$SpaceX(SPCX)$ The easy buy narrative looks way overdone. Just the Street screwing retail so they can load more.

$IREN Ltd(IREN)$ As Elon has hinted, compute prices are going to keep climbing. Every major AI lab and hyperscaler is desperate for electrified power, which is a prerequisite for running AI marathon training sessions. If power is the bottleneck, and IREN has the most power under ownership — some other BTC legacy miners have land or grid connections, but they're nowhere near the AI cloud infrastructure level IREN is at — it doesn't take a genius to figure it out. The market will always have things outside anyone's control: macro headwinds, two-faced message board bears who will soon flip bullish and act like they've been long all along once they switch from puts to calls, and potential deployment issues. But the facts remain.

$SpaceX(SPCX)$ Elon sees SPCX reaching a $500B–$1T annual revenue run rate by end-2027. Big ambition, let's see how it plays out. Among the smaller space companies, which ones could offer bigger upside? Contracts are good, but you can't depend on NASA forever. Budgets change. Missions get delayed. I want to see more customers, recurring income, and something competitors can't easily copy. Cheap, frequent launches, connectivity, data, compute, robots building and fixing things in orbit, on the Moon, and eventually Mars. Plenty of opportunity. Who can turn it into a business that lasts? $Rocket Lab USA, Inc.(RKLB)$  $Firefly Aerospace Inc.(FLY)$ 

$Applied Optoelectronics(AAOI)$ The same dynamic applies to AAOI. LITE's CEO said on Fox Business that even if data center builds slow down, it wouldn't matter much for LITE, since data centers are already in the process of replacing copper connections with optical infrastructure. He also mentioned they're sold out through 2029, with demand doubling in 2027 and 2029.

$Applied Optoelectronics(AAOI)$ Be fearful when others are greedy and greedy when others are fearful.

$SK hynix(SKHY)$  Micron and Samsung earnings looked fantastic. TSMC and ASML are up this week, and SK Hynix reports in two weeks. There are just too many positive catalysts here to ignore.

$SK hynix(SKHY)$ Samsung's results were incredible. I don't know how anyone could think it wasn't good enough. Nothing happens in AI without memory.

$Western Digital(WDC)$ $Seagate Technology PLC(STX)$ $SanDisk Corp.(SNDK)$ What's your take on these three selling off? Any chance of a recovery before Friday, or is more pain ahead?

$SpaceX(SPCX)$ SpaceX is reportedly looking to raise $40,000,000,000.00 to fund purchases of Nvidia AI chips, with Apollo leading the financing, according to FT.

$Netlist, Inc.(NLST)$ Second of many agreements. Is $SK hynix(SKHY)$  next? What about $SUPER MICRO COMPUTER INC(SMCI)$  and $Lenovo Group Ltd.(LNVGY)$ ? Looking for other related news for CXL, AMD.

$Bloom Energy Corp(BE)$ I don't think most people have realized the biggest AI trade is energy. Bloom has run up, but I don't think it's even gotten started considering most don't even know about it yet. $SPDR S&P 500 ETF Trust(SPY)$ 

$SK hynix(SKHY)$ The key level to watch is a move above 195. If it breaks through there, it could open the way to the next higher level above 200. Watching this closely.

$SpaceX(SPCX)$  I'd bet Jim Chanos took a serious hit on his short here. Given his history with $Tesla Motors(TSLA)$ , there's almost no chance he isn't short this ticker.

$Bloom Energy Corp(BE)$ The Oracle install is the proof point here: 55 MW in 55 days, down from 90, per Sridhar in July, and Power Connect landed a month later to make that the repeatable model. The speed isn't the pitch, it's what converts the backlog.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ It feels like this could be the month when the semis bubble bursts. Everything is sitting on edge, waiting for some big event to show up and bust the euphoria, manipulation, and valuation/financing games.

$Webull Corp(BULL)$ $SpaceX(SPCX)$ Bears are going to do everything they can to stop this and fail. X has 550 million users, and even if only 10% of that number ends up using the platform, the numbers will be astronomical in 6 months.

$SpaceX(SPCX)$  153s are coming around 1530-1550. Watching how market makers end up squeezing the bears.

$SpaceX(SPCX)$ $Alphabet(GOOGL)$ Google is testing AI chips on Starship this time. Google holds a lot of SpaceX shares.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Every day kept closing red until I switched sides. No way all of that was on me.

$SpaceX(SPCX)$ Could see 160 on Monday if the 29% extra buying volume from the index rebalance doesn't get spread out across the week.