$Moderna, Inc.(MRNA)$ I missed the initial pop, but I've been making up for it by swing trading these large swings. Already up 55%. I've been saying from day one to buy the dips and sell the rips while this consolidates. Oh well, tried to help.
$SpaceX(SPCX)$ SpaceX has officially filed with the FCC for approval to launch Starlink V3 satellites on Starship's test flight 14. The new satellites are designed to support more than 10x the capacity of current Starlink satellites, focused on expanding connectivity and delivering performance improvements. With Starship and Starlink V3 approaching this step, space-based internet looks to be entering a new phase.
$Applied Optoelectronics(AAOI)$ Funny how lyenfred keeps posting about LITE on the AAOI board while never saying anything on that board itself. He doesn't even hold the stock, yet he promotes it every day. AAOI's financials look better than LITE's did at a similar revenue level, and AAOI has gained more than LITE over the past 6 months and year to date.
$SK hynix(SKHY)$ $Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ $Invesco QQQ(QQQ)$ SK is down 3% and Samsung is down 9%. Kospi is down 3.6%. Samsung is firming up its shareholder return policies and the stock slumps 10%. However, according to Mirae Asset Securities, the #1 stock bought today by the top 1% of investors in Korea and Asia is Samsung. So clearly tactics have been deployed to dump the stock price, and under cover of the selloff, professional investors and institutions are loading up. Samsung SDI is up 7% and is the #2 stock purchased, while SK Hynix is the #3 most purchased even though its sto
$SpaceX(SPCX)$ $NVIDIA(NVDA)$ and $Alphabet(GOOGL)$ now own 5% of the company, which looks like a decent signal. The stock is flagging just under 150, and that level seems to be the key one to watch. It is the 7th biggest company on the planet, and funds are scrambling to buy the dip.
$SK hynix(SKHY)$ This looks like a value play driven by American buyers picking up the cheapest stock in the market. Still waiting for Korean investors to return. Once that happens, it could start moving toward the all-time high of 3 million won. The shareholder compensation plan is expected to be announced in August, which might be the catalyst.
$Micron Technology(MU)$ On track to generate more than $500B in profit over the next three years: • 2026: $98B (+904% YoY) • 2027: $198B (+102% YoY) • 2028: $207B (+4% YoY) The most compelling part to me is the real possibility that future memory demand could be driven by applications the industry isn't even building capacity for right now. Current estimates might only be capturing the very beginning of what's ahead for memory demand. $Redwire Corp.(RDW)$ $SK hynix(SKHY)$ $VIDA Global Inc.(VIDA)$ $IREN Ltd(IREN)$
$SpaceX(SPCX)$ Bears and bulls go at each other a lot here, and on top of that most are trading options which is essentially gambling — that's fine. But it's worth keeping in mind that we're a tiny slice of the broader public in this bubble, and that's actually something to be happy about. Plenty of people don't even know what a ticker is, let alone a call option or how to sell them. So just buying shares, even a small number, already puts you well ahead of the average person. No need to go all-in at once. Something is always better than nothing, and that applies to all the high-conviction names you personally like.