To The Moon

$Bloom Energy Corp(BE)$ Trump announced some big energy deals. Shorts are being forced to cover while leveraged players pile in. The volatility makes it feel like the stock is coiling up for a breakout. I've seen this kind of setup before. The harder it gets shaken, the more I want to add to my long.

$SpaceX(SPCX)$ Longs really need a successful Starship flight soon. One Starship flight payload equals 50% of all of China's flights this year. 5 Starship flights would carry more payload than all rocket companies combined in the history of space. That's how productive and revolutionary Starship is. It puts SpaceX with a massive lead ahead of all rocket companies globally in a firm monopoly position.

AI and surging memory-chip demand have shifted emerging-market leadership toward Taiwan and South Korea. With semiconductor valuations climbing, there's a real debate over whether this rally is still supported by fundamentals or getting more speculative. Andrew Dalrymple at Aubrey Capital Management points to earnings as the key justification. He does see some signs of excess, including leveraged ETFs tied to Samsung Electronics and SK Hynix, but the underlying memory cycle still looks unusually strong. Earnings are growing fast on rising memory demand, while new capacity remains expensive and slow to build. The AI infrastructure buildout could also make this cycle more durable than past memory upswings, which were tied to shorter PC, smartphone, and gaming cycles. AI needs much larger cap

$SK hynix(SKHY)$ Goldman Sachs is pushing back against the idea that the storage cycle is peaking, pointing to an 87.4% upside for SK Hynix. After an online meeting with SK Hynix management, they reaffirmed their Buy rating with a 12-month target of KRW 3,500,000 in a report released on September 22, 2026. With the stock currently at KRW 1,868,000, that's an 87.4% upside. Their view is that tight HBM and DRAM supply will persist, SK Hynix's pricing and margins will keep rising into 2027, and LTAs provide demand visibility.

$Bloom Energy Corp(BE)$ It is certainly concerning when stock prices rise too steeply. However, all prices are ultimately determined by supply and demand. I can understand those who short-sell Bloom Energy, trading based on the pattern of the price rising and then falling back. Yet, as Bloom continues to deliver consistently strong performance, I believe this pattern will likely disappear soon.

$Dell Technologies Inc.(DELL)$ Trimmed 25% of my position at 575. Still think Dell can push past 600, but it probably needs to consolidate this big move first. Could see it revisiting support around 500.

$NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ $Micron Technology(MU)$ $SUPER MICRO COMPUTER INC(SMCI)$ $SK hynix(SKHY)$ This is the kind of moment where shares being sold off by people gambling get picked up. Take them, hold them, and count the gains later.

$Dell Technologies Inc.(DELL)$  Last earnings it surged $150 in two days, then immediately reversed. This time there's been consolidation over several days instead. The fact that it held 530 is a good sign.

Buyers keep stepping in for $Hewlett Packard Enterprise(HPE)$  around the 50-day moving average. $Dell Technologies Inc.(DELL)$  and $SUPER MICRO COMPUTER INC(SMCI)$  are also showing improving relative strength.

Evercore ISI took Dell Technologies off its Tactical Outperform list after the strong July-quarter results and higher guidance, but the firm is keeping its bullish long-term view intact. Dell stays a top pick there with an Outperform rating and a $575 price target. Revenue came in at $47 billion with EPS of $7.04, well ahead of the $44.9 billion and $4.91 estimates. Revenue was up 58% year over year, helped by a 122% jump in traditional servers and networking, 100% growth in AI servers, 26% growth in storage, and 20% growth in CSG. AI server revenue hit $16.4 billion, and AI server orders climbed to $61 billion, pushing the AI backlog to roughly $95 billion and giving better visibility into future growth. Evercore noted the results show demand broadening beyond cloud AI infrastructure into