$BABA1 20251219 220.0 CALL$ $Alibaba(BABA)$  got some stocks too as my holding. For Apple to say they choose Alibaba over others does prove the ai model advantage of Alibaba over others. How much is that market and since Alibaba said it’s better than deep seek. I sold some options to cover my cost. But may hodl the rest and sell into ‘new high’ each week I think. Have 27 options left… as my strategy is simple. Just buy a right price when narrative is not favorable. Then sell when it’s in favor. 🙏

$Palantir Technologies Inc.(PLTR)$   With current market and over 100PE is a bit high. While I don't regret not selling earlier.  At this point in time. It's better to reposition for other holdings. I am good to take profit now and there is always time for future entries. Current market too unstable for anything over 100PE to sustain the pricing.  Till next..., #palantir #trade 

$Tesla Motors(TSLA)$   Elon Musk signals he wants 20% shares of Tesla for him to be motivated enough to drive it. Current trend of things expected and expectable of Tesla. Shares will not likely perform well per share wise according to market sentiments.  But when it's low enough, Elon will buy. The Twitter or X thing is a slight change in his plans. But in long run will add to both value. Even Warren and Charlie don't and no longer discount Elon away anymore by citing him as a not common example of a person with continual success in his entrepreneurial ventures. Berkshire also sold byd and think Tesla will become more formidable in the future. With most EV running as a loss and Tesla a profitable one.  I do believe Tesla will

$Grab Holdings(GRAB)$   Bought some Grab shares and since I saw them Making some regional progress and starts making profits. That's when and before they announce share buybacks.  My invested is a hodling stash. Let's see how it goes. 

$XIAOMI-W(01810)$   Xiaomi to the Moon! 🚀  I have been hodling Xiaomi in a small way since they announced they launching EV. Did not disappoint!!! DCA via some options and also convert the earnings into more shares. Regret selling the 600 shares. But can't be greedy. It's all probability. So here is my take .... they have a cost efficient and effective moat. They are like the ikea of White Goods or everything that is electronic. Let's see how far they are go. 🍀🍀🍀 Xiaomi’s Q1 2025 financial results showcase a remarkable 47.4% year-over-year revenue growth, totaling 111.3 billion yuan ($15.48 billion), surpassing analyst expectations of 107.6 billion yuan. The company’s adjusted net profit also saw a signifi

$Direxion Daily FTSE China Bull 3X Shares(YINN)$   Why I’m Still Holding My China Tech Stocks: BABA, Baidu, Trip.com & Tencent (WeChat) Last September, we saw a temporary spike in Chinese tech stocks—Alibaba (BABA), Baidu, Trip.com, and Tencent—driven by speculation around government stimulus. But valuations remain compelling: • Alibaba (BABA): PE ~9x, still priced like a value stock despite strong cloud and international growth. • Baidu: PE ~12x, with AI and autonomous driving as long-term catalysts. • Trip.com: PE ~17x, benefiting from the travel rebound and increasing outbound tourism. • Tencent (WeChat): PE ~15x (adjusted), with stable earnings and dominance in social, gaming, and fintech. The recent eco

$NVIDIA(NVDA)$   Short term bearish till both technical chart And fundamental changes. NVDA does looks a bit bearish. I bought $109 and sold $116 for a quick profit. Seems like the market is not sensing big things from them since the big leap in demand and tech. As competition comes in all angles… 1) China Chips 2) More GPU efficient Ai models 3) And possible market challenges such as High taxation and also regulatory restriction in selling. I am for now a bit bearish of it For now. In the realms of Ai, the whole ai thing. Everyone wants to profit from it. Either in credit as in the first mover Or invest in it. But I think the invest part in core infrastructure has passed for 2nd phase. Now comes how cheap it ca

$SUPER MICRO COMPUTER INC(SMCI)$   Do think this is way undervalue. I bought some and have some options in place. Believe the market makers or some call sellers are taking cover and trying to suppress the price down.  Like for like comparison it's good value compare to$NVIDIA(NVDA)$  but NVDA still have some correction to do as it fails to impress the market and address the Deep Seek thing properly. Deep Seek albeit still uses GPUs just more efficiently. But the orders are still coming in. Bear in mind this is still early days. And majority spending is still the big corps.  Once short selling stop, I hope the options I had works out well and way better t

$Starbucks(SBUX)$   Review of Starbucks Stocks One that I keep and will not sell in haste. Disclaimer is of coz I have 'longing' this at $70+ , capital restricts me to invest more.  Some review do states that same store sales has dropped. But for a coffee chain that provides for 13+ % market share in China they are positioning for strategic profits. Strategic profits I believe as a marketeer, brings the most in profitability as it’s not about the product alone, but the experience And better margins  A cup of coffee in Luckin is the same as from Cotti. You use the app to order and offers no differentiator. The differentiator is always the human. That's when I found McDonald's or Starbucks offers better

$STANCHART(02888)$ $STANDARD CHARTERED PLC(STAN.UK)$ Stable in my opinion but DYOR and not financial Advice.  Standard Chartered bank. One of my bank hodls Most bank was fair value or slightly over when I was evaluating them. Saw that Standard Chartered and is making good silent progress.  The digital bank they are in partnership with the local supermarket giant that own over 300 outlets in Singapore has been relatively successful with over 1 million clients.  Kudos and hope they do more.  Can't get its options but have some small stacks hodl. Cash limited if not will buy more as part of the portfolio  Till next time! Stay safe and manage your risk.  ☝️💪😎🍀

$XIAOMI-W(01810)$   📈 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×

$SUPER MICRO COMPUTER INC(SMCI)$   Why I’m Holding Super Micro Computer Inc. (SMCI) 1. Strategic Catalyst: $20B Deal with DataVolt The recently announced $20 billion partnership between Supermicro and DataVolt, a Saudi Arabia-based hyperscale data center company, is a game-changing catalyst. This deal positions Supermicro as a key player in the global AI infrastructure race, with accelerated deployments of ultra-dense GPU platforms in both the U.S. and Saudi Arabia. This partnership is not only about revenue—it’s about strategic alignment with sovereign digital transformation agendas, giving SMCI a first-mover advantage in hyperscale AI infrastructure, especially in Middle East megaprojects. Premarket reaction:

$NVIDIA(NVDA)$   Semi bullish and Semi bearish. Overall bullish as they will be the intel liek when they are in their Hay days,  Long long term will be Quantum and if they don't wanna fall behind they will invest in one. Or develop one. But that will reduce demand for their chip and also reduce value of their stocks. Not that responsible by Jensen and Zuck to dismiss Quantum. But if anyone can do it. It will be Google. It's the most underrated$Alphabet(GOOG)$   company as well. Not getting sued for monopoly for nothing. $NVIDIA(NVDA)$  is also monopoly in some way. But with the big BAN ongoing, am sure a lo

$XIAOMI-W(01810)$   Xiaomi: The Emerging Tech Giant with a Holistic Vision With a proven track record of cost-efficient management, aggressive market penetration, and now a bold entry into the electric vehicle (EV) space, Xiaomi is shaping up to be a formidable force in multiple industries. The company has successfully leveraged its strengths in consumer electronics and software integration to build a comprehensive ecosystem—one that rivals Apple’s closed-loop ecosystem but with a more accessible, cost-effective approach. A Rising Competitor in the Tech Landscape • Samsung vs. Xiaomi: While Samsung has led the Android space for years, Xiaomi has stepped in where Samsung has left gaps, particularly in delivering

$Figma(FIG)$  🚀 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 ~

With$Tencent Holding Ltd.(TCEHY)$  $TENCENT(00700)$   With Tencent integrating Deepseek in to WeiXin the impact will be huge.  Financially long term And long term effects of the people using Wei Xin pay will gain in accelerated learnings.  Just imagine the days when landlines and phone connectivity are restricted by infra and landlines. then we have mobile phones that jumpstart the economic accelerations of india and china and other large land countries with lesser infra built Just imagine the days when there are no internet and we go empower by Intenet and connectivity to the end now it's a necessity Just imagine the days where people have no acce

$INTC 20261218 70.0 CALL$ $Intel(INTC)$   🧩 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

$Coinbase Global, Inc.(COIN)$   $Circle Internet Corp.(CRCL)$  🚀 Bitcoin, Coinbase & Circle: A Multi-Lens QUICK Look at then in current context As digital assets continue to gain global traction, Bitcoin, Coinbase, and Circle have emerged as key pillars of the crypto-fintech ecosystem. Whether you’re an investor, builder, or curious observer, understanding these three from multiple lenses—fundamental,  🔍 Quick Look/  Analysis  • Bitcoin may not generate cash flows, but its scarcity and trustless nature offer asymmetric long-term optionality. • Coinbase acts as a toll booth for crypto’s growth, monetizing via both retail and institutional flows.

$iShares Bitcoin Trust(IBIT)$ $Coinbase Global, Inc.(COIN)$  $Franklin Bitcoin ETF(EZBC)$  [Miser]  With Crypto as National Priority The market will be riding on this. Bitcoin Is at fair value by most reports. Do be aware that the $250k is and maybe a longer term target, and once reach in the short term will face some take profits. So even at current levels it's good to practice diversification and DCA. Litecoin ETFs coming in too... super hyped about that. Let's see. How far it goes as do think it's the most undervalue one by far. $Grayscale Litecoin Trust (LTC)(LTCN)$  Note: Do your own resear