Vt3

$Merck(MRK.US)

$Moderna(MRNA.US)

$Marvell Tech(MRVL.US)

📌 My concise reflection

1️⃣ After I bought it, it went against, the position has been underwater, sitting about 2.5 times higher overall despite today’s rally to ~ USD237. (+9.8%)

2️⃣ I remained calm for this stock, no trimming nor adding through the swings, that discipline kept me in the game when it would have been easy to cut.

3️⃣ Today’s move 📈🆙 reminded me to be patience in my thesis. Have confidence will be fully rebounded. This lesson is that sitting through discomfort is a skill, not passivity.

🆒😎

$SK Hynix(SKHY.US)

$Marvell Tech(MRVL.US)

I tot today SK will be the rising ✨⭐️🌟💫

But was MRVL instead. think our 👨‍✈️☕️talk will be about MRVL what and why ⁉️🥱

Relax if you re not buying, not selling

Meaning holding, don’t need always stare at the screen. It is only 2 colours you will for sure see, no rainbow 🌈🤣🤣🤣

🔔Do ping me in case any stock runs 20% ⬇️😴💤

I worked day shift only.🌞👩‍💻

Those night 🦉pls do your job 🦉🌙

Fyi only - last time go clubbing 💃🎼🍹Can stretched till 6am, now 👀💻🖥️📲😬🥱😵

🚀

Your

Turn

To

Deliver

$SK Hynix(SKHY.US)

1️⃣ After buying 🆕SKHY, I rode its surge, then endured the sharp pullback.

2️⃣ I didn’t trim nor add nor sell during the downturn because conviction in AI driven fundamentals outweighed short term volatility.

3️⃣ I think differently — valuing disciplined risk management and staged exits.It marks my next learning curve: balancing belief with tactical protection for long term growth.⛳️

$SpaceX(SPCX.US)

1️⃣ July was indeed the big drawdown period which I was taken aback meaning unprepared for it.

2️⃣ After taken some time to think through and seek further clarity, I decided to trim it down despite the fact that I bought with conviction to keep it for long term. Due to the overall drawdown not just SPCX it shifted my decision. In fact I took it slow, into 3 rounds of trimming my holdings down, fortunately the 4 round something happened, the market sentiment just changed overnight and it shown me that it could be rebounded, so my 5 round did not go through it smoothly of course I put it up to sell at a rate already higher than my earlier rounds. 😇 Blessing in disguise and this given me some anxiety being 1st time, I never regret my actions cos only through the journey I was brave to trim them inadvertently taught me not all things are just one way street, at times we need to switch the path.

3️⃣ Moving on, I am already prepared for the drawdown and 💯 can tackled down more calmly and with a cool headed, Bottom line is clarity not lost in the mid way not knowing which path to take. I will of course still not finished with SPCX. 💯 I will want to come back for more for my thesis to prove me right.

⛳️ USD600 long haul cosmic game in bear market I am also ready for it 🐂 vs 🧸 cos this is an👽🦖🚀

$AMD(AMD.US)

📌 AMD’s Q2 2026 trade recap shows record revenue of USD11.5B, driven by Data Center GPU demand. Over the next two months, momentum should persist, but margin compression and valuation risks require disciplined hedging.

AMD’s latest investment after Nividia,holding about 3.3 M shares, valued ~ USD565 M. This came via conversion of its earlier xAI investment, not fresh buying. However, it signals confidence in space-linked AI infrastructure, diversifying beyond semiconductors. This move strengthens cross sectors ties, with both firms effectively rubbing each other’s backs to balance risk and growth!

Good night 💤🥱

Happy Trading and good luck to all, I wake up then see my result 😅

Have habit wake up around 3am 🤣🤣🤣

Int$Intel(INTC.US)

📌 Recent USD20B equity raise lifted shares 3.3% to USD100.95 after a long dipped, funding foundry expansion. CEO Tan said New Intel will do even better today at X. Over the next two months, AI driven demand may support momentum, but dilution and execution risks loom. Deploy risks to scale positions, set stop loss near USD95.🇺🇸