To The Moon

$ServiceNow(NOW)$ Doesn't look like it's taking a break. I'll probably have to get in at much higher prices at this point.

$SK hynix(SKHY)$ They pulled in $41.6 billion in net profit in a single quarter. That's more than Apple is likely to report, and more than the annual GDP of most countries — Armenia's GDP is around $32 billion for reference. They're practically printing cash at this point, and with a forward PE of 4, buying back shares right now seems like the obvious move. It's honestly strange to see companies like SK hynix and Micron trading at ultra-low multiples while names like SpaceX and Tesla, which aren't really making money, trade at completely unrealistic valuations.

Everyone is focused on AI models, but the real race right now is happening behind the scenes. Hyperscaler capex is projected to more than triple to around $1.4T by 2028 as companies continue pouring money into AI infrastructure, data centers, and computing power. Expected spending: $Alphabet(GOOGL)$  — ~$360B $Microsoft(MSFT)$  — ~$350B $Amazon.com(AMZN)$  — ~$330B $Meta Platforms, Inc.(META)$  — ~$250B $SpaceX(SPCX)$  — ~$110B What catches my attention is the second-order impact. Every dollar spent on AI infrastructure flows through the ecosystem — chi

$SK hynix(SKHY)$  A lot of people seem to want this stock to crash, so naturally they say it's a big deal and should sell off. Friends in Korea have heard the same kind of talk. If that's really the case, show the short position. Nothing but silence, and that silence says plenty. Not worth the time anymore. Blocked.

$SK hynix(SKHY)$ SKHY has been interesting to watch. When the main stock drops, this one rallies. When the main stock goes up 2%, it goes up 10%. Last night the main stock dropped 9%, so there is a chance it could move up at least 19% today. In the Korean market, SK closed at $1,200. The ADR looks like it could hit $200.

$SpaceX(SPCX)$  I don't think the stock market bubble popping should scare anyone out of crypto. Crypto looks like it's near the bottom while stocks are sitting at some of their most expensive levels ever. Crypto still feels like the money of the future to me.

$Oracle(ORCL)$ From where I stand, this looks like the most undervalued AI tech stock out there. It really seems like it should have a market cap in the $1-2 trillion range. Take $SpaceX(SPCX)$ , for example. Its current valuation is about 5x that of Oracle, while it's only doing $18 billion in revenue and is unprofitable. Oracle, on the other hand, did $67 billion in revenue with $22 billion in profit, and there are projections for it to reach $250 billion in revenue and $60-80 billion in profit by 2030. I think a significant price move, similar to what happened with $GameStop(GME)$  and $Reddit(RDDT)$ </

$IBM(IBM)$ When weather-related delivery issues hit a single truckload of product, it shouldn't be enough to tank a company by 20%. That's a pretty extreme reaction in my view. $Technology Select Sector SPDR Fund(XLK)$  $SPDR Dow Jones Industrial Average ETF Trust(DIA)$ 

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  Khan's recent pick has been holding up well in green while the broader market is mostly down. I'm also positioned in SOXS and tracking the market indicators he's been watching.

$SK hynix(SKHY)$  Another record-volume day for SK Hynix, and the market is definitely paying attention. The stock traded 75M shares, showing massive participation around the AI memory theme. At the same time, the new leveraged ETFs saw record activity as well: $Leverage Shares 2X Long SK Hynix Daily ETF(SKHX)$  (2x long SK Hynix) traded about 6M shares. $Leverage Shares 1X Short SK Hynix Daily ETF(SKHZ)$  (1x short SK Hynix) traded nearly 2M shares. The message seems clear: traders are heavily positioning around the AI memory cycle. Some are betting that HBM demand continues accelerating, while others are hedging aga