To The Moon

$Intel(INTC)$ For true long-term investors in Intel, this is a company with the potential to become the most valuable on the planet — higher than $NVIDIA(NVDA)$ , higher than $Apple(AAPL)$  and SPCX. The last earnings report again shows Intel transforming into a cash flow and profitability monster. On top of that, if the situation with Taiwan heats up next year, Intel could be the only place to put money in the market. I'm holding on to my shares.

$iShares Semiconductor ETF(SOXX)$ So far the SOXS trade is playing out well. A close under $532 at key support would be ideal, and under $533.19 would also help since it would wipe out the bullish FVG that developed this week. INTC dropping under 100 and trading red is another encouraging signal.

$Tradr 2X Long SNDK Daily ETF(SNXX)$ I got tired of losing or sitting in stagnant positions just for the sake of diversification. I even sold my 800 shares of NVDA at 210 after a gain of 200k. At this point, I've concentrated my accounts — IRAs, Roths, and joint accounts — into MU with an average share price of 587, totaling around $860,000, which I'm using as my base position. On top of that, I trade 3,000 shares of SNXX and 7,000 shares of MUU around the highs and lows.

$SK hynix(SKHY)$ Micron is showing some strength here. Super Micro Computer had a solid earnings beat. The demand for memory seems to be holding up. I think there's a chance SK hynix could reach $200 per share this month.

$SpaceX(SPCX)$ Firms that keep a large short position in SpaceX for a long time face very low odds of survival.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  I'm holding on and staying patient. I sold SOXL at under $9 just a few months back. It's not impossible to see it return to those levels.

$SpaceX(SPCX)$ Cathie Wood's ARK Invest holds a major position in SpaceX through SPCX, which makes her one of the biggest public market investors in Elon Musk's company. I tend to follow the lead of those who know more about this than I do. It's their largest holding.

$SpaceX(SPCX)$ I buy calls on red days, and then they tend to go green on the subsequent green days. I don't know why this buy low, sell high approach works, but I'll keep doing it.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Patience is key here. The situation isn't completely clear yet, but I believe the semis are heading in the right direction. There will likely be more clouds and bumps along the way, but the sector has seen its difficult days. Even rational exuberance eventually gives way to reality.

$hynix-WI(SKHYV)$ The numbers are pretty hard to ignore here. SK Hynix is sitting at about a $1.5T market cap with roughly $34.9B in last quarter revenue. Micron is at about a $1.1T market cap with roughly $41.5B in revenue, and it's also running about 10% higher margins. So, the company with more revenue, better margins, and a much lower valuation is the one people are still treating like the lesser name? You don't need to be a portfolio manager to see which business is executing better. At some point, the market usually has to catch up with reality.