To The Moon

$SpaceX(SPCX)$ Calling someone out like that doesn't add much, but the chart point is worth noting. If you bought at the IPO like I did, you're not down 51% on this. The price is lower, sure, but understanding the chart matters. Some of the bearish takes on this are just lazy.

$SpaceX(SPCX)$  If we can hold above 118, there's a chance it could push toward 120.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  The Nasdaq is down almost 500 points and this thing is still up a dollar. I honestly don't get it. Can someone explain what's going on here?

$IBM(IBM)$ Based on a two-stage free cash flow to equity model, IBM's intrinsic value comes out to around $327 per share. The stock looks about 35% undervalued, implying a potential upside of roughly 55% if it holds to that free cash flow outlook.

$SK hynix(SKHY)$ $Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ Markets are looking positive ahead of the open. Honestly, we're long overdue for a relief rally. It would be great to see this give a boost to the A-shares market.

$SpaceX(SPCX)$ Orbital data centers could potentially eliminate electricity and cooling costs entirely. Space-based solar panels, which could be made by companies like SpaceX, are more efficient than ground-based ones, and the cold vacuum of space would remove the need for cooling systems. Such a setup would also use no water. From an ESG perspective, that seems like a strong point. It makes the idea of orbital data centers an interesting long-term investment concept to me.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ When a leveraged ETF does a reverse split to increase its price after a downtrend, that can sometimes be a signal to watch. It's a mechanism some see as a way to reset perception. Suddenly, something like SOXS can look expensive and deter buying. It's similar to what happened with $Direxion Daily MU Bull 2X Shares(MUU)$ , where they added shares to make the price appear cheaper. It helps to be aware of these types of market mechanics.

$Wendy's(WEN)$ Looks like the original meme stock might be making a comeback. With $SpaceX(SPCX)$  and $Tesla Motors(TSLA)$  both down, Wendy's appears to be the more favorable play here, at least for now. That is, unless you're comfortable with the risk from Tesla's upcoming 10-Q filing and the potential for a wave of restricted shares from SPCX to hit the market.

$hynix-WI(SKHYV)$ It seems like the market is about to learn quickly that the memory business isn't cyclical anymore. Price-to-earnings multiples could rise alongside the stock prices. And on a personal note, my portfolio is looking good.

$SK hynix(SKHY)$ Micron is up 27% today, and $Micron Technology(MU)$  rose with it. It seems the smart money recognizes the game has changed. Giving U.S. investors a direct HBM play doesn't cap Micron; it lifts the entire group by erasing the "Korea discount." The market cap ceiling could rise for everyone, turning a previous overhang into a significant tailwind. HBM remains completely sold out through 2027.