To The Moon

$SanDisk Corp.(SNDK)$ $Micron Technology(MU)$ $SK hynix(SKHY)$ Looks like the manipulation shifted. As soon as memory stocks started to run, word came that attacks were on. Bonds sold off, and oil kept getting pumped without pause. The whole conflict seems less about Iran and more about making the world dependent on US and Venezuelan oil, while trying to sidestep the growing BRIC reliance. Now the selling is starting to look a bit more real.

Memory prices are still cheap, and they're likely to get more expensive. $Dell Technologies Inc.(DELL)$  probably pulled in higher-than-expected deals as customers front-loaded purchases. $Dell Technologies Inc.(DELL)$  may also give honest guidance about declining gross and net margins. The good earnings from $Dell Technologies Inc.(DELL)$  might already be priced in. I'd rather be long the RAM.X ETF than DELL. At some point, $Micron Technology(MU)$  and $SK hynix(SKHY)$  will make things very difficult for people shorting memory stocks. There are only tw

$SpaceX(SPCX)$  is breaking out of the distribution zone following June's aggressive selling. The first measured move is now visible for day traders and swing traders on the long side. LT holders would likely prefer a pullback around the $127 area to reload, but the overall p.o.c is holding for now. Simple as that.

Opticals are all in the red and I don't see any clear reason for it. Quantum names went through the same thing recently, and they're already bouncing back. I wouldn't be surprised if opticals sell off and then rally right after. It feels like market makers are just rotating money across sectors, picking what to push up or dump almost at random. $Lumentum(LITE)$  $Applied Optoelectronics(AAOI)$  $Fabrinet(FN)$  $Ciena(CIEN)$  $Coherent(COHR)$ 

$AbCellera Biologics(ABCL)$ After today's annual report, it is pretty clear how ridiculously mispriced this is. A $Moderna, Inc.(MRNA)$  moment could be coming.

$NVIDIA(NVDA)$ The bears on this one seem to be people who don't really understand how a PC works. $SpaceX(SPCX)$ 

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ $Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$ A slow, drawn out move higher would be nice. Maybe SOXL and KORU could rise 8% a week until end of year. Wishful thinking, I know.

$CID Holdco Inc(DAIC)$ $Tradr 2X Long SNDK Daily ETF(SNXX)$ BTCT.X$DDC Enterprise(DDC)$ The company's NAV after liabilities is $232M. If someone bought the entire company at the current price, the Bitcoin holdings alone would imply a 10x return.

$Moderna, Inc.(MRNA)$ I think we're heading above $180 next. The gold rush target is still $500.

$SpaceX(SPCX)$  Looks like it's forming a bottom here and bouncing strongly off the lows. I'm leaning bullish on this one. The key resistance is at the 150 level — if it can break through that, there's room to go quite a bit higher.