990
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07-18
P&L (17 July 2026) Looking back to the digital shifts of the late 1900s—our modern era's continuation of the Industrial Revolution—humanity's computational footprint has expanded exponentially. Even on a day when the stock market experiences a sharp, headline-grabbing semiconductor rout and portfolios take a short-term P&L hit, the macro truth remains unchanged: the foundational demand for advanced chips will never fade as we progress. The architectural scale required to sustain the artificial intelligence boom is fundamentally hardcoded into the future of human civilization. Industry titans like $NVIDIA(NVDA)$ continue to command the massive GPU processing infrastructure that serves as the brain of global AI, while
TOPzookee: Been adding TSM and MRVL, still think the long arc wins. If this AI pullback pushes past that 23% median, I’m adding not hiding
938
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07-18
Nvidia at $203: AI Bargain or Are Expectations Still Too High?
Nvidia has pulled back to around $203 after trading above $206 during the session. For most companies, a drop would immediately raise questions about whether the business is weakening. With Nvidia, the question is different. The company is still producing enormous growth, dominating AI infrastructure and reporting numbers that most businesses could only dream of. The real question is whether even outstanding performance is enough when investors already expect near perfection. Nvidia’s latest quarterly revenue reached a record $81.6 billion, up 85% from a year earlier. Data Centre revenue climbed to $75.2 billion, an increase of 92%. The company also maintained a gross margin of roughly 75%, showing that its growth is still highly profitable. Those numbers suggest the AI investment boom is
371
529
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07-20
$WDC Could Be Setting Up for a Relief Rally ⚡
$Western Digital(WDC)$ Western Digital (WDC) Climbs +2.23%: Consolidation Above $466, Eyes on $492 Resistance 🚀 Latest Close (July 20, 2026): Closed at $477.22, up +2.23% (+$10.41). The stock held a wide range (high: $492.93 / low: $430.52), trading 21.5% below its 52-week high of $799.87. Core Market Drivers: WDC's resilience is notable amid a global tech and semiconductor sector sell-off, with the Philly Semiconductor Index entering a technical bear market. The company's strong profitability (ROE: 85.92%) and solid institutional backing are providing a buffer against broad market volatility. Technical Analysis: Volume was elevated at 11.78M shares (Volume Ratio: 1.77), confirming the day's positive price action. However, momentum indicators are m
440
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07-14
$SOXL 20260717 69.0 PUT$ 賣put69有0.12。緊係好價喇。比起我早段賣70時得0.11更好。今周我覺得會跌。但不至於會穿100元既。不然的話。美國佬好大獲[白眼] [白眼]
SOXL PUT
07-14 01:37
US20260717 69.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Sell Open | 0.12 3Lot(s) | -- Closed |
841
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07-16
$SKHY 20260717 100.0 PUT$ 琴晚。我決定攻打大力士。亦係我首次買賣有關它的資產。華哥話齋：揸AK都唔哂冷不如唔好賭。盤前都仲有165。賣put100洗乜驚呀[笑哭] [笑哭] [笑哭]
SKHY PUT
07-16 21:31
US20260717 100.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Sell Open | 0.07 5Lot(s) | -- Closed |
666
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07-16
$SOXL 20260821 20.0 PUT$ 琴晚一開市不久。我就再大手加注呢17張sp。我同我d朋友講。我無時間解釋。快d上車。睇得明就明。睇唔算咪算囉[惊讶] [惊讶]
SOXL PUT
07-16 21:38
US20260821 20.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Sell Open | 0.26 17Lot(s) | +30.77% Holding |
632
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07-17
$FI2 CSOP HSI(07500)$ 最近我都好少買港股，估唔到一買就賺的，竟然是反向，可以想像港股其實是比較弱的，最近ipo 不是破發，就是收縮，看來暑假也未必好，就看看九月有沒有轉機
07500
07-17 11:42
HKFI2 CSOP HSI
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Sell Close | 1.82 3,000 | +0.14% Closed |
TOPI added 07500 last week, and Hong Kong stocks were weak until September
697
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07-17
$CSOP HS TECH(03033)$ 見恒科指大跌。我分別以4.552先買一注。之後又再跌。我決定以4.516再加一注。如果下周回升。我應該都會放左先[捂脸] [捂脸] [喷血]
TOPInstead, I'll catch the drop first and attach the space first
1.73K
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07-17
$XE 20260821 22.5 CALL$ In anticipation of my soon to be assigned Sell Put. I will sell this anticipated covered call as part of the wheel strategy. That being said, XE will probably need a long time to recover [Cry]
XE CALL
07-17 21:39
US20260821 22.5
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Sell Open | 0.20 40Lot(s) | -50.00% Holding |
TOP22 got me adding again lol XE always takes forever till it doesn’t
5.31K
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07-17
$NFLX 20260724 84.0 CALL$ Take profit on the covered call with little remaining premium left after a huge drop post earnings. Guess will hold on to my Netflix stocks for a while longer.
NFLX CALL
07-17 23:45
US20260724 84.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Close | 0.03 1Lot(s) | +95.91% Closed |
TOPI’m with you — holding the shares feels cleaner than milking the call here lol
6.73K
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07-18
$MSFT 20260717 410.0 CALL$ MSFT: take profit with few hours remaining to expiring. To eliminate sudden reversal. Also to allow selling fresh call at later expiry date to continue collecting premiums while waiting for price to find its balance
4.68K
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07-18
$Corning(GLW)$ One stock I've continued to quietly accumulate is Corning ($GLW). While it's not usually the first name that comes up in AI discussions, I think it's becoming one of the overlooked beneficiaries of the AI infrastructure buildout. Every new AI data center requires faster networking, higher bandwidth, and more optical connectivity, and Corning's leadership in optical fiber and connectivity solutions puts it in a strong position to benefit from that long-term trend. Another reason I keep dollar-cost averaging is that Corning isn't dependent on a single business. Beyond optical communications, it has exposure to display glass, specialty materials, automotive glass, and life sciences. That diversification helps smooth earnings across
270
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07-18
$TDOC 20260717 10.0 CALL$ If AI advances the Technology of Medical Visit will back to COVID Environment. Weather climate changes, war and new evolution of unknown diseases...
TDOC CALL
07-18 13:34
US20260717 10.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Close | 0.00 1Lot(s) | +100.00% Closed |
21.63K
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07-19
$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ The recent sharp pullback in SOXL has finally prompted me to restart my dollar-cost averaging strategy. Could the ETF fall further? Absolutely. No one can confidently call the exact bottom. But after such a significant correction, I believe SOXL has entered the lower end of its historical trading range, where the risk-reward profile becomes much more attractive for long-term investors willing to be patient. My conviction remains unchanged because the fundamentals behind the AI infrastructure cycle have not disappeared. Demand for AI chips, high-bandwidth memory, advanced packaging, and hyperscale data center investments continues to grow. Companies like NVIDIA, TSMC, Broadcom, and other sem
SOXL
07-17 22:12
USDirexion Daily Semiconductors Bull 3x Shares
| Side | Price | Realized P&L |
|---|---|---|
| Buy Open | 135.00 | -15.40% Holding |
TOPWon't leveraged etfs like this not be good for long term holding in such volatile markets because of the decay? Very new to this, [Grin]
19.39K
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07-19
$Direxion Daily MU Bull 2X Shares(MUU)$ The recent selloff in MUU, the leveraged ETF tracking Micron, gave me the opportunity to open a new position. Could the weakness continue? Definitely. Leveraged ETFs are inherently volatile, and trying to catch the exact bottom is nearly impossible. But after such a sharp correction, I believe much of the short-term pessimism has already been reflected in the price, making the risk-reward increasingly attractive. What gives me confidence is that Micron's long-term fundamentals remain solid. The AI revolution continues to drive demand for high-bandwidth memory (HBM), DRAM, and NAND, while hyperscalers are still investing heavily in AI infrastructure. Memory pricing may experience short-term fluctuations,
MUU
07-17 22:32
USDirexion Daily MU Bull 2X Shares
| Side | Price | Realized P&L |
|---|---|---|
| Buy Open | 28.00 | -10.28% Holding |
TOPthanks for sharing
23.22K
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07-19
$ServiceNow(NOW)$ The recent correction in ServiceNow (NOW) has only strengthened my conviction, which is why I'm continuing to dollar-cost average into the stock. Could it drift lower in the short term? Of course. But after the latest pullback, I believe the market has become a little too pessimistic. For a company with ServiceNow's quality and long-term growth potential, this correction looks slightly overdone to me. My bullish view is centered on the long-term outlook for enterprise software. As businesses accelerate digital transformation and AI adoption, software platforms that improve productivity and automate workflows should remain critical spending priorities. ServiceNow has consistently expanded beyond IT service management into AI-p
TOPNice Sharing 😁 @DiAngel @Aqa @koolgal @JC888 @Barcode @Shernice軒嬣 2000
191
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07-19
$OKLO 20260717 40.0 PUT$ OKLO cash secured put strike at $40 support expired worthless. Support is defended this week and likely to hold in near term at least.
OKLO PUT
07-18 13:33
US20260717 40.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Close | 0.00 2Lot(s) | +100.00% Closed |
TOPI sold the $40 put last week too — no premium on this one hurts a bit, but $40 holding is still the win
1.07K
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07-17
Based on the scenario described, I think it is still too early to confidently call a bottom. Several factors suggest the correction may not be over. Reasons to be cautious: Valuation reset: Memory stocks had rallied dramatically on AI and HBM optimism. When expectations become stretched, even good long-term fundamentals cannot prevent sharp multiple compression. Negative sentiment: Downgrades and profit-taking often feed on themselves, especially in a highly cyclical sector like memory. Forced selling by leveraged investors can continue beyond what fundamentals justify. Macro uncertainty: If geopolitical tensions continue to pressure global risk appetite, cyclical semiconductor stocks are usually among the first to be sold. Memory cycles remain volatile: History shows DRAM and NAND stocks
TOPWho said we need to call the bottom? I cleared semis already, 20DMA first then I care
62.38K
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07-17
Apple (AAPL) Elliott Wave View: Final Leg of June 15 Impulse Rally Before Corrective Decline
Apple (AAPL) continues to extend its advance, breaking to new all‑time highs in a powerful impulsive structure. The short‑term cycle from the June 26, 2026 low remains in progress and is unfolding as a clear five‑wave rally. From that low, wave 1 ended at $288.37, followed by a corrective pullback in wave 2 that completed at $279.85. The stock then resumed higher in wave 3, reaching $315.93, before a modest retracement in wave 4 concluded at $306.95, as reflected in the thirty‑minute chart. Wave 5 is now in progress, developing with internal subdivision into another five waves. From the wave 4 low, wave ((i)) advanced to $323.45, while the subsequent pullback in wave ((ii)) ended at $311.91. The stock has since resumed higher within wave ((iii)), reinforcing the bullish sequence. As long a