Set an alarm to check the extent of the blow, but it turned out okay 🤣 Since I'm awake, I'll write a few more reminders to myself.

1. From 8.20 until now, the rhythm has completely fallen apart (held Google/Apple for half a year and sold before dawn; bought Tesla at 325 and got trapped in a straddle; bought 39 calls on the small rocket but sold before it took off, then bought 50 calls again. Then got stuck with AMD/NVDA/PLTR).

2. A flurry of aggressive moves, and profits dropped from 4% to 9%. Oh well.

Taking advantage of tonight's plunge, I’m doubling down on calls after some painful reflection. Here’s my thinking: the current market is all about chips and AI applications—without these, what’s the point of development or expecting returns?

NVDA—no reason the leader should falter while AVGO/TSM thrive. Adding calls.

AMD—has solid fundamentals, plus dominance in the Japanese market and its status as a U.S. homegrown company. It should perform even better. Tonight, I’m adding long calls and selling puts (260618) on the dip—either collect premiums or go all-in.

PLTR—no need to elaborate. The 8th AI giant—adding calls on the dip.

RKLB—this love-hate small rocket. Can’t give up on it.

$Palantir Tech(PLTR.US)

$AMD(AMD.US)

$NVIDIA(NVDA.US)

$Rocket Lab USA(RKLB.US)