To The Moon

$SUPER MICRO COMPUTER INC(SMCI)$  👇🏻 $SMCI Nice retest of the broken trendline. Looking extremely good. Nothing bearish about it unless 825 is broken lower. Will chips continue to fall next week? I think more good news will come out of the industry and we will see prices rebound 

$Mapletree Log Tr(M44U.SI)$   Mapletree Log Tr - I think boat is back! Trading at 1.30 yield is a whopping 6.82 percent which is a very good yield level to consider! NAV 1.37, Gearing below 40 percent. Pls dyodd. Mapletree Log Tr - 4th quarter results is out! Gross Revenue is up 1.2 percent to 181m, NPI is up 0.6 percent to 155m, DPU is down 2.5 percent to 2.211 cents marginally due to enlarged no of unit base, rental reversion increased 2.9 percent, gearing 38.9 percent which is quite healthy! I think the results is quite resilient! Pls dyodd. Occupancy rate 96%. XD 2.211 cents on 7th May Pay date 26th June. Fixed loan rate of 84%. Do take note.  https://sporeshare.blogspot.com/2024/06/mapletree-log-tr-i-think-boat-is-back.html

News and my thoughts from the last week (24Jun24) From X user Jason Goepfert: Jensen Huang just sold another $31 million of $NVDA. That brings his total sales this week to over $90 million. It’s his largest cluster of sales in 19 years. Huawei Technologies expects HarmonyOS to break the dominance of Western mobile operating systems in mainland China after its next version ends support for Android apps. - SCMP Vincent Clerc believes shareholders and analysts will soon see the clear benefits of AP Moller-Maersk’s shift towards becoming a fully integrated logistics provider. - G Captain Between 2022 and 2026, global data centers' total electricity consumption will double, reaching more than 1,000 terawatt hours in 2026 - roughly equivalent to the entire annual consumption of Japan. - Nikkei v

My Investing Muse (24Jun24) Layoffs & Closure news Fisker officially files for Chapter 11 bankruptcy, lists estimated assets between $500 million - $1 billion, and estimated liabilities between $1 billion -$10 billion, per Reuters. Weeks after cutting 13% of its workforce, imaging company Satellogic announced it is laying off an additional 70 employees and slowing deployment of new satellites. Meta forms new Wearables group and lays off some employees. - The Verge Chegg's closure of the Israel office comes as part of the company’s restructuring plan, which will result in the departure of 441 employees, or 23% of Chegg's global workforce. Dermtech has filed for Chapter 11 bankruptcy protection and laid off 20% of its staff to support its push to find a buyer for its cancer test technolo

$SPDR S&P 500 ETF Trust(SPY)$  $Invesco QQQ(QQQ)$   Tech stocks brought in $8B+ last week... I think this has to do with JP Morgan, BofA, Goldman Sachs, and Evercore ISI turning bullish and raising $SPY targets to $5600-$6000. Majority of the S&P gains this year came from large cap tech, and if earnings are not slowing down, it's just hard for funds to not have more exposure to them. If Q2 earnings continue to do well, these stocks may not burst out to the upside, but they will not be sold off aggressively, requiring some level of exposure. Rates coming down will be another tailwind to only help tech stocks continue to gain mom

Overview: The clash between Huawei and Apple $Apple(AAPL)$  is intensifying, particularly in the Chinese market where Huawei is gaining ground rapidly. Huawei's impressive advancements, including the growth of its HarmonyOS ecosystem and the resurgence in smartphone sales, are shaking up the market dynamics. At the same time, questions arise about the sustainability of Apple’s stock price, especially with its recent surge driven by AI developments.  Market Overview: Rising Tensions and Tech Titans Huawei's Market Surge: Huawei Technologies Co. is rapidly closing in on 1 billion active users for its consumer devices, underscoring its strong presence in China despite U.S. sanctions. The company’s HarmonyOS ecosystem now boasts over 90

Small retail options trader - 2024 Started options trading this year. Saw good returns from NVDA calls initially. Some losses after the GTC with a failed calls prediction. Made good returns on Intel puts during Israel/Iran conflict. Also saw returns from AMC puts.  Had some pre meme-stock calls prior to its first large run this year with GME calls and AMC calls. Have reinvested those returns currently into GME leaps. Also had some short term calls on GME, AMC and FFIE for the predicted 6/21 price run but those failed with the share prices all ending sideways that week.  From now to the end of the year I'm committed to increasing my GME leap position with $60, $125 calls expiring in Jan 25. Also considering some smaller short term NVDA calls which I believe should pay good re

Overview: The U.S. banking sector, a cornerstone of the financial markets, recently faced scrutiny from regulatory bodies regarding the adequacy of their "Living-Wills" — contingency plans crucial for orderly resolution in case of failure. The Federal Reserve and the Federal Deposit Insurance Corporation (FDIC) identified deficiencies in the 2023 submissions from Citigroup $Citigroup(C)$  , JPMorgan Chase$JPMorgan Chase(JPM)$  , Goldman Sachs$Goldman Sachs(GS)$  , and Bank of America$Bank of America(BAC)$  . This rev