To The Moon

Congrats to everyone who held through. I don't have a position in $SK hynix(SKHY)$ , but I'm still enjoying holding $Micron Technology(MU)$  long term and keeping it going.

Just a thought. If investing is a moral principle for you, or political, then this is probably the wrong place to make money. In my opinion, you need to separate ideals from profitable or unprofitable decisions. The fact is, both $SpaceX(SPCX)$  and $Ondas Holdings Inc.(ONDS)$  are the future. You can criticize Elon for his political alignment or $Ondas Holdings Inc.(ONDS)$  for being defense-focused, but don't let that hold you back while the rest of the world moves ahead financially. Just my two cents.

$Bloom Energy Corp(BE)$ This looks like it bottomed last week. Glad I bought back my call options when it was under $200 for a nice 50% profit in six weeks. Now I'm just holding the stock. BE is volatile but the business itself is very strong. The only real risk is multiple contraction over time, but with earnings growing this quickly, I think it will grow into its price and still has meaningful upside.

156Keeping Solidigm in house helps $SK hynix(SKHY)$  valuation. Solidigm currently represents 12.9% of SK Hynix's overall value, and now it stays in house. The buyback announcement is coming October 28th, likely $20 billion USD, which is about 3% of the company. Those two factors alone restore roughly 16% more value to SKHY. A 1.16% move on the current share price of 135 puts $SK hynix(SKHY)$  around 156 per share the day after the earnings report. The company has about 75% gross margin on its product. The company is strong.

$SK hynix(SKHY)$ The company is now buying back and retiring around 3% of its float every quarter going forward. That's more than Apple.

$SpaceX(SPCX)$ Last dip of the day in motion, 168 close.

$IREN Ltd(IREN)$  I have a strong feeling the market will be up substantially going forward.

$SK hynix(SKHY)$ Looking forward to seeing how Kospi responds to SK Hynix after earnings, regardless of the numbers. I have been shifting funds over with plans to keep adding. Would not mind seeing it dip below $125. Feels like a straightforward opportunity.

$IREN Ltd(IREN)$  IREN Q1 FY2027 could be a real inflection point. For the first time in roughly a year, quarterly revenue should return to sequential growth, which would end the temporary plateau from the shift away from Bitcoin mining toward AI Cloud. The revenue mix is also about to change in a meaningful way. AI Cloud revenue is ramping quickly as new GPU capacity comes online, and Q1 might be the first quarter where AI revenue overtakes Bitcoin mining revenue. That could matter because the market may stop treating IREN mostly as a Bitcoin miner and start pricing it as an AI infrastructure / neocloud company. Return to sequential revenue growth, faster AI Cloud acceleration, AI becoming larger than the legac

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Now that the market is starting to price in the semis trade winding down, the 2027 funding window looks mostly closed. I would buy dips starting at 42, heavier at 38 and below. I still think about my 900 shares at 29.86 that I sold at 39, but I expect another decent dip this week and next.