To The Moon

$IBM(IBM)$ The "Tale of Two Cities" scenario for IBM seems to be playing out. The current view is that we're seeing a temporary delay in Q2 business, not lost business. At the same time, the stock continues to look oversold, as if it's already pricing in the downside. If IBM holds its FY projection, free cash flow, and positive narrative, there could be significant upside after the earnings release on 7/22/26.

$SK hynix(SKHY)$ This stock is trading at a forward P/E below 6, which seems unreasonably low. It's also about 139% below the average Korean analyst price target. From where I stand, that looks way too cheap. I think there's a chance it could move up significantly, potentially opening above $160 and closing over $170.

$Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$ $SK hynix(SKHY)$ $Roundhill Memory ETF(DRAM)$ Reportedly, about 1.2 million Korean investors faced margin calls in the past week. That works out to roughly 1 in every 30 working-age adults, based on CT data.

$Robinhood(HOOD)$ The one-month chart shows a lot of resistance around the $120 level, which we're likely to test soon. Many who bought between October and December 2025 have been waiting at this level. If we break through it, $130 seems achievable before earnings. If earnings perform well, which appears likely, we could see $150 and the start of a new high, potentially reaching $200 by year's end. It will be interesting to see if it can break that level or face the usual market headwinds. $Micron Technology(MU)$  $Micron Technology(MU)$  $SPDR S&P 500 ETF Trust(SPY)$ 

$SpaceX(SPCX)$ It might be coming sooner than I thought... a price per share of... wow. Just my honest opinion.

$hynix-WI(SKHYV)$ Some people think SKHY is overvalued, but the company is making a lot of profit. For comparison, SpaceX is losing a lot of money, yet some think it's worth $2 trillion.

$SK hynix(SKHY)$ 250-300 guaranteed. Underpriced

$SpaceX(SPCX)$ STING is at a critical juncture and could move in either direction. My view is that it could break into positive territory within the next couple of days.

$SpaceX(SPCX)$ Short sellers seem to be banking on a wave of selling in August when a large number of shares become unlocked. Their assumption is that these shareholders are temporary and will be quick to sell their SPCX holdings. I don't see it that way, as I believe most shareholders are in it for the long haul with Musk. That's just my personal take.

$Micron Technology(MU)$ $Direxion Daily MU Bull 2X Shares(MUU)$ $GraniteShares 2x Long MU Daily ETF(MULL)$ Ford and GM just added another leg to the bull case for Micron. The company secured a long-term memory and storage supply deal with Ford, right after a similar one with GM. Software-defined vehicles are going to require significantly more DRAM per car, which stacks on top of the existing AI data center demand that's already driving prices. Key numbers: - DRAM accounted for 76% of Q3 FY26 revenue, up 67% quarter-over-quarter. - HBM4 revenue has already passed $1 billion and is ramping twice as fast as HBM3E. - Management now sees the HBM market to