To The Moon

$SK hynix(SKHY)$ $Direxion Daily MU Bull 2X Shares(MUU)$ $SanDisk Corp.(SNDK)$ $Invesco QQQ(QQQ)$ The level of foreign buying in memory stocks is really something. SK Hynix seems to have its own unique role in all this. There are so many profitable companies out there that you'd think the broader indexes would be performing much stronger. It feels like a combination of factors—political tensions, geopolitical conflicts, weather disruptions, inflation, and economic inequality—are all weighing things down. And then you have commentators shouting about a bubble. It's a bit ridiculous to suggest buying one

$IBM(IBM)$ They pre-announced the quarter a week ago, with the actual earnings coming tomorrow. If it's not as bad as expected, 250 could come quickly.

$MoonLake Immunotherapeutics(MLTX)$ $SpaceX(SPCX)$ Looks to be in good shape today. Elon Musk's warning that short sellers could lose everything on SPCX in the long term seems to be taken seriously. They know he's not joking.

That's the kind of headline that gets my attention. $SK hynix(SKHY)$ 's Chairman Chey Tae-won is expecting AI semiconductor demand to jump 60% to 100% next year, with overall memory demand potentially climbing nearly 60%. The bigger point is his warning that supply might not keep up, which could mean memory chips stay tight as demand accelerates globally. That's why I'm still keeping a close eye on the memory sector. When demand outpaces supply, the stronger players often lead the next phase. I'm more focused on watching how this theme develops rather than reacting to every single news item. I'm looking to concentrate on the names that are showing constructive setups within solid industry groups.

$Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ $SK hynix(SKHY)$ $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ I don't really feel bad for anyone who loaded puts at the close and found themselves in a bad spot this morning. The situation could get worse at the open, with a lot of chip and tech stocks looking strong. QQQ has been through a tough period but seems set up for a decent move now. It might seem overvalued, but earnings suggest otherwise. Same story for the KOSPI.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ Reloading the $Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  scalp trade. Adding more as confirmation comes in. The overnight move was good.

$Micron Technology(MU)$ $hynix-WI(SKHYV)$ KOSPI filled the gap at 6934 and is now showing a lot of green candles.

$SpaceX(SPCX)$ I wouldn't bet against Elon Musk, especially in the long term given his resources.

$Tradr 2X Short SNDK Daily ETF(SNDQ)$ $Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  I started adding back a bit too soon, but hopefully that won't matter by tomorrow.

Photonics stocks are finally getting some buying interest, though the sector overall is still pretty beaten down. There's still plenty of room for recovery if this trend continues. I'm keeping an eye on $Corning(GLW)$ , $Applied Optoelectronics(AAOI)$ , and LITE.