$SpaceX(SPCX)$ I'm firmly bullish on this one. Anyone on the other side, feel free to bet against it, I'm happy to take that position. Not investing advice.
$Viking Therapeutics(VKTX)$ The setup here is shaping up like a mini $Moderna, Inc.(MRNA)$ reaction, assuming the data comes in strong. Strong data with VK is likely, but not guaranteed. At this point, a lackluster outcome only seems possible under two conditions: either the PK data collected years ago had errors, or there was some idiosyncratic element in the 2024 phase 2 that made this molecule look strong when it's really just TZap-equivalent. Otherwise, modeling from the phase 2 efficacy data projects very strong performance. And tolerability from Vanquish is excellent, though titration is slower. That part I'm confident about.
$SK hynix(SKHY)$ I guess today turned out positive, especially with the broader market down. You also have to factor in the current anti-AI sentiment in America around datacenters. Politicians are jumping on the populist position of opposing them. It's economically bad for America, but people generally don't want them in their backyard. The upcoming election swayed public opinion. After November, I feel the focus wanes. Economics always trumps politics, and many will flip for the job creation. I think there's a delay before stocks like SKHY really jump.
$SK hynix(SKHY)$ Analysts are holding a consensus Buy rating on SKHY, with an average price target of $248. Recent coverage from Royal Bank of Canada, William Blair, UBS, Barclays, and Stifel Nicolaus mostly carries Buy or Outperform ratings.
$Applied Optoelectronics(AAOI)$ Reminder: Amazon and other hyperscalers need more lasers and transceivers than they can currently produce. They already have open contracts in place. The growth is coming.
$SpaceX(SPCX)$ Musk has an unsurpassed record of technological and business achievements. He was, and still is, a self-made millionaire, billionaire, and trillionaire. Self-made.
$SK hynix(SKHY)$ SK Hynix shares surged more than 12% in Seoul after the company said it was accelerating its 40 trillion won ($28.7 billion) share buyback and cancellation program. The company also plans to expand shareholder returns to more than 50% of cumulative free cash flow generated between 2025 and 2027. Citi analyst Peter Lee said the buyback could provide a meaningful floor for the stock and offer near-term downside protection, while also signaling SK Hynix's confidence in its medium- to long-term growth prospects despite current headwinds in the memory-chip market. The announcement follows SK Hynix's decision earlier this month to invest 54 trillion won in new memory-chip manufacturing facilities, as
$SK hynix(SKHY)$ I'm sticking with at least a one-year holding period here because the company itself is really solid. A lot of IPOs bounce around early on, but the real question is what's actually under the hood. In this case, I'm just doing buy and hold.