To The Moon

$NOW 20260724 99.0 PUT$ Earnings play Hope it expires worthless 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: $8,247

$NVIDIA(NVDA)$ Bought at near 210.05 why cause it's a good price will do 212 soon 

$MINIMAX-WP(00100)$ 呢隻股一日上落可以好大。短炒有賺放左佢先。我覺得之後一定可以再以低價買得反。所以昨日我決定減持[傲娇]  [傲娇]  [傲娇]  

$UNH DIAGONAL 261218/280121 CALL 340.0/CALL 380.0$ Rolled my covered call to a higher strike price.  Hope it expires worthless 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: $9,880

$NFLX 20260717 68.0 PUT$ Earnings play - Hope it expires worthless 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: $11,580

$AMZN VERTICAL 260717 PUT 255.0/PUT 250.0$ AMZN price climbed on the past 4 days exceeding the short leg.It allows the trade to become profitable. Small profit but fine,it's only 1 day left before expiration.

$ASTS 20270115 55.0 PUT$ Taking the opportunity to open more position and get premium in while waiting half a year down. Holdings got whooped badly over the past 1 month

$CSIQ 20260717 15.0 PUT$ Decided to close the position since price went up, no point taking the gamble especially with the other positions sinking

$TCOM 20260717 45.0 PUT$ Closing positions as I opened on ASTS instead, took a small win on this

$JustCo(JCO.SI)$ 1 Target Price Based on the available information, JustCo (JCO.SI) has clear and visible growth catalysts driven by aggressive physical expansion and strong industry tailwinds. The company is executing a well-defined strategy to increase its workstation capacity and is backed by strong shareholder support, positioning it to capitalize on the growing demand for flexible workspaces in Asia Pacific. --JCO Growth Catalysts-- 1. Strong Expansion Pipeline & Scale JustCo's primary growth catalyst is its visible expansion plan. Maybank Research forecasts the company's workstation capacity will grow at a 19.5% CAGR over 2025-2028 1. This expansion is already underway: New Locations: The company recently launched a new co-workin

🍎 Apple at Record Highs: Breakout or Expectations Getting Too High? Apple has surged to a fresh record high, with the stock gaining around 4% in one session and approaching a $5 trillion valuation. The move appears to reflect renewed confidence that Apple may finally be turning its enormous installed user base into a meaningful AI growth story. The question is no longer whether Apple is a great company. The question is whether the share price is now expecting too much, too quickly. 🟢 The Bull Case 1. Apple may finally have a clearer AI pathway Apple has reportedly received regulatory approval relating to its generative-AI technology in China, potentially allowing Apple Intelligence and future Siri upgrades to reach one of its most important markets. That could strengthen demand for newer d

$CSE Global(544.SI)$ DCA Company Overview CSE Global Limited (SGX: 544) is a Singapore-headquartered technology group that provides integrated industrial automation, communications, and electrification solutions. It operates globally, with a strong presence in the Americas, Asia-Pacific, and the Middle East. It serves the oil & gas, infrastructure, mining, and utilities sectors. The group prides itself on a highly recurring revenue model from long-term maintenance and brownfield projects, giving it earnings visibility. --- Key Business Segments 1. Automation & Electrification Design, engineering, and integration of process control, safety systems, and LV/MV switchgear. Heavy focus on energy and infrastructure, with growing exposure

$Elixir Energy Ltd(EXR.AU)$ Just revisited this oil and gas company. The share price corrected 18% yesterday after the company made an announcement of its testing result. If I had not known better, I would have thought the test results must be bad to trigger this drop. I had digged out the announcement and noted that unexpected gas surge during the test resulted in instability in the test. As a result, the company planned to use different tubing string to contain this unexpected surge in gas flow. To do that, they need to shut in the well to prepare for the new test, resulting in a week's delay. Market hates uncertainty, resulting in the big correction yesterday, continuing into today. The correction appears strange, at least for me. Unexpected

$UnitedHealth(UNH)$ Held so long until got emotional attachment. Sold a bit, the rest can continue to fly.

$PLTR 20260807 200.0 CALL$ make use of the big drop to close the call.

Why AAOI Plunged After Announcing a Capacity Expansion: One Piece of Good News Exposed the Market’s Biggest Concern The optical communications sector also suffered a sharp sell-off today. As of around 2:45 p.m. Eastern Time, $Applied Optoelectronics(AAOI)$ was down approximately 12.2%, $Lumentum(LITE)$ had fallen around 7.7%, and $Coherent(COHR)$was down roughly 5.3%. AAOI’s decline was significantly steeper than those of other major optical communications companies. The most obvious explanation was the company’s newly released announcement regarding the expansion of its Pearland facilities. AAOI announced that it h

I'm leaning toward B, with a bit of D mixed in. $Taiwan Semiconductor Manufacturing(TSM)$ & $ASML Holding NV(ASML)$ have shown that AI infrastructure demand remains strong, and it's hard to argue against order books that extend years ahead. After such a strong rally, though, I think the market needs time to digest valuations even if fundamentals stay solid. For me, the next catalyst is no longer semiconductor earnings but the hyperscalers. Microsoft, Meta, Alphabet and Amazon need to prove AI spending can drive faster cloud growth,