To The Moon

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ SOXS still looks like it's just getting started. Plenty of long-suffering holders have managed to stay on through this bull run, and from where I stand, their path ahead could look a lot like what happened with semiconductor longs who held on during that needle-like climb, right up until the needle hit the balloon.

$SpaceX(SPCX)$  The bears once called NVDA a scam and kept talking about the AI bubble about to burst. The market has shown that patience usually beats panic. Market makers and institutional money tend to take advantage of weak hands, while long-term investors focus on execution instead of daily price swings. If you believe in the company, holding for a few years often works out. The impatient might walk away with small gains or losses, but long-term conviction is what has historically driven the biggest winners.

$ServiceNow(NOW)$ The tough part in investing isn't really about picking strong companies. It's about holding them long enough to see their full potential play out. A good day isn't the same as the end of the story.

$NVIDIA(NVDA)$ $Taiwan Semiconductor Manufacturing(TSM)$ $SUPER MICRO COMPUTER INC(SMCI)$ DRAM.X$SK hynix(SKHY)$ Jensen Huang made a couple of interesting points during the Bloomberg interview. He said the computer industry is not big enough, and Nvidia has made an investment in safe superintelligence.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  A rare buying opportunity, like some have pointed out. The market has gone straight up and I didn't get many chances to add to my stocks, but Friday finally gave me that window. The jobs report was good news for the economy and it showed AI isn't taking jobs away from humans.

Kospi down over 4% and all the capex-related gains evaporated overnight. $Micron Technology(MU)$  $SK hynix(SKHY)$  $iShares Semiconductor ETF(SOXX)$  It feels like the market is going to keep the big spenders flat or at best modest gains. The market seems to be getting this completely wrong — punishing cloud growth of 82% while rewarding chips for a 15B increase in capex. $Microsoft(MSFT)$  $Alphabet(GOOGL)$ 

$SpaceX(SPCX)$ Jim Cramer mentioned that SpaceX could be worth trillions in coming years and might become the most valuable company on the planet.

$SpaceX(SPCX)$ The level of desperation here really says it all. The chance of hitting double digits looks very high.

$SpaceX(SPCX)$ Added to my long-term holdings at $123.38. I think the risk/reward looks attractive for a multi-year position. My long-term view is it could potentially move toward the $250-$300 range over the next 5 years if the growth story continues. This isn't a short-term trade for me, it's a long-term conviction hold. It's earned a spot where I'm focused on future upside rather than daily noise.

$SK hynix(SKHY)$ I'm still bullish and think there could be another run up into the earnings report. It could cross the 175-180 range by the end of the week. Just need a little more patience.