To The Moon

$Bloom Energy Corp(BE)$ If you're new here, every S&P index is required to pay whatever the price is on Friday at 4pm, regardless of how high it goes.

$Intel(INTC)$ $SK hynix(SKHY)$ Both are up on the rumors, so they might as well ink the deal since investors are bullish on the idea. If they cancel it, both stocks will fall back down.

$SpaceX(SPCX)$ Got back in at $148 before the close. Timing hasn't been great for me lately, but I'm not too worried. A reversal within a few days, or maybe even sooner, would be nice.

$SK hynix(SKHY)$ BofA raised its price target on SK Hynix to $268 from $250 and kept a Buy rating. They did trim the Q3 operating profit estimate by 7%, but the higher ADR price target reflects the move in the already-appreciated South Korean won against the U.S. dollar.

$NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ $Micron Technology(MU)$ $SUPER MICRO COMPUTER INC(SMCI)$ $SK hynix(SKHY)$ If you're selling the drop and buying the pop, you might want to adjust your strategy.

$SpaceX(SPCX)$  It is genuinely funny to see shorts repeatedly leaning on Scott Galloway as support for the short thesis. Galloway himself would probably be the first to point out that he is a DNC activist, and he may be one of the most emotionally driven investors out there. Before the last election, he publicly said he had placed a $380,000 bet on KH to win. This actually gets to the heart of it. The shorts here are not really running a short thesis. They seem stuck in an echo chamber, spending all day resenting the wealthy, the successful, and the forward-looking. They need to wake up, get a life, and bet on the future.

$SpaceX(SPCX)$ Selling this makes no sense when revenue in 2033 is projected at 3.5 trillion.

$SpaceX(SPCX)$ There always seems to be some selloff right before an unlock, and then the pattern tends to play out from there. Other catalysts to keep in mind: Grokbot 4.7 comes out on the 12th. On the 15th, Starship launches and is expected to go to orbit and deploy the new Starlink V3 satellites.

$Moderna, Inc.(MRNA)$ 0% interest for years at a $210 strike. What do they know?

$Bloom Energy Corp(BE)$ Looks like a slow, low-key walkdown here. I started adding yesterday in small blocks below $205, and it seems like they're going to take it below $200. I'll keep adding in larger amounts as it drops. In my view, this isn't MMs divesting, but rather manipulation to get in cheap.