Lynn Steinbeck
Lynn Steinbeck
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avatarLynn Steinbeck
10-27 09:23
$SK hynix(SKHY)$ SK Hynix rallied on Tuesday amid reports that the memory-chip maker is preparing generous shareholder-return measures alongside its Q3 2026 earnings, scheduled for Wednesday. South Korean media outlet Dong-A Ilbo reported the company is considering a special dividend of approximately KRW 16 trillion ($12 billion), potentially financed largely through the sale of its stake in Japanese memory-chip manufacturer Kioxia. SK Hynix said it would provide further details on its shareholder-return plans with its results. The stock also got a lift from a broad overnight rebound in U.S. AI-related semiconductor shares, as Anthropic's IPO filing renewed investor confidence in sustained AI infrastructure investment. SK Hynix is expected to
avatarLynn Steinbeck
10-27 08:02
$SK hynix(SKHY)$  $GraniteShares 2x Long SK Hynix Daily ETF(SKUU)$ Earnings are coming up, and there's a bottom reversal forming. Would be great to see the 190s after the report. Hoping the bulls can push it there.
avatarLynn Steinbeck
10-27 02:25
$SpaceX(SPCX)$  Pretty confident we're going to see a big jump by the end of the week, with a low in the $170s and a move into the $180s. Just my humble opinion.
avatarLynn Steinbeck
10-27 00:14
Elon and Chamath agree: AI's biggest problem isn't chips. It's power. So power stocks should be ripping, right? Not really. $Forgent Power Solutions, Inc.(FPS)$ , which makes electrical gear for data centers, is down 40% in 2 weeks. $Bloom Energy Corp(BE)$ , which makes on-site power for data centers, is down 31% in 2 weeks. These dips look interesting to me.
avatarLynn Steinbeck
10-25 21:49
$SpaceX(SPCX)$ A Tesla and SpaceX merger would create the largest and most profitable merger in history. At $3.3 trillion, it would rank as the 5th largest company in the world, with $170 billion in annual revenue at current run rates, 160,000 employees, and over $1 million in revenue per employee. Both boards have already formed special committees to evaluate the deal.
$Advanced Micro Devices(AMD)$ $Tesla Motors(TSLA)$ $SPDR S&P 500 ETF Trust(SPY)$ $Meta Platforms, Inc.(META)$ $SpaceX(SPCX)$ Everyone is waiting for explosive TSLA earnings, with $400 potentially incoming. AMD could head toward $600 as tech recovers.
$ProShares UltraPro QQQ(TQQQ)$  Here is the next setup before upside continuation, looking at the 1 minute time frame. Market makers are slick trying to fake out retail traders, but I have a good read on them. We have solid acceleration from VWAP to 70, followed by a breakout to the 50 EMA on the 1 hour time frame. Markets always know their supports and resistances. Price targets are 71.25 and 71.65+. $ProShares UltraPro Short QQQ(SQQQ)$  $Invesco QQQ(QQQ)$  NQ_F
$IREN Ltd(IREN)$ Given how much secured energy this company has compared to other neo clouds, it could easily sell for $60. It's currently trading at a $6 billion market cap. With the expected surge in AI demand, power shortages, and delays, selling a company at a 100% premium seems straightforward.
$SpaceX(SPCX)$  SpaceX earnings look like they're going to be really strong. I think it could push past $160 within 48 hours.
$SK hynix(SKHY)$ A KOSPI bounce is long overdue. A lot of money poured in today. KOSPI either joins the move or becomes uninvestable.
$Applied Optoelectronics(AAOI)$ Curious to see how the fear mongers spin this one. Anthropic's Q3 revenue came in at $16.8 billion, up from $11.5 billion in Q2. The company shared the numbers with investors during a private meeting and also noted it's profitable on an adjusted basis.
$Applied Optoelectronics(AAOI)$ AAOI looks like a very smart long term hold. With earnings coming up, this feels like a strong buy opportunity, and I won't be surprised if the shorts in the chat get hurt betting against something that could see 50% returns in the near future. Profitability is at an all time high and there is plenty more to come with demand growing like this. AAOI is well positioned to run, especially at a $100 discount. Shares here after recent highs at $130 are truly a gift. The ATM offering has been complete for almost a week now, so anyone raising dilution fears is fear-mongering and most likely short the stock, knowing great things are coming as we approach earnings in November.
$SpaceX(SPCX)$  Space exploration is where things are heading. SpaceX leads in deep-space exploration and human spaceflight with projects like the Artemis program, while also dominating the commercial side through reusable rockets and satellite internet. That makes SpaceX one of the most important companies going forward into the 21st century. I think it could make people very wealthy. I'm extremely bullish both short and long term.
$Seagate Technology PLC(STX)$ We've gotten too greedy. From $85 to $1145 in one year. At $800 now but we want $1145 again. Patience, earnings coming soon. Sure to be good and the high targets haven't changed. $1600 is in sight but two years out. Again, patience. The danger is always there. Suppose China steps in and undercuts. That is what keeps me nervous.
$SK hynix(SKHY)$  Shares unlocking around October 7/8 will likely be picked up by ETFs as part of their rebalancing, which could help the momentum further. I'm adding to my position.
$SpaceX(SPCX)$ Green in extended hours? How is that possible? What happened to all that dilution talk people kept harping about?
$SK hynix(SKHY)$ Nice cup and handle IPO base, with a potential breakout this week.
$SpaceX(SPCX)$ Kathy Wood was recently talking about how she and her team think the Tesla merger will happen this year. I do wonder what that does to the SPCX price.
$NVIDIA(NVDA)$ $SUPER MICRO COMPUTER INC(SMCI)$ $SK hynix(SKHY)$ $Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ From my perspective, this group is seriously undervalued. I stick pretty firmly to fundamentals when making trading decisions, and this is the one that stands out to me.
$SpaceX(SPCX)$ A close above $150 is what we need to see for a potential short-term trend reversal here.

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