To The Moon

‌$JD-SW(09618)$  ‌Apart from the dismal EPS in Q4, falling earnings growth, strong revenue and low PE, what justifies the enthusiastic price performance today? I asked Deepseek this question "Based on news flow and analysts reports for 2025, when its JD's earnings likely to rebound in 2026?" and it quoted HSBC Global Research that "revenue and profit growth to have bottomed in the fourth quarter of 2025". Also there could be a "second half 2026 recovery". https://chat.deepseek.com/share/bfw8w0rct27bysskvq

$Sea Ltd(SE)$  EPS performance is actually not bad if we look at full year results but PE Ratio is too high in the current very volatile environment. Even for a gung-ho investor there are better alternatives to choose from. 

$NCI(01336)$ Held since 270 days. Besides dividends, been getting cash flow from selling covered calls. 

$NCL.HK 20260226 60.00 CALL$ Potential support here. This strike was too low anyway so looking to sell call with higher strike. 

$NCL.HK 20260129 60.00 CALL$ This is part of a covered call that is expiring next Friday. The underlying stock is doing very well and I am unhappy to part with it. Recent top is over $63 which means market definitely willing to pay for upset. There is FOMC next week and CME odds indicate 95% no rate change. With the US positioning to attack in the ME, I think holding this position to expiration is an "if-fy" decision but I have steeled myself to accept the outcome. 

$NCL.HK 20260129 57.50 CALL$ Rolled over to April.