To The Moon

$SK hynix(SKHY)$ No worries for long-term retail holders. The bottom is in, and significant profit-sharing dividends are coming to those who stayed faithful. Shorts are getting washed out, their resources wasted and squandered.

Nice discount buying on memory and storage at the moment. $Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$  $SK hynix(SKHY)$  $Roundhill Memory ETF(DRAM)$  $SanDisk Corp.(SNDK)$  $Micron Technology(MU)$ 

$SK hynix(SKHY)$ So Wall Street didn't like Google and Amazon's earnings, and now suddenly memory demand isn't running at double production like SK Hynix reported? Hyperscalers are still raising CapEx. Wall Street doesn't seem thrilled about that either, but that money is going somewhere regardless. Not hard to see where.

$Cerebras Systems(CBRS)$ The bottom looks to be in near $107. Once this clears the $120 resistance, there should be a decent continuation from there. $Tradr 2x Long CBRS Daily ETF(CBRX)$  $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$  $iShares Semiconductor ETF(SOXX)$ 

A lot of people have been saying this could make a much bigger move than MRNA. The float on $Xenetic Biosciences Inc(XBIO)$  is 2M shares compared to Moderna's 400M shares, so with any news it seems likely to happen.

$SpaceX(SPCX)$  SpaceX is now one of BofA's highest-conviction ideas. BofA's Ronald Epstein just added it to the bank's US 1 List with a Buy rating and a $275 target. His case after Q3: SpaceX beat on every metric, with revenue hitting $14.58B, up 161%, and Super Intelligence did $7.56B with its first operating profit of $431M, up from a $1.26B loss in Q2. Then it raised the ante on what's coming in 2027, guiding Q1 2027 revenue to $33-37B versus $22B consensus. And he says the $100B run-rate by the end of 2026 is approaching rapidly. Another analyst on the street who's super bullish on SpaceX.

$Moderna, Inc.(MRNA)$  An activist investor has been talking about the competition for new drugs. Even with Keytruda, 44% of stage III patients see their cancer come back or die within five years. Three Phase 3 trials that added other immunotherapies to drugs like Keytruda all failed. Moderna is the only one that succeeded. Waiting for the standalone numbers to come out.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  Pretty much everyone I talk to, from the cashier at the local grocery store to the Uber driver, is pitching buying the dips in NVDA, PLTR, SpaceX, GOOG, SOXL, and similar names. That kind of setup usually means a correction is coming. Feels like a rug pull in the making, and it seems like almost no one will be ready for it except Wall Street and those who already know.

$Moderna, Inc.(MRNA)$ ESMO phase 1 data for PDAC. I don't expect many thoughtful takes on this, but here are my takeaways: 1. PDAC is a tough nut to crack. I lost a friend to it last year. 2. Low tumor burden in PDAC, yet MRNA still produced 34 INT targets. 3. All 19 patients showed INT-specific T cell responses. 4. I'm not sure an immunobiologic therapy can succeed alongside strong chemotherapy. I'm no expert here. 5. As a non-expert, comparing trial readouts with FOLFIRINOX historical RFS seems unreasonable to me. I'm cautiously optimistic.

$ProShares UltraPro QQQ(TQQQ)$  Here's the next setup before an upside continuation, based on the 5-minute time frame. There's a recovery in motion after the bulls took control of the VWAP at the open. The hourly RSI is above 50, which points to some strength behind this move. The plan was to wait for price to break and hold above the 67.75 liquidity level, and that's exactly what happened. Price targets for this setup are 69.20 and 69.60+. $ProShares UltraPro Short QQQ(SQQQ)$  $Invesco QQQ(QQQ)$  NQ_F