To The Moon

$ServiceNow(NOW)$ Goldman just came out with a $150 target and said buy. That kind of call tends to mean you either get on board or step aside.

$Micron Technology(MU)$ $Roundhill Memory ETF(DRAM)$ $SK hynix(SKHY)$  With Google and Tesla both increasing their capex, it's hard to see the bear case here. I think there's a real chance this runs to 1,500 this year.

$SpaceX(SPCX)$ It doesn't make much sense that other space stocks are holding up today while the one they all rely on is lagging.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ The recent analyst upgrades on AMD, INTC, and MRVL are not a coincidence. There's clearly a reason behind them. The view is that there will be no major pullback, and any minor dip should be seen as a buying opportunity.

$IONQ Inc.(IONQ)$ There's a recent publication in Science about quantum memory operating at room temperature. The article suggests there's a probability for commercial use within 1-3 years. This is relevant for $Rigetti Computing(RGTI)$ , $Infleqtion(INFQ)$ , $D-Wave Quantum Inc.(QBTS)$ , and IBM.

$SpaceX(SPCX)$  There's a different test launch happening tonight, which should also put some pressure on the shorts ahead of tomorrow's Falcon launch. The late after-hours session could be interesting.

The space sector has seen significant discounts, but the long-term narrative is still unfolding. Names like $SpaceX(SPCX)$ , $AST SpaceMobile, Inc.(ASTS)$ , and $Rocket Lab USA, Inc.(RKLB)$  have experienced a lot of volatility. However, the bigger picture remains centered on the future of space infrastructure, satellite networks, and commercial space growth. When sentiment becomes overly negative, that's often a point where investors might take a closer look at companies that could have strong long-term potential. This sector still seems to be in the earlier phases of a major transformation. I'm keeping an eye on these names, as the next significa

$Rocket Lab USA, Inc.(RKLB)$ Defined risk around $8.00 looks like a decent bounce zone here. The selloff after the $SpaceX(SPCX)$  IPO has been pretty rough. Peers are still down 50% from their all-time highs just a few months back. I'm still long-term bullish on the story, though.

$Invesco QQQ(QQQ)$ $SPDR S&P 500 ETF Trust(SPY)$ $NVIDIA(NVDA)$ $Microsoft(MSFT)$ Elon Musk mentioned that SpaceX could be worth more than the rest of Earth if it accomplishes its goals.

$Direxion Daily MU Bull 2X Shares(MUU)$ I'm still holding my position, even though it's down about -20%. The thing with this ETF is, it can rebound just as quickly as it dropped. The recent dividend from MUU was a positive surprise. If 21.7 is indeed the average P/E for MU, then it's hitting that level right now. There's a lot of talk about capex concerns trying to push it lower, but to me, that's just noise. I'm looking ahead to the September earnings report; I think it could support MU at around 1,578 if it maintains that 'average' P/E. That scenario would put MUU's share price above 1,800. I'm planning to hold through this and see where it goes into 2027.