To The Moon

$SpaceX(SPCX)$ Morgan Stanley is the one driving this pump right now.

$SanDisk Corp.(SNDK)$ Relieved to have closed out those $1230 call options I carried over the weekend. Holding 10 calls 7DTE on SNDK was nerve-wracking, could have gone to zero pretty fast. That feels like a weight off. Now riding $Tradr 2X Long SNDK Daily ETF(SNXX)$  through Thursday's event. Managed to get in at $8.88.

$Applied Optoelectronics(AAOI)$ If you've got some pocket change, a LEAP around that strike for 2027 or later could be interesting. Exercising it when the stock trades above $225 would be juicy.

$SpaceX(SPCX)$  I know what I hold. This is the only company with a monopoly on space.

$SK hynix(SKHY)$  $Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$ $SK Telecom(SKM)$ It looks like the downside volatility in Korean stocks has passed, and the market is starting to look more investable now. SK Hynix has appeared on the Top Tier Newswire AI as a top long opportunity.

$iShares Semiconductor ETF(SOXX)$ $Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ $SPDR S&P 500 ETF Trust(SPY)$ I am planning to rotate into SOXL pretty soon. Already scaling out of SOXS around the 480 to 490 level.

$SpaceX(SPCX)$ Calling someone out like that doesn't add much, but the chart point is worth noting. If you bought at the IPO like I did, you're not down 51% on this. The price is lower, sure, but understanding the chart matters. Some of the bearish takes on this are just lazy.

$SpaceX(SPCX)$  If we can hold above 118, there's a chance it could push toward 120.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  The Nasdaq is down almost 500 points and this thing is still up a dollar. I honestly don't get it. Can someone explain what's going on here?

$IBM(IBM)$ Based on a two-stage free cash flow to equity model, IBM's intrinsic value comes out to around $327 per share. The stock looks about 35% undervalued, implying a potential upside of roughly 55% if it holds to that free cash flow outlook.