$SK hynix(SKHY)$ $Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ Markets are looking positive ahead of the open. Honestly, we're long overdue for a relief rally. It would be great to see this give a boost to the A-shares market.

$SpaceX(SPCX)$ Orbital data centers could potentially eliminate electricity and cooling costs entirely. Space-based solar panels, which could be made by companies like SpaceX, are more efficient than ground-based ones, and the cold vacuum of space would remove the need for cooling systems. Such a setup would also use no water. From an ESG perspective, that seems like a strong point. It makes the idea of orbital data centers an interesting long-term investment concept to me.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ When a leveraged ETF does a reverse split to increase its price after a downtrend, that can sometimes be a signal to watch. It's a mechanism some see as a way to reset perception. Suddenly, something like SOXS can look expensive and deter buying. It's similar to what happened with $Direxion Daily MU Bull 2X Shares(MUU)$ , where they added shares to make the price appear cheaper. It helps to be aware of these types of market mechanics.

$Wendy's(WEN)$ Looks like the original meme stock might be making a comeback. With $SpaceX(SPCX)$  and $Tesla Motors(TSLA)$  both down, Wendy's appears to be the more favorable play here, at least for now. That is, unless you're comfortable with the risk from Tesla's upcoming 10-Q filing and the potential for a wave of restricted shares from SPCX to hit the market.

$hynix-WI(SKHYV)$ It seems like the market is about to learn quickly that the memory business isn't cyclical anymore. Price-to-earnings multiples could rise alongside the stock prices. And on a personal note, my portfolio is looking good.

$SK hynix(SKHY)$ Micron is up 27% today, and $Micron Technology(MU)$  rose with it. It seems the smart money recognizes the game has changed. Giving U.S. investors a direct HBM play doesn't cap Micron; it lifts the entire group by erasing the "Korea discount." The market cap ceiling could rise for everyone, turning a previous overhang into a significant tailwind. HBM remains completely sold out through 2027.

$SK hynix(SKHY)$ It's down 45% in 3 weeks, yet it's about to report what could be its most profitable quarter ever on July 22. And the forward P/E is just 5.

$Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$  Added another 5,000 shares at $486. I'm now holding 15,000 shares with an average cost of $498.74.

$Corning(GLW)$ I added to my position early today, though I didn't manage to get a discount. I'm looking to do that tomorrow. I think this one has a strong future, so I'm holding.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ I heard on the radio that OpenAI is planning to give 5% of the company to the US government. It makes me wonder if they're hoping that, if things go south, US taxpayers might bail them out since they'd be shareholders. I've also heard a lot of other AI companies were making similar offers to the administration.

$SpaceX(SPCX)$ It looks like the competition is heating up for ATT. Some of us out here aren't afraid to challenge the status quo.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  It's holding up for now. Could be back above 4 by the end of the day. I'll keep scalping as long as they keep selling it off.

$Defiance Daily Target 2X Short AMD ETF(DAMD)$ Expecting a little pullback here so we can get in at a lower price with the big players. Don't panic.

$Corning(GLW)$ Run a backtest and look at the daily chart this week. This is one of the best setups in the market right now in my opinion.

$Direxion Daily MU Bull 2X Shares(MUU)$ Call me crazy, but I went all in on a 2x leveraged position in $Micron Technology(MU)$  for this move. I had a strong feeling they would crush earnings, just based on memory prices moving up 2-3x. But hitting 41 billion, which was the high end of next quarter's guidance, in this quarter is something I did not even expect. Those AI models had a 0% probability they would hit 40+ billion this quarter, which is kind of funny.

$Applied Optoelectronics(AAOI)$ If (or when) it breaks below $150, I'm considering picking up a few more shares. If Wall Street is going to throw the baby out with the bathwater, I might just try to catch it.

$T1 ENERGY INC(TE)$ Bounced strongly from the $7.66 area, now up over 16% and trading near $11. $Applied Optoelectronics(AAOI)$  has also moved from the $162 zone to $177, roughly +9%. $IREN Ltd(IREN)$  saw a short-term rebound from $56.95 to $58.30 after a dip. Overall, recent setups have been showing solid follow-through.

$SpaceX(SPCX)$  I remember during the hype around pot stocks, GoPro, and Beyond Meat... a lot of people who normally don't invest became active. SpaceX feels similar. The good news is, holding for 20 years, most should make money with SpaceX.

$Applied Optoelectronics(AAOI)$  Nothing to be excited about with the drop. It's just a rotation. AOI will surely shine again. The catalyst is still strong.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  Currently holding 52,500 shares at an average of $4.09. Appreciate the dip. What the market is overlooking right now, once it becomes clear, could push the price to $30 in less than a month. I'll elaborate then.