To The Moon

$Meta Platforms, Inc.(META)$  [Miser]  

$Meta Platforms, Inc.(META)$  [Miser]  

$BE 20261016 240.0 PUT$  [Miser]  

$BE 20261016 240.0 PUT$  [Miser]  

$Meta Platforms, Inc.(META)$  [Miser]  

$Microsoft(MSFT)$  [Miser]  

$BE 20261016 240.0 PUT$  [Miser]  

$Tesla Motors(TSLA)$  [Call]   🤖 The AI Investment Thesis: Why Tesla's Future is Beyond the Car ​My investment conviction in Tesla is fundamentally a bet on the triumph of its Artificial Intelligence (AI) strategy. The company is not an automaker with a tech division; it is an AI and robotics platform that leverages a car company for data and cash flow. My confidence in the future hinges on two multi-trillion-dollar assets: Full Self-Driving (FSD) and Optimus. ​Part 1: Full Self-Driving (FSD) – The Software Platform ​The FSD program is the lynchpin of the entire Tesla AI ecosystem. It is the engine that is generating the massive real-world data necessary to train the neural networks for all future auto

$Alibaba(BABA)$  BABA: A Value Bet on China? Alibaba (BABA) presents a classic value investing case: a high-quality business trading at a deep discount. The bull thesis is simple. BABA owns dominant e-commerce and cloud platforms in the world's second-largest economy, yet it trades at a bargain-bin valuation with a low P/E ratio and a fortress balance sheet full of cash. A sum-of-the-parts analysis suggests the market is valuing the whole company for less than its individual pieces. So, why the discount? The answer lies in significant risks: a lingering regulatory crackdown from the Chinese government, geopolitical tensions with the U.S., and a sluggish domestic economy. For value investors, the bet is that these tem

$Meta Platforms, Inc.(META)$  [Call]   The Lesson of Patience and Conviction In 2020, I invested in a company I believed in—my 4th-best-performing holding. Its fundamentals were strong, but when the storm hit in 2022, doubt crept in. The market turned bearish, sentiment soured, and even my own conviction wavered [Sigh]  I hesitated, missing the chance to dollar-cost average (DCA) when prices were low[Sigh]   Yet, time revealed the truth. The company's solid foundation carried it through the turbulence, rewarding those who held—or better yet, bought—when others feared [Serious]   The lesson? Fundamentals endure. Market sentiment is fickle, but a strong business weather