To The Moon

I have nothing earth shaking to share. I have a friend who almost always pick the right stock and walked away with some handsome profits. When i asked him how he did it, he told me, he don't know how to read the charts, he don't understand technical indicators, he don't know what those valuation means. All he knows or do is, he will look at a few companies that he knows or uses their services, and looks at the stock prices everyday. When done over and over again, he became very sensitive to the price movement. He somehow develop a sense of what he feels is undervalue or overvalue. Nothing fancy. Some of his picks include the bellweather of the mag 7 such as google, microsoft, amazon and meta. In his standards, he feels they are 'quite' cheap now but still has rooms to go down further for m

$Alphabet(GOOGL)$  sold a cash put at 150 strike with expiry in 10 days. Collect some premium since i think 150 presents a key support. Fundamentally still sound, mkt just has too much fear at the moment. Even if assigned, sell covered calls with 3 to 6 months expiry and should be able to get some decent premium. As long as you have faith in their business model and holding it long term, you shall be rewarded with the patience. 

$GOOGL 20250307 170.0 PUT$ selling a covered put for some decent premium. nothing wrong with the fundamental of the company. If the price drops to 170 per share, it is a great buy and i am more than happy to own the 100 shares. At pe of 22, it is the cheapest among the mag 7 companies. 

$PANW 20250214 170.0 PUT$ take the opportunity to sell a cash put option with decent premium. If earning dun turn out well, am prepared to hold the stocks for its potential growth, esp in the increased threats of cyber security. 

$NVIDIA(NVDA)$  short term bearish. Pre market trading below 130. If it closes below 130 today or nx few days, 115 is possible. Can look to buy at this level or sell a cash put at 115 with expiry between 2 to 4 weeks. Tesla is too hot now and trump effect has been priced in. I will stay sideline for Tesla. Nvidia is sure a potential play. Watching. 

$NVIDIA(NVDA)$  bearish in the neat the near term purely based on technical. Head and shoulder seems to be forming and if the trend does follow through, we may see a dip to abt 115 for support. I am keeping this stock in view and buy the dip if that happens. AI is still the way for now esp the investment of softbank from Jap injecting at least 100 billion in AI investment. My bearish sentiment is purely based on technical. 

$GOOGL 20250117 180.0 CALL$ rolled my covered calls for 2 more weeks to collect more premium since my profit is capped and my shares are likely going to be called away. Good way to milk some money. 

$Alphabet(GOOGL)$  Taken from Gemini. Quantum computing is a revolutionary technology that leverages the principles of quantum mechanics to perform computations in ways that classical computers cannot. It holds the potential to revolutionize various fields, from drug discovery to materials science and artificial intelligence. Key Concepts:  * Qubits: Quantum bits, the fundamental unit of quantum information, can exist in multiple states simultaneously, unlike classical bits that are either 0 or 1. This property, known as superposition, allows quantum computers to process information in parallel.  * Quantum Entanglement: This phenomenon allows qubits to become interconnected, regardless of distance, enabling complex calculations and

I have shared on my previous two post that Google was significantly undervalued and the law suits that were launched against them (bcos they were damn good with what they were doing) was just momentary distractions from the market to push down its price was just plot for big players to load up theor positions. If you have picked up some positions during the selldown 2 weeks ago, you are now sitting in a significant gain. I said i have gone all in and had not faltered. The share price will continue to climb base on both fundamental and technical aspects. The future for quantum computing is scary and can be a major incone source if Google can translate the technology to broad use. No change ti my attitude towards google. Maintain overweight!

$Alphabet(GOOGL)$  While google seems to lack its mag 7 peers in the recent days, it waits for value investors to see the true value of the company. Looking at it's growth and using the DCF analysis, google's fair value is assessed to be approximately 359.  This suggest its current price now is significantly undervalied. Patient investors will be handsomely rewarded. Near term may see some price resistance but given some time, its true value will emerge. I am fully in. Holding to a winner.