To The Moon

The AI memory sector is seeing a sharp selloff after $SanDisk Corp.(SNDK)$   and $Western Digital(WDC)$   delivered guidance that failed to meet sky-high investor expectations. The selling spread across global markets, with SK Hynix plunging more than 9% in Korea, dragging down the KOSPI, while U.S. after-hours and 24-hour trading also saw broad declines across the memory sector. 📉 24-hour trading performance: • Western Digital ($WDC): -11.15% • SanDisk ($SNDK): -7.82% • SK Hynix ADR ($SKHY): -4.66% • Roundhill Memory ETF ($DRAM): -4.82% • Micron ($MU): -2.15% • Seagate ($STX): -1.92% • CXMT: -4.09% What happened? The AI memory sector had rallied aggressively on booming demand for

🔥 AMD Beats Expectations — So Why Did It Drop ~9% After Hours? AMD’s Q2 results were objectively strong. Revenue came in at $11.54B, up ~50% YoY, while Data Center revenue surged 107% to $6.7B. Q3 guidance of roughly $13B also came in above the Street’s ~$12.5B expectation. On paper, this looks like a clear beat. (StockStory) So why did the stock sell off? Because AMD wasn’t trading on “good results” anymore — it was trading on the expectation of extraordinary results. 📌 1. The bar had become extremely high AMD had already rallied aggressively into earnings, closing around $519 after gaining ~7% during Tuesday’s session. At that valuation, investors weren’t simply asking: “Did AMD beat?” They were asking: “Did AMD beat enough to justify the AI expectations already priced in?” And the answe

PORTFOLIO UPDATE ​At 18 and turning 19 in two months time, it’s been an absolutely crazy two months in the market for me, especially with the drastic resets and massive volatility we've seen across the chips and semiconductor sector. When I took a step back to look at my portfolio, I realized I simply had too much money tied up in that one space. While I am definitely still backing my core semiconductor and tech holdings—maintaining heavy positions in $NVIDIA(NVDA)$ , $Marvell Technology(MRVL)$ , and TSMC, alongside my aerospace and network tech plays with $Rocket Lab USA, Inc.(RKLB)$ and $Ondas Holdings

$Direxion Daily TSLA Bull 2X Shares(TSLL)$  $Tesla Motors(TSLA)$   Made this trade using CBA (Cash Boost Account) @Tiger_CashBoostAccount  @CashBoost  @TigerStars  @Tiger_Contra   Support / Resistance 📈📉: Support: $318, $311, $290-300 Resistance: $328-330, $337, $348-$351 Outlook 📝: TSLA opened above $318 today. Would love to see it retest $318 before rebounding back to $325-$328. If TSLA is also able to reclaim and hold above $325-$328,

$PGY 20260821 16.0 PUT$ excellent set of quarterly earnings! 

$S RISK_REVERSAL 280121 PUT 17.0/CALL 22.0$  SentinelOne is in a financial transition — it has crossed the threshold to non-GAAP profitability for the first time, but the market is pricing in a cautious view due to slower revenue growth, a gross margin dip, and a restructuring (8% workforce reduction). The fundamental picture is a high-growth cybersecurity platform with improving unit economics, still loss-making on a GAAP basis, but on a clear path toward sustained profitability . The forward valuation (PS ~6x, forward PE ~60x) reflects a moderate premium for a company in the AI-security sweet spot, though execution risk remains elevated relative to larger peers.

$DBS(D05.SI)$ Strong long term growth[Miser]  

$DBS(D05.SI)$  Up up up to the moon 🌙