$NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ $Micron Technology(MU)$ $SUPER MICRO COMPUTER INC(SMCI)$ $SK hynix(SKHY)$ I don't really get why DingleBurry's takes keep circulating. It's disappointing, and honestly makes me wonder why I still bother contributing. But then again, I do it for people like me, the small players just trying to turn one dollar into two. Stay committed to your own convictions, and don't let the noise sway you.

$SpaceX(SPCX)$ SPCX tried to shake people out early, dipped hard, then snapped right back and finished strong. That kind of action usually means bigger players were scooping shares while everyone else panicked. Volume is heavy, interest is high, and the price closed way stronger than it opened. That's the kind of behavior worth watching closely. It's sitting in the middle of its yearly range, which is exactly where big moves tend to start forming. Nothing crazy happened, but the way it recovered makes it feel like this thing might be gearing up for something. Could be news, could be positioning. Either way, it's worth keeping an eye on.

$Aeluma, Inc.(ALMU)$ $500 billion for Nvidia to build out AI infrastructure is incredibly bullish. Investment firms couldn't shake out retail last month, so they basically had to hand the money directly to Jensen instead. AI is the new software, and everyone will get a piece. We're definitely in the right place and locked in. Good luck to all. $Lumentum(LITE)$  $Coherent(COHR)$  $Ciena(CIEN)$  $Applied Optoelectronics(AAOI)$ 

$SK hynix(SKHY)$ Looking at ticker 000600, it's down 52% from its all-time high. When I evaluate chip stocks and the pullbacks they've had, this feels like a healthy pullback at the current level. In my view, the stock should be around $275 by the end of the year. AI demand keeps climbing, and private equity has poured billions into Nvidia and other chip companies for data center buildout and AI infrastructure procurement. No matter what happens with China or Micron, the market for these chipmakers and providers looks robust. It's only a matter of time before money circulates back in, since this is where the future is.

$Micron Technology(MU)$ $SK hynix(SKHY)$ $SanDisk Corp.(SNDK)$ $Invesco QQQ(QQQ)$ $Apple(AAPL)$ Articles and posts about Apple and CXMT have been making the rounds again, but honestly this is just recycled news from three weeks ago. None of the coverage, either now or back then, has really framed the situation correctly. A few things worth noting. Apple could have secured memory earlier but didn't. There's plenty of memory available even with the so-called shortage, but Apple would need to pay a competitive price, which it doesn't seem willing to do. Micron

$SpaceX(SPCX)$ For the many shareholders here who clearly don't get how the 900 million share unlock works, it's a slow, methodically restrictive process that starts on Aug 6th. Only 20 percent gets unlocked in this first round. Not all of those shareholders will sell all, or even any, of their shares. This stock averages about 150 million shares traded a day, so the trickle should be easily absorbed with each release. The next unlock of another 7 percent only happens if the share price stays above $175 for the preceding 10 days. It's basically a non-issue. Not all insiders or affected shareholders exit their positions just because they can. And if they don't? It's because they have inside information or believe in the company. Mr Musk can se

$ServiceNow(NOW)$ Impressive 3-day run blasting right through the 8, 21, and 50-day MAs. The 200-day MA is next on deck. Does it get there on this push, or pull back first?

$ServiceNow(NOW)$ A 9%+ gain with a stair-stepping chart pattern usually points to serious institutional buying. Wouldn't be surprised to start hearing about how buyers are suddenly finding "value" at these levels. Good to see that kind of volume come in.

$Invesco QQQ(QQQ)$ $SpaceX(SPCX)$ Going with a YOLO 1DTE call play for a bounce tomorrow off oversold levels. Already up 1.2K in 5 minutes.

$SpaceX(SPCX)$ Shorts might want to be a bit careful here.

HBM memory demand is still high. $Direxion Daily MU Bull 2X Shares(MUU)$ , $Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$ , DRAM.

SKHYVMedia in Korea keeps bashing SK and the KOSPI, even with positive press from SK and well-known analysts. This pattern often ends badly after they've drawn in as many shorts as possible, then the algos suddenly reverse. Retail keeps trying to short the KOSPI while institutions are loading up. I'd say KOSPI 10500 soon.

The satellite industry is seeing a major shift in competitive dynamics. The key advantage now lies in vertical integration across the entire space value chain, and we're in the middle of a consolidation wave as companies rush to secure their positions before the opportunity narrows. As satellite and terrestrial networks converge more tightly, with 3GPP NTN standards maturing and direct-to-device becoming standard in new smartphones, IoT connectivity is expanding into every industrial sector. According to Counterpoint's latest satellite IoT report, there's a potential for over 970 million IoT connections via satellite by 2030. That makes this one of the largest growth areas in tech for the coming decade. $Rocket Lab USA, Inc.(RKLB)$ 

$Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$  Looks like we could see a sharp recovery soon. SK Hynix has a huge catalyst on the horizon.

$Redwire Corp.(RDW)$ The next phase of warfare is likely to involve drones and space-based assets. A company like Redwire, which is critical for both $SpaceX(SPCX)$  and NASA, could be a significant player. At a price of $10.50, it seems like a potential opportunity. There are also some rumors about a possible acquisition by SpaceX, similar to what happened with Cursor.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ If we break above $5 a share, daily volume could potentially reach one billion. It seems like that move might be approaching for SOXS longs.

$SpaceX(SPCX)$ I think next week could see some strong momentum. Personally, I'm looking for a move toward $200.00.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Building a solid position takes time, whether you're long or short. But if you're on the right side of the trend, the payoff can be enormous.

$SpaceX(SPCX)$ Haters might hate, but this is being added to index funds, which will drive demand. Insiders know the potential and will be taking a bullish stance. I think it could reach above $180 by October.

$Applied Optoelectronics(AAOI)$ I bought some more, speculating on a big jump from Micron's numbers. Good luck to the longs.