To The Moon

$SpaceX(SPCX)$  Once the panic and insider selling clear out, I plan to pick up a lot of shares in the second week of August. If this runs to 300 bucks, it should be easy money. Until then, bears and shorts can keep telling their jokes. Only a few more weeks for the noise to fade. $Tesla Motors(TSLA)$ 

$iShares Semiconductor ETF(SOXX)$ $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ $Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  The breakout from the channel looks to have some real strength behind it. The targets could shift up to the 510-530 zone before any move back down toward the summer low or the 350-400 area.

$Corning(GLW)$ Mark this post. Once people understand the difference between scaling up and scaling out, they'll realize the real move hasn't even started yet. Every existing rack is going to be replaced in a scale-up cycle. Wendell mentioned on the call that he couldn't comment because the technology is locked under NDA and confidential. $500 is my 5-year price target.

$Corning(GLW)$  That growth forecast from 2026Q4 through 2030 looks like one of the best setups out there, following a GEV trajectory. I'm just going to keep adding and then forget about it for a while. Hope it works out nicely down the road.

$SpaceX(SPCX)$  Someone bought a weekly 107 put earlier today, likely expecting the stock to slip below 110 by midday. That didn't age well. I actually feel a bit sorry for that investor.

$Corning(GLW)$  If it gets over 135, I'll double my position. No need to catch a falling knife. Already added 500 more at $119. Makes more sense to buy on the way up, even when it's this low and you might miss the very bottom — at least you can see it has stabilized first.

$SpaceX(SPCX)$ Seeing bears out trolling on a Sunday. Honestly, the fear is pretty obvious.

$SK hynix(SKHY)$ The Kospi looks to be in a better position now than it was earlier. It managed a V-shaped recovery recently and is back up 4%. Hynix is up 5%.

$Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ $SK hynix(SKHY)$  This feels like the final nail in the coffin for the shorts. An analyst at LS Securities, Jung Woo-sung, interpreted the recent results as favorable for the sustainability of AI demand for memory companies. He pointed out that supply constraints and an upward revision of capital expenditures were confirmed simultaneously in Alphabet's earnings, and noted that demand has still exceeded investment despite significant increases in production capacity over the past three years.

$SpaceX(SPCX)$ A lot of shorts seem to be positioned for the earnings report and waiting for potential insider selling. Honestly, I'm not fully convinced that setup will work out for them.