$Keel Infrastructure Corp(KEEL)$ Sure is a lot of talk by people in the know about Infrastructure. Hot properties.. $MARA Holdings(MARA)$  $IREN Ltd(IREN)$  $Riot Platforms(RIOT)$ 

Still holding $Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  with the full position. Price action has been rough and never gave me a level that felt worth selling. Lowest it got was 494, and I was planning to start scaling out at 490 or lower. It's annoying, but I still think it should hit 480, and there's even a gap down at 460. It's just taking forever with these algos stuck on 500. With earnings and the war this week, it's kind of surprising this isn't doing more.

$NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ $Micron Technology(MU)$ $SUPER MICRO COMPUTER INC(SMCI)$ $SK hynix(SKHY)$ Weeks of negative posts, then a complete 180. People like this don't even need to be publicized.

$SpaceX(SPCX)$  Even if they're off by a full third, there's still crazy upside here.

$Moderna, Inc.(MRNA)$  Up 14% one day on high volume, then down 7% the next day on low volume. I'll take that. Good luck to everyone, especially the longs.

$Meta Platforms, Inc.(META)$ People are saying this will go lower? It has $200 billion in revenue and a $1.4 trillion market cap. The same people are saying to buy $SpaceX(SPCX)$  with $18 billion in revenue and a $2 trillion market cap. That comparison seems off.

$Moderna, Inc.(MRNA)$ The run to $250. Gold Rush target remains $500.

$Moderna, Inc.(MRNA)$ Any hedges or big players watching this one. I already put in 800K and I'm out of cash now.

$SK hynix(SKHY)$ Not financial advice. That 167 level has been tested too many times already. At this point, the next move should be an aggressive push to break above 167+.

$SpaceX(SPCX)$  Yeah, if it could go ahead and break $150, that would be great.

$POET Technologies Inc(POET)$ Photonics looks like the next supercycle. $Applied Optoelectronics(AAOI)$  is right at the start of the AI build-out. The bigger picture, at least to me, is that the endgame seems to be making money obsolete. Governments just keep printing their way out of debt, and I don't see how long people can ignore that. It feels like they'll keep printing until money holds no real value and AI is doing the work for humans. $SPDR S&P 500 ETF Trust(SPY)$ 

$SpaceX(SPCX)$  Short interest collapsed because the ones who actually had money on the line got forced to cover. The massive sell pressure that was predicted turned into a short squeeze and FOMO rocket instead. The company wasn't really analyzed. It was just the same lazy lockup equals sell the news meme that works on garbage IPOs, not on one with Starlink scale, launch monopoly economics, and actual demand that swallowed the float whole. The market already showed how that story ends.

$SpaceX(SPCX)$ The base keeps moving higher. Every time it taps that base, it's been followed by a big green candle.

$Micron Technology(MU)$ $SK hynix(SKHY)$  SK ended the day up $11.60, and it's not too far from its IPO price now. That feels like one of those catalysts that could set off a bigger move. SK was up 8.3% in Korea, while the KOSPI gained 5% and hit the circuit breaker.

$BlackBerry(BB)$ BlackBerry holds the keys for Physical AI which needs secure communication. BB.TSX $NVIDIA(NVDA)$  $SpaceX(SPCX)$ 

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Enjoyed stealing the blinds here. The real party hasn't even started yet, but it's coming.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ I'm holding for now. Jim Cramer was talking about a $1 trillion boom pushing stocks to record highs, and honestly, it's one of the most exciting moments I've been in.

$ProShares UltraPro QQQ(TQQQ)$ There are some big-name earnings reports scheduled for today and tomorrow, and three key jobs reports this week. Curious to see if AMD can spark a fresh rally in SOXL. For the long term, I still like SPCX, but I'm not touching it until the IPO selling pressure clears up sometime in early to mid December. TQQQ DRAM

$SK hynix(SKHY)$ Kioxia, which partners with SanDisk, posted a huge Q1 FY2026 earnings result, driven by surging AI demand for NAND flash memory.

$Corning(GLW)$ I feel like this should be up 20-30% here. With the contracts and investments from Apple, Amazon, and Nvidia, it could push toward $500 by year-end. GL