To The Moon

$Bloom Energy Corp(BE)$ 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.

$Bloom Energy Corp(BE)$ No fear, Nancy is on our side. Come on Leopold. It should jump very soon.

$SK hynix(SKHY)$ 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.

$SpaceX(SPCX)$ Why would you want to short this? Please explain.

$Dell Technologies Inc.(DELL)$ 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.

$Dell Technologies Inc.(DELL)$ I keep buying every dip on Dell. AI revenue is tremendous, and the growth should keep compounding as the AI buildout continues. My only concern is a Fed rate hike causing some AI weakness for a week or two. AI weakness could mean a Zcash boom. Holding some Zcash as a hedge against AI losses makes sense to me. If you hold Bitcoin, Zcash is worth a look because the breakout is coming.

$SpaceX(SPCX)$  I think the AI scare could end up being more of a bullish catalyst for building on the moon and in Mexico.