NVDA saved the day

 Stoks

• Closed at 191.16 after hours from last week of 199.52
• Looks like the 200 barrier is very hard to break although I won't probably touch it unless certain circumstances.
• Market went into a sell off prior to mid week but was saved by NVDA when it beat earnings as expected and stock rallied 15% for a 1.6T company.
• Other not so impressive AI also hopped on the hype train.
• Bought more MA on Tues after listening to Carlson last Fri but after some Capital One and Discover, stock fell almost 5%.
• Market starting selling down on Wed and I pussied out on MA taking a 200 USD loss.
• Decided to make holdings full with the exception of SMCI which went on a roller coaster ride.
• When it dumped on Tues, it flew back up 30% after NVDA earnings but not worth the gamble.
• After calculations, DCA for this week accounted for around 1.8K USD.
• Took some risks on Fri by selling 785 puts on NVDA, initially wanted to set at 790 but last minute look at the charts suggested lowest to be 788.
• Lucky enough to make 96 USD for options although net realized loss for the week was around 100 USD.
• Turns out div payouts was included in Tiger P/L so there might be some errors in the eoy reporting.

US P/L 271435.57

SG P/L 25702.11

1.3387 

Redeemed entire US MMF

110301.82 SGD

Some discrepancies with % 

More SGD in to MMF

Life

• Cny is officially over, went to fren's house for steamboat.
• Went against my rules by buying QP $1 for 12m and also gambling to lose $17, took it as treating them.
• Thank Tom for the aircon repairs although an installation wasn't in the original intention.
• Seems like aircon gas was overcharged resulting in compressor not working, initial report was faulty motherboard.
• Instead of changing the motherboard which may not necessarily solve the issue, an entire change would be more cost appropriate.
• Spent 1900 after 3.5yrs of Starmex, fingers crossed to last at least 4 years from now.
• One more week to returns of fund, let's hope no more patterns...pkl

Finally a week of reds for Indexes

 Stoks

• Closed at 199.52 after hours from last week of 193.51
• Seems like rebound for TSLA has arrived and is slowly inching to close above 200 although highs of the day did reach but failed to close.
• Did some prata buys this week, traded SHOP for a loss, added new positions on Hermes, Mastercard and Costco.
• Finally SMCI has ended with a big fat red candle, turns out my $10 purchase was the top.
• Luckily SG banks managed to hold things up, probably due to DBS increasing earnings thus expecting the same for the other 2.
• DCA more into original positions, feels like more pullbacks are going to happen but no fear.
• Gotta be abit more prudent with cash position soon.

US P/L 263541.13

SG P/L 25305.11

1.3456 200318.37

Redeemed ~40K from TV

8 US 2 SG, 1 meme.

Gotta take note of adding

Life

• 1 week since CNY started, which means aircon has been down for a week as well.
• 2 more days before repairs can start, hoping it will be settled within the day itself.
• Went for 1 side for reunion to shamelessly take angpows, another will be in the evening.
• Will be bring BW as well, see how he sees the lion dance.
• Went for 2nd reunion, decided to gamble afterall, won a total of $11 and donated all at temple.
• Nothing much happenings for this past week except trader fren will only return funds at month end.
• Return in feb meant end of feb like wtf, 2 more weeks till this shit ends...pkl

SPY QQQ ath PLTR ARM NVDA

 Stoks

• Closed at 193.51 after hours from last week of 187.15.
• Seems like it is recovering after the missed earnings few weeks ago, probably due to megacaps pumping thus pulling it up.
• AI stocks is still in a bubble with some of them gaining 30% in a day and ARM a 60% record on Thurs.
• Nothing really much to comment since I missed all of them but congrats to those risk takers.
• Given still so much money in the MMFs, where is this money coming from?
• Crypto another rise from the dead, seems like miners are the better choice to buy but too late as well.
• Going in right now would be suicide, sticking to the DCA plan, may be slower but as long i see green, all is good.
• Bought more DBS for her, given that they are raising div to 2.16 pa and doing a 1 for 10 share split.
• Will buy more for myself to make it a even number and then dripping back on 5/4.
• Converted some USD to SGD to lock in the higher fx rate.
• Market still wants to go up higher even though as per they say, correction soon but it won't be as bad tbh.

US P/L 269520.69

SG P/L 19772.50

1.3417 243025.39

Redeemed some USD to sell puts on

Sold AMD, used money for CSPs

As long premiums are more than MMFS

Life

• CNY as usual, every gathering is one less gathering in the future.
• No shame to take angpaos from the relatives, can use to buy DBS lol
• Somehow feel bored of going to friend's gathering as the only thing being done is just gamble.
• 2 more days to go before going back to normal.
• Aircon decided to take a break, hopefully repairs should be a minor one and not some big ass part replacement...pkl

HK ICT over

 Stoks

• Closed at 187.15 after hours from last week of 184.08.
• Big underperformance from them given QQQ rose 1% thanks to fantastic results from META n AMZN.
• Good decision to buy into META at 390s and also for AMD when they missed their earnings.
• Also went heavy on the DCA after Fed meeting where JP said first cut won't happen in March and that brought a huge sell off.
• Meanwhile, AI hype is still ongoing and as reflected on NVDA share price, up only.
• 3 more weeks to see its guidance but very likely to beat and rocket again so can buy.
• Didn't get chance for SGX for myself but bought DBS and sold LL for TBL.
• Overall earnings for big tech this week was better than expected and GOOG like previous quarter sold off big but recovered back afterall.
• Bought another batch when it went red on Fri, making it the largest US holding as of now.
• No changes to DCA plan and sad that MMFs are coming down.

US P/L 264096.01

SG P/L 19224.50

1.3398 382248.95

Bought into AMD

Life

• Finished 2 weeks of HK ICT, tbh really enjoyed the social interaction, felt like back to camp days where most had nothing to worry about.
• Cutted hair on 1/2 and had to pay $2 surcharge but all is well.
• Not saying I have things to worry about and seeing alot having their career progressions means all is good.
• HQ still felt like the old batch since 8years ago but ofc some distanced themselves away.
• Next cycle will be on Jan the following year unless unit gets activated this Apr.
• Went back to TP after 10years and saw many changes, was commenting how the cutlet went from $4 to $6.70, lol.
• Will be resuming MW caretaker till then, sub should arrive next week.
• CNY next week, time to repeat the same old process but see one time, less one time...pkl