To The Moon

$IREN Ltd(IREN)$  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.

$Applied Optoelectronics(AAOI)$ The celebratory round of drinks I said I would buy when we reach the 300 price target might be a bit further off than some of us had hoped. I'm still going to keep that offer on the table.

$SK hynix(SKHY)$ How much of a rebound are we looking at on earnings day? I'd say low 170s. This whole dip is a bit of a joke. Some cheap Chinese memory chips for the low end market have no real effect on SK Hynix.

I'm down 7 figures at this point, but I'm all in on $Enphase Energy(ENPH)$ , $Cipher Mining Inc.(CIFR)$ , $Applied Optoelectronics(AAOI)$ , $Navitas Semiconductor Corp(NVTS)$ , and BE. Feels like we're close to a bottom here. I'm holding all of them.

$SpaceX(SPCX)$ Bears are treating a 4% dip like they just stopped the space age. Meanwhile, bulls are loading up on the company building the future of space, satellites, and global connectivity. You got your little pullback. Congratulations. Now imagine being short when this monster wakes up.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  I still think 50 is doable within 2 weeks, but anything above that would need catastrophic news. That won't happen because Trump still wants to hold onto this market before midterm.

$SK hynix(SKHY)$ The China scare is way overblown, it's almost comical. China is still at least a year behind in HBM4. No American hyperscaler will buy Chinese HBM, and they wouldn't be allowed to anyway. Margins might compress a little, but the demand is there. A forward PE of less than 5 more than prices in lower margins.