To The Moon

$Nvidia (NVDA)$ASML pre-announced disappointing Q3 results, with orders down 50%, sending semiconductor stocks tumbling. However, ASML's CEO noted: "Other end markets will take longer to recover, while AI continues to show strong development and upside potential."Nvidia dropped 5%, which is fairly contained considering the recent run-up. The key upcoming catalyst is Taiwan Semi's earnings guidance on the 17th.In a surprise move ahead of earnings, the "Million Dollar Man" decided to roll his position higher, keeping the same December expiry but rolling the $110 calls ($NVDA 20241220 110.0 CALL$ ) up to the $125 strikes (

$PDD Holdings Inc(PDD)$ $Alibaba(BABA)$ $Baidu(BIDU)$ Stock prices do not go up in a straight line. Profit taking, weak holders bailing out are expected. China's PMI came in better than expected. The trend is your friend and it is up. Good opportunity to accumulate more. Patience and holding power are the keys. Have no fear. The best is yet to come. Don't believe all those craps about value traps for these gems![Happy][Happy][Happy]

$PDD Holdings Inc(PDD)$ $Alibaba(BABA)$ $Baidu(BIDU)$ Stock prices do not go up in a straight line. Profit taking, weak holders bailing out are expected. China's PMI came in better than expected. The trend is your friend and it is up. Good opportunity to accumulate more. Patience and holding power are the keys. Have no fear. The best is yet to come. Don't believe all those craps about value traps for these gems![Happy][Happy][Happy]

$Apple(AAPL)$ Let's look at AAPL, which is currently ~$227/share. If you bought 100 shares, you'd spent $22,700. If it runs up to $240 a share, you made $1300 in profit. Your max loss is also $22,700 for this trade.If you buy four Jan 2026 $195 strike calls, you'd have a smaller max loss of $20,200 and would make anywhere from ~$4300 to $1500 if it hit $240 a share in the next 200 days. Your payout at a $240 target starts getting worse than the shares after about 220 days, until the calls eventually expire worthless after Jan 16 2026.

In addition to support for the economy, the government is also focusing on capital markets. This week, a CNY 500bn swap facility was announced, giving brokers, funds, and insurance companies liquidity to buy stocks. With two more rounds of CNY 500bn mentioned as possible. A CNY 300bn special refinancing facility, with a 2.25% lending rate, will be introduced for share buybacks, and a stock market stabilization fund is also under consideration. $Alibaba(09988)$ $PDD Holdings Inc(PDD)$ $XPeng Inc.(XPEV)$ $BIDU-SW(09888)$ $TENCENT(00700

$Alibaba(BABA)$ I was buying like crazy anytime share prices fell under $70 but I also traded half my position away every time BABA got above $84.I wanted to keep some exposure to China, so almost all of my BABA gains were put into BYDDF $BYD Co., Ltd.(BYDDF)$ and TCOM $Trip.com Group Limited(TCOM)$ which ended up giving me better returns than having kept it in BABA.That was not due to any particular market timing, just that I was tired of the mostly sideways of BABA and had determined being long might not be as rewarding as my original thesis. I thought BYDDF was better long and TCOM was even more undervalued than BABA and had a better