To The Moon

You couldn’t find a more different comparison. Choosing between rare earth minreals and AI Technology is like choosing between sky and earth. One is obviously merely digging up dirt and separating them for use, the other is based on the advanced Technology. They couldn’t be more different. However, in order to be able to manufacture AI chips and other semiconductors, rare minerals are necessities. The comparison doesn’t stop there, recently US administration has decided to lump both investments together. After investing vast amount of money into MP Materials, US administration is also going to do a big announcement today about its investment into AI technology research and energy that goes into supporting those data centres. Why both and why now? The urgency demonstrated by the US administ

I am incredibly excited about the recent surge in the market, especially with Trump officially announcing a massive seventy billion dollar investment in the artificial intelligence and energy sectors. The fact that OKLO $Oklo Inc.(OKLO)$  and SMR $NuScale Power(SMR)$   surged eleven percent yesterday due to this news has me brimming with optimism. This substantial investment signals a powerful push toward innovation, and I am confident it will drive power and energy stocks to remarkable long-term growth. I am equally thrilled by the continued rally in rare earth stocks, particularly with MP Materials

This battlefield brain isn’t your average chatbot—and that’s exactly why it intrigues me. There’s something oddly refreshing about BigBear.ai. While most AI stocks are busy chasing productivity tools and marketing buzzwords, this one is building software that helps soldiers move faster, intelligence analysts think clearer, and the military respond in real time. But before I let the sci-fi vision run away with me, let’s talk about the realities behind the stock—and whether it truly has the firepower to climb from $7 to $20. AI intelligence takes command—no boots, just brains Where growth meets geopolitics $BigBear.ai Holdings(BBAI)$ is pivoting sharply into defence and national security, embedding real-time AI into battlefield systems and operation

$Advanced Micro Devices(AMD)$ I’ve made an additional investment in AMD stock, driven by its rising position in the AI inference space. While Nvidia dominates GPU training, AMD is gaining traction where the future demand lies—in inference workloads. One of the largest AI model companies now uses AMD GPUs for a significant share of its daily inference tasks. Its strong data center performance, up 57% last quarter, and growing adoption by cloud giants show real momentum. With the recent pullback, I see a compelling entry point for long-term upside.

$UVXY 20250718 16.0 PUT$ UVXY在通道下方时，需警惕延续弱势。可做好两方面准备：一是跟踪通道下沿支撑，若破位且量能放大，可顺势关注空头机会；二是若在支撑位企稳并出现反弹信号，需警惕短期修复行情，避免过早追空。同时结合大盘情绪与波动率指标，控制仓位，灵活应对。

$TSLA 20250718 280.0 PUT$ Tesla依旧是我美股首选。它在电动汽车领域地位超然，创新技术不断突破，电池与自动驾驶技术领先。品牌影响力强大，全球市场份额持续攀升。尽管行业竞争渐趋激烈，但Tesla凭借强大研发实力和前瞻性布局，未来增长潜力巨大，无论是短期投资还是长期持有，都极具吸引力。

$Micron Technology(MU)$ Repurchase in small tranches at dip as I see greater potential in this counter.

$AMD VERTICAL 250815 PUT 120.0/PUT 125.0$ Tomorrow is CPI announcement. Since this trade is profitable, I have decided to close it to secure the profit, avoiding any risk of price reversal that may make this profitable trade to a losing one.

$ASML VERTICAL 250919 PUT 680.0/PUT 700.0$ I am taking the view that ASML is undervalue. Hence, I have decided to open this bull put spread with the short strike $700. In the daily chart, for ASML to drop to $700, it has to go through almost all the typical MA such as 20, 50, 100, 150, 200. I think it is a rare event if this happens.

$KWEB 20250725 35.0 CALL$ Opened this covered call strategy, which is also part of the wheel strategy. FYI, I have 100 shares at $35. If price stays below $35, I'll get to keep the premium. If price moves above $35, I'll get to keep the premium and I am also happy to release my capital at $35.

$WFC 20250718 80.0 PUT$ Earnings play. Not exactly low risk trade but looking to collect good premium with possibility of increasing exposure to financial sector

$CHINA CINDA(01359)$ 炒高回落，終於可以補返最後一手，我估計有機會再下試一些低位，不過全年估計會反覆上升，所以分散入返少少先

$NVO 20250725 65.0 PUT$ NVO: collect 0.75% premium from this cash secured puts with strike at $65.  Contract expires in 2 weeks on 25th July and it's the 3rd continuation trade I've setup on this counter.  After the break up between NVO and HIMs, both companies suffered a drop in stock price. While the partnership had collapsed, the market for weigh loss drugs are still competitive, in high demand and lucrative. Guess it's picking some potential value while the company navigates its next move. Usually they might partner with another player in the market for the same functions as HIMs and business as usual. Time will tell.

$BABA-W(09988)$ 今日表現好到咁，真係唔知講咩好。有貨快走[开心]  。先行減持500股先。因為揸得多。放咁d減一減磅都係好事黎既[胜利]  

$ALB.HK 20250828 85.00 PUT$ Took profit for BABA since its up 5% and since there is 45 days left in the trade with only 20% left in the premium

$MARA 20250801 18.0 PUT$ Sold this MARA put early of the trading session only for it to retrace and formed a long bearish tipping tail at its height.  This coincided with the pull back on BTC from its all time high as well.  Still slightly away from its strike of $18 so hope the price can hold. Else, will see if I want to roll or to take up the assignment and sell lower strike puts to average down.