$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Bond buybacks look like a sign of panic that inflation is out of control. Nobody is going to lend money at 5% for 2 years, let alone 30, when inflation is actually costing around 10% per year — more than they're getting back in interest. So bond yields are rising because risk is rising. And bond buybacks would actually add more inflation. That's a problem that keeps getting worse until it blows up. The situation is bad, and the people in charge are actively making it worse. That's one way to run for re-election, but it doesn't earn my vote.
People seem to be completely missing how bullish this is for PENG. SK Telecom isn't dumping its Penguin Solutions stake. It's transferring the entire position to SHIFTIX1 LLC, a wholly owned subsidiary of $SK hynix(SKHY)$ SK hynix. The numbers: SK Telecom originally invested $200M. SHIFTIX1 LLC is paying approximately $380.3M. The position is roughly 6.1M $Penguin Solutions, Inc.(PENG)$ shares on an as-converted basis, which is approximately 10.3% of PENG. SK hynix also inherits key investor rights tied to the stake.
$SpaceX(SPCX)$ Not really paying attention to the bearish noise here. Picked up 10 shares at $108, so that's a $17 gain so far. It's a better look than the constant doom and gloom that was flooding in every few minutes over the past couple of days. If it had dropped to $80 or $90, I had more cash ready to go in. By the end of the week, we'll see if there was actually something I missed.
$SK hynix(SKHY)$ SanDisk reported a pretty strong fiscal Q4 2026. Adjusted earnings came in at $39.25 per share, well above the $34.96 consensus. AI infrastructure demand and rising memory pricing seem to be the main drivers here, with data center revenue really standing out.
$SK hynix(SKHY)$ If people are complaining about the premium, they could just go buy a Hyundai in Korea for $10,000 instead of paying $20,000 in America.
$SpaceX(SPCX)$ SPCX could be in for a volatile stretch. Two major catalysts ahead: the company's first earnings report as a public entity, expected after the close on August 4, and the first lockup expiration on August 6, with roughly 911M shares — around $116B — becoming eligible for sale. The bear case is clear, more supply and short-term selling pressure. But a lot of the lockup worry might already be priced in, with the stock down roughly 50% from its peak. If the turbulence continues, I think it could spill over into the broader space sector, including ASTS, RKLB, and FLY. That could create some temporary pressure, then a relief rally once the lockup overhang passes. For long-term investors, these are often the moments that create the be