To The Moon

$ProShares UltraPro QQQ(TQQQ)$  AMD and the mixed election results should push the broader market higher. Divided government tends to be good for markets. AMD earnings will likely start shifting sentiment on the tech sector.

$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ $iShares Russell 2000 ETF(IWM)$ These are all rallying nicely. On days like this, I've seen the US market rise with the Asian market, then get a second breather pop when the European market opens.

$Bloom Energy Corp(BE)$ It's been a rough year for high beta names. Everything is heavily oversold and trading well below where it should be. The pain should be wrapping up soon, and from November through next year I think we fly.

The KOSPI is only $30 away from clearing the 6,000 level. If it can break above 6,185 this week, the KOSPI will move up from the oversold zone to the consolidation zone. $Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$  $SK hynix(SKHY)$  $Roundhill Memory ETF(DRAM)$  $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$  $Micron Technology(MU)$ 

Bloomberg had a solid segment on the space economy market size, touching on a few players in that area like VC-funded Icon Build out of Austin, along with some sovereign actors and Chinese companies. Science was never my strongest subject, so I leaned into data analysis and doubled down on math and finance instead. I may not understand regolith, but I do get that out of a $3.8T potential market size, $SpaceX(SPCX)$  has the same early mover advantage $Tesla Motors(TSLA)$  had, confirmed by AI by at least 6 years. Short version: I added more under $150. A month ago a trader placed a multi-million trade on 2029 $300 strike calls. Also, an artist contracted payload space for a palm-sized model hous

$ERock, Inc.(EROC)$ Anthropic is expected to IPO under ANTHZZX.P in November, and it looks like Eroc will be the one supplying power to their Texas AI data centers. I'm pretty bullish on that setup. $Bloom Energy Corp(BE)$  $Generac(GNRC)$  $GE Vernova Inc.(GEV)$ 

$Moderna, Inc.(MRNA)$ Merck's market cap is currently 358 Billion. Moderna's market cap is currently 80 Billion. Once Keytruda + Intismeran is approved for melanoma, the rest of the cancer treatment approvals will not be far behind. Priced in? Maybe for the short term, but once revenue starts flowing - not even close. In full-year 2025, Keytruda generated $31.7 Billion in worldwide sales, up 7% year-on-year, and accounted for more than half of Merck's pharmaceutical revenue. Keytruda was about half of Merck's total sales for 2025. Keytruda is used for 20 types of cancer, including melanoma. Since the combination of Keytruda and Intismeran reduced death and recurrence for melanoma in a statistically significant and clinically meaningful way (4

$SK hynix(SKHY)$  Is this real? The company is valued at 5X its past year revenue, and the stock price is 5X its past year earnings. And both are growing. If you were buying the grocery store or gas station in your neighborhood as a business, you would have to pay a higher cap rate for it. This is an advanced tech company, not a neighborhood gas station.

$Moderna, Inc.(MRNA)$ Still going strong. For those into bottom fishing and technicals, $Rivian Automotive, Inc.(RIVN)$  has a similar setup to what MRNA had when I was picking it up for dirt cheap at $24-25. The multi-year consolidation is the key part.

$Applied Optoelectronics(AAOI)$ Shorts had better cover before the 100% reversal.