To The Moon

$SpaceX(SPCX)$  Would be nice if Musk put a tutorial on YouTube showing how to properly do the Happy Dance.

$AbCellera Biologics(ABCL)$ $Moderna, Inc.(MRNA)$ $SELLAS Life Sciences Group Inc.(SLS)$ AbCellera is now pivoting to build its own pipeline. If ABCL635 works, the market could value the pipeline of 20+ programs as repeatable, and that is where a multi billion dollar valuation could come from. Category expansion is the theme here. Hot flashes affect up to 80% of women, yet most go untreated. If a monthly shot with 80%+ efficacy makes treatment feel easy and low risk, far more women could be treated than with daily pills. GLP-1 grew a market well beyond what analysts first thought. AbCellera could grow into a monster company, and its recent move and

$SpaceX(SPCX)$ Bulls and bears are fighting over what the price does on Monday. I'm more interested in where the price ends up on a Monday in 2040.

$Jet.AI Inc.(JTAI)$ Powered land is still tight. JTAI's Canada/Nevada sites are in the same early wave as $APPLIED DIGITAL CORP(APLD)$ , $IREN Ltd(IREN)$ , and CIFR. The sector setup looks constructive if milestones land.

BTC.X$IREN Ltd(IREN)$  $MARA Holdings(MARA)$  Historic first in Switzerland today. FINMA has approved a genuine Bitcoin ETF for retail investors, the first time it has ever done so. Unlike the ETPs currently common in Europe, which are debt securities, this one is a true public investment fund where the Bitcoins are held as legally protected segregated assets. It is not yet known which asset manager will launch the ETF. JPMorgan's long-term market report, "Long-Term Capital Market Assumptions 2027," has included Bitcoin in its long-term projections for the first time. In their base-case scenario, analysts anticipate an average annual return of 10 percent over the next 10 to 15 years. That would

$Invesco QQQ(QQQ)$ Something tells me they have to pump this for $SpaceX(SPCX)$ , $Tesla Motors(TSLA)$ , and $Trump Media & Technology(DJT)$  to perform better, or next stop is 660.

$TeraWulf Inc.(WULF)$ This could put together 3 up days. With SPCX earnings out, it should give the broader market a lift going forward. I'm holding a position at 119.00, and I'm feeling feisty.

$IREN Ltd(IREN)$  Short sellers are still active here. Short interest is over 30%, and there aren't many shares left to borrow. Most of the puts expire Friday, so the market maker will likely do whatever it can to let those puts expire worthless. This stock should eventually squeeze no matter what. The key is keeping the bears trapped until they get hit with margin calls, which would clear out short sellers and give us room to rally for the next 6 months. In two weeks, Dan will report a 44% increase in revenue compared to last year, along with a target of 5 B in revenues for 2027 compared to 700 M in 2026, a 9x increase. Net debt of zero. More contracts as well. This company is utterly mispriced.

$SpaceX(SPCX)$ Trying to stage a reversal here. Need to hold and push toward the 150s.

$iShares MSCI South Korea ETF(EWY)$ $Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$ KOSPI has spent the last 3.5 months mostly trading in a consolidation zone between 6185 and 7227. The 5631 to 6185 range has been an oversold area where buyers stepped back in, and quick drops below 5631 turned out to be the best discounted entries. Right now KOSPI is trading at a severely discounted 10.x PE versus the traditional 19.x, and 25x for the S&P 500. I expect KOSPI to at least recover roughly 30% back to the 7237 level over a 3 to 12 month window. Nasdaq futures pulled back 5.7% from ATH over the past 8 days. As long as that stays within the 10% pullback range, the max downside for KOSPI shou