$SK hynix(SKHY)$ is making a serious comeback. After falling from $195 to the low $130s, price has ripped back to $164 and reclaimed VWAP. It's now trading 1.3 standard deviations above VWAP, even as the average itself keeps declining. Strong recovery, but $160 needs to hold for this move to look sustainable.

$Moderna, Inc.(MRNA)$ I like that candle. If it closes like that, I'm betting on above 254 into earnings.

$Moderna, Inc.(MRNA)$ Everything I've picked up about the stock market and trading around volume weighted average price (VWAP) shows up almost every day on this stock. It rolls over through the VWAP for about six or seven, which makes for a great short, but then you have to recognize that this stock doesn't want to stay down. Most stocks don't, since we're in a market that's rigged to only go up. So you know you're eventually going to have to cover and go long. It helps to know where that eventual cover and go-long price sits. That's why I only trade VWAP and pivot points.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  And now they're going to short semiconductors to try and stop AMC from climbing past $3. This is the 5th time.

$Moderna, Inc.(MRNA)$  Share price could modestly correct from here as the glow of the ESMO presentation dims over time. But it should get a boost again when the New England Journal of Medicine publishes the Intismeran phase 3 adjuvant melanoma trial. A lot of oncologists who read the Journal and pay attention to practice-changing data will be aware of Intismeran by the time it's submitted as a BLA, and then approved by the FDA later next year for marketing. The clear efficacy on top of Keytruda, plus the complete absence of serious side effects, makes Intismeran a unicorn in cancer therapy. Oncologists specializing in melanoma will likely make sure demand stays very strong.

$Invesco QQQ(QQQ)$ $SPDR S&P 500 ETF Trust(SPY)$ $ProShares UltraPro QQQ(TQQQ)$ GOOGL and MSFT earnings could add more fuel here. Keeping an eye on how this plays out.

$Applied Optoelectronics(AAOI)$ I really need this to turn around and be up at the open. My hope is that we're at $80 by the end of November.

$Moderna, Inc.(MRNA)$ MRK ESMO 2026: Intismeran (mRNA-4157) Phase 1 data in pancreatic cancer (PDAC), abstract #3151P. Phase 1 readout for Intismeran plus FOLFIRINOX in resected PDAC: 20 patients with resected stage IA-III disease. 100% immune response among 19 evaluable patients, with neoantigen-specific T-cell induction across all evaluable patients despite low tumor mutational burden (TMB 0.26–2.75 mut/Mb). TCR sequencing confirmed expansion of new vaccine-induced T-cell clones peaking after FOLFIRINOX completion. KRAS mutations were present in 65% of patients (13/20). The takeaway here is proof-of-concept that personalized mRNA can ignite T-cell activity in immunologically "cold" tumors like pancreatic cancer. Early Phase 1 signals, but t

$SpaceX(SPCX)$  Sitting on the sidelines too long means you could miss SpaceX the same way Tesla got away. Anyone remember that Tesla run?

$SpaceX(SPCX)$ Wall Street's Q1 2027 revenue estimate is $35 billion over 3 months. The company's 2027 revenue guidance is $500 billion at the absolute lowest. That works out to an average of about $45 billion a month. Even at half that to start the year, Q1 revenue would be around $60 billion. Earnings beats at that scale would be unlike anything analysts have ever seen. $225 end of year, and $450+ by the end of 2027.

$Bloom Energy Corp(BE)$ Some of the largest buys reported since Q2 2026 from well-known hedge funds: Jane Street Group added 10.7M shares, up 256.83%, now holding about $2.4B worth, with an average buy price around $256.21. JPMorgan Chase & Co added 6.4M shares, up 369.91%, also holding around $2.4B, same average buy price around $256.21. Goldman Sachs Group picked up 4.8M shares, up 52.96%, bringing their position to about $4.2B, again around $256.21 average. Millennium Management added 2.1M shares, up 551.53%, now at about $764M, same $256.21 average. Qube Research & Technologies opened a new position of 1.5M shares worth about $446M, also around $256.21 average. Everyone showing red on this, so at least I am not the only one in this

$SpaceX(SPCX)$  The whole sector is down today, and this one is getting hit with it. I'm willing to bet it takes off again soon enough. It's easy to see this going well over 200 before long. The price targets and the number of big players with skin in the game say a lot. Honestly, this is an easy hold for me.

$SpaceX(SPCX)$  I sold out of a 9k position at $154.8 on the way up, which turned out to be too early. At the time I said I would be interested again down around $147. Now that they are selling names like NVDA and META that are growing 10x the S&P 500, the proceeds have gone into the weaker breadth names such as HTZ, MCD, RH, and NKE. Regarding SPCX, I just rebought 6k at $145 on the way down. If the quant-driven selling keeps pressing, I will double down.

$IREN Ltd(IREN)$  Here is the dilution visualized. The blue line is market cap. Without dilution, the June peaks could have hit $100+. The proportions on the chart may be a bit off, but this is just a general representation. You can clearly see where share price was diluted the most — the $50 range. That is why we struggled to break past $49. A huge sell wall from dilution. This is all speculation though. Current market cap was around $32 a year ago. I am still bullish long term. I just hope my '28 $50 leaps can recover.

$Micron Technology(MU)$ $CoreWeave, Inc.(CRWV)$ $Lumentum(LITE)$ $NEBIUS(NBIS)$ $SK hynix(SKHY)$ Unbelievable how irrational this market can be. These stocks should be trading much higher.

$SpaceX(SPCX)$ The company earlier posted its first profit as a public company. Musk said he expected annual recurring revenue of between $500.X billion and $1.X trillion by the end of 2027, as demand for its data-center space surges thanks to the AI boom.

$SpaceX(SPCX)$ Any further dips could be a great opportunity. The setup looks promising, and this one seems to be gearing up for a serious move higher.

$IREN Ltd(IREN)$ IREN's CEO recently highlighted an interesting part of the AI infrastructure business. Dan Roberts says that even a wider spread in financing costs barely moves the economics, because customer prepayments of around 50%, combined with GPU-backed financing near 8%, have covered roughly 96% to more than 100% of GPU costs on recent deals. Payback periods are around 2 years. And demand doesn't seem to be the biggest issue right now. IREN's 2026 capacity is largely sold out, recent contracts are being priced at more than 2x last year's levels, and reported 2027 demand is already several times greater than available supply. That leads to a pretty interesting bottleneck: the challenge may not be finding customers, it may be getting e

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Putting in a 1/5 order at $40 to start a new SOXS position, planning to buy down to $30 before the “flash crash” before EOY.

$SpaceX(SPCX)$ SpaceX operates as a near-absolute natural monopoly in the U.S. defense space. The military depends on it heavily because there is no viable alternative. Starlink, along with its military counterpart Starshield, is the only low-Earth orbit satellite network capable of delivering high-bandwidth, low-latency, electronic-warfare-resistant internet across an entire continent. Traditional defense contractors have nothing close to that scale. The Pentagon also relies on SpaceX rockets to launch its most sensitive, classified national security satellites and spy payloads. Since the U.S. government depends entirely on SpaceX for core space and communications strategies, the company and Musk personally hold immense leverage.