Friday, 24 April 2026

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



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