To The Moon

$IBM(IBM)$ When weather-related delivery issues hit a single truckload of product, it shouldn't be enough to tank a company by 20%. That's a pretty extreme reaction in my view. $Technology Select Sector SPDR Fund(XLK)$  $SPDR Dow Jones Industrial Average ETF Trust(DIA)$ 

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  Khan's recent pick has been holding up well in green while the broader market is mostly down. I'm also positioned in SOXS and tracking the market indicators he's been watching.

$SK hynix(SKHY)$  Another record-volume day for SK Hynix, and the market is definitely paying attention. The stock traded 75M shares, showing massive participation around the AI memory theme. At the same time, the new leveraged ETFs saw record activity as well: $Leverage Shares 2X Long SK Hynix Daily ETF(SKHX)$  (2x long SK Hynix) traded about 6M shares. $Leverage Shares 1X Short SK Hynix Daily ETF(SKHZ)$  (1x short SK Hynix) traded nearly 2M shares. The message seems clear: traders are heavily positioning around the AI memory cycle. Some are betting that HBM demand continues accelerating, while others are hedging aga

$Tema Space Innovators ETF(NASA)$ $AST SpaceMobile, Inc.(ASTS)$ $SpaceX(SPCX)$ Scheduled launch for BlueBirds 11, 12, and 13 via SPCX Falcon 9 early August.

If $SK hynix(SKHY)$  can go up 27%, I'm wondering why $Webull Corp(BULL)$  can't do the same. I'm still holding BULL.

$SK hynix(SKHY)$ I really wish I had just bought at 155 yesterday. I set my bid at 150 and didn't get filled, and there were plenty of chances to buy below 150.

$hynix-WI(SKHYV)$ I'm seeing some comments about this opening lower, but KOSPI seems to be holding up fine.

$SpaceX(SPCX)$  Looks like a pretty intense short squeeze could be coming. The bears might not be able to handle the pressure.

Chris Sambar seems to have a solid grasp of the AST SpaceMobile setup from an internal perspective. In his discussion with Abel, he essentially indicated he doesn't see a genuine competitor that can match AST's capabilities. To me, that's the main point: if the technological advantage is real, the market might still be undervaluing the competitive moat. $AST SpaceMobile, Inc.(ASTS)$  $SpaceX(SPCX)$  $T-Mobile US(TMUS)$ 

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ I'm hoping it can reach around $5.50 before any potential pullback.