$SpaceX(SPCX)$ Not really paying attention to the bearish noise here. Picked up 10 shares at $108, so that's a $17 gain so far. It's a better look than the constant doom and gloom that was flooding in every few minutes over the past couple of days. If it had dropped to $80 or $90, I had more cash ready to go in. By the end of the week, we'll see if there was actually something I missed.
$SK hynix(SKHY)$ SanDisk reported a pretty strong fiscal Q4 2026. Adjusted earnings came in at $39.25 per share, well above the $34.96 consensus. AI infrastructure demand and rising memory pricing seem to be the main drivers here, with data center revenue really standing out.
$SK hynix(SKHY)$ If people are complaining about the premium, they could just go buy a Hyundai in Korea for $10,000 instead of paying $20,000 in America.
$SpaceX(SPCX)$ SPCX could be in for a volatile stretch. Two major catalysts ahead: the company's first earnings report as a public entity, expected after the close on August 4, and the first lockup expiration on August 6, with roughly 911M shares — around $116B — becoming eligible for sale. The bear case is clear, more supply and short-term selling pressure. But a lot of the lockup worry might already be priced in, with the stock down roughly 50% from its peak. If the turbulence continues, I think it could spill over into the broader space sector, including ASTS, RKLB, and FLY. That could create some temporary pressure, then a relief rally once the lockup overhang passes. For long-term investors, these are often the moments that create the be
$Micron Technology(MU)$ $SK hynix(SKHY)$ Mr Market is saying these memory companies are overpriced and need to drop more. Meanwhile, three memory makers are projected to earn almost $1 trillion in operating income by 2029. Devastating.