To The Moon

$Alphabet(GOOG)$ been dollar cost averaging into Google since March. Buying every single day be it the market up or down. I don't give a damn. Yesterday Google tanked 11%. I just manually scooped it up on top of a daily dollar cost averaging. Till date, I still use Google products, be it Gmail, Google drive, gemini, search or YouTube. The moat of Google can't be disrupted plus right now, 50% of revenue came in from  other sources which tells us the company is diversifying out from search. 

$ONDS 20261218 6.0 PUT$ meandering whether to buy to close it or to roll it when the option reached closer to expiry. With that being said, the whole reason as to why I started to sell puts on ondas is I believe that data centers when it reached the s-phase of growth curve would need drones to act as security guards instead of humans since drones can operate 24/7 and 365 days

$SK hynix(SKHY)$ long term bullish. Every single robotics company will rely on hbm chips from the days to come as they need to remember on the actions to take as well as communications with humans. What more to better bet on a company that already took 50% market share of hbm. 

Wanted to get in at 185. Unfortunately it didn't hit that price.

$Tesla Motors(TSLA)$ bullish on this since 6 years ago. Once merger gets approved, tesla will be sold at a premium to spacex shareholders. Although this might take a while for the merger to gets approved and is a lengthy process but it is a certainty that it will happen

Expect all the hyperscalers to report increase in capex if not they are all going to rely on spacex for their colossus compute

$PLTR 20260821 200.0 CALL$ sharing

$Palantir Technologies Inc.(PLTR)$ sharing

$AMD 20270115 200.0 PUT$ profits taken 

$Palantir Technologies Inc.(PLTR)$ not giving up