Ath what's new?

Stoks

• Another record closing for the markets as big tech shows better than expected earnings.
• Biggest winner was GOOG among the 4 big tech which posted results after market close on Wed.
• APPL pushed market even higher on Fri after strong quarterly sales.
• Semis had some slow down for the week after OpenAI revealed lesser than expected revenue but thanks to AMD and INTC, SMH still managed to gain 0.67% for the week vs 1.55% for QQQ.
• GOOG was outstanding in their cloud segment, up over 60% yoy but still lost to AWS in terms of amount.
• Unlikely to see short term negatives for now given the increasing fomo in the markets.
• Memory stocks continued their upward trend, all the popular names hit ath again as expected.
• DBS earnings was also better than previous quarter, their non interest managed to offset the drop in interest income giving a positive 1% gain yoy in net profit.
• Market loved this and pumped the stock back to 59+ if last 0.81c of dividend was included.
• Ex div next week on 8th May, will drip back the div again.
• Looking forward to PLTR earnings next week, sold 5x125 puts in case results turn for the worst.
• If that happens, PLTR will surge to my largest holding to more than 5%.
• Rolled my 193K worth of 5 SMH puts in 3x470 puts as well.
• Started new position into META after >capex scared the market into dumping it. Will continue to monitor if price goes to 580.
• IV isn't moving accordingly, at 30+% definitely not worth to sell puts on it.
• Started back on CSPs for IBIT, used the premiums for DCA. Not in a rush to accumulate.
• Should see another green week for QQQ, at this point funds should be the only one buying.

Up-ed approx 10K for the week, just barely back to pf amt in 20Feb when QQQ is more than 10%.

Congrats on earning that peanut 50USD in MMF

1.2685 USD FX

+ META / IBIT

Life

• Went for adhoc Labour Day visit to West Mall, exception for this time due to sore legs.
• Usual sista house for dinner.
• NZ planning is otw, current overload of information.
• Feels like motor skills are getting abit rusty given how long I haven't been driving consistently.
• Seems like an empty void inside me.
• Currently feeling like a loser with my money mindset now, fking cancer.
• Gotta take my IPPT soon, 3 more mths before next window opens...pkl