To The Moon

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.