$SK hynix(SKHY)$ This looks like a value play driven by American buyers picking up the cheapest stock in the market. Still waiting for Korean investors to return. Once that happens, it could start moving toward the all-time high of 3 million won. The shareholder compensation plan is expected to be announced in August, which might be the catalyst.
$Micron Technology(MU)$ On track to generate more than $500B in profit over the next three years: • 2026: $98B (+904% YoY) • 2027: $198B (+102% YoY) • 2028: $207B (+4% YoY) The most compelling part to me is the real possibility that future memory demand could be driven by applications the industry isn't even building capacity for right now. Current estimates might only be capturing the very beginning of what's ahead for memory demand. $Redwire Corp.(RDW)$ $SK hynix(SKHY)$ $VIDA Global Inc.(VIDA)$ $IREN Ltd(IREN)$
$SpaceX(SPCX)$ Bears and bulls go at each other a lot here, and on top of that most are trading options which is essentially gambling — that's fine. But it's worth keeping in mind that we're a tiny slice of the broader public in this bubble, and that's actually something to be happy about. Plenty of people don't even know what a ticker is, let alone a call option or how to sell them. So just buying shares, even a small number, already puts you well ahead of the average person. No need to go all-in at once. Something is always better than nothing, and that applies to all the high-conviction names you personally like.
$SpaceX(SPCX)$ SemiAnalysis is projecting SPCX could reach roughly $305B in annualized revenue run rate with 10GW of power by year-end 2027, including about $235B from AI compute. That's the kind of setup that keeps me watching IREN. The playbook looks similar: secure power, build data centers, turn electricity into high-value compute. IREN now has a 5.8GW development pipeline, while only targeting 480MW of AI Cloud capacity by year-end 2026. That small slice alone is expected to generate $4B+ ARR. If more of that 5.8GW gets monetized, the upside could be massive. From where I stand, IREN still looks undervalued.
$SanDisk Corp.(SNDK)$ $Micron Technology(MU)$ $SK hynix(SKHY)$ $Invesco QQQ(QQQ)$ Seeing a lot of bearish posts on here tonight, with new ones popping up every few minutes. Honestly, it doesn't really matter. No one rational is going to sell this stock, or Micron, or SK. Those bearish posts just push the rest of us to hold on tighter. I'm not going anywhere, especially with the buyback program likely running for another 8 quarters, potentially around $180 billion worth. Even my banker said he would lend me money against my SNDK shares if I needed it, and offered a personal loan at 8% to buy more since he
$ProShares UltraPro QQQ(TQQQ)$ Taking profit at 10% on the day seems reasonable, and the slight dip makes sense. I don't really see a reversal here with MACD staying below zero the whole session. AMD hasn't even reported yet, so the move feels a bit wild. Curious if it pushes toward $80 after hours.