To The Moon

$SpaceX(SPCX)$ Seeing bears out trolling on a Sunday. Honestly, the fear is pretty obvious.

$SK hynix(SKHY)$ The Kospi looks to be in a better position now than it was earlier. It managed a V-shaped recovery recently and is back up 4%. Hynix is up 5%.

$Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ $SK hynix(SKHY)$  This feels like the final nail in the coffin for the shorts. An analyst at LS Securities, Jung Woo-sung, interpreted the recent results as favorable for the sustainability of AI demand for memory companies. He pointed out that supply constraints and an upward revision of capital expenditures were confirmed simultaneously in Alphabet's earnings, and noted that demand has still exceeded investment despite significant increases in production capacity over the past three years.

$SpaceX(SPCX)$ A lot of shorts seem to be positioned for the earnings report and waiting for potential insider selling. Honestly, I'm not fully convinced that setup will work out for them.

$SK hynix(SKHY)$ Looking at the 2%+ rally in the Nasdaq today, I think there's a good chance we see a significant follow-through move in the KOSPI overnight.

$IBM(IBM)$ Stephen Guilfoyle is adding to his IBM position after the stock's recent decline, which he notes is the biggest in 115 years. He has made three purchases since July 14. From his perspective, the worst-case scenario seems priced in, and the stock appears to be trying to find a bottom ahead of Wednesday, July 22, presenting what he views as a trading opportunity.

I was looking at my US stock holdings versus the average analyst price targets, and a few names really caught my eye. $Digi Power X Inc.(DGXX)$  It's an AI infrastructure play with the highest upside potential, around 218%. $IREN Ltd(IREN)$  Another one in the AI data center space, showing roughly 140% upside. $SpaceX(SPCX)$  A recent addition to the portfolio, with nearly 94% upside based on those analyst targets. $Celsius Holdings, Inc.(CELH)$  A growth stock with around 91% potential upside. $Novo-Nordisk A/S(NVO)$  This one shows the lowest upside rig

$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ $iShares Semiconductor ETF(SOXX)$ $Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  $SanDisk Corp.(SNDK)$ It seems pointless to sell tech stocks at these levels, which look like bargain prices well below any reasonable price target. Taking a loss here doesn't make sense when holding or even buying on dips could be an option. The current situation feels more like market manipulation than anything based on fundamentals.

$AST SpaceMobile, Inc.(ASTS)$ Some are concerned about the valuation and profitability, but they're still bullish on SPCX.

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