$SpaceX(SPCX)$  The whole sector is down today, and this one is getting hit with it. I'm willing to bet it takes off again soon enough. It's easy to see this going well over 200 before long. The price targets and the number of big players with skin in the game say a lot. Honestly, this is an easy hold for me.

$SpaceX(SPCX)$  I sold out of a 9k position at $154.8 on the way up, which turned out to be too early. At the time I said I would be interested again down around $147. Now that they are selling names like NVDA and META that are growing 10x the S&P 500, the proceeds have gone into the weaker breadth names such as HTZ, MCD, RH, and NKE. Regarding SPCX, I just rebought 6k at $145 on the way down. If the quant-driven selling keeps pressing, I will double down.

$IREN Ltd(IREN)$  Here is the dilution visualized. The blue line is market cap. Without dilution, the June peaks could have hit $100+. The proportions on the chart may be a bit off, but this is just a general representation. You can clearly see where share price was diluted the most — the $50 range. That is why we struggled to break past $49. A huge sell wall from dilution. This is all speculation though. Current market cap was around $32 a year ago. I am still bullish long term. I just hope my '28 $50 leaps can recover.

$Micron Technology(MU)$ $CoreWeave, Inc.(CRWV)$ $Lumentum(LITE)$ $NEBIUS(NBIS)$ $SK hynix(SKHY)$ Unbelievable how irrational this market can be. These stocks should be trading much higher.

$SpaceX(SPCX)$ The company earlier posted its first profit as a public company. Musk said he expected annual recurring revenue of between $500.X billion and $1.X trillion by the end of 2027, as demand for its data-center space surges thanks to the AI boom.

$SpaceX(SPCX)$ Any further dips could be a great opportunity. The setup looks promising, and this one seems to be gearing up for a serious move higher.

$IREN Ltd(IREN)$ IREN's CEO recently highlighted an interesting part of the AI infrastructure business. Dan Roberts says that even a wider spread in financing costs barely moves the economics, because customer prepayments of around 50%, combined with GPU-backed financing near 8%, have covered roughly 96% to more than 100% of GPU costs on recent deals. Payback periods are around 2 years. And demand doesn't seem to be the biggest issue right now. IREN's 2026 capacity is largely sold out, recent contracts are being priced at more than 2x last year's levels, and reported 2027 demand is already several times greater than available supply. That leads to a pretty interesting bottleneck: the challenge may not be finding customers, it may be getting e

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Putting in a 1/5 order at $40 to start a new SOXS position, planning to buy down to $30 before the “flash crash” before EOY.

$SpaceX(SPCX)$ SpaceX operates as a near-absolute natural monopoly in the U.S. defense space. The military depends on it heavily because there is no viable alternative. Starlink, along with its military counterpart Starshield, is the only low-Earth orbit satellite network capable of delivering high-bandwidth, low-latency, electronic-warfare-resistant internet across an entire continent. Traditional defense contractors have nothing close to that scale. The Pentagon also relies on SpaceX rockets to launch its most sensitive, classified national security satellites and spy payloads. Since the U.S. government depends entirely on SpaceX for core space and communications strategies, the company and Musk personally hold immense leverage.

$Micron Technology(MU)$ $SK hynix(SKHY)$ Korea ticker 000660. Based on the next 4 quarters of EPS and the current price in Trading View, SK hynix is trading at 3.15 NTM Adj EPS. At current prices, SK could buy back 30% of its current shares in the next 12 months, with plenty of cash in the bank and capex everywhere.

I have a feeling we're close to another round of FOMO in the data center stocks. The tech sector is broadly down right now, yet server makers are rallying. If we see a rotation into server makers again, it could finally be time for $SUPER MICRO COMPUTER INC(SMCI)$  to see $100+ like it deserves. The short shares would add fuel to that fire, and maybe, just maybe, we see a $Seagate Technology PLC(STX)$ -like move over $500.

$Constellation Energy Corp(CEG)$ This Google news looks directionally bullish for every infrastructure name. All that capex turns into revenue for power and data center names. $IREN Ltd(IREN)$  $Bloom Energy Corp(BE)$  $Cipher Mining Inc.(CIFR)$  $CoreWeave, Inc.(CRWV)$ 

$Bloom Energy Corp(BE)$ On the 6-month daily chart, it ran from $117 to $351, then got cut in half to $157. Since then, every dip has stopped higher: $186, $198, $249, $251. Now at $278 and holding above the 38.2% Fib at $262. $300 is the line to watch. Break it and $351 is back in view.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Everything is ripping higher right now. Shorts are getting run over. You would have to be out of your mind to be shorting anything in this tape.

$ERock, Inc.(EROC)$ Eroc looks like the best AI superintelligence data center energy provider, with an order backlog from Anthropic and Meta. I'm staying bullish here. $Bloom Energy Corp(BE)$  $CrowdStrike Holdings, Inc.(CRWD)$  $CoreWeave, Inc.(CRWV)$  $SoFi Technologies Inc.(SOFI)$ 

$SpaceX(SPCX)$  Plenty of self-proclaimed experts around tonight. They see an explosion in the ocean and start yelling fire, even though that was the expected result. This is fear mongering at its finest.

$SpaceX(SPCX)$  bunch of haters hanging around here, we dont got time for that when history is made

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Working at an AI company turned out well. Every employee got a solid cash award. I'm expecting bonuses and probably a good pay raise by the end of the year either way. The bears covered the cost.

$NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ $Micron Technology(MU)$ $SK hynix(SKHY)$ $SUPER MICRO COMPUTER INC(SMCI)$ A few decent catalysts are lined up for the next session. Trump and Xi haven't come to blows. Iran is starting to offer options around reopening the Strait of Hormuz. Agentic AI is also pushing for more memory and CPU compute. This looks like it could mark phase 2 of the AI buildout.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Plenty of people shorted semis last week thinking the SOXX range would hold. It looks like the same mistake made by those who were short from April to June. Michael Burry's take isn't something I'd get swayed by.