To The Moon

$IBM(IBM)$  Looking back, I've seen companies like XRX, PRD, KODK, and C go from being leaders to nearly disappearing. IBM is different—it has managed to reinvent itself multiple times. The situation now isn't the same; IBM actually has the products and capabilities. What they need to do is execute and capitalize on them. From my perspective, among the giants, IBM seems to offer the least downside and the most upside potential. It's time for senior management to lay out their plan and start delivering on it.

JP Morgan recently put out a note on the KOSPI, explaining the recent drop and giving a 12-month target. Their base case is 12,500 points, with a bull case of 15,000 and a bear case at 8,000. From the current level around 6,747, that base target implies a gain of about 85%. That kind of move would obviously be significant for a 3x leveraged ETF like KORU. According to them, the plunge wasn't really about weak corporate fundamentals in South Korea, which they see as solid. Instead, it was amplified by liquidations from leveraged ETFs and hedge funds unwinding positions. On the deleveraging front, JPM estimates the leveraged ETF liquidation process—targeting around $18 billion—is already about 75% complete. Hedge fund deleveraging is also thought to be more than halfway done. Their longer-te

$Archer Aviation Inc.(ACHR)$ With nearly $2 billion in cash, I'd think an offering isn't likely at this point. The company is making progress on several fronts. US operations are slated to begin this year under the White House's eVTOL Integration Pilot Program and in preparation for the LA28 Olympic Games. They have advanced commercial readiness with an expanded piloted flight test program and operations at Hawthorne Airport in LA. They've achieved record FAA certification progress, being the first to close Phase 3 of the FAA's 4-phase Type Certification process for eVTOL aircraft. There's also significant progress on dual-use, hybrid, autonomous aircraft, with phased program awards expected later this year. The AI stack is advancing rapidly

$AST SpaceMobile, Inc.(ASTS)$ From what I can see, all signs point to BB 8 and 9 being successfully deployed. Meanwhile, the town of Midland is set to vote on approving ASTS's major expansion plan. There's been very little discussion about this, and no official press releases either. That specific event alone could be a positive catalyst, regardless of broader market conditions. Additionally, T-Mobile is scheduled to be released from $SpaceX(SPCX)$  this week, which might lead to more news about the joint venture. Putting it all together, this week looks like it could see a rebound after the recent drop, potentially a significant one.

$Roundhill Memory ETF(DRAM)$ $SK hynix(SKHY)$ $56.7 million into these calls

$SpaceX(SPCX)$ GET Those Put holders out of the LAUNCH Area!!! Straf them with Bullets from the Security HELO ,/,

$SanDisk Corp.(SNDK)$ $Advanced Micro Devices(AMD)$ $Trump Media & Technology(DJT)$ $SK hynix(SKHY)$ SK Hynix is a key player in AI, not just another chipmaker. According to IDC data from their filing, they're the global leader in High-Bandwidth Memory (HBM) with a 56.4% market share. They're also number 2 in overall DRAM at 29.1% and number 2 in NAND flash with 18.5%. HBM is the crucial memory for AI accelerators like Nvidia's, which positions SK Hynix as a core AI infrastructure supplier rather than just a traditional memory company.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Overnight news could be tough on the markets. This could move up significantly, possibly reaching the 5.25 to 5.50 range.

$Tradr 2X Long SNDK Daily ETF(SNXX)$  SanDisk is up about 5% after the close. If that holds, it could be up around 10% by the morning.

$Corning(GLW)$  The recent drop seems a bit excessive given the company's long-term prospects.