To The Moon

$SK hynix(SKHY)$ Started an initial position recently. So far, so good. If the storage chip bottleneck persists, I'm expecting a three-digit yearly gain. I plan to gradually add on every dip. Best of luck to the longs.

$Atlassian Corporation PLC(TEAM)$  - Another stock building an ascending triangle on the daily chart. Watching closely for a break and hold of the $193 level. If it breaks, $225 looks reachable. Looking at calls above $193. $Microsoft(MSFT)$  - The stock is forming a tight channel on the daily. Watching for calls above $500 for a breakout move toward $525 and higher. It has been stuck in this zone for a while. $SpaceX(SPCX)$  - NASA just gave SpaceX another $946 million boost, adding 3 more Crew Dragon missions to the ISS through 2030. The stock needs to break $160 before it can push higher. If $160 breaks, a move toward $180 and beyond is on the t

$SpaceX(SPCX)$ Futures opened green. Hoping for a solid week for the bulls.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Tomorrow is OPEX day, so it should be more or less the same trade as today. Then next week, heading into mid-term seasonality, things could get interesting. Can it reach 80?

$SUPER MICRO COMPUTER INC(SMCI)$ What happened to $Dell Technologies Inc.(DELL)$  this year would happen to SMCI next year. SMCI will be a trillion-dollar company soon.

$SK hynix(SKHY)$ I can't believe this drop would happen just because some billionaires are trashing AI. The idea that AI is going to magically slow down is a pipe dream. AI is happening and the buildup is an arms race. It's just a matter of where the datacenters get built. With the election cycle it has become a hotbed issue. After elections it's going to happen. AI is like the internet. It's not going away. All these foreign countries aren't going to say they aren't building up the infrastructure. By Halloween we will be in the $220 range.

A lot of retail shorts are piling into $Dell Technologies Inc.(DELL)$ , which has been one of the stronger YTD performers in the market. They seem to feed each other misleading narratives instead of actually looking at the quarterly results. No real DD behind it.

$SK hynix(SKHY)$  Memory companies are sitting on a lot of cash. A dip like this just gives them room to buy back more stock.

The market looks like it is opening lower. Oil is not spiking, and the US TECH 100 is down 250 points. No black swan here. It mostly comes down to whether WARSH will actually fight inflation. I am not selling $Dell Technologies Inc.(DELL)$ , and I am adding more.

$SK hynix(SKHY)$ SK Hynix is now up 7.7% in Korea. KOSPI is up 4.2% and is testing the 7000 level again. That's positive not just for memory stocks but for US markets in general. Nikkei is up 1300, while Hang Seng is down 300.