Ah_Meng

    • Ah_MengAh_Meng
      ·05-04 05:35
      $OGN 20260618 7.5 CALL$ same old same old... sharing for coins... hopefully a new one for next week... 
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    • Ah_MengAh_Meng
      ·05-03 21:56
      $Elixir Energy Ltd(EXR.AU)$ Same old same old... I am not going to sugarcoat my trades. AI related trades are all the rages right now, with the on-going war, in the midst of a fragile ceasefire and a big US government debt (and counting) concerns, US markets are making their all time highs (ATHs) like nothing happens. More big techs are borrowing record amounts to throw after their AI obsession, and investors and speculators alike have no qualms in throwing hot money after them.  I am not sure about you. I am concerned if not worried. However, like many others who did not follow Warren Buffett "into the mountains", I still have plenty of chips in the market. In short, when the collapse comes (and it will, just when), I might be too slo
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    • Ah_MengAh_Meng
      ·05-02
      Excellent piece indeed! Tesla valuation has gone hardwired for the longest time now… retailers nowadays just blindly follow the cult leader Elon and when Elon says jump, they simply asked, “how high?” It’s a time of excess where real valuations are thrown out of the window. I readily admit Elon’s visions but he has an execution problem. Tesla, robots… materials, lots of them. Where better to do them but in China 🇨🇳? We can be ambitious, but supply chain issues are real. It can’t be forced simply with tariffs and magically turns on without sacrificing something. This something is cost effectiveness! Chinese players are now churning EVs like no tomorrow. Robots doing lots of advanced activities like running and breaking half-marathon records are examples of Chinese technology strengths. Rest

      Tesla: Already Living in Its Own Future Tense

      @orsiri
      A Valuation That Assumes the Ending I see Tesla in May 2026 as the market’s boldest intellectual gamble—a company priced not on what it earns, but on whether it can industrialise autonomy before reality reasserts itself. At roughly $381 per share and a market capitalisation near $1.4 trillion, Tesla is being valued less as a business and more as a thesis. The numbers themselves are almost mischievous. A trailing P/E above 340 and a forward multiple near 180 would be ambitious even for a pure software firm, let alone a company still generating the majority of its revenue from manufacturing. Yet Tesla sits here comfortably, as if gravity were more of a suggestion than a law. The tension is unmistakable. The financials describe a company still wearing steel-toe boots. The valuation assumes it
      Tesla: Already Living in Its Own Future Tense
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    • Ah_MengAh_Meng
      ·04-27
      $OGN 20260618 7.5 CALL$ finally... a winner... no prize guessing what happened to the company in question... no, I didn't buy it after the announcement of M&A. I don't do big follow-up trades... just pocket changes on companies I thought would do well long term. Alas, $Organon & Co(OGN)$  despite its female healthcare focus was not able to perform well over the years since going alone (spin-off from $Merck(MRK)$ ). The main reason is its huge amount of debts loaded on it by Merck prior to the spinoff. The company has also been silly not to lock in rates when interest rates were low, adopting a floating rate instead. Th
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    • Ah_MengAh_Meng
      ·04-26
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    • Ah_MengAh_Meng
      ·04-17
      $CRML 20260501 8.5 CALL$ 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 
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    • Ah_MengAh_Meng
      ·04-17
      $Elixir Energy Ltd(EXR.AU)$ I have been waiting for the end of the week to share this. Oil price has come down substantially over the week, have been wondering if the share price will correct or stand strong enough in the face of correction. It's still here so I share. I have not shared this counter before. It's something that I had held for a while. A wild card, if you must give the winner a name. I first become interested in EXR not for its Queensland oil and gas project. It was in fact exploring gas in 🇲🇳 Mongolia! Yes, next to 🇨🇳 China. I thought what a market that must be. I bought an interest, nothing happened in Mongolia and I simply left it. The next thing I know, the company got itself into Queensland, Australia 🇦🇺. In Taroom Trough...
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    • Ah_MengAh_Meng
      ·04-06
      $ECHOIQ LTD(EIQ.AU)$ simple sharing... I have waited for a couple of weeks to share this trade. It's something simple, really... EIQ has a simple product, EchoSolv HF. It is a AI based tool to detect heart failure. It's a tool for early stage heart failure detection and had submitted for FDA clearance.  The main happening was its collaboration with Mayo Clinic, which has a group of hospitals, that helps EIQ to collect and validate its software effectiveness on a great amount of collected ECG data. That's when I decided to commit a little to this company. AI tool was obviously in all over the news at that time, but I was only keen on applications. The share price took off recently with its FDA clearance alongside a revised Mayo Cl
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    • Ah_MengAh_Meng
      ·04-04
      $AML3D LTD(AL3.AU)$ The 🐯 system appears to be iPad unfriendly lately. It has been challenging to type in. I did a post last week but you will notice there's no input, except sharing my winnings image. It was not intended but I could type anything, so had just simply released without commentary.  It happens again but I have decided to abandon my last sharing in order to share the background of the images. I had flagged this 3D printing company a couple of times in the past. It was beaten down in the earlier part of the year, given no announcement from the company. I continue to believe in the management to deliver its promise. Given the changing defence landscapein both US and beyond, I believe now of all times, new defence leaders wou
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    • Ah_MengAh_Meng
      ·04-03
      $VG 20260402 12.5 CALL$ New lesson learnt... That's what happened when I have not enough reserve to see this out... As tomorrow is Good Friday, option expiration has been brought forward. I was raising cash during the session but it was still not in time... as 🐯 broker, according to contract agreement, could liquidate the option any time on the last option trading day (in this case brought forward by a day). I was simply queuing to sell another holding to raise cash earlier into trading, so it was not in time... Having said that, I must appreciate 🐯 broker did wait till the end of trading day to liquidate my option. It is simply my fault. The order I mentioned above to raise cash is still in the queue, meaning it has not been f
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