$SK hynix(SKHY)$ $Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ $iShares MSCI South Korea ETF(EWY)$ $SPDR S&P 500 ETF Trust(SPY)$ South Korea's ICT exports hit a July record of $53.4 billion, up 140.6% year-over-year, driven by sustained global AI investment, according to Yonhap and government data.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  It goes up a few cents and then drops right back down, and it just keeps doing that. Honestly, can anyone explain what's going on here?

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Either they never learned or they just don't want to learn. Over the past three weeks, the technical picture for $iShares Semiconductor ETF(SOXX)$  has been improving.

$SanDisk Corp.(SNDK)$ $SK hynix(SKHY)$  $Micron Technology(MU)$ $Roundhill Memory ETF(DRAM)$ At some point, the noise just ends and money does the talking. The fact that bears got six weeks to keep calling a memory top is honestly hard to believe when every single data point and earnings print pointed to a lengthy cycle lasting many years. 200% demand increase with 20% supply increase. Burry is playing with fire, and anyone following him blindly is likely to get burned badly.

$Applied Optoelectronics(AAOI)$ Looking at LITE's numbers. Huge beat, huge raise, massive margins. That is a well-run company that is expanding and I think it will crush AAOI in 2027. Just say'n.

$SpaceX(SPCX)$ Some people are claiming they're smarter than Musk. That's honestly hard to take seriously. And to think they got your vote... Honestly, if you believe that, maybe it's time to rethink your position and head elsewhere.

$SK hynix(SKHY)$  $Micron Technology(MU)$ During today's dip, the relative move between SKHY and Micron worked out pretty well. Last week I sold some SKHY to pick up Micron in the $820s to $840s, and now Micron has moved up from there while SKHY is dropping further. So I'm able to move those shares back into SKHY. The 50/50 split between them keeps showing its benefits, just trading off the relative volatility. There are too many unpredictable factors to confidently differentiate them on valuation anyway.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ The semiconductor and storage names took a beating recently. WDC dropped 15%, SNDK fell 10%, and AMD was already showing damage before the session really got going. A few tech earnings reactions didn't hold up either.

$SK hynix(SKHY)$  $SanDisk Corp.(SNDK)$ Sandisk and Kioxia just showed off a 332-layer QLC 3D flash tech, offering up to 60% greater bit density compared to their eighth-gen design.

$Micron Technology(MU)$ $SK hynix(SKHY)$ Recently I've been rotating between Micron and SKHY. On Friday, Micron was the weaker one, so I trimmed some SKHY and moved that into Micron. The next day, SKHY was the weaker one and Oracle had the zoomies, so I trimmed some of that and bought SKHY back to a 50/50 allocation with Micron. I'm now up about 5% on those SKHY blocks I bought yesterday, and I'd trim from those at this price. There's something to this idea of keeping a 50/50 allocation between MU and SKHY and playing off the daily fluctuations between them. It's more than just the share price growth, because you're daily selling from the stronger one and buying into the weaker one.

$Duolingo, Inc.(DUOL)$ If this thing disappoints for the third or fourth earnings in a row, I might just dump it and never look back. The company itself is solid. The fundamentals keep moving up and to the right. The problem is it has been priced like a hypergrowth name, so even good growth isn't good enough anymore. We'll see how it plays out.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  We're still waiting here. The third resistance target sits at $535.64, still up in the air. The second resistance at $522.81 has been hit, and there's a chance of a reversal from this level. The first resistance point at $513.67 was also hit.

$SK hynix(SKHY)$ This is why you never try to time markets. Just buy great companies and hold for decades. That's how you beat them, history proves it. Been investing 35 years.

$ServiceNow(NOW)$  Funny how all the self-proclaimed geniuses who sold right at 109, thinking they'd just hop back in, are now stuck on the sidelines watching.

$Corning(GLW)$ This stock looks ridiculously oversold right now, apart from the memory cartel names. I think there's a decent shot at doubling within 6 months.

$SpaceX(SPCX)$ Looking at the holders list, I doubt any of them will sell right after Aug 6th. They don't seem desperate and they clearly know what they're holding. Brokers barely sold 1 to 20 shares to retail pre-IPO — what kind of impact would that even have? The short thesis feels pretty thin here.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  This has been a profitable SOXS trade. Nearly $70K in losses wiped out. Honestly never thought I would see it. Was not possible by just holding. Sell pops, flip to SOXL, rinse and repeat.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  Seeing legit weakness across the board right now. With South Korea down 6%, this instrument must be catching a serious bid, regardless of what's happening with the fully saturated and manipulated INTC.

SK Hynix ADR ($SK hynix(SKHY)$ ) is up 13.41% to $171.43, moving through some resistance. The setup looks like accumulation, with the stock in what some might consider a value area. There's been significant institutional buying, which could provide a base for further upward movement.

$SK hynix(SKHY)$ The volatility here is pretty wild. It was highlighted as a top long candidate on Top Tier Newswire recently.