$SpaceX(SPCX)$ I buy calls on red days, and then they tend to go green on the subsequent green days. I don't know why this buy low, sell high approach works, but I'll keep doing it.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Patience is key here. The situation isn't completely clear yet, but I believe the semis are heading in the right direction. There will likely be more clouds and bumps along the way, but the sector has seen its difficult days. Even rational exuberance eventually gives way to reality.

$hynix-WI(SKHYV)$ The numbers are pretty hard to ignore here. SK Hynix is sitting at about a $1.5T market cap with roughly $34.9B in last quarter revenue. Micron is at about a $1.1T market cap with roughly $41.5B in revenue, and it's also running about 10% higher margins. So, the company with more revenue, better margins, and a much lower valuation is the one people are still treating like the lesser name? You don't need to be a portfolio manager to see which business is executing better. At some point, the market usually has to catch up with reality.

$hynix-WI(SKHYV)$  The ETFs that hold Hynix seem to just shadow and dilute its value, while the ADR looks more like the direct play for major foreign capital investors. I'm looking at the ADR for a hold of at least two years.

SpaceX was founded on a powerful belief: a future where humanity is exploring the stars is more exciting than one where we're not. Every Falcon launch, every Starship test, and every step toward Mars is driven by that idea. The goal isn't just to reach space; it's to build a future where humanity becomes a multiplanetary civilization. $SpaceX(SPCX)$ 

$Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ $hynix-WI(SKHYV)$  $iShares Semiconductor ETF(SOXX)$ $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ Every time a leveraged ETF targeting a single stock launches, that stock seems to crash. The stated purpose is better exposure for individual investors, but in reality, it just provides ammunition for price manipulation. High-speed traders can use the options and derivatives tied to these ETFs to move the underlying stock. Stocks rarely move with such sustained, high volatili

$Micron Technology(MU)$ SKHYVTraders are focusing on Samsung, which is down 8.8 percent. The broader Kospi index is also down and has dropped below 6900. There's a 20-minute trading halt rule that triggers at an 8% decline, if it reaches that point.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  Unless there's some unexpected major news, I don't see how it misses hitting $4.75.

$Corning(GLW)$ Added a few shares on this pullback, the first time I've bought in months. Fiber, in my view, is still the future. I also think the company will still be standalone in five years.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Market makers are struggling. They want to keep the price down but they're unable to. Let's see what happens.

$Corning(GLW)$ Looks like it's just profit taking and some rebalancing today. Could see it move back toward $250 by the end of the week.

$SpaceX(SPCX)$  And now we begin our slow journey to $1000 per share. Probably split around $500, 2-for-1.

$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ The overall trend structure in the market is still bullish. For SPX, NDX, $iShares Semiconductor ETF(SOXX)$ , pretty much everything. Don't interpret the last couple weeks of weakness as a reason to say we're going to see a larger pullback. I never thought SPX would go beyond 5% lower. And it hasn't. That's why I remind myself to let go of biases and maintain flexibility. If I don't get the dip I want, so be it. The market moves on. The key is just making profits and adjusting accordingly.

$SpaceX(SPCX)$  It dropped $1.50 and the bashers are acting like the sky is falling, the world is ending… Pathetic. I'm buying with both hands down to my last penny.

$SpaceX(SPCX)$ I like how SpaceX holds, no big drops, fights back.

$Applied Optoelectronics(AAOI)$ Down over 40% from the highs and testing support. I'm watching the $121 to $134 key zone closely for a potential bottom. If this area holds, I'm looking for a move back toward $280.

$NEBIUS(NBIS)$ I'm still waiting for a dip to 240 for $Applied Optoelectronics(AAOI)$ , looks like a double bottom. $NVIDIA(NVDA)$  is horrendously overlooked and undervalued here. Expect it to ramp back to 230 into earnings. For $Silver Verde May Mining Co., Inc.(SIVE)$ , I think we see institutional ownership ramp further on this dip. $CoreWeave, Inc.(CRWV)$ , I think this rips the most out of all the neoclouds next round of earnings.

Trading up heavily before earnings usually leads to a sell-off and profit-taking afterward. This time, it sold off sharply out of fear and algos hitting stop losses, allowing buying in at a cheaper price. When $Micron Technology(MU)$  delivers what could be one of the best earnings calls and guidance in stock market history, there should be a flood of buying, as the discount has already been provided over the last two days. It's not trading like a typical pre-earnings setup, which gives me more confidence in buying pressure after the call, not selling pressure. We'll see. Either way, what a ride this stock is!

$Direxion Daily MU Bull 2X Shares(MUU)$ I thought the $840s were super low, and now I'm looking at the $820s. It broke through every downward resistance level.

$SpaceX(SPCX)$ Data centers in space are about as feasible right now as going to Mars or expecting Republican judges and the administration to be moral and uphold the law. But who can make the memory for those data centers? $Micron Technology(MU)$  !! Once the market remembers, $Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  will be too legit to quit. SOXX.