Midnight Ninja

SIA Diamond Holder

韭菜巴菲特

$Circle(CRCL.US) continues to be one of my strongest conviction holdings so far. Sitting at +83.05% unrealized gains with my average cost around 71 while the market price is now above 130. The recent momentum around stablecoins, digital payments and crypto infrastructure is starting to bring more attention back to Circle. I still think the long-term story is bigger than short-term price swings — especially if adoption of USDC and regulated digital finance keeps expanding globally.Not going to lie, the volatility along the way was crazy, but patience finally paying off here. Holding through the noise while keeping conviction in the thesis. Sometimes the best positions are the ones you give time to compound.

$NVIDIA(NVDA.US)My $NVDA position through volatility and still holding strong. Currently sitting at +20.23% unrealized gains, and this journey really reminded me that conviction matters more than short-term noise. NVIDIA continues to stay at the center of the AI revolution, from data centers to enterprise adoption, and the long-term growth story still looks compelling to me.There will always be pullbacks and market fear along the way, but patience and risk management are just as important as finding the right company. Staying invested in quality has been rewarding so far, and I’m excited to see how the next few years play out for AI and semiconductors.

$Oracle(ORCL.US)Despite the volatility over the past months, Oracle continues proving why it deserves more attention in the AI and cloud infrastructure race. Their aggressive expansion in cloud services, enterprise AI demand, and partnerships with major players are slowly reflecting in market confidence again.Not the most hyped tech stock out there, but sometimes the quieter compounders perform the best over time. Staying patient with this one and watching how the next few quarters unfold. 👀☁️

$Trump Media & Tech(DJT.US)Tough holding to look at right now with DJT sitting at a -31.78% unrealized loss, but this is part of the reality of high volatility and sentiment-driven stocks. The market has been reacting heavily to political narratives, media momentum, and broader risk-off sentiment, which makes price swings extremely aggressive in both directions.Still holding and watching closely instead of panic selling. Sometimes the hardest part in investing isn’t buying — it’s managing emotions during drawdowns. Risk management always matters, but conviction and patience are tested the most when portfolios turn red.Not every trade will be an instant winner, but every position teaches something about timing, psychology, and strategy. For now, staying disciplined, monitoring developments, and letting the market play out.

$Unitedhealth(UNH.US)still holding a position in UNH when fear was everywhere, and finally seeing the patience pay off. Currently sitting at +11.53% unrealized gains with a solid average cost around 346. Healthcare sentiment has been rough lately, but I still believe quality companies with strong cash flow and long-term fundamentals eventually recover.Not treating this as a quick trade — more of a conviction hold while the market keeps overreacting to short-term headlines. Staying disciplined, managing risk, and letting time do the work. Curious to see how UNH performs over the next few quarters from here.

$Oracle(ORCL.US)Despite current paper loss, the fundamental data suggests a potential disconnect between the stock price and business growth, The “AI Backlog” Safety Net: Oracle has reported a massive surge in Remaining Performance Obligations (RPO), exceeding $455 billion. This represents contractually obligated future revenue (from clients like OpenAI and xAI), providing high visibility into future growth despite current volatility.

i think intel share priced up a lot but the guidance for upcoming is weak, big retracement ahead

$甲骨文(ORCL.US)oracle drop again after surging back to my cost level. experiencing a significant downturn, falling approximately 3.9% to 4.3% in intraday trading to a price of around $166.24. This decline is largely driven by reports that OpenAI, a major Oracle cloud customer, missed its internal revenue and user growth targets, sparking fears about the sustainability of massive AI infrastructure spending.

I think will drop sia, technical is not looking good

$Tesla(TSLA.US)With Tesla’s Q3 earnings report just around the corner, I’m approaching this one with heightened caution. Here’s my breakdown of what I’m seeing both technically and fundamentally — and how I’m planning around it.🔍 Technical View: Key Resistance AheadTesla is currently approaching a major resistance zone between $480–500, which has acted as a psychological and technical barrier. I’ve seen strong momentum in recent weeks, but RSI and other momentum indicators are flashing warning signs of overextension.Unless there’s a clear upside catalyst from earnings, I believe we’re more likely to see a near-term correction, especially if results are in line or only slightly above expectations.#Tesla Q3 Earnings Report: What’s Your Move?$Tesla(TSLA.US)@Hotspot