To The Moon

South Korea's KOSPI seems to be taking the $Alphabet(GOOGL)$  CapEx news in stride. The logic here is pretty straightforward: more AI spending means more demand for memory, chips, servers, and data centers. That's a positive setup for $SK hynix(SKHY)$ , Samsung, and the broader semiconductor supply chain. One big overhang has been excessive retail leverage and crowded positioning. From where I stand, it looks like a lot of that weak-handed selling has finally been flushed out. If the AI infrastructure cycle keeps expanding, memory and semiconductor names could come back into focus as capital rotates into the next phase of the buildout.

$SpaceX(SPCX)$  I picked up a few shares on the recent dip, just before the price started moving back up.

$ServiceNow(NOW)$ $IBM(IBM)$ $GraniteShares 2x Long NOW Daily ETF(NOWL)$ $Tradr 2x Long Ibm Daily Etf(IBX)$ The full Q2 earnings release and conference call for IBM are still set for Wednesday, July 22, after the market closes. Management should provide the complete financials, updated guidance, and take analyst questions. The guidance could be interesting. ServiceNow is also scheduled to report earnings at the same time. IBM and ServiceNow significantly expanded their partnership in June 2026 with a new multi-year strategic collaboration focused on enterprise AI. It was a major partnership announcement,

$Robo.ai Inc(AIIO)$ AIIO's shift from focusing on EVs to building an AI machine economy platform is definitely one of the more interesting transformation stories out there. It's worth keeping an eye on for that reason. $Accenture PLC(ACN)$  $IBM(IBM)$  $Palantir Technologies Inc.(PLTR)$ 

$IBM(IBM)$  Still looking at a market cap loss of about $60 billion, with only a minor recovery so far.

$SK hynix(SKHY)$ Barclays has a recent 1-year price target of $330 for the Korean stock 000660, which would imply a 137% increase from current levels. Interactive Brokers provides direct access to Korean markets.

$SpaceX(SPCX)$ My price target for this stock is $135.

$Corning(GLW)$ Price target on $Citigroup(C)$  moved up to $240 from $225. The Buy rating stays in place.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ It seems like the Mag 7 are trying to raise billions by selling corporate bonds, while the government is also selling US bonds. This competition is driving up bond prices as they go to the highest bidder. I don't think this ends well for AI companies, especially since some early adopters of AI are reportedly reversing course and hiring human workers back.

$Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$  added 2000 more at 494. Holding 8000 shares total.