To The Moon

$SpaceX(SPCX)$  This selloff feels completely irrational and overdone to me. It looks like a chance to add to positions. The report from last month showed massive growth and a ramp up across all operations. This election changes nothing, as nothing ever changes. It is the same vicious cycle of nonsense. I am just looking through the rhetoric and noise. Long SPCX.

$SpaceX(SPCX)$ I think SPCX will handle all communication, cell phones, internet coverage across the planet, in the air and space within the next two years. I can see SPCX beating local telephone companies and taking over internet signals before too long.

$SpaceX(SPCX)$ Nice bypass. No need to build from scratch. Take what's already there and upgrade it. Bravo Elon.

$Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ $Lumentum(LITE)$ $NEBIUS(NBIS)$ $SK hynix(SKHY)$  Trump will fold on Iran, Hormuz will reopen. Oil will go down and stocks will go up, and semis and memory will jump more than 10%.

$Momentus Inc.(MNTS)$ Short sellers seem to be piling into this one. With all that cash on the balance sheet, it feels like a target for acquisition by $SpaceX(SPCX)$  or LMT.

$Micron Technology(MU)$ $SUPER MICRO COMPUTER INC(SMCI)$ $SanDisk Corp.(SNDK)$ $SK hynix(SKHY)$ Seems cheap. But I'm no professional analyst.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ I usually don't advocate triple leverage since timing and the cadence of the rally matter a lot, but if the goal is to reduce some of the timing risk, straight put options on $Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  seem like a cleaner way to do it. CAPEX spending looks like it will keep running into '27.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  Haven't sold a single share. I'll go down swinging.

$Bloom Energy Corp(BE)$ Shorts seem to be grabbing at any small excuse to pile in against companies lately, sometimes without even thinking it through. $Alphabet(GOOGL)$  is doing fine and should stay that way. I'm honestly considering adding more at these prices. $Microsoft(MSFT)$  is doing great as well. AI isn't going anywhere.

$Oracle(ORCL)$ $Micron Technology(MU)$ $SK hynix(SKHY)$ $CoreWeave, Inc.(CRWV)$ $Invesco QQQ(QQQ)$ Made some solid gains during the recent market meltdown and that Friday bounce. A lot of it came down to having good tools that help me read the markets and the charts better. When you do this consistently week after week, it stops being luck and starts being skill.