To The Moon

$Kulicke & Soffa(KLIC)$ I'm currently averaging up on my position in KLIC—not because the stock is cheap, but because the fundamentals are inflecting, and the latest quarter confirmed that the cycle has likely turned. The key driver behind this conviction is the sharp ramp in ball bonder sales, which is the core engine of the business. In the most recent quarter, KLIC delivered ~20% YoY revenue growth, but more importantly, its ball bonding segment surged nearly 85% YoY to over $110 million. This is not just a cyclical bounce—it signals a re-acceleration in semiconductor assembly demand, especially tied to memory and advanced packaging. Utilization levels in this segment are already high (above 80–85%), suggesting we are early in a capaci

$NVDA 20260522 190.0 PUT$ I really dun think the share price will be below $200 after the earnings. Very bullish on nvda and will sell more puts after my DUOL, PLTR, PYPL puts expire. Hope all will be near worthless tomorrow [Cool]  

$FLNC 20260515 12.0 CALL$ Earnings play. Bought calls for simplicity. My logic tells me the company is growing. I find it strange that their new contracts signed in January was erased by the market. We'll see.

$TLT 20260506 84.0 PUT$ 😢以為好抵，可能還有更底，tlt 85 也守不住，不是要穿84 呀，我本人是不信，不過真的好難估計，大V快點出現吧

$AMD 20260618 260.0 PUT$ Collect some premium if it spikes after earnings tomorrow, or buy at a 20% discount if it falls. [Shy]  

$Electronic Arts(EA)$ It's been stagnant for a while so just trimming part of my holdings. At this time of the market having stagnant holdings is costing opprtunity.

$ZIM Integrated Shipping Services Ltd.(ZIM)$  Still my favourite. DCA more when opportunities strike

$NVIDIA(NVDA)$ look forward to reaching $10K profit after earnings

$CELH 20260618 45.0 CALL$ would prefer to roll my covered call rather than let it expires worthless 

$Defiance Daily Target 2X Long MP ETF(MPL)$ bullish...USA defense will need larger amount for replenish the ammunitions used up in recent Iran crisis

$Bank of America(BAC)$ Consistent holding

$Realty Income Corp(O)$ one of my biggest profit 

$MPT 20270115 7.0 CALL$ one of my biggest options profit 

$Circle Internet Corp.(CRCL)$ what's going on with CRCL

$VanEck Semiconductor ETF(SMH)$  Market spend more time going up than coming down... Thus, spending more time in the market is better than timing the market.. identifying and holding evergreen areas such as semiconductors is a good way to grow wealth...

$DBS(D05.SI)$  very good. Praise the lord. 

$GOOGL 20280121 160.0 PUT$ very strong. Praise the lord. 

$ARM 20260515 145.0 PUT$ Don't mind to get assigned and earning the coins [Happy]  [Miser]  [Happy]  

$MU 20260508 545.0 CALL$ this stock is unstoppable ✌️😎✌️to the moon baby!

$MU 20260508 600.0 CALL$ People were calling memory a “cyclical trap” and saying 400 was the top for Micron. Now look at it — pushing toward 600. 2026 isn’t about debating whether storage matters. It is the main storyline. AI, data centers, everything runs on memory demand. The real takeaway? The narrative always sounds smartest at the turning point — just usually in the wrong direction.