Ah_Meng
04-17 22:35

$CRML 20260501 8.5 CALL$ I have not keep up with tech development since leaving the semiconductor world behind more than a decade ago. The money losing semiconductor company I worked in had since been taken over and part of the hottest AI setup! Who would have imagined decades ago that cheap storage devices and throat-cutting competition then would be money making mines nowadays! @Daily_Discussion @TigerStars @TigerClub @Tiger_comments @Shernice軒嬣 2000 

The old story is for another day for anyone keen. Long story short, I did not benefitted financially from the AI boom. At least not from an employment or investor perspective. 

When your time becomes limited, you probably look for something that slower moving. An industry that many analysts won't understand. That's what I did, about a decade back... I have the opportunity to look into some mining companies and have stayed on a bit. It's old school... but in the energy and storage hungry new world, the cyclical common commodity (that's why it's called commodities) could also become hot potato 🥔! Geopolitics of the current irrational and malfunctioning world has contributed unwanted attention to them... 

I still work in the tech space. In fact, AI, crypto, and even quantum computing should be part and parcel of my work, they have not really triggered any fireworks in my investment space. As I mentioned, with limited time, there's only so much knowledge i could follow. I decided to stick to the old... for now... 

Till next time! 

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Comments

  • Shernice軒嬣 2000
    04-17 23:28
    Shernice軒嬣 2000
    This is massive, sensei [Spurting]I’m coughing up blood.
    • Shernice軒嬣 2000ReplyAh_Meng: 
      Your approach is more stability-focused, whereas mine is moderately aggressive. I accept that this comes with both wins and losses. Take my Himax  position as an example, it fell to below  20 cents, I continued accumulating based on conviction. In the end, the market still went against me.
    • Shernice軒嬣 2000ReplyAh_Meng: 
      This development could act as a major catalyst for investor sentiment, drawing in significant capital flows to support the success of SpaceX. On that basis, I still view the broader market as being in an uptrend.
    • Shernice軒嬣 2000ReplyAh_Meng: 
      Market conditions remain volatile. SpaceX is reportedly expected to price its offering in the week of June 15. Regulatory adjustments appear to be paving the way, with expectations that it could eventually be included in the S&P 500.
    • Ah_MengReplyShernice軒嬣 2000: 
      [OMG] I may or may no longer vested? Especially for options when they expired… like I mentioned, I am still not sure May timeframe is safe because the strait blockade is always on and off… so this profit might just disappear come Monday.
      Frankly, I don’t mind your sharing because it doesn’t look like showing off. More of what is possible… there’s so many people in 🐯 trade, there’s no way we can satisfy everyone. If anyone is not comfortable, they could just ignore it. In the new connected world, everyone has the ability and rights to choose what they want to read. Nobody is responsible for their choices. Don’t be too hard on yourselves and keep your posting and sharing coming.
      Like I said, you shared your trades, if I am comfortable to ride along, I will. If I am not, like in HIMS case, I will just pass and wish you the best for that ride. No hard feelings, we are responsible for ourselves.
    • Ah_Meng: 
      I am no where close to your standards… mine is probably more luck 🍀 compared to your skills-induced luck. It’s probably a bet on the timing of descalation of the war… my May timing is still a lot more optimistic compared to your June idea… but I am learning… slowly
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