To The Moon

$SK hynix(SKHY)$  I don't see any reason for panic selling if this stock drops into the 180s. That's nothing unusual. It routinely rebounds within 1-3 days max. In September alone it did that a couple of times. That's just how this stock behaves, being in the semi sector. It can also fall and rise 5% after hours on a good day. We're in the September gloom season. I expect it to break out into 200-210 in October. Around Halloween we should all be smiling.

$Bloom Energy Corp(BE)$ Shorts should be careful not to choke on their own aspirations. KR has taken out plenty of them before.

$ERock, Inc.(EROC)$ Power is scarce and AI data centers face a 5 year wait for grid upgrades. Companies like $Bloom Energy Corp(BE)$  are benefiting from their behind-the-grid quick start execution. EROC has been installing their proprietary natural gas and software systems since 2005 for hospitals, shopping centers and more. They shifted focus to help tier 1 companies such as Meta and Anthropic power up their AI data centers with constant power faster than anyone, including Bloom Energy. They IPO'd six months ago at $21.50 a share, have a $1.7 billion backlog into 2028, and are expanding rapidly according to the CEO. Over $600 million in cash with a $200 million line of credit they haven't tapped

$Netlist, Inc.(NLST)$ It feels like it's only a matter of time before MU and SKHY both have signed and resigned agreements, and we'll be looking at the 912 and NASDAQ relist. This has been a long process, and things seem to be moving in the right direction.

$SK hynix(SKHY)$ At some point, cash will do the talking. Memory is becoming more specialized and less interchangeable, so the commodity side of this business should fade over time.

$SpaceX(SPCX)$  That yellow engulfing candle yesterday went up to $158 after opening at $154 and closed at $151.85. Every day except one after 8/11/26 closed down the next day. Today we closed up. I'm not that smart, but this seems to tell me there are a lot of buyers buying the dip. Most bears don't realize that small retail investors, even buying 1 share, are buying this stock along with major institutions, universities, and countries. Trade it if you want, short it if you want, but thinking the trend is not your friend defies logic. Shorts down here are insane. $158 could be a trade level for buying or shorting, and $165 could be too. Long term is where the wealth is. Meta, AMZN, and plenty of others made mil

$Bloom Energy Corp(BE)$  Looks like shorts won't be getting up to 289 to take my 500 shares. Maybe later.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ SOXL up 40% in a week. Feels like the old days are back. I think SOXL could hit $149 by Wednesday before a blow-off. AI stuff is running hot across the board.

$SK hynix(SKHY)$  It was up in Korea last night. I think we'll get back to the pre-AI spook level.

$SK hynix(SKHY)$ $000660 SK Hynix is up +6.42% in Korea. The momentum is building. If this trend continues, the stock could be getting ready for another big move.