$IBM(IBM)$ IBM posted $17 billion in quarterly sales with billions in free cash flow. Its operating margin is around 20%, and the balance sheet has an A rating from the three major credit agencies. The company also has a strong position in quantum computing, which looks like the market's next big thing, and is on track to deliver the world's first large-scale, fault-tolerant quantum computer. Warren Buffett once noted that stocks sometimes sell at silly prices. It doesn't take a high IQ to see when they're cheap, but it does take the right temperament to actually step up and act on it.

$IBM(IBM)$ Whether you're waiting for $190 or getting back in at $210, it doesn't make much difference for a stock that will likely be back in the $270-$300 range by year-end. In my view, we probably won't see it go below around $205 again. The major run-up typically starts about 2-3 weeks after earnings, though I wouldn't mind if it takes longer, as that just means more shares through dividend reinvestment. Earnings are lower because client spending is shifting towards memory and hardware over IBM's software and consulting. That's understandable. But it doesn't mean those business sectors won't recover. The original move to $300 was driven by quantum speculation anyway, not legacy IBM services. So, why does the narrative shift so dramatically

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ If reverse splits aren't a big deal to the bears, then why was this trading at $141,000 per share back in 2022 compared to $46 today? It's a pretty stark difference.

$NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ $Micron Technology(MU)$ $SUPER MICRO COMPUTER INC(SMCI)$ $SpaceX(SPCX)$  Not a bad session overall. Hopefully the momentum continues and we see further gains going forward to recover from the recent pullback.

It's safe to say that hyperscalers are a good investment, since AI hardware demand will go up and tokens will increase way faster than production. That said, $CoreWeave, Inc.(CRWV)$  doesn't seem to make much money. I think $Oracle(ORCL)$  is a better long-term buy. Regardless, just buy $Direxion Daily MU Bull 2X Shares(MUU)$  or MULL.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ The CPI reading next week could push Bitcoin above $70,000 and lift the broader markets. Shorts might be forced to cover if the squeeze happens.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  From where I stand, this could move up another 20% from current levels and still be well under the $5 mark it was at just recently. It feels like there's a strong push to support semiconductor stocks right now.

$Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$  It bounced from 538 in overnight trading and is approaching 580. I think there's a chance we could see 650+ soon.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Looking at SoXL, it's down about 32-35% as of today's close. That's not the target level though. From my perspective, staying the course and being patient is key to realizing potential gains. I see this as just the beginning, with significant opportunity and upside ahead.

$Direxion Daily MU Bull 2X Shares(MUU)$ The profit margin is still at 84%, so I'm not too concerned for now until the next report. The current phase seems like a time to build a position, or to average down if you entered at the all-time highs. Personally, I'm adding small amounts at these lower levels and would consider more if it drops further.

$Corning(GLW)$  I've been adding in small increments as the price has moved down today, starting at $241 per share and continuing as it's declined since the open.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ I'm looking to wait for a deeper pullback, but the next few months could be a good window to start building a position.

$SpaceX(SPCX)$  It's not about if it will re-test the all-time highs, but when.

Photonics momentum is still strong, even with underperformance in names like $Applied Optoelectronics(AAOI)$  and NOK. $Corning(GLW)$ 's recent price action better demonstrates the sector's actual technical strength. I'm focusing on quality setups.

$Corning(GLW)$ It's a good day for those holding GLW.

$Applied Optoelectronics(AAOI)$ Some influencers are trying to create panic, but diamond hands know the deal and will hold.

$SpaceX(SPCX)$ Even dropping to 135 or 125 still puts SpaceX at an extremely high valuation. At such a young stage in the company's story, that's very doable.

$Micron Technology(MU)$ Nice job, bulls. A solid win over the somewhat silly bears here, now let's give them a round of... applause. $Direxion Daily MU Bull 2X Shares(MUU)$  Can't wait to see the KOSPI tomorrow.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Congratulations to those who bought near yesterday's solid bottom. The opportunity was there for those paying attention, and the setup was clear. Without diving into all the technicals, I'd say it might not be too late to consider a position. The move likely just started, and the upside still looks significant. Patience is key.

$Applied Optoelectronics(AAOI)$  Evercore just raised CRDO's price target to $325, citing their shift from copper cables to optical interconnect. Copper is on the way out, so this move is critical for CRDO. However, I believe AAOI is much better positioned to benefit from optical interconnect, as they recognized the need and began expanding long ago. CRDO has a TTM revenue of $1.34B ($7.48 per share), a P/S ratio of over 38, and a market cap of $56B. CRDO's projected revenue for 2027 is $3.58B ($19.2 per share). Now look at AAOI, with an expected 2026 revenue of $1B ($12.34 per share), giving it a P/S ratio of 12.8. AAOI's currently projected 2027 revenue is $2.57B ($31.7 per share), which is 65% higher than CRD