To The Moon

$ServiceNow(NOW)$ A close above $110 is genuinely bullish... like I've said, closing above $105 would already be a strong signal. I think another run is likely coming, and the after-hours price action feels more like market makers trying to shake out retail.

$SK hynix(SKHY)$ $Micron Technology(MU)$ $NVIDIA(NVDA)$ $SanDisk Corp.(SNDK)$ I don't see the Fed raising rates. There's also a chance Iran and the US work out some kind of toll agreement for the Strait of Hormuz. If that happens, oil could take a hit, and the broader market would probably get a decent lift.

$Micron Technology(MU)$ $SK hynix(SKHY)$ SKHY reports tomorrow night. I really hope they ease up on the capex talk and just lay out what they plan to do and when, without the hype. We already know earnings will be strong and they are sold out. The main thing analysts will be asking is what the ROI picture looks like. If capex stays too aggressive, the oversupply glut narrative will take over and this stock could become untouchable. If capex is too light, they risk losing future market share, sold out or not. I hope they get it right. Not sure Jensen does.

$SpaceX(SPCX)$ It would be surprising if $111 isn't the bottom. That's nearly a perfect 50% haircut from the highs. If the stock keeps falling apart, it probably kills the idea of another trillion-dollar IPO because the market simply won't trust underwriter pricing anymore. Underwriters already made around $560 million off this IPO alone. No telling how much Goldman Sachs, JP Morgan and others have pocketed shorting the stock along the way. The same kind of setup looks likely for the Anthropic and OpenAI IPOs. Overprice and overhype to squeeze maximum underwriting fees, run the price to a blowoff top, then short it all the way back down. The whole thing plays like a game run by the casino operators. And now the casino operators happen to have

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ We'll see sub 10 by eoy. You're shorting at a generational bottom. Semis is heading for new all time highs. It already bottomed.

BTS wore custom $SK hynix(SKHY)$  shirts at halftime. They seem to favor companies with forward P/E ratios under 5.

$Apple(AAPL)$ if Apple gets approval to buy Chinese memory, I will take a video of me throwing my iPhone into the Atlantic Ocean…$Micron Technology(MU)$  $SanDisk Corp.(SNDK)$  $SK hynix(SKHY)$ 

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ The stock looks like a coiled spring with a potential initial 10x upside back to the 500s. From these oversold levels, there could be successive days of 100%+ gains.

$IBM(IBM)$ I think the stock is way oversold at this point. The price could recover a bit from here. The company is a leader in quantum computing.

$IBM(IBM)$ I can't believe my luck with this one. I had sold my position above $300, waiting for a pullback to around $280. I was genuinely surprised when it opened in the $220s recently. I started buying just below $220 and added more around $205. It's set to go ex-dividend in about three weeks. I'm watching to see if it jumps after the earnings report.