To The Moon

SK Hynix just had another huge volume session, with something like 75 million shares traded. That's a lot of market attention focused on the memory and AI semiconductor theme. The new Leverage Shares ETFs are also seeing explosive activity. $Leverage Shares 2X Long SK Hynix Daily ETF(SKHX)$ , the 2x long SK Hynix ETF, traded around 6 million shares. $Leverage Shares 1X Short SK Hynix Daily ETF(SKHZ)$ , the 1x short SK Hynix ETF, saw nearly 2 million shares change hands. That kind of volume tells a story – traders are actively positioning on both sides as the AI memory cycle continues to heat up. $SK hynix(SKHY)$  remains a key name to watch within

$SpaceX(SPCX)$  Seeing a lot of shorts piling into this. In my view, that probably won't end well for them.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  Rocky mentioned that the only thing that matters is the direction, and the direction right now is clear, strong, and straight ahead.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Some shorts could be in a tough spot if they don't cover soon. The ones who were quicker to react have already taken significant losses. Others who held on might be facing a much larger loss.

$SK hynix(SKHY)$ $Micron Technology(MU)$ $Samsung Electronics Co., Ltd.(SSNLF)$ DRAM.XGiven the strong ADR movement and upward target revisions, leveraged Korea could bounce hard. The day started with a 30% ADR premium. DRAM is probably a good option in the short term.

$hynix-WI(SKHYV)$ Forward P/E at 5 seems pretty low to me, which makes it look interesting.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ $iShares Semiconductor ETF(SOXX)$ That was quite a reversal in the Nasdaq, especially in the semis.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  I'm looking forward to a market downturn so I can just hold my long-term positions.

$Corning(GLW)$ $Arista Networks(ANET)$ $Amphenol(APH)$ $Astera Labs, Inc.(ALAB)$ $WhiteFiber, Inc.(WYFI)$ Buying at lower levels seems like a reasonable approach, considering they could emerge as leaders in the networking space.

$SpaceX(SPCX)$  It's a shame that some short sellers seem too focused on their dislike of Elon Musk—likely influenced by negative media coverage—to properly consider the long-term outlook.