To The Moon

$SK hynix(SKHY)$ Stay the course. Small hiccups like this happen all the time. AI will transform humanity, and it's only year 2 of a ten-year cycle. Of course, if you made a bundle, I don't blame you for taking a little off the table.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Could add another 15% tomorrow, or it could get ugly first and then run 30%. Still early, and the bubble is deflating hard.

$SK hynix(SKHY)$  Samsung Electronics reported third-quarter preliminary operating profit of 107.40 trillion won ($80.2 billion), surging past 100 trillion won for the first time in the company's history. AI demand continues to fuel its chips business. Operating profit jumped 782% from a year earlier, with revenue at about 195 trillion won, up nearly 127% from the same period last year.

18The share price has dropped over two days with no bad news and record sales and profit. Wall Street is a mystery I will never understand.

$SK hynix(SKHY)$ Same pattern as last week. Every 30 minutes a 2 million share block gets traded on KOSPI, all day long. Algo trading is pushing KOSPI down at 7k and dumping SK and Samsung to bring funds within set limits for the new quarter. These companies are laying golden eggs and buying back billions in shares, but it doesn't seem to matter since the algo selling is automatic. Pensions and the companies themselves are likely absorbing most of that selling. As Samsung and SK drop, algos are selling Micron and SanDisk in line with that. It's interesting how this doesn't touch ARM, AMD, or NVDA despite their much higher valuations compared to memory names. At some point MSCI or whoever is behind this will be done. They probably should have

$SK hynix(SKHY)$ This should trend upward for a while as it normalizes with MU and Samsung. SKHY is still sitting at a low water level right now, so it has room to rise. NAND flash for SSD/NVM drives and HBM DDR are both seeing very high demand.

$Bloom Energy Corp(BE)$ It is going to feel disappointing when the swings calm down and we have to hold for months just to see 5% growth.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Very likely SOXS will print 20s this week with the market making new all-time highs.

$NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ $Micron Technology(MU)$ $SUPER MICRO COMPUTER INC(SMCI)$ $SK hynix(SKHY)$  I fall asleep for 1hr at my desk, and wake up to this. I'm not worried. But not happy. Beer!

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  The $9 level everyone was watching back in March looks like it's finally coming. After that, a reverse split could put us back around $65.