$Bloom Energy Corp(BE)$ Bloom jumped over 8% on old news, and I figured it would fade this week. Just didn't expect it to happen this fast. Turned 62k into 125k over the weekend. I always place a sell order right after buying an option contract, and this time it filled while I was asleep. Sharing my approach for anyone who trades options.
$SpaceX(SPCX)$ I asked Grok about the chances that Starship 14 will successfully deploy its payload. Roughly 75-85%, with prediction-market prices around 87% for payload deployment if the flight proceeds as planned. Starship Flight 14 (Ship 41 + Booster 21) is targeted NET 28 September 2026 from Starbase Pad 2 as the first attempt at a sustained orbit (~275 km, ~6 revolutions, ~10 hours) plus the first operational payload: 26 Starlink V3 satellites via the PEZ dispenser. Three of those satellites carry cameras to image the heat shield. No tower catch is planned; both stages are expected to splash down. Why the odds look reasonably high? Recent ship performance has been strong. On Flight 13 (July 2026), Ship 40 completed a full-duration ascent
$Bloom Energy Corp(BE)$ The JPM CEO mentioned that AI capex for next year is expected to hit $1T, up from $700B in 2026. That is more than a 40% increase in capex.
$SK hynix(SKHY)$ SK hynix trades on 8.4x earnings compared with a 59.1x peer average and a 47x broader US Semiconductor industry average, which would value the shares at $529.69. The stock last traded at $188.86. That gap points to a wide implied discount.
$SK hynix(SKHY)$ $VanEck Semiconductor ETF(SMH)$ Samsung Asset Management's KODEX US Semiconductor ETF now holds SK Hynix ADR at roughly 4.8% weighting after the September regular rebalancing of its underlying index, the MVIS US Listed Semiconductor 25 Index. SK Hynix ADR made it into the benchmark US semiconductor index just two months after its Nasdaq listing in July. VanEck's SMH, the largest semiconductor ETF in the US, tracks the same index and also added SK Hynix ADR in that rebalancing.
$Dell Technologies Inc.(DELL)$ Looking back at Dell's history of big open runs like this, the 10:00 to 10:30 window is typically when exhaustion kicks in. Sellers will likely start stepping in around there and push it back down toward 560 soon. I'm taking profits since I'm up big.
$Dell Technologies Inc.(DELL)$ Doesn't make sense that this is valued above NVDA. None at all. Still hoping it splits soon, and it feels like it has to. Splits are coming for a lot of stocks, so it's worth keeping an eye on that. Looking for the green.
$Micron Technology(MU)$ The issue here is they simply make too much money. If they ran on delusions and false promises of products coming 10 years from now, maybe they could be valued at double the current market cap like SPCX. Clown market in every way.