To The Moon

Sell Cash Secured Put: On April 15, 2024, I executed a trade involving the sale of Palantir put options. The put option was sold for USD50, representing an expectation that the stock would either hold its value or rise above the strike price during the term of the option. This strategic choice indicated a bullish view on Palantir's future performance. The decision to sell put options can be advantageous in a rising market, as it allows the seller to profit from the option premium and potentially acquire the stock at a discounted price if assigned. The premium collected upon sale (USD50) provided an immediate cash inflow, effectively creating a buffer against potential future losses. Closing Position: On May 8, 2024, I closed the position at USD5, which means the put option had significant

$Walt Disney(DIS)$ in FY24 Q2 The jump and plunge of nearly 10% after earnings shows a loosening of the long side, related to the quality of its chips.DIS's actively traded chips are a mix of less risk-averse investors who think of it as a "blue chip" and more risk-averse investors who think of it as a "growth stock," which has led to a lot of volatility in the post-earnings market in recent times.Stop treating Disney like a growth stock. Since Bob Iger's return, cost-cutting and efficiency, especially for the streaming division, has been very determined. So Disney's overall revenue has been in the low single digits for three straight quarters, withThe trend of decline in the limited network, which has the highest share, is unchanged;Park revenues

While some investors might view $Walt Disney(DIS)$  ’s recent earnings report as a sign of a resurgent company, I remain unconvinced. Beneath the surface of "streaming profitability" lies a narrative of a company struggling to adapt to a changing entertainment industry. Let's face it, Disney+ isn't for everyone. The content library, heavily tilted towards Marvel and Star Wars franchises, caters to a specific audience. Subscriber growth of a mere 6% reflects this limitation. This is particularly concerning when you consider that many Disney+ subscribers likely also subscribe to Netflix, further diminishing their long-term growth potential. To truly thrive in the competitive streaming wars, Disney needs a broader

$CME Bitcoin - main 2405(BTCmain)$ have been on the downward trend, and Bitcoin is just trading above the 60K level at time of writing. There have been growing divergence in performance between Bitcoin and Ethereum during the 2023-24 cycle thus far. We are seeing this divergence manifest as weaker price performance for Ethereum, this is due to the weaker market capital rotation trend, as we can see in the below charts, BTC and ETH are having a lower relative to past cycles and ATH breaks. Initial Sell-Off From Fourth Bitcoin Halving We saw the fourth bitcoin halving leading to a sell-off initially with BTC prices falling to $57k before recovering swiftly. This recorded the lowest pullback since the FTX saga lows. Ethereum saw similar price