$SpaceX(SPCX)$ $NVIDIA(NVDA)$  and $Alphabet(GOOGL)$  now own 5% of the company, which looks like a decent signal. The stock is flagging just under 150, and that level seems to be the key one to watch. It is the 7th biggest company on the planet, and funds are scrambling to buy the dip.

$Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$ South Korea is having a strong market day, with $SK hynix(SKHY)$  now over $173. Recent headlines for SK Hynix from Top Tier Newswire are posted below.

$SK hynix(SKHY)$  This looks like a value play driven by American buyers picking up the cheapest stock in the market. Still waiting for Korean investors to return. Once that happens, it could start moving toward the all-time high of 3 million won. The shareholder compensation plan is expected to be announced in August, which might be the catalyst.

$SpaceX(SPCX)$  Even if it pulled back to $145, which I don't really expect, that was still a pretty solid day.

$Micron Technology(MU)$ On track to generate more than $500B in profit over the next three years: • 2026: $98B (+904% YoY) • 2027: $198B (+102% YoY) • 2028: $207B (+4% YoY) The most compelling part to me is the real possibility that future memory demand could be driven by applications the industry isn't even building capacity for right now. Current estimates might only be capturing the very beginning of what's ahead for memory demand. $Redwire Corp.(RDW)$  $SK hynix(SKHY)$  $VIDA Global Inc.(VIDA)$  $IREN Ltd(IREN)$ 

$SpaceX(SPCX)$  Bears and bulls go at each other a lot here, and on top of that most are trading options which is essentially gambling — that's fine. But it's worth keeping in mind that we're a tiny slice of the broader public in this bubble, and that's actually something to be happy about. Plenty of people don't even know what a ticker is, let alone a call option or how to sell them. So just buying shares, even a small number, already puts you well ahead of the average person. No need to go all-in at once. Something is always better than nothing, and that applies to all the high-conviction names you personally like.

$SpaceX(SPCX)$  SemiAnalysis is projecting SPCX could reach roughly $305B in annualized revenue run rate with 10GW of power by year-end 2027, including about $235B from AI compute. That's the kind of setup that keeps me watching IREN. The playbook looks similar: secure power, build data centers, turn electricity into high-value compute. IREN now has a 5.8GW development pipeline, while only targeting 480MW of AI Cloud capacity by year-end 2026. That small slice alone is expected to generate $4B+ ARR. If more of that 5.8GW gets monetized, the upside could be massive. From where I stand, IREN still looks undervalued.

$SanDisk Corp.(SNDK)$ $Micron Technology(MU)$ $SK hynix(SKHY)$ $Invesco QQQ(QQQ)$ Seeing a lot of bearish posts on here tonight, with new ones popping up every few minutes. Honestly, it doesn't really matter. No one rational is going to sell this stock, or Micron, or SK. Those bearish posts just push the rest of us to hold on tighter. I'm not going anywhere, especially with the buyback program likely running for another 8 quarters, potentially around $180 billion worth. Even my banker said he would lend me money against my SNDK shares if I needed it, and offered a personal loan at 8% to buy more since he

$ProShares UltraPro QQQ(TQQQ)$  Taking profit at 10% on the day seems reasonable, and the slight dip makes sense. I don't really see a reversal here with MACD staying below zero the whole session. AMD hasn't even reported yet, so the move feels a bit wild. Curious if it pushes toward $80 after hours.

$SanDisk Corp.(SNDK)$ $Micron Technology(MU)$ $SK hynix(SKHY)$  The market seems ready to push blue memory chips higher.

$SpaceX(SPCX)$ A close above the bearish zone around $118 to $120 would confirm a bullish breakout.

This thing ran 65% in just two weeks. It wouldn't be surprising to see a pullback into the 50s once the market makers are done squeezing the short side, and then a similar run-up right before midterms that sends $Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  back toward the 80s.

$SpaceX(SPCX)$  Add the short-covering panic to the mix. I'm also pretty sure there are more news releases on the way, and all that money that was parked in semis is now looking for a new home. Rock and roll.

$Micron Technology(MU)$ $SK hynix(SKHY)$ $NVIDIA(NVDA)$ $Bloom Energy Corp(BE)$ $Corning(GLW)$ There's no reason to panic-sell every time stocks dip. A better exit always shows up eventually. The broader market is still bullish, and AI looks like it's only in the second innings. Plenty more ahead. If you're patient, your money stays intact. If you're too rational, the market tends to rip you off.

$ServiceNow(NOW)$  I've moved my funds out of hardware and AI infrastructure plays, shifting everything into software names like NOW and CRM.

$SK hynix(SKHY)$ $Direxion Daily MU Bull 2X Shares(MUU)$ $SanDisk Corp.(SNDK)$ $Invesco QQQ(QQQ)$ The level of foreign buying in memory stocks is really something. SK Hynix seems to have its own unique role in all this. There are so many profitable companies out there that you'd think the broader indexes would be performing much stronger. It feels like a combination of factors—political tensions, geopolitical conflicts, weather disruptions, inflation, and economic inequality—are all weighing things down. And then you have commentators shouting about a bubble. It's a bit ridiculous to suggest buying one

$IBM(IBM)$ They pre-announced the quarter a week ago, with the actual earnings coming tomorrow. If it's not as bad as expected, 250 could come quickly.

$MoonLake Immunotherapeutics(MLTX)$ $SpaceX(SPCX)$ Looks to be in good shape today. Elon Musk's warning that short sellers could lose everything on SPCX in the long term seems to be taken seriously. They know he's not joking.

That's the kind of headline that gets my attention. $SK hynix(SKHY)$ 's Chairman Chey Tae-won is expecting AI semiconductor demand to jump 60% to 100% next year, with overall memory demand potentially climbing nearly 60%. The bigger point is his warning that supply might not keep up, which could mean memory chips stay tight as demand accelerates globally. That's why I'm still keeping a close eye on the memory sector. When demand outpaces supply, the stronger players often lead the next phase. I'm more focused on watching how this theme develops rather than reacting to every single news item. I'm looking to concentrate on the names that are showing constructive setups within solid industry groups.

$Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ $SK hynix(SKHY)$ $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ I don't really feel bad for anyone who loaded puts at the close and found themselves in a bad spot this morning. The situation could get worse at the open, with a lot of chip and tech stocks looking strong. QQQ has been through a tough period but seems set up for a decent move now. It might seem overvalued, but earnings suggest otherwise. Same story for the KOSPI.