To The Moon

$Pony AI Inc(PONY)$ 帳面蝕1.2左右。不過期權金收左0.2。計落唔洗蝕。上周都跌到唔少。睇下下周有無機會回升。一彈我都會即走。不然就賣call

$Direxion Daily FTSE China Bull 3X Shares(YINN)$ 上周暴跌太多。期望下周可以有個似樣既反彈。23.5我先會走。或賣call23

$Intuit(INTU)$ Sold 3 lots of NVDA to buy 2 lots of INTU [Happy] as think INTU has more potential to be a 2X / 3X stock.   

$VITASOY INT'L(00345)$ 神奶你真係唔簡單，人哋大跌你就大升，人哋拉升你就回吐，你呢種操作唔係一般人可以理解到，但係唔緊要，又係我哋重新組隊嘅時候，好彩上次大升都走返轉[开心]  ，維他奶我信你㗎，我而家唔飲可樂都轉飲維他奶，加油啊[愤怒]  

$LAIFUAL(03952)$ 同隔離台差10蚊。唔買就笨啦。高開130。收市連100都無。講到咁勁。買反兩手長擺且看如何[思考]  

$NOW 20260710 97.0 PUT$ Very optimistic on the outlook of ServiceNow and selling puts on it to earn premiums. If assigned, happy to buy it Setting a goal for June 2026: to collect more than $1,000 in premium (including premiums paid to close the options). Collected to date: $1,632

$NVDA 20260701 202.5 CALL$ Covered call Setting a goal for June 2026: to collect more than $1,000 in premium (including premiums paid to close the options). Collected to date: $1,687

$NVDA CALENDAR 260821/260731 PUT 190.0/PUT 190.0$ Rolling for more premium while NVDA is still recovering (richer premium). With strong fundamentals, it's likely not going to close at $190 as it nears it's earning call.

$NKE 20260702 37.0 PUT$ Earnings play Setting a goal for June 2026: to collect more than $1,000 in premium (including premiums paid to close the options). Collected to date: $1,721

$SpaceX(SPCX)$ Bought some SpaceX shares. $150 seems to be heavily Defended

$Micron Technology(MU)$ Partial buy back of trimmed position at 1195 last week. More buy backs should the pull back continue.

$MU 20261016 1080.0 CALL$ I opened this MU call contract right before last week's earnings, and the stock beautifully gapped up over 10% the next day on a stellar report. I queued to sell to close near the day's high, but the price drifted lower after midday and missed my exit. Expecting the upward momentum to resume, I decided to hold through Friday's slide. Then Monday threw a wrench in the plan—bad news regarding a DRAM ETF class action lawsuit surfaced, dragging the trade into the red. Fortunately, the price rebounded today, and I immediately closed it for a smaller profit rather than holding through a drawn-out legal case. While it's still a win, walking away with just 20% of what was on the table is a sharp reminder

PCT: Should You Invest In AAPL? v2.0 : PCT = Pandas Coffee Talk. Investing in Apple (AAPL) is generally considered a strong buy for long-term investors seeking stability, massive share buybacks, and recurring revenue. However, because the stock often trades at a premium, it may not offer explosive short-term growth unless upcoming hardware releases (like a foldable iPhone) exceed expectations. Why You Should Consider Buying High-Margin Services: Apple boasts an incredibly loyal customer base and generates billions in recurring revenue through services like the App Store, Apple Music, and iCloud. Shareholder Returns: The company aggressively rewards investors, recently authorizing massive stock buyback programs (e.g., $110 billion) and dividends, which consistently drive shareholder value.

We’ve all seen the volatility hitting the big AI names lately. While tech leaders are fighting high valuations and questions about actual AI ROI, capital is quietly rotating into the ultimate defensive fortress: Berkshire Hathaway ($BRK.A / $BRK.B). Berkshire is pushing toward its 52-week high, and it’s a textbook example of a market sector rotation. Here is a quick breakdown of what’s happening and why it matters: The AI "Expectation" Problem: Peak AI hype required sustained perfection. Companies like Nvidia are printing money, but their valuations price in flawless future growth. Now that massive infrastructure Capex (capital expenditure) is facing a reality check on actual enterprise returns, investors are getting jittery about concentration risk. The Value Flight to Safety: Berkshire t

Why I Think Walmart’s Real Product Is the Customer Investors have become fascinated by Walmart’s advertising business. Every earnings season seems to produce another discussion about retail media, digital ads and whether Walmart Connect can become the next great profit engine. I think the market is staring at the wrong shelf. Advertising matters, but it is merely one expression of a much larger advantage. Walmart’s true asset is its ability to earn multiple streams of income from a single customer interaction. A family that enters a store to buy milk can also become a marketplace customer, a Walmart+ subscriber, a delivery user and an advertising target, all before the trolley reaches the car park. The shopping trolley is quietly becoming a multi-product platform. One trolley. Several busi

Market Outlook of S&P500 (29Jun2026) Technical Analysis Overview MACD Indicator The Moving Average Convergence Divergence (MACD) indicator for the S&P 500 is on a downtrend. Chaikin Money Flow The Chaikin Money Flow (CMF) stands at -0.13, indicating the market has more selling momentum than buying. Moving Averages Examining the moving averages, the most recent price action shows the last candlestick has been above the 50-day moving average (MA50) and the 200-day moving average (MA200). This pattern indicates a bullish shift in both the short and long term. Notably, both the MA50 and MA200 lines have begun to trend upwards, which indicates a bullish outlook in both the short and long term. Exponential Moving Averages The exponential moving average (EMA) lines are showing a bearish o