$SUPER MICRO COMPUTER INC(SMCI)$ I keep forgetting to factor total equity into the PE ratio. If a company owns assets, that should matter when you value it. SMCI's $25B valuation includes roughly $14B of existing shareholder equity, leaving only $11B of market premium over book value. At $4.40–$5.50 FY EPS, that premium is only about 3.1x to 3.8x projected earnings. $Dell Technologies Inc.(DELL)$ , by comparison, commands a $340B valuation despite roughly negative book value, meaning essentially its entire valuation rests on expected future cash flows rather than existing value. For $Hewlett Packard Enterprise(HPE)$ , total equity is $24B and market

Major strategic upgrade here: Ballard has completed the acquisition of GeoPura, shifting from mainly a fuel-cell manufacturer into a vertically integrated hydrogen energy solutions provider. GeoPura adds 500kW Hydrogen Power Units, green hydrogen production, logistics, and an Energy-as-a-Service model. Ballard can now capture value across a much larger part of the hydrogen chain instead of just selling fuel-cell modules. The deal strengthens its position in Europe while opening additional opportunities in North America and stationary power markets. For me, this makes $Ballard Power(BLDP)$  significantly more interesting versus pure-play peers. If hydrogen demand accelerates, Ballard could increasingly compete for larger integrated projects al

$IREN Ltd(IREN)$ It has now recovered all of its post-earnings sell-off. Retail interest is running high and sentiment has flipped positive. Recent headlines from Top Tier Newswire capture the shift.

$Moderna, Inc.(MRNA)$ Honestly, it feels good to stay patient and finally get rewarded. I held on and kept adding. At one point the position was deep in the red, but I didn't give up. I sold NVDA too early and put most of it into MRNA. My portfolio is up, with Moderna showing a 213 percent profit. It's been a solid stretch. $70 looks reachable again, especially after the split.

$Bloom Energy Corp(BE)$ Wondering when we'll get word on whether Bloom gets added to the S&P. Should be soon. I think September is when it happens.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ As expected, it hit $44 and even went lower pre-market. It bounced after that, and it could drop more in the coming days. I'm waiting to pick up more shares.

$SK hynix(SKHY)$ $NVIDIA(NVDA)$ Still hanging around a fib retrace level. It's going to get through that at some point. Buyers around the world are absorbing Nvidia shares through derivatives trading. Shorts are in a rough spot here.

$Moderna, Inc.(MRNA)$ Bears keep calling this a pump and dump, but where's the dump?

$Applied Optoelectronics(AAOI)$  Surprising to see 130 back again. A smart move would be to cash out AAOZ here, but I'm going to let it ride.

$SK hynix(SKHY)$  $iShares MSCI South Korea ETF(EWY)$ $Samsung Electronics Co., Ltd.(SSNLF)$ The London exchange chart can work as a reference here. They're all moving in the same direction.

$SK hynix(SKHY)$ $Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ $iShares MSCI South Korea ETF(EWY)$ $SPDR S&P 500 ETF Trust(SPY)$ South Korea's ICT exports hit a July record of $53.4 billion, up 140.6% year-over-year, driven by sustained global AI investment, according to Yonhap and government data.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  It goes up a few cents and then drops right back down, and it just keeps doing that. Honestly, can anyone explain what's going on here?

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Either they never learned or they just don't want to learn. Over the past three weeks, the technical picture for $iShares Semiconductor ETF(SOXX)$  has been improving.

$SanDisk Corp.(SNDK)$ $SK hynix(SKHY)$  $Micron Technology(MU)$ $Roundhill Memory ETF(DRAM)$ At some point, the noise just ends and money does the talking. The fact that bears got six weeks to keep calling a memory top is honestly hard to believe when every single data point and earnings print pointed to a lengthy cycle lasting many years. 200% demand increase with 20% supply increase. Burry is playing with fire, and anyone following him blindly is likely to get burned badly.

$Applied Optoelectronics(AAOI)$ Looking at LITE's numbers. Huge beat, huge raise, massive margins. That is a well-run company that is expanding and I think it will crush AAOI in 2027. Just say'n.

$SpaceX(SPCX)$ Some people are claiming they're smarter than Musk. That's honestly hard to take seriously. And to think they got your vote... Honestly, if you believe that, maybe it's time to rethink your position and head elsewhere.

$SK hynix(SKHY)$  $Micron Technology(MU)$ During today's dip, the relative move between SKHY and Micron worked out pretty well. Last week I sold some SKHY to pick up Micron in the $820s to $840s, and now Micron has moved up from there while SKHY is dropping further. So I'm able to move those shares back into SKHY. The 50/50 split between them keeps showing its benefits, just trading off the relative volatility. There are too many unpredictable factors to confidently differentiate them on valuation anyway.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ The semiconductor and storage names took a beating recently. WDC dropped 15%, SNDK fell 10%, and AMD was already showing damage before the session really got going. A few tech earnings reactions didn't hold up either.

$SK hynix(SKHY)$  $SanDisk Corp.(SNDK)$ Sandisk and Kioxia just showed off a 332-layer QLC 3D flash tech, offering up to 60% greater bit density compared to their eighth-gen design.

$Micron Technology(MU)$ $SK hynix(SKHY)$ Recently I've been rotating between Micron and SKHY. On Friday, Micron was the weaker one, so I trimmed some SKHY and moved that into Micron. The next day, SKHY was the weaker one and Oracle had the zoomies, so I trimmed some of that and bought SKHY back to a 50/50 allocation with Micron. I'm now up about 5% on those SKHY blocks I bought yesterday, and I'd trim from those at this price. There's something to this idea of keeping a 50/50 allocation between MU and SKHY and playing off the daily fluctuations between them. It's more than just the share price growth, because you're daily selling from the stronger one and buying into the weaker one.