To The Moon

$SpaceX(SPCX)$ Reports ER on Oct 20. The consensus expectation for the upcoming release ranges between +$0.13 and +$0.17 EPS, compared to -0.09 in 2Q, which would mark the company's transition into sustained quarterly profitability. Revenue is expected to be around $13.02B, compared to $7.80B in 2Q, for 84% QoQ growth. Sure, this could drop to $130 if the market sells off another -5% from here, but for now, near $143 looks like a pretty good entry. Given the recent pullback, as long as the company meets 3Q forecasts and guides up for 4Q, we should see a nice rally back over $160+ as long as the market doesn't tank on us. $Leverage Shares 2X Long SPCX Daily ETF(SPCH)$ 

$SK hynix(SKHY)$  Institutions went quiet in the final 30 minutes. Wall Street should be more concerned about hyperscalers and frontier labs, not the hardware names. The hardware guys are set for multiple years. No comments on CXMT, by the way. Smart money understood that the proposed architecture is costly and not practical. That is why Samsung and SK Hynix deferred it even though the idea came from them. ASML makes the machinery that actually works, and that approach is more practical and cost effective. CXMT is doing their best, but it is not practical. Wall Street will say they are not engineers, so they did not know. They will also say they foresaw the potential impact on the DRAM market in the next 9-10 mo

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  Any bounce in SOXL looks shortable. They aren't really "slowing down" — without funding they're dead in the water. Forget ROI. The real question is who ends up with the biggest margin call in history.

$SK hynix(SKHY)$ I heard this company is the second largest public company in Korea. The Korean government will likely step in and stop the bleeding. Otherwise, millions of Koreans could end up needing government assistance as their savings evaporate along with the stock price.

$SpaceX(SPCX)$  I'm in Ast Space Mobile, ASTS. Who will end up the final winner, SpaceX or AST?

VIX is falling, which suggests these are just short-term narratives or noise. Staying invested in the right stocks is the long game. SI is real. OaI is losing revenue to others. Money will flow from AI infrastructure to the mag7. $Microsoft(MSFT)$  $Amazon.com(AMZN)$  $Alphabet(GOOGL)$  $SpaceX(SPCX)$  $SPDR S&P 500 ETF Trust(SPY)$ 

$Applied Optoelectronics(AAOI)$ Super volume on the breakout with a huge upside. Watching for a retest of the $114 area, and also need to see the 20 SMA pull above the 50 SMA.

$Applied Optoelectronics(AAOI)$ Just like I said, they move it up and then the company sells stock to drive it down. I bought more at 13.8, another 50 shares, so I now own 300. Once the share sales stop, this goes a lot, a lot higher.

NQNasdaq futures hit another ATH. I do wonder how Michael Burry and his followers are doing right now. LOL

$NEBIUS(NBIS)$ This should be up $10 in premarket, but max pain is at 230, so it's being held back. Hopefully there's enough volume to counteract that. A weak jobs report is bullish for the market. The 10-year dropped from 5.24 to 5.16, QQQ is at an all-time high in premarket, and there's a good chance of no rate hike at the next FOMC. $Credo Technology Group Holding Ltd(CRDO)$  $Bloom Energy Corp(BE)$  Should be a good day for every AI play.