$SK hynix(SKHY)$ $Micron Technology(MU)$ Kospi is doing that straight-up move again, up 180 points. SK is up 5.7%. I hope Europe doesn't let us down — Asia is doing a solid job bidding stocks higher.
$SpaceX(SPCX)$ This has been boxed in between 142.50 and 155 for the past 10 days, but it recently poked above 155 briefly before getting pulled right back inside that level. I'm keeping the 142.50 to 155 range as my framework for now, unless it can close above 155.
$Dell Technologies Inc.(DELL)$ Were the people shorting in the 570s convinced that was the top? The AI slowdown fears pulled in a lot of shorts. The quick recovery that followed looked like Wall Street isn't really focused on those concerns, and is more interested in pushing this stock higher.
$SpaceX(SPCX)$ This looks like an excellent time to start accumulating some SPCX. Data center revenue is booming, Starlink revenue is booming, and Grok bot revenue is booming. Starship launches are accelerating. AI data centers in space. There's so much happening at SpaceX right now it's not even funny.
$TSS, Inc.(TSSI)$ Short term noise aside, that $90 billion backlog through DELL should feed into the Vera Rubin upgrade. Still holding 7,075 shares, haven't sold any, and I'm certainly not shorting this below $9.00.
$SpaceX(SPCX)$ This stock should get a bump now that OpenAI and Anthropic are getting cold feet on AI. Musk should take over. Anthropic could implode now that Amodei has proven to be a double agent.
$SpaceX(SPCX)$ There's probably still a window to get in around the $140s before another push toward $160, with the price likely bouncing between the $150s and low $160s. We already saw a similar move recently where the bottom shifted from the $120s to $130, followed by another pop into the $140s and touching $150+. Being positioned in the $140s makes sense from that perspective. I don't really see $130 coming back unless something drastic happens.