Aenon
Aenon
🍀🍀 Doing my best to invest all my income and cash for Financial independence.🍀🍀
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avatarAenon
04-09
$Intel(INTC)$   Sold some options to balance my portfolio. Held them thru thick and thin recently when it drops during the Iran war. This temp ceasefire maybe a good time to take some profit. Trimmed some — keep risk tight. Holding a core — thesis still intact. Hard to ignore what’s happening under the hood: • Google AI partnership • Terafab with Musk (Tesla / SpaceX) • +40% move recently → sentiment can flip fast Near term = weak tape. Long term = AI + foundry re-rating still in play. I’ll sell into strength if it comes. Still have some options left. Will wait and see.. Since market thinks it will flirt with $70 PS: do your own research and not financial advice
avatarAenon
04-09
$INTC 20261218 70.0 CALL$  Actively managing drawdown on my long-dated Intel exposure: $INTC Dec 2026 $70C Reduced some size to tighten risk as near-term price action weakens. That said, I continue to hold a core position..... the long-term thesis remains intact. Recent downside momentum has been persistent, but this is where discipline in sizing and execution matters more than conviction alone. If we see a reversal, I’ll look to scale out methodically into strength, rather than chase. The question now is whether Intel can reprice toward a forward AI/foundry narrative and ultimately challenge the $70 level over this cycle. PS: Not financial advice. Independent thinking required. Do your own research
avatarAenon
04-07
$Intel(INTC)$  $Tesla Motors(TSLA)$   Excellent piece of news on collaboration. Much overdue. Some delay appreciation for Intel due to the Iran war. More collaborations, more solid co-ownership. And this can only means versions of Tesla - Intel collaboration versions of chips. Since the turnaround. It's a year. Let's see some solid bottom line improvements from Intel. coz it's an OG stock acting like a startup coz people wrote it off. Imagine what a 30x PE on some good margins will do to this stock.  🙏🙏🙏🍀🍀🍀 PS: not financial advice and do your own research 
Intel Stock Gains 5% After Joining Terafab Chip Project
avatarAenon
04-07
Excellent collaboration news
Intel Stock Gains 5% After Joining Terafab Chip Project
avatarAenon
03-14
For practicality and daily use. Probs the gold brick for tissue. And the can opener. The rest needs to bring around and tends to be heavy. The tumbler……. Too many tumblers going around and a lot of people have tumblers and never use them mostly. Dunno about others :)
avatarAenon
03-10
$eToro Group Ltd.(ETOR)$   Is eToro Losing the Confidence of Active Traders? I recently revisited eToro after having a frustrating experience back in 2020. Unfortunately, six years later, the experience felt surprisingly similar. During a fast-moving oil trade: • A market close order remained pending for about 10 minutes • This prevented me from managing risk or re-entering the trade • The spread was roughly ~$3 wider than what I see on other platforms The financial loss was small (~$100), but the loss of opportunity and confidence is much bigger. It made me reflect on something deeper: Is this just a personal experience, or does the platform itself have structural friction compared with other brokers? ⸻ Platfo
avatarAenon
02-12
SpaceX and xAI without a doubt. Both Anthropic or Open Ai, have no revenue and business model. Google will likely grab their cake and eat it. And coming from a ChatGPT user like myself. ChatGPT is like Netscape when we know it. But in the end, we have Internet explorer and chrome. And we never heard anymore about Netscape, not Yahoo. But it’s Google and Chrome. It’s always about who survives with economics first. Unless they have unlimited cash to burn. But that still might not guarantee as users will vote. And SpaceX have a combo of things. And you have the Elon Musk ecosystem. So… it’s SpaceX if I all in. Do your own research and Not financial advice.
avatarAenon
02-03
$INTC 20261218 70.0 CALL$  Sold another one as it's the only stock that bounced and helped to balance my portfolio that has been brought down by crypto related stocks.  Would hold if it for balancing risk.  Grateful for this 🙏
avatarAenon
01-24
Thank you for the feature 🙏😎🍀
avatarAenon
01-21
$INTC 20261218 70.0 CALL$  Scaling and taking profits :) as it goes up since it hit new high.  Grateful 🙏🍀
avatarAenon
01-15
$Intel(INTC)$   Saw an article and it plays right into Intel situation and playbook.  Catalyst: Recent news highlights that TSMC is hitting capacity limits for Nvidia and other major AI chipmakers — meaning supply bottlenecks. That constraint is reshaping the AI chip supply chain, creating space for alternative foundries. Intel’s Foundry Services could benefit as customers seek available, reliable capacity versus waiting on TSMC backlogs — calling it a potential “golden ticket” for Intel’s foundry comeback. 📊 Short Technical Analysis (Daily/Weekly View) Trend: • Price has broken past recent consolidation, holding above key horizontal support near prior congestion zones (mid-term pivot). • Stronger higher l
avatarAenon
01-13
$INTC 20261218 70.0 CALL$  Been a while since I post. This probs make up for the mistakes I made on the baba options and baidu options.... when I didn't sell early enough. Coz baba and baidu took a while to materialize than expected. So broke even on them overall.  Now with Intel.... Got some left to let the bullets fly abit. .... see how far it can go. 🚀  This is only the beginning. But once it reaches will likely wing it. This is like a corporation behaving like startup. And imagine if PE is 30. And post some good profits.  Praise the Lord. Amen 🙏 This is not AI post... 🍀😎 *Not financial advice. Do you own research .
avatarAenon
2025-10-30
$Alphabet(GOOG)$   Long term still bullish. But does lose some search to ChatGPT though. But may retain higher value searches. And general knowledge leave it to ChatGPT. Sell them ads perhaps?  🧐 My view: Value-investing conclusion If I step into the “value investor” mindset: • I like the business: very strong fundamentals, excellent margins, dominant positions (search + ads), growing newer engines (cloud + AI). • The premium is real: you are paying for future growth and dominance, not just the current business. • Because of the elevated valuation (especially on a sales or FCF basis) and the heavy spending/investment, the margin for error is smaller. Execution missteps, regulatory shock, macro downturn cou
avatarAenon
2025-10-16
$STANCHART(02888)$  Standard chartered, saw the news it's partnering with OKX and it's on top of their partnership with Coinbase. DCA up since they buying their own shares actively too. For the long term. PS: not financial advice. Do your own research.  🙏😊🍀
avatarAenon
2025-10-14
$Coinbase Global, Inc.(COIN)$   long term bullish.  While they might be expensive in fees but they are the most stable option. And the first crypto exchange. Without them I wouldn't Have got into crypto.
avatarAenon
2025-10-01
$INTC 20261218 70.0 CALL$ $Intel(INTC)$   🧩 Intel Deep Dive: Fundamentals, Chart, and the Trump Semiconductor Factor Been camping on Intel for a while. ;) finally pays off 💪💪💪 As the U.S. pursues a radical new 1:1 semiconductor production rule, Intel emerges as one of the few chipmakers already anchored in American soil. But subsidies and policy are only half the story. The execution and technology leadership will decide whether it becomes the tech hero or the next cautionary tale.” “With the government now owning ~10% of Intel, political pressure and spotlight are inevitable. Don’t count on this being a quiet campaign but let’s be clear: losin
avatarAenon
2025-08-29
$Alibaba(BABA)$   Alibaba: Earnings, Value Outlook & Technical Insights 💼📈🔍 On to Alibaba for quite a bit as good long and diversification with $75usd. Now it's relative fair value and hope it goes higher. Coz still have options to sell. Let's see. Hope the New AI Chip is gonna be a big mega star.  China market Wise, Alicloud is the preferred one. So long term is an advantage. And Alipay still a leader and probably a southeast Asian Leader too,... and growing to more markets  For Now... here we go 1. Earnings Recap: Cloud Shines Despite Retail Headwinds • Mixed results: In the quarter ending June 2025, Alibaba’s total revenue was ¥247.65 billion (~US$34.6 billion)—slightly below estimates of ¥252.
avatarAenon
2025-08-20
$XIAOMI-W(01810)$   📈 Xiaomi (01810.HK / XIACY) — 2025 Outlook 🔍 Technicals Xiaomi has been in a solid uptrend this year, trading near HK$52–53 after rallying on Q2 earnings. • Resistance: HK$56–61 (previous top) 🚧 • Support: HK$49–50, then HK$45 🛡️ • Momentum: Break above HK$56 could re-test highs, while slip under HK$49 risks pullback. 👉 Chart shows bulls in control, but profit-taking likely near resistance. ⸻ 💰 Fundamentals Q2 results beat expectations: • Revenue: RMB116B (+31% YoY) 📊 • Adj. Net Profit: RMB10.8–11.9B (+75% YoY) 🚀 • Smartphones: RMB45.5B (-2% YoY) 📱 — pressure from ASP declines. • IoT & Lifestyle: RMB38.7B (+45% YoY) 🏠 — strong demand for appliances & wearables. • EVs: RMB20.6B (~3×
avatarAenon
2025-08-01
$Coinbase Global, Inc.(COIN)$   My HODL : Not financial advice and Trend: Strong bullish momentum with healthy pullbacks. Base L2 and ETF tailwinds support continuation if crypto sentiment holds. Drivers: • High trading volume during BTC ETF hype • USDC float income + partnership with Circle • Growth of Coinbase Custody + Base L2 Intrinsic Value View (DCF-style): If Coinbase sustains $4B in revenue with ~20% net margins and 20% YoY growth, fair value range = $220–280/share depending on discount rate. Currently fairly valued to slightly overvalued. Conclusion: Coinbase is no longer just a trading platform. It’s becoming Web3’s infrastructure backbone, with scalable revenue beyond fees. If you believe in the futu
avatarAenon
2025-08-01
$Figma(FIG)$  🚀 IPO Overview • Figma priced its debut at US $33/share on July 30, 2025, offering a total of ~36.94 million shares, raising around US $1.2 billion.  • It began trading under the ticker FIG on the NYSE on July 31,  • In its first trading session, shares surged over 200–250%, reaching above US $115–$117, driven by high demand and repricing of valuation, giving a market cap > US $57–68 billion at close. Fundamental & Prospectus Highlights • Revenue: US $749 million in FY 2024, up ~48% YoY; Q1 2025 revenue of US $228 million, +46% YoY. • Profitability: Net loss in 2024 of US $732 million (mostly from stock-based comp) turning to a net income of US $44.9 million in Q1 2025. • Margins: Very strong, with gross margin ~

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