Jason_LSE
Jason_LSE
Consultant, Engineer--Investor, Educator
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$INTC 20260508 70.0 PUT$ Intel ran too fast & furious. Nevertheless I got a small tiny bite. Now switching my attention to it's Singapore proxy AEM (ticker AWX at SGX).  I attended it's recent AGM and spoke with their senior management. I am impressed with their recent strategic  partnership with ASE- Taiwan. The deal is structured in two stages to align interests — AEM gets SGD12 million upfront, and ASE only gets more shares (at recent prices) if the partnership generates targeted revenues for AEM. Next , to receive another SDG117 Millions, with new business target met. This potentially helps AEM move beyond a few big customers into the wider OSAT ecosystem, which serves many chip compa
$INTC 20260508 70.0 PUT$ Aiya, should have double down even more with Intel Lip Bu Tan. An outstanding NTU's alumni👨‍🎓and inspiration to my students & SG Education 👏 
I think AEM Holdings Ltd still has uptrending potential. I attended AEM recent AGM and spoke with their top management. Here is why ? AEM offers application-specific intelligent system test and handling solutions for semiconductor and electronics companies serving the 5G and artificial intelligence (AI) markets. The group has five manufacturing plants located in Singapore, Malaysia, China, France and Finland. AEM just announced a stellar set of earnings for the first half of 2020. Revenue jumped by 81.7 per cent year on year to hit $273.7 million. Net profit more than doubled from $22.3 million a year ago to $55.3 million. All divisions recorded growth in sales, and demand for the group’s semiconductor test solutions continues to be robust. Although the pandemic has disrupted global s
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I recommend the Zero to One . Here is why :-- Real innovation means creating a completely new thing that hasn't been seen before. Ten key concepts: 1. Start from scratch 2. Become a monopoly 3. The appeal of competition 4. The last-mover advantage 5. Success is not a lottery 6. The power law 7. The role of secrets 8. Culture and sales 9. Man and computers 10. The founder’s paradox Thiel's track record with Palantir Peter Thiel co-founded Palantir with Stephen Cohen, Joe Lonsdale, Alex Karp, and Nathan Gettings in 2003. Thiel invested approximately $30 million (from his own pockets and his Founders Capital venture capital fund) in the company. Before Palantir went public via a direct listing in 2020, Thiel owned 7%-10% of its private shares. He sold millions of shares after Palantir's marke
$Palantir Technologies Inc.(PLTR)$ My favourite stock is getting interesting.  I am monitoring closely as it dip . Just to share some updates on PLTR. As of April 11, 2026, Palantir Technologies Inc. (PLTR) is experiencing significant stock volatility, marked by a sharp, multi-day sell-off driven by increasing competition fears, partially offset by a public endorsement from President Trump. Stock Pressure: PLTR shares saw a steep decline, falling nearly 17% over three days following increased competition fears and criticism from "Big Short" investor Michael Burry. Trump Support: On April 10, 2026, Donald Trump expressed approval of Pa
$RCAT 20260410 14.0 CALL$ Sharing RCAT April'2026 update. 🙂 As of April 2026, Red Cat Holdings (RCAT) has experienced significant updates regarding production scaling, corporate partnerships, and defense contracts. Key Updates (April 2026): Production Expansion: Red Cat expanded its facility footprint from 36,000 to 254,000 square feet to meet high demand for its defense drones. Its Salt Lake facility is producing 50 "Black Widow" drones daily, while the FlightWave facility produces 125 "Edge 130" drones monthly. NATO Selection: A NATO ally selected the Black Widow small unmanned aircraft system (sUAS) for its fleet through a competitive tender. Maritime Division Growth: Red Cat's "Blue Ops" division partnered with HADDY to e
$Hims & Hers Health Inc.(HIMS)$ Still have faith & conviction in Hims , my views as follows:-- Recent developments for Hims & Hers Health, Inc. (HIMS) in early 2026 are focused on a strategic pivot toward branded GLP-1 weight loss treatments, expansion into complex care, and international growth. Here are the key, recent developments: Partnership with Novo Nordisk (March 2026): Hims & Hers announced a collaboration with Novo Nordisk to sell branded GLP-1 medications—
$RCAT 20260327 17.0 CALL$ nibbling while waiting for bigger meals. Allow me to share :-- (NASDAQ: RCAT) has recently focused on expanding its all-domain drone and robotic solutions for defense,, with major developments in AI, swarming technology, and international partnerships as of March 2026. Key developments include: Acquisition of Apium Swarm Robotics: In March 2026, Red Cat acquired Apium, a developer of distributed control systems for autonomous swarming drones and uncrewed surface vessels (USVs). Apium will operate independently while integrating its swarming software across Red Cat's "Family of Systems" to improve performance in GPS- and communication-denied environments. Strategic Partnership with Ukraine: Red Cat si
$RCAT 20260327 17.0 CALL$ More collaboration with PLTR are in line with more exciting revelations.
$Red Cat Holdings Inc.(RCAT)$ It is exhibiting fluctuation within a range for a while. To me it's an opportunity to learn and test the Wheel Strategies with limited exposure base on the risks & rewards. Let's share & support to benefit each other .[Smile]   
$BMNR 20260320 25.0 CALL$ Recent positive progress of the Clarity Act. My friends just got proached  by JB Morgan Chase from Visa & Master for their expansion into Web3 payment division. The big banks are aggressively preparing for their stable coin strategies. Eth is the popular choice and Bmnr is the King maker. Let's keep each other in the loop.🫅[Call]   Rosalia MazzaMonday, March 23rd 2026 04:39 PM CLARITY Act Update: Crypto and Bank Reps Head to Capitol Hill to Review Stablecoin Deal as Details Remain Under Wraps Crypto industry leaders are meeting with the Senate Banking Committee today, with bank repres
$Swarmer, Inc.(SWMR)$ I am monitoring closely,  and standing-by to DCA whenever it dip. Swarm drone technology is actively being used in Middle East conflicts as of 2025-2026, marking a significant shift toward low-cost, AI-driven, and autonomous warfare. The explosive stock IPO run—highlighted by companies like Swarmer (SWMR) surging over 500%—is driven by intense, war-tested demand, a shift in military strategy towards "system-centric" warfare, and the urgent need to overwhelm traditional defenses at a low cost. Important lesson learnt for SAF  🇸🇬 total defense strategy. Swarm Drone Use in Middle East Wars (2025–2026). Active De
$Red Cat Holdings Inc.(RCAT)$ Learning and testing mkt sentiments , bits by bits. [Tongue]   Key selling points :-- Blue UAS Certified & NDAA Compliant: Red Cat drones, such as the Teal 2, are on the "Blue UAS" cleared list, meaning they are approved by the U.S. Department of Defense (DoD) for government and military use. They are manufactured in the U.S. with U.S. parts, making them a secure alternative to foreign-made drones. Contested Environment Capability: The "Black Widow" drone is designed to operate in areas where GPS and radio signals are jammed, leveraging Doodle Labs radios with frequency-hopping and anti-jamming algorithms validated in real-world trials. "Sensor-to-Shooter" (S2S) Technology: Red Cat drones are desig
$RCAT 20260313 13.5 PUT$   Bullish. Red Cat Holdings (RCAT) is experiencing high momentum, trading near 52-week highs ($15-$18 range) ahead of its Q4/Full-Year 2025 earnings release on March 18, 2026. The company is heavily focused on defense drone contracts, including the U.S. Army SRR program, and is expanding into maritime surveillance via its Blue Ops division. Key Recent Updates: Earnings & Growth: RCAT is in a pivotal growth phase, with reports suggesting potential for significant revenue expansion in 2025/2026, targeting opportunities within a growing U.S. defense budget. Operational Wins: Red Cat's Teal system was selected for the U.S. Army's Short-Range Reconnaissance (SRR) program of record. Expansion: The co
I vote for the "Futuristic & Transparent" Tiger Cooling Fan.  Whenever in use,  it shall reminds us of :-- The Global climate change relating to AI, Data centre, Energy & Defence stocks. Let our investment picks base on "Futuristic" , impacful and "Transparent" companies with misson & visions for the betterment of humanity. 🙏
$Red Cat Holdings Inc.(RCAT)$ Red Cat Holdings (NasdaqCM:RCAT) has entered an alliance with Allen Control Systems under the Futures Initiative to integrate AI-powered counter-drone and autonomous weapon solutions. The collaboration extends Red Cat technology beyond aerial drones into both air and maritime defense domains. The move positions Red Cat as a broader multi-domain defense technology provider, with potential relevance for government and allied contracts. Red Cat Holdings, trading at $15.36, is drawing attention as it shifts from a pure drone focus toward a wider autonomous defense role. The company has seen a 31.8% return over the past week and 21.6% over the past month, with a 67.7% return year to date. Over the past year, the stock has
$RCAT 20260306 17.0 CALL$ Nibbling bits-by-bits to test the market sentiments. 🙂
$Palantir Technologies Inc.(PLTR)$  Palantir Technologies (PLTR) is currently facing significant operational and strategic issues related to its partnership with AI startup Anthropic, primarily stemming from a U.S. government crackdown on Anthropic's defense usage. Key Issues for Palantir: Government-Mandated Replacement: Following the U.S. government's designation of Anthropic as a "supply chain risk," Palantir is forced to remove Anthropic's Claude AI from its Maven Smart Systems, a key military software platform. Operational Disruption: The removal process requires retooling Palantir's platform, which is expected to cause short-term operational issues, although it has a six-month phase-out period. High-Stakes Contract Risk: Anthropic's tec
$Palantir Technologies Inc.(PLTR)$  My "Bearish" views of PLTR for 1st Qtr'2026. It is still a very good company that I benefited much from it. Thus I am standing-by to excute a few "Cash Secure Puts" if it dip .  My opinion on why Peter Thiel & Alex Karp sold their pltr shares?  Based on recent financial filings and market analysis through early 2026, Peter Thiel, a co-founder and major stakeholder in Palantir Technologies (PLTR), has engaged in significant, automated selling of his shares. While such sales are often part of pre-planned, non-emotional trading strategies (10b5-1 plans) aimed at portfolio diversification, the sheer volume and timing of these divestments—particularly after
$Red Cat Holdings Inc.(RCAT)$ Will accumulate again when it dip.  Defense stocks have been treated as a geopolitical barometer. When tensions rise and military conflict breaks out, shares climb. When headlines cool, the trade fades. It's a narrative built around procurement cycles and crisis-driven spending. The attack on Iran on Saturday by the U.S. and Israel should repeat this pattern for defense stocks in coming days. "Defense spending was already set to surge in 2026 and a protracted war with Iran will make the spending more urgent and less controversial," Stifel analyst Jonathan Siegmann said in a Monday note to clients. Options related to defense stocks and oil sectors showed high volume on Monday.  U.S. President Donald Trump on

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