To The Moon

$Amazon.com(AMZN)$ $NVIDIA(NVDA)$ $Meta Platforms, Inc.(META)$ $Vertiv Holdings LLC(VRT)$ $SpaceX(SPCX)$ I just rebought 5k of AMZN... is it clear I think today's BS drop is the work of quantard imbeciles, and that it will soon reverse? Shorts need to do some remedial reading. I'll suggest this important work:

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Nice to see it holding higher for anyone long. But what actually changed? We are still building AI infrastructure like it is railroads or fiber cable internet or whatever. The bear/bull case has not shifted in the last 24 hours. More compute equals more revenue, as $Meta Platforms, Inc.(META)$  put it. No change there. Then there is just a lot of forced-looking selling across $Alphabet(GOOG)$  and $Tesla Motors(TSLA)$  too.

$IREN Ltd(IREN)$ Day traders, swing traders, and shorts keep messing up the momentum. Even after they exit, they keep coming back. Can you guys just go long for the upcoming run up?

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ $Invesco QQQ(QQQ)$ $SPDR S&P 500 ETF Trust(SPY)$ Elon Musk says SpaceX is getting relentless demand from every hyperscaler and dozens of smaller companies wanting to rent more of their compute. He added that they could rent out their compute several times over.

With the earnings report coming up in a few hours, this week's options are suggesting a trading range of $64 to $75.50. The put/call volume ratio sits at .91, which is slightly bullish, and the put/call OI ratio at .63 is more bullish. IV is at 131%, which is very expensive. The stock dropped after the last 5 earnings reports. There are 52 analysts with an average target of 91.13, implying 31.51% upside. Bull case: Netflix's scale advantage, expanding ad-supported tier, and high-margin operating model position it for sustained operational leverage and long-term EPS growth. Bear case: decelerating core organic engagement, high bid costs for live broadcasting rights, and C-suite leadership turnover present near-term execution and valuation risks. Initially I was thinking a bear bet, but afte

$IREN Ltd(IREN)$  People buy a stock and expect it to go up right away, then panic when it doesn't. Let the trade work itself out. The market will correct and we'll be at $50+ in no time.

$SK hynix(SKHY)$  Really like the valuation here. Forward P/E ratio of 4. No need for anything extra, just staying on track at that forward P/E of 4 with no growth works out to a 25% annual gain.

$SpaceX(SPCX)$ Excited to see SpaceX report its first profitable quarter. I added to my position at a higher price than my initial entry, reflecting my continued confidence in the company's growth potential. Now watching closely for that 7% swing prediction.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ The stock is bouncing back after getting sold off earlier in the session. Solid showing so far.

$SK hynix(SKHY)$  If you shorted, it may be worth covering. After a 25% drop in 2 weeks, with KOSPI down 40% from its summer peak and 20% from 2 weeks ago, a bounce seems overdue. The fear has likely dissipated and some sanity has returned.