To The Moon

$SK hynix(SKHY)$  $iShares MSCI South Korea ETF(EWY)$ $Samsung Electronics Co., Ltd.(SSNLF)$ The London exchange chart can work as a reference here. They're all moving in the same direction.

$SK hynix(SKHY)$ $Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ $iShares MSCI South Korea ETF(EWY)$ $SPDR S&P 500 ETF Trust(SPY)$ 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.