$Apple(AAPL)$ Apple (AAPL) demonstrates strong fundamental momentum, highlighted by robust iPhone sales and record service revenue. However, the stock's current valuation is elevated, suggesting much of this positive outlook is already priced in. Apple is in a fundamentally strong phase, driven by a powerful product cycle and expanding high-margin services. The stock's technical breakout to new highs reflects this optimism. However, at a forward P/E of 35.2x, the valuation is significantly above its historical average, which limits the near-term upside potential and makes the stock sensitive to any execution missteps.

$Taiwan Semiconductor Manufacturing(TSM)$  When TSM was in the $100 and crash below that support, everyone was calling out the geopolitical risk even Warren buffet sold their position.  Berkshire Hathaway literary got in at the bottom in 2022 and eventually sold the position of 4.1 billion. If they had hold on to the position, it would 20 billion or more.  Investing is not always about chasing the most hype stock now. Yes there would be euphoria and FOMO, you may earn some quick bucks but real money is made when you continue to accumulate at good value and negative news emerging. Even great investor may price the risk wrongly, to control the risk, we just have to size our position adequately that even if it

$Strategy(MSTR)$   Buy more and this is for the points

$DECK 20260522 88.0 PUT$  Quality company - only thing I slightly regretted was being so far OTM

$Arista Networks(ANET)$   ANET continues to show strength 

$Direxion Daily INTC Bull 2X ETF(LINT)$ 

$Mapletree Log Tr(M44U.SI)$  

$Mapletree Log Tr(M44U.SI)$  

$ProMIS Neurosciences Inc(PMN)$ 

$GeneDx Holdings(WGS)$ 

$Avantis International Small Cap Value ETF(AVDV)$ pumping 

$纳指三倍做多ETF(TQQQ)$  

$HIMS 20260821 36.0 CALL$ 

$Alphabet(GOOG)$  great!

$SOUTHERN CROSS ELECTRICAL(SXE.AU)$  

$Alphabet(GOOG)$  

$Amazon.com(AMZN)$  

$Booz Allen Hamilton(BAH)$ 1 day 

$Prudential(PRU)$  Share on prudential  Good run before dividned