$SK hynix(SKHY)$ Will they finally let Kospi run? It closed at 6971. It has been over 7k a few times since its epic fall from 9400. Micron reported earnings and had zero mention of competition, now or in the foreseeable future. All the major memory manufacturers are sold out, and Micron is writing contracts through 2031 at 50% of expected production. That is pretty crazy. You would think they were mining gold. Maybe they are. What applies to Micron applies to SK and Samsung. If they are all smart and don't get too aggressive on capex, this gravy train will persist. It's a far cry from the boom-to-bust cycles of the past. That wasn't a respectable way to do business, but it was the only way. That ship has sailed. I have to believe SK and Samsu
$Bloom Energy Corp(BE)$ I've been accumulating slowly. If it dips, I'll add in bigger chunks. Those shares aren't getting unloaded until we're above a new all-time high.
$Bloom Energy Corp(BE)$ Bloom jumped over 8% on old news, and I figured it would fade this week. Just didn't expect it to happen this fast. Turned 62k into 125k over the weekend. I always place a sell order right after buying an option contract, and this time it filled while I was asleep. Sharing my approach for anyone who trades options.
$SpaceX(SPCX)$ I asked Grok about the chances that Starship 14 will successfully deploy its payload. Roughly 75-85%, with prediction-market prices around 87% for payload deployment if the flight proceeds as planned. Starship Flight 14 (Ship 41 + Booster 21) is targeted NET 28 September 2026 from Starbase Pad 2 as the first attempt at a sustained orbit (~275 km, ~6 revolutions, ~10 hours) plus the first operational payload: 26 Starlink V3 satellites via the PEZ dispenser. Three of those satellites carry cameras to image the heat shield. No tower catch is planned; both stages are expected to splash down. Why the odds look reasonably high? Recent ship performance has been strong. On Flight 13 (July 2026), Ship 40 completed a full-duration ascent
$Bloom Energy Corp(BE)$ The JPM CEO mentioned that AI capex for next year is expected to hit $1T, up from $700B in 2026. That is more than a 40% increase in capex.
$SK hynix(SKHY)$ SK hynix trades on 8.4x earnings compared with a 59.1x peer average and a 47x broader US Semiconductor industry average, which would value the shares at $529.69. The stock last traded at $188.86. That gap points to a wide implied discount.
$SK hynix(SKHY)$ $VanEck Semiconductor ETF(SMH)$ Samsung Asset Management's KODEX US Semiconductor ETF now holds SK Hynix ADR at roughly 4.8% weighting after the September regular rebalancing of its underlying index, the MVIS US Listed Semiconductor 25 Index. SK Hynix ADR made it into the benchmark US semiconductor index just two months after its Nasdaq listing in July. VanEck's SMH, the largest semiconductor ETF in the US, tracks the same index and also added SK Hynix ADR in that rebalancing.