To The Moon

S&P 500 JUST BROKE ABOVE 7,800 FOR FIRST TIME EVERY The biggest cause of this is that the two-year yield fell to 4.14% and September hike odds dropped from ~50% to ~35% after payrolls lost 23K jobs versus +83K expected while CPI held at 3.4% headline and 2.5% core. That rate repricing matters because the 90-day correlation between yields and stocks is near its most negative since 1996 helping the Nasdaq rebound nearly 9% from its July low after semiconductors fell 19% in their worst month since 2008. The rally also has real fundamental support with S&P earnings tracking ~28% growth and forward EPS estimates still rising but leadership remains concentrated as $NVDA, $MU and $AAPL drive an outsized share of gains while the Magnificent Seven ETF is up only ~5% this year. The setup sta

🌟🌟🌟Should we chase the high on $Micron Technology(MU)$ or wait for the pullback? Chase the high: The FOMO rocket strategy.   If the AI bottleneck has shifted from compute to storage, Micron isn't overvalued.  It is just getting started.  AI cannot think without memory & Micron holds the key to the physical vault.  If you wait for a pullback that never comes, you will be left behind on Earth watching the stock march to a USD 1.5 trillion valuation. Wait for Pullback: Memory fabrication plants take years to build but supply always catches up eventually.  Waiting for a healthy 10% to 15% consolidation isn't being a coward.  It is being a disciplined investor waiting for the right entry point. The Verdict: The st

I’m cautiously bullish on the S&P 500 reaching 8,000. The earnings outlook remains strong, especially with AI-driven growth, while inflation appears manageable enough to keep the Fed from turning aggressively hawkish. If earnings continue to deliver, I think the rally can extend even without a major expansion in valuation multiples. That said, I wouldn’t ignore the risks. The IPO wave, midterm-election seasonality and especially any unexpected energy-price spike could quickly change the market’s narrative. I’ll be watching the Jackson Hole speech closely, because a more hawkish Fed would probably be the biggest threat to the 8,000 thesis. For now, I’d stay invested but avoid chasing aggressively at record highs. My preference is to keep exposure through broad ETFs like SPY while maint

$SpaceX(SPCX)$ I'm starting to collect SpaceX(SPCX) and open a new position because I feel the stock may have reached its near-term bottom. After the post-IPO hype pushed SpaceX above $225, the stock went through a painful correction, falling to around $105 in early August. The combination of valuation concerns, heavy AI spending, earnings uncertainty and the IPO lock-up expiration created a perfect storm of selling pressure. But after that sharp reset, the risk-reward profile is starting to look much more attractive to me. More importantly, the underlying business is still growing at an impressive pace. SpaceX reported Q2 revenue of about $7.8 billion, up roughly 92% year over year, while Starlink continues to expand rapidly. The market init

Replying to @chenobserver:Hi, thanks for reading my post and sharing your views.  Probably have to give Buffett the benefit of the doubt that he knows his pick has the same core values and foundation as him.  But I do sense a slight difference in terms of the areas of investment.  As long as he remains 'conservative', should be fine.  Afterall, didn't Berkshire bought into Ulta Beautry (so tangent to their areas of investment) one quarter only to liquidate the next.  Abel should toll the line, I believe.//@chenobserver:16.3% op profit growth is real, but I care more whether Abel can keep that discipline through the next cycle. Reclaiming 539.80 soon feels p

$Singtel(Z74.SI)$    Nice Green candlesticks spotted on the chart. Looks rather bullish. 1st quarter results is out. – Singtel on Aug 13 reported a 71.6 per cent fall in first-quarter net profit to $818 million from $2.88 billion the previous year. The group attributed the dip to exceptional gains from the sale of a partial stake in Airtel and the Intouch-Gulf Energy merger in the same quarter in 2025. Underlying net profit was up 21 per cent to $831 million from $686 million, driven by Airtel, AIS, NCS, Optus and its Digital InfraCo arm. The group bases its core dividends on underlying earnings. Hopefully, 4.20 can hold up well! SingTel - Nice closing yesterday at 4.61, likely to continue to trend higher towards 4.70 and above. Pls dy

With about 4.5 hours to go before last trading day of the week, will BRK.B end off this weekend with a bang, after losing its footing on Thursday falling by -0.60% (or -$3.07). Rule of thumb is traders usually will sell down their positions (or exposures) for fear of the unknown over the long weekend; since Middle East tension remains and that the US navy is set to stay in the Gulf, for much longer than expected - buring cash (expenses) along the way. What do you think ?  BRK.B will end off this week higher than it started ?  I really doubt it.

$TRF.HK 20260828 25.00 PUT$ Closed the cash secured puts before expiry to maintain margin.

$NOW VERTICAL 260828 PUT 110.0/PUT 100.0$ Rolled up my strike price to earn some extra premium  I don't just want a lucky win—I want consistent profits. I'm willing to put in whatever effort is required to achieve that. My goal for Aug is to earn $10,000 (including premiums paid to close the options). June / Jul 2026: $1,721 / $26,431 Aug 2026: $19,238

$SE DIAGONAL 270115/260821 CALL 140.0/CALL 120.0$ Rolling this call to a higher value with credit as SE has surged up

$Direxion Daily MU Bull 2X Shares(MUU)$ I'm continuing to average down my position in $MUU because I believe the recent correction has pushed the 2x Micron ETF much closer to a potential bottoming zone. The selloff has been painful, especially given MUU's leverage, but I see it more as a valuation reset than a breakdown in the underlying Micron story. Micron recently reported record fiscal Q3 revenue of $41.46 billion and guided for another record $50 billion in fiscal Q4 revenue, showing that the fundamental earnings momentum remains exceptionally strong. The second reason I'm staying bullish is the structural AI-driven demand for memory. HBM, DRAM and NAND remain critical to the AI infrastructure buildout, while Micron has already started hi

$HOOD 20260821 114.0 CALL$ Limit order filled to sell Hood for strangled call for credit above $110 resistance 

$NVO 20260918 42.5 PUT$ Rolled up my strike price  I don't just want a lucky win—I want consistent profits. I'm willing to put in whatever effort is required to achieve that. My goal for Aug is to earn $10,000 (including premiums paid to close the options). June / Jul 2026: $1,721 / $26,431 Aug 2026: $20,828

$GOOGL 20260925 320.0 PUT$ High conviction for GOOGL, comfortable to get assign at $320, meanwhile I'll collect cash while waiting.

$LULU 20260904 115.0 PUT$ Back to LULU - dun mind adding to my portfolio at this price  I don't just want a lucky win—I want consistent profits. I'm willing to put in whatever effort is required to achieve that. My goal for Aug is to earn $10,000 (including premiums paid to close the options). June / Jul 2026: $1,721 / $26,431 Aug 2026: $21,858