To The Moon

$SK hynix(SKHY)$ is making a serious comeback. After falling from $195 to the low $130s, price has ripped back to $164 and reclaimed VWAP. It's now trading 1.3 standard deviations above VWAP, even as the average itself keeps declining. Strong recovery, but $160 needs to hold for this move to look sustainable.

$Moderna, Inc.(MRNA)$ I like that candle. If it closes like that, I'm betting on above 254 into earnings.

$Moderna, Inc.(MRNA)$ Everything I've picked up about the stock market and trading around volume weighted average price (VWAP) shows up almost every day on this stock. It rolls over through the VWAP for about six or seven, which makes for a great short, but then you have to recognize that this stock doesn't want to stay down. Most stocks don't, since we're in a market that's rigged to only go up. So you know you're eventually going to have to cover and go long. It helps to know where that eventual cover and go-long price sits. That's why I only trade VWAP and pivot points.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  And now they're going to short semiconductors to try and stop AMC from climbing past $3. This is the 5th time.

$Moderna, Inc.(MRNA)$  Share price could modestly correct from here as the glow of the ESMO presentation dims over time. But it should get a boost again when the New England Journal of Medicine publishes the Intismeran phase 3 adjuvant melanoma trial. A lot of oncologists who read the Journal and pay attention to practice-changing data will be aware of Intismeran by the time it's submitted as a BLA, and then approved by the FDA later next year for marketing. The clear efficacy on top of Keytruda, plus the complete absence of serious side effects, makes Intismeran a unicorn in cancer therapy. Oncologists specializing in melanoma will likely make sure demand stays very strong.

$Invesco QQQ(QQQ)$ $SPDR S&P 500 ETF Trust(SPY)$ $ProShares UltraPro QQQ(TQQQ)$ GOOGL and MSFT earnings could add more fuel here. Keeping an eye on how this plays out.

$Applied Optoelectronics(AAOI)$ I really need this to turn around and be up at the open. My hope is that we're at $80 by the end of November.

$Moderna, Inc.(MRNA)$ MRK ESMO 2026: Intismeran (mRNA-4157) Phase 1 data in pancreatic cancer (PDAC), abstract #3151P. Phase 1 readout for Intismeran plus FOLFIRINOX in resected PDAC: 20 patients with resected stage IA-III disease. 100% immune response among 19 evaluable patients, with neoantigen-specific T-cell induction across all evaluable patients despite low tumor mutational burden (TMB 0.26–2.75 mut/Mb). TCR sequencing confirmed expansion of new vaccine-induced T-cell clones peaking after FOLFIRINOX completion. KRAS mutations were present in 65% of patients (13/20). The takeaway here is proof-of-concept that personalized mRNA can ignite T-cell activity in immunologically "cold" tumors like pancreatic cancer. Early Phase 1 signals, but t

$SpaceX(SPCX)$  Sitting on the sidelines too long means you could miss SpaceX the same way Tesla got away. Anyone remember that Tesla run?

$SpaceX(SPCX)$ Wall Street's Q1 2027 revenue estimate is $35 billion over 3 months. The company's 2027 revenue guidance is $500 billion at the absolute lowest. That works out to an average of about $45 billion a month. Even at half that to start the year, Q1 revenue would be around $60 billion. Earnings beats at that scale would be unlike anything analysts have ever seen. $225 end of year, and $450+ by the end of 2027.