To The Moon

$SpaceX(SPCX)$ Shorts were looking for a sell-off and ended up getting trapped.

$SpaceX(SPCX)$ $SPDR S&P 500 ETF Trust(SPY)$ $Palantir Technologies Inc.(PLTR)$ Everyone should just take a breath. Looks like the move was simply meant to flush out the puts.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Sandy seems to be on a tunnel vision trip here, stumbling around screaming the sky is falling despite earnings, forward guidance, and a bunch of other positive data points. Oh well.

$SpaceX(SPCX)$ $Tesla Motors(TSLA)$ I'm curious how many people will actually leave Verizon. Feels like the number could be quite a bit higher than most anticipate.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ That's impressive. I honestly didn't think it could make it this far given the decay. Props to anyone who held through it.

$SanDisk Corp.(SNDK)$ $SK hynix(SKHY)$  $Micron Technology(MU)$ There's a real tug-of-war going on between the bulls and bears right now. Personally, I'm keeping my long position as is.

$SpaceX(SPCX)$ Here's a quick rundown of the coverage situation. Morgan Stanley — Adam Jonas and the team are projecting massive long-term expansion tied to Starlink and artificial intelligence infrastructure. Goldman Sachs — they led the IPO underwriting and came out with high-end projections, anticipating rapid multi-year gains in commercial and AI-driven segments. Evercore ISI — Kutgun Maral initiated coverage with an Outperform rating, focusing on aggressive revenue scale through 2028. Oppenheimer — raised near-term AI and software platform revenue estimates, including contributions from Cursor. Additional coverage from Deutsche Bank (Edison Yu), Bernstein (Douglas Harned), New Street Research (Pierre Ferragu), and KGI.

$SpaceX(SPCX)$  Good to see this stock coiling here. No idea how fast it moves or how far it runs from here, but it looks like it's going to start heading up. That's encouraging to see.

$ServiceNow(NOW)$ Long, entry 105.56, stop 83.76, target $149.16, risk/unit $21.80, after a +6.9% day.

$ServiceNow(NOW)$  I was telling my friends and family about this one over the weekend at a wedding. Really hoping it doesn't let me down.