ: ONDS) is evolving from a developing startup into a major multi-domain autonomous defense and communications technology provider. The company's prospects are tied to the rapid surge in demand for autonomous systems, robotics, and counter-drone technologies. Key elements defining the company's prospects. Explosive Revenue GrowthMassive Projections: Ondas has projected full-year 2026 revenue to hit at least ($390) million, representing a roughly 670% year-over-year increase compared to 2025. Backlog Visibility: This trajectory is supported by a substantial pro-forma backlog exceeding ($450) million, primarily driv
$BMNR 20260529 18.0 PUT$ Sharing my conviction play[Bless] :-- (NYSE: BMNR) currently has a very high, near-certain chance of entering the Russell 1000 index, having cleared the large-cap market capitalization threshold of \(\$5.7\) billion. Inclusion is highly probable when FTSE Russell finalizes the changes after the market close on June 26, 2026. Likelihood of InclusionMarket Cap Check: Companies are ranked by total market capitalization as of April 30. BMNR’s valuation is estimated between \(\$8.5\) billion and \(\$10.75\) billion, comfortably above the \(\$5.7\) billion large-cap minimum.Preliminary List: FTSE Russell published its preliminary index addition lists on May 23, 2026, and BMNR is included as a candidate
AEM, SGX-AWX. Comparing it's key anchor ⚓️ investors actions throughout the volatile period. Based on their track records, it's a good reference for our decisions going forward. March 2026, Malaysia Employees Provident Fund (EPF) officially ceased to be a substantial shareholder in AEM Holdings Ltd (SGX:AWX). The pension fund executed back-to-back open-market liquidations to capitalize on the stock turning bullish momentum. [1] The 2-Day Divestment Breakdown The rapid sell-off took place over two consecutive trading days: Day 1 (March 2, 2026): The EPF offloaded 6.45 million shares at an average price of S$2.97 per share. Day 2 (March 3, 2026): The fund sold an additional 1.90 million shares at a slightly higher average price of S$3.18 per share. Total Cash Proc
$SOUN 20260515 12.0 CALL$ Continues to monitor closely as they grow via M&A aggressively. Just sharing :- SoundHound AI (NASDAQ: SOUN) recently reported a record Q1 2026 revenue of $44.2 million (a 52% year-over-year increase), announced the acquisition of conversational AI company LivePerson, and launched OASYS, an end-to-end agentic AI platform for business customer service. Key UpdatesQ1 2026 Earnings & Revenue: SoundHound posted record Q1 revenues of $44.2 million, driven by strong growth in its voice AI platforms. However, the stock experienced volatility following the earnings call due to persistent operational costs and a newly launched \(\$300\) million at-the-market (ATM) equity offering to fund ongoing
$INTC 20260508 70.0 PUT$ Intel ran too fast & furious. Nevertheless I got a small tiny bite. Now switching my attention to it's Singapore proxy AEM (ticker AWX at SGX). I attended it's recent AGM and spoke with their senior management. I am impressed with their recent strategic partnership with ASE- Taiwan. The deal is structured in two stages to align interests — AEM gets SGD12 million upfront, and ASE only gets more shares (at recent prices) if the partnership generates targeted revenues for AEM. Next , to receive another SDG117 Millions, with new business target met. This potentially helps AEM move beyond a few big customers into the wider OSAT ecosystem, which serves many chip compa
$INTC 20260508 70.0 PUT$ Aiya, should have double down even more with Intel Lip Bu Tan. An outstanding NTU's alumni👨🎓and inspiration to my students & SG Education 👏