$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Bond buybacks look like a sign of panic that inflation is out of control. Nobody is going to lend money at 5% for 2 years, let alone 30, when inflation is actually costing around 10% per year — more than they're getting back in interest. So bond yields are rising because risk is rising. And bond buybacks would actually add more inflation. That's a problem that keeps getting worse until it blows up. The situation is bad, and the people in charge are actively making it worse. That's one way to run for re-election, but it doesn't earn my vote.

$CRITICAL METALS CORPORATION(CRML)$ We could get an MRNA-style moment if BFS surprises, or maybe an SPCX buyout announcement.

People seem to be completely missing how bullish this is for PENG. SK Telecom isn't dumping its Penguin Solutions stake. It's transferring the entire position to SHIFTIX1 LLC, a wholly owned subsidiary of $SK hynix(SKHY)$  SK hynix. The numbers: SK Telecom originally invested $200M. SHIFTIX1 LLC is paying approximately $380.3M. The position is roughly 6.1M $Penguin Solutions, Inc.(PENG)$  shares on an as-converted basis, which is approximately 10.3% of PENG. SK hynix also inherits key investor rights tied to the stake.

$SpaceX(SPCX)$  Not really paying attention to the bearish noise here. Picked up 10 shares at $108, so that's a $17 gain so far. It's a better look than the constant doom and gloom that was flooding in every few minutes over the past couple of days. If it had dropped to $80 or $90, I had more cash ready to go in. By the end of the week, we'll see if there was actually something I missed.

$SK hynix(SKHY)$ SanDisk reported a pretty strong fiscal Q4 2026. Adjusted earnings came in at $39.25 per share, well above the $34.96 consensus. AI infrastructure demand and rising memory pricing seem to be the main drivers here, with data center revenue really standing out.

$SK hynix(SKHY)$ If people are complaining about the premium, they could just go buy a Hyundai in Korea for $10,000 instead of paying $20,000 in America.

$ProShares UltraPro QQQ(TQQQ)$  Bulls have something to smile about. The JOLTS report and AMD look like they could deliver a pretty strong payout.

$Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ $SK hynix(SKHY)$ $Invesco QQQ(QQQ)$ Price is knocking on 700 right now. That kind of move usually means rockets. It's up $14 from the 686 area, which was treated as a freakout level earlier.

$Rocket Lab USA, Inc.(RKLB)$ I think $SpaceX(SPCX)$  is overhyped and overpriced, and this looks like a much better investment in comparison.

$SpaceX(SPCX)$ SPCX could be in for a volatile stretch. Two major catalysts ahead: the company's first earnings report as a public entity, expected after the close on August 4, and the first lockup expiration on August 6, with roughly 911M shares — around $116B — becoming eligible for sale. The bear case is clear, more supply and short-term selling pressure. But a lot of the lockup worry might already be priced in, with the stock down roughly 50% from its peak. If the turbulence continues, I think it could spill over into the broader space sector, including ASTS, RKLB, and FLY. That could create some temporary pressure, then a relief rally once the lockup overhang passes. For long-term investors, these are often the moments that create the be

$Micron Technology(MU)$ $SK hynix(SKHY)$ Mr Market is saying these memory companies are overpriced and need to drop more. Meanwhile, three memory makers are projected to earn almost $1 trillion in operating income by 2029. Devastating.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$  and $iShares Semiconductor ETF(SOXX)$  are up 70% since I positioned last Thursday. I'm curious if anyone else managed to catch that move based on the same thesis.

$ServiceNow(NOW)$ Goldman just came out with a $150 target and said buy. That kind of call tends to mean you either get on board or step aside.

$Micron Technology(MU)$ $Roundhill Memory ETF(DRAM)$ $SK hynix(SKHY)$  With Google and Tesla both increasing their capex, it's hard to see the bear case here. I think there's a real chance this runs to 1,500 this year.

$SpaceX(SPCX)$ It doesn't make much sense that other space stocks are holding up today while the one they all rely on is lagging.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ The recent analyst upgrades on AMD, INTC, and MRVL are not a coincidence. There's clearly a reason behind them. The view is that there will be no major pullback, and any minor dip should be seen as a buying opportunity.

$IONQ Inc.(IONQ)$ There's a recent publication in Science about quantum memory operating at room temperature. The article suggests there's a probability for commercial use within 1-3 years. This is relevant for $Rigetti Computing(RGTI)$ , $Infleqtion(INFQ)$ , $D-Wave Quantum Inc.(QBTS)$ , and IBM.

$SpaceX(SPCX)$  There's a different test launch happening tonight, which should also put some pressure on the shorts ahead of tomorrow's Falcon launch. The late after-hours session could be interesting.

The space sector has seen significant discounts, but the long-term narrative is still unfolding. Names like $SpaceX(SPCX)$ , $AST SpaceMobile, Inc.(ASTS)$ , and $Rocket Lab USA, Inc.(RKLB)$  have experienced a lot of volatility. However, the bigger picture remains centered on the future of space infrastructure, satellite networks, and commercial space growth. When sentiment becomes overly negative, that's often a point where investors might take a closer look at companies that could have strong long-term potential. This sector still seems to be in the earlier phases of a major transformation. I'm keeping an eye on these names, as the next significa

$Rocket Lab USA, Inc.(RKLB)$ Defined risk around $8.00 looks like a decent bounce zone here. The selloff after the $SpaceX(SPCX)$  IPO has been pretty rough. Peers are still down 50% from their all-time highs just a few months back. I'm still long-term bullish on the story, though.