No stopping thks to semicon.

 Stoks

• Just when you thought things can take a breather, the markets prove why it can stay irrational more than you can stay rational.
• QQQ had 2 red days this week but somehow the even more hyped semicon industry pulled it up to aths on Fri closing.
• As of last closing, SMH has been up 17 days in a row with >4% gap up to end the week.
• At this point, it's scary to see how much fomo has entered the market.
• Selling 12% discount monthly puts can't even cover a single share of SMH now.
• Closed some SMH puts and rotated to the laggards like TSLA and PLTR.
• Hopefully they don't play catchup too soon else there will be nothing to sell puts on.
• Fomo-ed some into SMH and PLTR, got 100 more shares of D05 when it went under 57.
• Will continue to accumulate DBS if it goes down.
• Just waiting for the semis to pullback if given the chance but very risky to go in now due to lower rtr ratio.
• NVDA finally reclaimed the 5T MC after it closed above 200 after peak in Oct25.
• Weird situation now where oil is still high, DXY and markets also went up.
• Waiting for some weekend threatens from DT again, definitely a pattern of Fri pumps and Sun threats.

Up-ed approx 15K which is pathetic in the grand scheme.

Under-performing QQQ badly lol.

1.2720 USD FX

+ SMH / PLTR / D05

Life

• Went to find MW after a week of his neutering, so far so good.
• Upcoming trip to Tokyo and NZ this year after some discussions.
• Fking market has been affecting my sleep cycle, not like I'm losing gains.
• Just gains that were not meant to be mine but dk why the reaction to it.
• Nothing much to update other that it's the last week of Apr and upcoming PH next Fri...pkl

Trump fking manipulator, US markets ATH again and again.

Stoks

• Peace talks last week was unsuccessful as expected and markets were expected to fall this week.
• Somehow, 'good' news came one after another and then suddenly everything shot back up.
• Currently 13 days straight green days for Nasdaq after hitting ath on Wed.
• SNP is officially above 7000 and closed at 7.1k.
• Really cannot bet against the US, despite all the BS in their economy.
• FnG index went from lows of 9 to now 70 as of last closing in just 2 weeks.
• Managed to be in the green now but officially underperformed the index as of now.
• D05 isn't getting much love now compared to OCBC.
• Funds could be shifting back to US given more stability in their economy.
• Closed most of my tech CSPs and shifted it to SMH for easier monitoring.
• If semis go down, general index will follow so just gonna take more risk for the premiums.
• Despite aths, top 10 companies have not reached their 52 week highs so where are the gains coming from?
• Saas companies have started their recovery after the Sassapocalypse.
• Nothing much to buy now given valuations are at 90% highs, hopefully to get some healthy pullbacks.
• Will use premiums from SMH to dca into SMH.
• Greed is quite obvious in the market now so best to be cautious.
• Received DBS div and just KIV for future expenses.

Up-ed approx 17K for the week, another +6% for QQQ. Tiny green for the year.

1.266 USD FX

Added more SMH from premium DCA

Life

• Sista talk ended well so let things settle on their own.
• MW went for his neuter procedure on TBL's birthday, ended well with 2 additional teeth extraction.
• Had 8crabs for dinner, was decent but not the best.
• Sent car for radio diagnosis and was proposed to change the entire player system at 499 but was denied due to price.
• Somehow, the removal of the wiring managed to reset the system and made everything back to normal.
• Paid 50 for labour instead of 499. Bird-day luck indeed.
• Met up with frens for a first S-league live match, interesting experience ngl...pkl

All is good?

Stoks

• Very scary week, weekends started with DT threatening to bomb bridges and power plants on Mon.
• Tues came with an even more scary threat of him saying to destroy an entire civilization by Wed 8am GMT+8
• Markets went down for fear that things may escalate out of control and chance of nuclear attacks may be unavoidable.
• Turns out TACO again and markets gapped up >3% on Wed, followed by 2 green days. Overall 8 days of uptrend since the bottom on 30th March.
• Looks like things may be settling for now until the 2 weeks ceasefire period ends.
• Satanyahoo may not be able to accept a now even stronger Iran before the attacks started on 28Feb.
• SOH is still closed and now possibly to charge toll fees per ship passing through and also no restrictions to development their nuclear program.
• Oil is still at mid 90s so inflation is unlikely to go down thks to this unnecessary war.
• QQQ performance is catching up and at the rate of my CSP gains, probably will underperform if things get better.
• Bought PLTR before it decided to crash almost 20% after TACO Tuesday, sold puts initially but decided to take the L and bought shares instead.
• Closed TSLA puts and will keep MU as the low 5% yield. The two buddies, TSLA and PLTR volatility is abit too much for me to handle.
• Now holding a big chunk of Semis, opened new pos on SMH which hit ATHs yes fomo again.
• TSMC results managed to push semis sector on Fri with NVDA trying to reclaim the 190s next week hopefully.
• AVGO is the champion, always the outperformer besides NVDA.
• Will continue to do CSP on NVDA AVGO and TSM. Semi really bobehzao but IV is dropping fast.
• Ex-div for DBS, drip back for both accounts now holding 9K shares combined.

Up-ed approx 10K for the week, despite QQQ up-ing almost 5%. Still down 0.7% for the year, +37K if nothing was done on DBS.

1.2697 USD FX

+TSLA and PLTR

Life

• Sista is having her post S discussion later, hopefully she can get some short term closure for the sake of everyone.
• Things are def getting better for her post issues.
• MW will go for his neuter session next Thurs, fingers crossed he can get his behavior changed.
• Started back w my push up trg just that in alternate days instead of everyday like 2 years ago.
• Lazy to train for sit ups ngl, 3 more months before going back to Bedok and then after Aug...pkl

Short week

Stoks

• Quite a strong recovery week for US as Trump decided to pump with his usual tactics.
• This week had a gain of almost 5% for QQQ.
• Despite the uncertainty over the weekends, market decided to go up against the negativity.
• Paper handed my delta 10 MU puts only to see it go up.
• Plan to just sell delta 5 puts purely on MU, est yield to be at 6% which is more than enough for such a volatile stock.
• Good thing was I bought more of other stocks on Mon.
• But overall portfolio still barely positive as biggest 2 positions of GOOG and NVDA is still red.
• Closed some of GOOG puts in the green to make holdings more balanced.
• Trying to make NVDA and AVGO my 2nd and 3rd position sizing.
• Bought 400 more D05 this week after going to their AGM on tues.
• Ex-div date will be on Wed 8 Apr, likely to DRIP back cause pa buey toh.
• ME war continues with no signs of ending, can only continue monitoring and buying at lower prices.

Up-ed approx 16K, barely recovered last week's loss.

1.2826 USD FX

Life

• Thurs was a shit dinner after run, fking banana juice made me felt like shit.
• Merlion-ed after drinking that large cup, gonna boycott the stall.
• Went for prayer session on Good Fri and then to Olive for a few hours.
• Food at Eunos Hawker centre was quite good ngl, esp the Lor Mee...pkl