$ASML Holding NV(ASML)$ Sold ASML to raise cash to buy Oracle and Adobe. With Trump coming into office and trade war in horizon, ASML is at risk of losing biz in China.
Replying to @MikiNg:thanks.... pls follow me for more trading ideas 💡//@MikiNg:Great article, would you like to share it?
@股勇者:$SUPER MICRO COMPUTER INC(SMCI)$ Opened a 1wk combo on SMCI anticipating it will stay in Nasdaq 100, and price should move to 43-45 range. If exclusion, anticipated the price will dive below 30. Willing to be assigned at 30.
$Oklo Inc.(OKLO)$ Been monitoring Oklo for few weeks and decided to start position at 18 range as the support level. Saving some bullets if it dips below 18.
$SUPER MICRO COMPUTER INC(SMCI)$ Opened a 1wk combo on SMCI anticipating it will stay in Nasdaq 100, and price should move to 43-45 range. If exclusion, anticipated the price will dive below 30. Willing to be assigned at 30.
$UNH CALENDAR 250221/241220 CALL 530.0/CALL 530.0$ Taking advantage of the current dip due to external factor (non-biz related) with a CS trade, expecting to gradually rolling up the short call for more premium and bigger headroom for potential upside
$Microsoft(MSFT)$ Decided to close MSFT combo trade with 100% profit. Market has been overextended especially MSFT GOOGLE and META. Let the market take a breather and Santa will show up AFTER Xmas ( ie Santa Rally will come after Xmas)
$Intel(INTC)$ Added another 100 shares of Intel at $20, with a total of 200 shares. Setting up a position awaiting for more catalysts ie new CEO and Trump chips policies Risk reward ratio at current price is acceptable
$Microsoft(MSFT)$ Decided to close 2 bullish combo trades with good profit of $3k as the price exceeded the short call. As traders are expecting a Santa Rally, I decided to take profit off table.
$U.S. Steel(X)$ UPDATE: Biden Plans To Block Nippon Steel Purchase Of US Steel, Bloomberg News Reports “U.S. President Joe Biden plans to formally block Nippon Steel's proposed takeover of U.S. Steel on national security grounds once the $15 billion deal is referred back to him later this month, Bloomberg News reported on Tuesday, citing people familiar with the matter. The U.S. national security panel reviewing the deal must refer its decision on the merger to Biden by Dec. 22 or 23, Bloomberg reported. Any referral to the president suggests at least one panel member sees the deal as risky, it added. Asked for comment on the report, the White House said on Tuesday there was no update on the deal between the two companies...”
$NVIDIA Corp(NVDA)$ I dun see how this China probing will lead to a catastrophic price correction. China is trying to advocate it's local tech to souce chips domestically but reality is much hasher than facts. I am waiting to add more at the support level and may be bullish options trades as well. To me,it's clear that any mini correction is a perfect buying opportunities. 200 by end of 2025.
$Meta Platforms, Inc.(META)$ closed CSP META with profit $627. The sudden surge is due to the possible banned of TikTok in US, in which will benefit Meta's Reels. My view is that, TikTok will survive this crusade. However, Elon and Zuckerberg will continue to lobby till TikTok is officially banned in US.