To The Moon

$IBM(IBM)$ I think IBM is a great company trading at a discount. Glad I was able to add shares at 220, 215, 210, and finally at 205 today. Now it's time to relax and see how it plays out.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ The semiconductor sector is down around -15% or so due to market rotation, but I think they'll see new highs. It could be a time to start buying the dip on semis. Shorts might get squeezed if there's a broad-based market rally.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ The implied volatility in this ETF is quite high. Even if I wasn't bullish on the underlying, I'd likely sell out-of-the-money puts for income. That said, I am long SOXS. It's important to stay nimble. Remember, many large institutional traders also missed the big year-to-date run-ups in these names, so they might be looking to take advantage of retail positioning.

$SPDR S&P 500 ETF Trust(SPY)$ $IBM(IBM)$  Its investments in quantum computing and the partnership with MIT position it as a leading player in that field. The bears seem too focused on the charts and the recent earnings reports. They're neglecting to look into the potential benefits of quantum computing.

$SK hynix(SKHY)$ SK hynix is reportedly giving its employees an average of $430,000 in profit-sharing for 2026. The total payout is estimated to be around $17 billion. That certainly says something about the company's financial health.

$CleanSpark, Inc.(CLSK)$ The stock is heavily shorted at 40%, with a $6.6 billion deal in play and high volume. Given the Bitcoin connection, it could move toward the $20 to $30 range relatively soon. A short squeeze could potentially target $100. The $SpaceX(SPCX)$  contract might help push it above $100+ as both are based in Texas, similar to $Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$  and SPY.

$Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$ It's interesting to remember that not too long ago, this was under 400. Those were different times.

$SK hynix(SKHY)$  The stock is up 700% this year. From my perspective, that's a key reason I hold it. Wall Street can't really manipulate it.

$hynix-WI(SKHYV)$  The ongoing pressure on past trading gaps risks triggering a larger financial meltdown. Both retail and institutional traders on margin are facing liquidations, even with all the positive news and government support for the market and economy. Pundits keep writing negative articles, bashing SK Hynix in every way they can imagine. The narrative remains the same: sold out until 2030 and likely beyond.

$Galaxy Digital Holdings Ltd.(GLXY)$ 500 acres from $SpaceX(SPCX)$  is a pretty significant move. Honestly, it feels like the proximity between Novogratz and Elon Musk is incredibly close.