To The Moon

$SK hynix(SKHY)$ The market is forward looking until it isn't. Products are committed into 2028, and the company sees that staying the case until 2030. That's 3+ years of highly profitable quarters ahead. The company is buying back shares, paying dividends, and the profit outlook for the next 2 years looks exceptional. Their memory chips are in demand, and that seems unlikely to change for a long time.

$SELLAS Life Sciences Group Inc.(SLS)$ $Iovance Biotherapeutics, Inc.(IOVA)$ $ImmunityBio, Inc.(IBRX)$ $Moderna, Inc.(MRNA)$  These are all crowded retail trades. Any positive news could trigger a rush for the exits.

$SK hynix(SKHY)$ Gapped up from 145.50 on earnings, dipped to 157.60 early, and has been grinding higher all session. Now pushing fresh highs at 164.16. First support is 162.50 to 163, the base of the last consolidation before this move. Holding that keeps the trend intact. Upside targets: 165 first, the round number, then 167, with 170 as the extended target if the earnings momentum keeps running.

$Vertiv Holdings LLC(VRT)$ Glad I added here about a week ago. AI keeps getting bought on every dip, and I didn't want to miss this one or BE. Both are up 20% since my entries.

$SK hynix(SKHY)$ I doubled my position right before the close. Good luck to the memory bulls.

$Moderna, Inc.(MRNA)$  Some shorts seem to enjoy getting taken to the woodshed more than once a day. You know who you are with those upside down charts.

$SpaceX(SPCX)$ Year to date, SPY is up 12.60%, which puts it ahead of all the hyperscalers. AMZN is at 12.38%, MSFT at 12.34%, SPCX at 11.09%, GOOGL at 2.10%, META is down 4.20%, and ORCL is down 32.63%.

$VanEck Semiconductor ETF(SMH)$ $iShares Semiconductor ETF(SOXX)$ Capex is headed higher next year. The market really wants to call the cyclical top here, but that read looks off. Companies are raising capital left and right.

$Bloom Energy Corp(BE)$  Honestly, this is a great stock. I saw it at $70 and $100 last year, but I really need it at $180 to buy in.

$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ $Micron Technology(MU)$ $Tesla Motors(TSLA)$ $SpaceX(SPCX)$  Black Monday just got cancelled. Futures are green.