$Tradr 2X Long SNDK Daily ETF(SNXX)$ TRADR2X Long SNDK Daily ETF. Nobody's selling now. I wish I hadn't sold at $12 while I was in the hospital for 5 days. Got out Friday at 6:30 p.m. Oh well, but I still have my call options.

$SpaceX(SPCX)$ Morgan Stanley is the one driving this pump right now.

$SanDisk Corp.(SNDK)$ Relieved to have closed out those $1230 call options I carried over the weekend. Holding 10 calls 7DTE on SNDK was nerve-wracking, could have gone to zero pretty fast. That feels like a weight off. Now riding $Tradr 2X Long SNDK Daily ETF(SNXX)$  through Thursday's event. Managed to get in at $8.88.

$Applied Optoelectronics(AAOI)$ If you've got some pocket change, a LEAP around that strike for 2027 or later could be interesting. Exercising it when the stock trades above $225 would be juicy.

$SpaceX(SPCX)$  I know what I hold. This is the only company with a monopoly on space.

$SK hynix(SKHY)$  $Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$ $SK Telecom(SKM)$ It looks like the downside volatility in Korean stocks has passed, and the market is starting to look more investable now. SK Hynix has appeared on the Top Tier Newswire AI as a top long opportunity.

$iShares Semiconductor ETF(SOXX)$ $Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ $SPDR S&P 500 ETF Trust(SPY)$ I am planning to rotate into SOXL pretty soon. Already scaling out of SOXS around the 480 to 490 level.

$SpaceX(SPCX)$ Calling someone out like that doesn't add much, but the chart point is worth noting. If you bought at the IPO like I did, you're not down 51% on this. The price is lower, sure, but understanding the chart matters. Some of the bearish takes on this are just lazy.

$SpaceX(SPCX)$  If we can hold above 118, there's a chance it could push toward 120.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  The Nasdaq is down almost 500 points and this thing is still up a dollar. I honestly don't get it. Can someone explain what's going on here?

$IBM(IBM)$ Based on a two-stage free cash flow to equity model, IBM's intrinsic value comes out to around $327 per share. The stock looks about 35% undervalued, implying a potential upside of roughly 55% if it holds to that free cash flow outlook.

$SK hynix(SKHY)$ $Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ Markets are looking positive ahead of the open. Honestly, we're long overdue for a relief rally. It would be great to see this give a boost to the A-shares market.

$SpaceX(SPCX)$ Orbital data centers could potentially eliminate electricity and cooling costs entirely. Space-based solar panels, which could be made by companies like SpaceX, are more efficient than ground-based ones, and the cold vacuum of space would remove the need for cooling systems. Such a setup would also use no water. From an ESG perspective, that seems like a strong point. It makes the idea of orbital data centers an interesting long-term investment concept to me.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ When a leveraged ETF does a reverse split to increase its price after a downtrend, that can sometimes be a signal to watch. It's a mechanism some see as a way to reset perception. Suddenly, something like SOXS can look expensive and deter buying. It's similar to what happened with $Direxion Daily MU Bull 2X Shares(MUU)$ , where they added shares to make the price appear cheaper. It helps to be aware of these types of market mechanics.

$Wendy's(WEN)$ Looks like the original meme stock might be making a comeback. With $SpaceX(SPCX)$  and $Tesla Motors(TSLA)$  both down, Wendy's appears to be the more favorable play here, at least for now. That is, unless you're comfortable with the risk from Tesla's upcoming 10-Q filing and the potential for a wave of restricted shares from SPCX to hit the market.

$hynix-WI(SKHYV)$ It seems like the market is about to learn quickly that the memory business isn't cyclical anymore. Price-to-earnings multiples could rise alongside the stock prices. And on a personal note, my portfolio is looking good.

$SK hynix(SKHY)$ Micron is up 27% today, and $Micron Technology(MU)$  rose with it. It seems the smart money recognizes the game has changed. Giving U.S. investors a direct HBM play doesn't cap Micron; it lifts the entire group by erasing the "Korea discount." The market cap ceiling could rise for everyone, turning a previous overhang into a significant tailwind. HBM remains completely sold out through 2027.

$SK hynix(SKHY)$ It's down 45% in 3 weeks, yet it's about to report what could be its most profitable quarter ever on July 22. And the forward P/E is just 5.

$Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$  Added another 5,000 shares at $486. I'm now holding 15,000 shares with an average cost of $498.74.

$Corning(GLW)$ I added to my position early today, though I didn't manage to get a discount. I'm looking to do that tomorrow. I think this one has a strong future, so I'm holding.