To The Moon

$NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ $Micron Technology(MU)$ $SUPER MICRO COMPUTER INC(SMCI)$ $SK hynix(SKHY)$ Not too worried about it. There's only so far they can drop. Just makes sense to have some cash ready for when the reversal shows up.

$ServiceNow(NOW)$ 101The breakout happened and volume is up... so you know what's probably coming next, right? It's been beaten down for too long to ignore this kind of setup.

$SK hynix(SKHY)$ $Micron Technology(MU)$ $Roundhill Memory ETF(DRAM)$ It's honestly hard to fathom that SK isn't up right now, especially after signing that massive deal with NVDA. A $500 billion deal, and they're calling it the largest in history.

$SpaceX(SPCX)$ Flight 14 is coming up in about 3 weeks. Looks like they'll attempt the ship tower catch.

$SpaceX(SPCX)$ I'm waiting to see what happens when they announce the national security contracts.

$hynix-WI(SKHYV)$ BofA's latest look at the global memory market has some pretty big numbers. Their memory indicator is near record highs at 183, well above past peaks of 120–130, and they're calling for a massive revenue surge in 2026. They forecast global DRAM revenue to jump +325% YoY to $568.8 billion next year, and NAND revenue to surge +299% YoY to $323.1 billion. Combined, that pushes the total market to nearly $891.8 billion, up from $214.8 billion in 2025. A lot of this is driven by AI. Servers, especially those using High Bandwidth Memory (HBM), now account for over half of total DRAM demand. Similarly, enterprise/data center SSDs make up more than 50% of NAND demand. HBM and advanced memory are now taking a huge 35% to 40% chunk o

$SpaceX(SPCX)$ Put holders had a rough day today.

$Corning(GLW)$ $Figma(FIG)$ $ServiceNow(NOW)$ I'm keeping an eye on INTC after this pullback. From where I stand, it could potentially move past 150.

$Micron Technology(MU)$ I'd be happy to see it go up another 300 points. That would certainly change my perspective on it. The same goes for $SanDisk Corp.(SNDK)$  and SPCX.

$SpaceX(SPCX)$  Here we go with the push to $175. As soon as sentiment turns bearish, it starts climbing up. What a surprise.