578
·
07-03 23:17
Mid-Year Investing 2026: What Did You Miss in H1, and What’s on Your H2 Watchlist?
2026 is already halfway through, and the first half of the year has given investors plenty to talk about. AI remained one of the most important market themes, but the story kept expanding. It was no longer just about GPUs or mega-cap tech. Some stocks kept breaking new highs. Some names suddenly became market favorites after earnings. Some themes looked speculative at first, but continued to attract attention. And for many investors, H1 2026 probably came with at least one familiar feeling: “I saw it… but I didn’t buy it.” Maybe you watched an AI stock rally again and again. Maybe you hesitated before a semiconductor earnings report. Maybe you thought a nuclear or power stock had already gone too far. Maybe you sold too early and had to watch the stock keep climbing without you. At the sam
TOPTimothyX: 2026 is already halfway through, and the first half of the year has given investors plenty to talk about. AI remained one of the most important market themes, but the story kept expanding. It was no longer just about GPUs or mega-cap tech.
2.00K
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07-01 13:54
$Intuit(INTU)$ I am betting that this will be my 2X/3X stock over the next 1 year. I hope I am right [Happy]
1.01K
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07-01 21:36
$SOXL 20260702 85.0 PUT$ 呢單job筍到爆。我覺得係莊家開錯價。我當然把握機會賺它一筆[贱笑] [贱笑] 。今晚結算準備收錢。唔平收足期權金[财迷]
SOXL PUT
07-01 21:35
US20260702 85.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Sell Open | 0.24 10Lot(s) | -- Closed |
2.36K
·
07-01 21:43
$SNDK 20260702 1750.0 PUT$ Closed early to materialise and collected 2k premium for this trade. Not to be greedy as the market is volatile.
SNDK PUT
07-01 21:41
US20260702 1750.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Close | 3.23 1Lot(s) | +86.40% Closed |
TOPI was watching the SNDK put chain too, IV really popped there
2.62K
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07-01 21:44
$ORCL 20260710 140.0 PUT$ Dropped by more than half already since last year. Time to act before the shares recover. Setting a goal for Jul 2026: to collect more than $3,000 in premium (including premiums paid to close the options). June 2026: $1,721 Jul 2026 - Collected to date: $440
ORCL PUT
07-01 21:41
US20260710 140.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Sell Open | 2.85 1Lot(s) | -59.64% Holding |
TOPI sell ORCL puts too — 140 for 2.85 feels fine. You work out the cushion on that one?
1.16K
·
07-01 21:48
$Rocket Lab USA, Inc.(RKLB)$ 『財富階梯』撮要 本書是《持續買進》作者尼克・馬朱利（Nick Maggiulli）的新作，他以資料科學的大數據分析為基礎，把累積財富劃分成6個階梯，主張：**不同財富等級，要用完全不一樣的理財手段，不能一套投資策略用一輩子**。 --- #### 一、核心觀念 大多數人理財失敗，是因為用下一階段的做法處理當前階段的問題。 年輕人一上來就急著做高風險投資，有錢人卻還在拼命存錢，都是踩錯階梯。作者用海量歷史數據歸納出每一級財富的首要目標、開支管控、收入結構與投資配置，避開各階段常見陷阱。 #### 二、六大財富階梯與策略 1. **第1階梯：淨資產1萬美元以下（生存階段）** 首要任務是穩定現金流，先擺脫月光，建立應急備用金。此階段不該急於投資，重點是提高主動收入、削減浪費性開支，避免負債滾雪球。 2. **第2階梯：1萬～10萬美元（積蓄起步）** 開始累積第一桶金。優先償清高息債務，小額定投低成本指數基金；收入來源仍以薪水為主，試著發展副業拉高儲蓄率。 3. **第3階梯：10萬～100萬美元（財富快速爬升期）** 這是多數人財富增長最快的一級。一半心力放在提高職業收入、爭取加薪與跳槽漲薪，另一半做長期指數投資；適度配置少量成長型資產，不用過度分散。 4. **第4階梯：100萬～1000萬美元（財務自由門檻）** 薪水的重要性下降，資本增值成為主力。優化資產配置，搭建核心投資組合，同時做好保險與風險隔離，防止一次意外吃掉多年積蓄。 5. **第5階梯：1000萬～1億美元（守成階段）** 重心從「積極累積」轉為「穩固財富」。控制投資波動，降低高風險部位，開始規劃家族資產架構；同時處理富裕帶來的家庭問題，防範後代敗家。
RKLB
07-01 21:48
USRocket Lab USA, Inc.
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Sell Close | 103.00 30 | +3.90% Closed |
TOPI've had an underestimate of the stability of RKLB's launch and order conversion in the last three quarters
750
·
07-01 21:54
$BlackBerry(BB)$ QNX 各細分領域市佔率完整整理（2025–2026權威數據） QNX市佔差異極大，**車載安全域近乎獨佔、機器人仍屬高端細分、整體嵌入式RTOS約16%**，分領域拆解如下： ## 一、汽車領域（QNX基本盤，數據最權威） ### 1. 全球車載「安全關鍵RTOS」（ADAS、底盤、儀表、域控制器） - 整體份額：**35%–45%**（ABI Research、Fact.MR 2026） - 高端/歐美豪車安全域：高達**60%–65%**，接近事實獨佔；全球累計2.75億輛車搭載QNX - 多域中央控制器（新一代軟體定義車核心）：**48.6%**（Mordor 2025），行業第一 - ADAS高階自動駕駛底層系統：**68%**全球滲透率 - 中國智能車數位儀表盤單一細項：**71%**（2022國內數據，至今仍維持領先） ### 2. 車載娛樂中控（資訊娛樂域，競爭弱） 僅**18.4%**，此區由Android Automotive、開源Linux主導（合計65%以上） ### 3. 全域車載OS（含娛樂+安全全部車載系統） 整體規模口徑：QNX約**16.4%**，Linux體系（AGL、安卓車機）28.6% ## 二、全球通用商用硬實時RTOS整體市場（所有行業合計） 全球專業商用RTOS（排除免費FreeRTOS、純開源Linux）總份額： - QNX：**16%** - Wind River VxWorks：19%（航空國防更強） - Green Hills、Siemens Nucleus等剩餘合計65% ## 三、工業機器人、人形機器人領域（你重點關注賽道） 分兩個統計口徑，差異很大，要區分： 1. **全部機器人
TOP68% same as 30% – 35% first valuable moat
2.43K
·
07-01 22:18
$NFLX 20260717 70.0 PUT$ Earnings play Setting a goal for Jul 2026: to collect more than $3,000 in premium (including premiums paid to close the options). June 2026: $1,721 Jul 2026 - Collected to date: $1,180
TOPI sold Jul puts too, NFLX rent adds up fast
483
·
07-01 22:42
$Direxion Daily TSLA Bull 2X Shares(TSLL)$ 這關鍵的1000股TSLL,令我將壓了超過一年的1100股釋放出來,股價從15.3拉低至14.6左近,最終更以14.86沽出,反敗為勝!套現不少金 [自律不是把自己逼瘋！心理學家：真正的自律，其實藏在這 5 個日常細節裡|經理人] 2. 真正的自律不是把自己逼成一台毫無感情的機器，而是o自己的軟弱和平共處。 4. 自律其實非常溫和，它可能隱藏在你能維持長久友誼、擁有堅持一年的微小健康習慣，或是懂得在該放手時不再硬撐的智慧裡。 提到「自律」，多數人腦中浮現的畫面，大概是每天清晨 5 點起床、進行嚴格飲控、定期向健身房報到的人。 心理學家艾麗絲．博伊斯（Alice Boyes）博士指出，「縝密規劃生活」這種主流印象，長期主導著我們對自律的定義；可事實上，真正的自律並不是非得要把自己逼成一台高速運轉的機器。 很多時候，真正的自律，會以一種較細微且隱蔽的方式，藏在容易被多數人忽略的日常行為裡。以下 5 個跡象，或許能讓你重新評估自己 —— 你可能比想像中更自律。 ## 1\. 你能維持長久的友誼 自我控制力不足的人，可能會在不知不覺中推開身邊的人，導致人際關係的破裂。 這通常不是因為某次嚴重的衝突，更多時候是一些日積月累的失控行為造成的，例如：對朋友忽冷忽熱、在社交場合做出令人尷尬的舉動、該沉默時卻忍不住說出傷人的話、約好的飯局頻頻失約放鳥，或是不自覺跟朋友的成就攀比，凡事都要爭高下。 這些行為的背後，其實都是缺乏自律的表現。 反過來說，如果你人生的路上依然擁有一群相伴多年的老友，這意味著你早已克服了上述那些傷害關係的壞習慣。維繫一段長遠的友誼，需要高度的同理心、情緒管理與責任感，而這些，恰恰就是自律最
TSLL
07-01 22:39
USDirexion Daily TSLA Bull 2X Shares
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Sell Close | 14.63 1,000 | -3.51% Closed |
5.82K
·
07-01 22:59
$Tesla Motors(TSLA)$ Sold a bit before the deliveries result. Still very long tesla and waiting for robotaxi rollout
TSLA
07-01 22:59
USTesla Motors
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Sell Close | 426.00 20 | +29.01% Closed |
TOPI added yesterday too, robotaxi is the whole bet here
11.76K
·
07-02 05:14
$NVDA DIAGONAL 260701/260708 CALL 197.5/CALL 202.5$ Rolled up my strike price and still collected a premium Setting a goal for Jul 2026: to collect more than $3,000 in premium (including premiums paid to close the options). June 2026: $1,721 Jul 2026 - Collected to date: $1,272
NVDA Diagonal
07-02 02:35
US197.5/202.5
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Credit Close | -0.92 1 | -- Closed |
9.56K
·
07-02 09:05
$SpaceX(SPCX)$ I recently started collecting SPCX because I believe SpaceX is still in the early stages of a long-term growth story. The company has already built a dominant position in the commercial space industry through reusable rockets, while Starlink has become one of the world's fastest-growing satellite internet businesses. Another reason is diversification. Beyond launches and broadband, SpaceX has exposure to multiple high-growth markets, including defense, government contracts, direct-to-cell connectivity, and eventually Starship, which could unlock entirely new revenue opportunities over the next decade. I also like that SpaceX is benefiting from several powerful long-term trends at the same time. Global demand for satellite conne
TOPWhether the success rate of reusable rocket recovery is 100 percent. As long as you take it back once, you don't see manyMoney
3.62K
·
07-02 09:31
$BYD COMPANY(01211)$ The founder personal character guide the company culture, that is the DNA of a company. Short term net profits are illusion, long term wealth is to invest in trusted company and believes in the company better future.
186
·
07-02 14:18
$NVIDIA(NVDA)$ 減倉，多謝🙏 投資涉及風險，價格可升可跌，做好風險管理。 以上只是個人分享，不構成任何投資建議，本人亦非香港證監會合資格人士。
TOPI walked so fast as I added more 🙏
516
·
07-02 14:18
$Micron Technology(MU)$ 減倉，多謝🙏 投資涉及風險，價格可升可跌，做好風險管理。 以上只是個人分享，不構成任何投資建議，本人亦非香港證監會合資格人士。
MU
07-02 14:17
USMicron Technology
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Sell Close | 1,001.25 2 | -15.87% Closed |
TOPI added some beautiful light. It would be a pity to leave first
391
·
07-02 15:48
$ALEBUND-B(09637)$ 尋日一度暴跌超過5成之上。我覺得係市場錯剎。公司無問題。所以係尾段我決定入市[贱笑]
TOPThe pipeline is really solid
823
·
07-02 15:54
$LAIFUAL(03952)$ 尋日我分三次入左。呢注係接近全日最低位入。希望今日能回升。上市兩日都大跌。你真係垃圾黎架[喷血] [喷血]
TOP58.5 are all added, you can't stand it so quickly
2.88K
·
07-02 15:57
$SPDR Gold ETF(GLD)$ Start building a small position for gold. There is a theory that China and US may reprice gold. We'll see
GLD
07-02 15:54
USSPDR Gold ETF
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Open | 373.17 25 | +1.47% Holding |
TOPAdded on the last dip too, gold repricing talk just makes me hold tighter
567
·
07-02 22:18
$LULU 20260702 117.0 PUT$ Taking profit Setting a goal for Jul 2026: to collect more than $3,000 in premium (including premiums paid to close the options). June 2026: $1,721 Jul 2026 - Collected to date: $1,565
LULU PUT
07-02 22:17
US20260702 117.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Close | 0.54 1Lot(s) | +91.88% Closed |
TOPI rolled LULU puts too, that Jul pace looks on track lol
519
·
07-02 22:52
$NVIDIA(NVDA)$ Bought abit high but considering dollar avwrage up will do $200 maybe