To The Moon

$SK hynix(SKHY)$  SK Hynix looks cheap relative to its earnings growth, which makes it seem like a deep-value stock, but it actually behaves more like a cyclical growth play tied to AI infrastructure. Forward P/E is around 6x to 8x, far below the broader semiconductor industry average of roughly 20x. The discount to peers exists because memory makers historically trade cheaply before cyclical downturns. Intrinsic value models like discounted cash flow suggest potential undervaluation exceeding 40% to 75% based on current cash flows.

$SK hynix(SKHY)$ Nothing of any substance has really happened here. Yes, markets can stay illogical for a bit. Ultimately the earnings will be impossible to ignore. I'm sitting tight.

$Bloom Energy Corp(BE)$  I keep wondering when that dark pool volume from Friday will actually show up in the market. Volume has completely dried out, which feels a bit unusual.

$SpaceX(SPCX)$ Buying SpaceX here feels like buying Tesla at $40. I'm not bullish enough. Send it to 500+ with haste. The same fundamental value clowns were repeating the same nonsense when Apple was at $10 and NVDA was at $50. You get my point.

$Dell Technologies Inc.(DELL)$ Massive run here. Shorts covering and buying out or buying calls. This one has huge momentum despite a large insider sale. It's a low-margin business with high component prices, but some large institutions are supporting it. You'd need a well-established trend to short or buy puts, and that's not there yet.

$Dell Technologies Inc.(DELL)$ Interestingly, DELL's max pain for the week is $450. I can't imagine DELL dropping that much by Friday.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ The only thing America needs to guard against the risks of AI is a high IQ president, which we apparently have. I'm adding more here, just in case that's not actually true. Not sure what else to say.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Trying to predict crashes when the odds are heavily stacked against you is a strange position to take. There is roughly a 1% chance of that working out and a 99% chance of losing, which is not even a probability anymore but closer to a guaranteed loss. It is like trying to predict when rain will fall in the Sahara. That is how people destroy their family wealth by fighting mathematics and probability. Most market participants are long, and they buy regardless of what is going on. This market is a wealth creation machine. Time is the most important variable, not timing the market. You could have the worst entry timing ever and still outperform almost every trader if you never sell for decade

CNBC reports that Leopold Aschenbrenner's Situational Awareness Fund is buying call options in $CoreWeave, Inc.(CRWV)$  CoreWeave, $Advanced Micro Devices(AMD)$  AMD, $Bloom Energy Corp(BE)$  Bloom Energy, and $SanDisk Corp.(SNDK)$  SanDisk.

$SUPER MICRO COMPUTER INC(SMCI)$ 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.