To The Moon

$SpaceX(SPCX)$  I managed to make $204 on the bounce. Still holding a small position for the launch. A pop and drop would be pretty nice, so I could cash in and then rebuy.

$Micron Technology(MU)$ $SK hynix(SKHY)$ The KOSPI is making a slow climb, though it's still below recent highs. Forced selling from margin calls seems to be one factor holding back a faster rebound. This pressure is partly coming from leveraged ETFs, which have been falling several times more than their underlying investments. Meanwhile, major investment banks like Morgan Stanley and JPMorgan have been calling to buy semiconductors, saying the sell-off was overdone. However, any buying that has appeared has been quickly sold into. It feels like a lot of retail investors lost money after institutions crashed the party, and it might be wise to not rush back in. Institutions may need to provide more

$SK hynix(SKHY)$ $SanDisk Corp.(SNDK)$ $Micron Technology(MU)$ $NEBIUS(NBIS)$ $Marvell Technology(MRVL)$ This market feels like a coiled spring, just waiting for a catalyst to trigger a move.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ SOXL printed what looks like a lower high. The trend remains down unless it can manage a higher high. That's just the price action.

$IBM(IBM)$ Earnings are out soon. I think shorts might look to cover, possibly pushing the price toward $215. They'll likely want to lock in profits. That's just my view.

$Aquestive Therapeutics Inc.(AQST)$ We're into Q3 now, so we should find out soon about the US FDA submission for AQST, along with the PK studies updates and the labeling plan with the agency. The question is whether it's going to be a Class 1 Resubmission or a Regular submission. For $Outlook Therapeutics, Inc.(OTLK)$ , there are only 8 days left until a potential massive US FDA approval decision.

$IBM(IBM)$ Does a $600 million miss really justify a $70 billion drop in market cap? This whole situation feels way overdone. The idea that it's just retail selling off seems off to me.

$hynix-WI(SKHYV)$  Demand for HBM memory in China is extremely high. The global HBM market is dominated by one company with a 60% share.

$hynix-WI(SKHYV)$ As long as AI stays hot, memory demand will be there. You can play games all you want, but this is going to take off.

$hynix-WI(SKHYV)$  Down about 8% and hitting the 2 million KRW mark. There's a lot of frustration on social media. Then someone comes in with a view that SK Hynix could double from its recent low, which would be the path to 4 million KRW.