To The Moon

$SK hynix(SKHY)$ This stock is basically on clearance right now. Sales and net income are comparable to MSFT, yet it trades at about a quarter of the value. I can't see it staying this low for much longer, especially with record revenues reported recently.

$SpaceX(SPCX)$  Democrats are going to target the richest man on the planet and lose. In other words, there should be some more buying opportunities in the meantime.

$Bloom Energy Corp(BE)$ Congrats to the longs. Staying patient through all the noise and short pressure tends to pay off over time. Investing patiently in strong growing companies with a moat is usually rewarded.

$SK hynix(SKHY)$ $150 broke. Semis pushing higher, so the market could see a nice pump.

$Bloom Energy Corp(BE)$ Growth stocks have been falling relentlessly for 6 months now, most down over 50%. The market isn't overvalued and AI isn't a bubble, so I don't really see how there could be more downside from here when every growth stock has dropped like 10% a day for what seems like a lifetime.

Keeping a close eye on ICMB. It closed strong on Friday and looks like it is setting up for an upward rally as small caps start to heat up. ICMB highlights: Value per share: $3.44, big upside range Low float Total assets: $161.4 million Investment portfolio, at fair value: $135.9 million Net assets: $49.7 million The company has a 17m market cap versus $161M in assets, with no dilution filings at all. It is trading at a steep discount to NAV and is cashflow positive. $iShares Semiconductor ETF(SOXX)$  $Vicor(VICR)$  $Sea Ltd(SE)$  $Aevex Corp.(AVEX)$ 

$IREN Ltd(IREN)$ They have more contracts and cash on hand than their market cap. The debt looks high, but you need debt to grow.

$Netflix(NFLX)$ Netflix feels like a safe haven right now. It's already been beaten down, and compared to chips, memory, and space it looks like a safer place to be. Seems like a reasonable time to park money somewhere less exposed while things settle down. I think Netflix can rebound from here, at least back into the 90s.

$SHF Holdings, Inc.(SHFS)$ This isn't actually unprecedented. Moves like this are quite common with this kind of float, especially when there are clearly some converted shares and dilution involved. The consolidation around the 50% mark looks really healthy. The repricing and new legs tend to happen on the bigger days, and the company will likely put out some PR as well. For me, this is the stock to watch for the rest of the year. $AST SpaceMobile, Inc.(ASTS)$  $SpaceX(SPCX)$  $CoreWeave, Inc.(CRWV)$  $IREN Ltd(IREN)$ 

That dip buy in $Applied Optoelectronics(AAOI)$  only proves itself if 80.20 holds as support in the next session. An after-hours print is a promise, and the regular session has to keep it with real volume behind the hold. Calls bought into that print need the open to defend the level, not just visit it.