$SpaceX(SPCX)$ 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.
$Corning(GLW)$ 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.