$SK hynix(SKHY)$ $Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ There's a basic rule of thumb: the more FUD, the more someone wants it. The more FUD gets spread — in variety, in concentration, in duration — the more someone else wants it. The bigger the disguise, the bigger the prize. Narratives are smoke and mirrors; they obscure intentions. Sometimes narratives come close to reality, or point in the direction stocks will go. That was pretty clear with EV stocks. Narratives were spread by those who didn't want the stocks to succeed, or the EVs to succeed, or the company to succeed. It felt like politics playing out through equities. With memory stock

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ I think a 20% pop is overdue here. I entered again recently. Nothing has changed in my view, but the market feels disconnected from the actual economy and global situation right now.

The game is afoot and so painfully obvious... the ratings from USB, Deutsche etc... I will continue to slowly build this position and add 2027 Dec. 7 leaps along the way. Will build on my $SpaceX(SPCX)$  IPO position if it drops into the 80 range. And when the market corrects I hope to be in the right short ETFs at the right time.

$SpaceX(SPCX)$ I added 325 shares total today. Looking to add another 675. I'm hoping the bears are right and this dips under $100.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  I scalped this one up and down today. Decided to stop and lock in a solid profit instead of pushing further. Part of day trading psychology is learning when to walk away.

$ServiceNow(NOW)$ A close above $110 is genuinely bullish... like I've said, closing above $105 would already be a strong signal. I think another run is likely coming, and the after-hours price action feels more like market makers trying to shake out retail.

$SK hynix(SKHY)$ $Micron Technology(MU)$ $NVIDIA(NVDA)$ $SanDisk Corp.(SNDK)$ I don't see the Fed raising rates. There's also a chance Iran and the US work out some kind of toll agreement for the Strait of Hormuz. If that happens, oil could take a hit, and the broader market would probably get a decent lift.

$Micron Technology(MU)$ $SK hynix(SKHY)$ SKHY reports tomorrow night. I really hope they ease up on the capex talk and just lay out what they plan to do and when, without the hype. We already know earnings will be strong and they are sold out. The main thing analysts will be asking is what the ROI picture looks like. If capex stays too aggressive, the oversupply glut narrative will take over and this stock could become untouchable. If capex is too light, they risk losing future market share, sold out or not. I hope they get it right. Not sure Jensen does.

$SpaceX(SPCX)$ It would be surprising if $111 isn't the bottom. That's nearly a perfect 50% haircut from the highs. If the stock keeps falling apart, it probably kills the idea of another trillion-dollar IPO because the market simply won't trust underwriter pricing anymore. Underwriters already made around $560 million off this IPO alone. No telling how much Goldman Sachs, JP Morgan and others have pocketed shorting the stock along the way. The same kind of setup looks likely for the Anthropic and OpenAI IPOs. Overprice and overhype to squeeze maximum underwriting fees, run the price to a blowoff top, then short it all the way back down. The whole thing plays like a game run by the casino operators. And now the casino operators happen to have

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ We'll see sub 10 by eoy. You're shorting at a generational bottom. Semis is heading for new all time highs. It already bottomed.

BTS wore custom $SK hynix(SKHY)$  shirts at halftime. They seem to favor companies with forward P/E ratios under 5.

$Apple(AAPL)$ if Apple gets approval to buy Chinese memory, I will take a video of me throwing my iPhone into the Atlantic Ocean…$Micron Technology(MU)$  $SanDisk Corp.(SNDK)$  $SK hynix(SKHY)$ 

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ The stock looks like a coiled spring with a potential initial 10x upside back to the 500s. From these oversold levels, there could be successive days of 100%+ gains.

$IBM(IBM)$ I think the stock is way oversold at this point. The price could recover a bit from here. The company is a leader in quantum computing.

$IBM(IBM)$ I can't believe my luck with this one. I had sold my position above $300, waiting for a pullback to around $280. I was genuinely surprised when it opened in the $220s recently. I started buying just below $220 and added more around $205. It's set to go ex-dividend in about three weeks. I'm watching to see if it jumps after the earnings report.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ It's at 5.32 pre-split. I remember all the people who said it would never go above 5 again.

$IBM(IBM)$  The stock got hit during the Halftime Report segment, but it bounced back higher afterward. It seems like a large short position might have been trying to cover.

HSBC suggested investors consider $IONQ Inc.(IONQ)$  as an alternative to $IBM(IBM)$  for a synthetic holding. I've been holding this stock since it was under $3, and from where I stand, the conviction hasn't been stronger. The recent retail-driven moves feel like positioning before another potential move up, with a solid base already established.

$Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$ I'm staying up to watch the chart. I'm really excited for 550.

$SpaceX(SPCX)$ The short sellers have been having a field day for the last couple of weeks. But honestly, it can't just keep going down forever.