Back to ath with green candles

Stoks

• Decent week of growth with around 1.2% upwards for QQQ.
• D05 managed to close at ath this week at 61.20, very strong buying momentum since last week closing of 60.2.
• Despite top 2 holdings of STI hitting aths, the index itself is still short of a few points.
• If banks continue to go up, should see a new high next week.
• Semicons had some small pullback on Mon and Tues, managed to get 10 more SMH at 530s before it recovered back intraday.
• Was thinking to sell but didn't cause I knew I had dog shit luck.
• Will keep the current 29% active allocation while selling puts on remaining 1.1M cash position.
• NVDA earnings was expected to beat so not much movement after results came in Thurs morning.
• Hard for a 5T mc company to have big moves compared to the other little brothers in the same sector.
• Memory is starting to lose some their old love, MU went to lows of 660s but still pushed back up to 740s by end of week.
• New CSP position into DDOG at 190 strike, consolidated into 4 weeks of staggered expiry.
• Left w 66K USD worth for any ad-hoc dip buying.
• Big news of the week was custodian brokers got fined by CCP for providing business to tiong citizens illegally.
• Fearmongering started to happen but not much of a issue after talking to ex-insider friend.
• CN % only accounts for 10% of their revenue which can be written off easily.

Up-ed approx 23K for the week, 20k more to 52w high.

1.2763 USD FX

+10 SMH

Life

• What a turn of events, 2am posted a new listing of 14060m AN at start of the week.
• Decided to contact him and offered a top up of 1.2K after 16610 trade in, didn't get accepted but couldn't get over this piece.
• Ended up topping up 2K more for a 7yr younger piece. First time going for a viewing at a HDB flat, dealer was easy to talk to.
• 16610LN was gone in less than 9months but the condition of the newer piece was much in a better condition for wear.
• Thinner and lighter condition, better movement with the parachrom hairspring.
• Hopefully doesn't end up as a 1 and done watch going forward.
• Woke up with dry throat on Fri, now still feeling like shit due to fked up sleep cycle. Def summer flu symptoms.
• Just cruising with life now...pkl