To The Moon

$SUPER MICRO COMPUTER INC(SMCI)$ This is trading worse than a zero-revenue IPO. We should be at $200-250. We have the largest partnership with $NVIDIA(NVDA)$ , and meanwhile $Dell Technologies Inc.(DELL)$  is at $550. The market is just messed up, SPY.

$SK hynix(SKHY)$ A large position got caught short on calls and is now scrambling to cover after the price broke the high. Reminds me of the GameStop setup.

$SK hynix(SKHY)$ Still way undervalued at current prices, not even counting the profits likely to come over the next few years. The current price is basically 1x 2030 EPS. Insane.

$NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ $Micron Technology(MU)$ $SUPER MICRO COMPUTER INC(SMCI)$ $SK hynix(SKHY)$ Price action has been drifting sideways for a bit. Hopefully that changes once normal trading gets going.

$Bloom Energy Corp(BE)$  It was added to the S&P 500, Pelosi bought shares, and it's one of the most watched stocks of 2026. I could easily see buying volume pushing this up to $300+.

$Bloom Energy Corp(BE)$ Data centers in Loudoun County VA have generated enough tax revenue to cut property taxes by $6K per household. Atlanta has now passed Loudoun County in the number of data centers. The benefits clearly outweigh the FUD.

$SK hynix(SKHY)$ Not financial advice. The Korean move appears to have confirmed the move higher, and the breakout looks fairly clear now. An open at 185 on Tuesday? That would be a pretty bright shock wave. Cheers to that thought.

$SpaceX(SPCX)$  Jensen Huang (Nvidia) only bought 2 stocks: $Intel(INTC)$  and SPCX. Nancy Pelosi only bought 2 stocks: $Bloom Energy Corp(BE)$  and INTC. Donald Trump personally owns INTC. The US Govt owns $Intel(INTC)$  stock. The Intel CEO himself bought big at $95 last month. Insider buying. Sometimes the market hands you gifts.

$Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$ $SanDisk Corp.(SNDK)$ $Roundhill Memory ETF(DRAM)$ $Micron Technology(MU)$ $SK hynix(SKHY)$ Memory is looking strong at the open. Just hope it doesn't reverse today.

$Dell Technologies Inc.(DELL)$ 550If expectations are beaten by 44%, it should at least be up 10% from previous ATHs, right?