$Bloom Energy Corp(BE)$  Looking at the call volume expiring Friday, this should push to at least $280. Huge volume with 7,329 new contracts. Seems like news got out. That's going to be a massive payday for someone.

I'm more bullish now than I was last week. I plan to trade the dips with $Defiance Daily Target 2X Long SMCI ETF(SMCX)$  while holding a large core position in $SUPER MICRO COMPUTER INC(SMCI)$  that I don't intend to exit over the next 18 months. The short thesis looks over, and the news cycle seems to be turning in our favor. Over the next 12 months, I'm watching for $Dell Technologies Inc.(DELL)$ -like moves. Good luck to all.

300With S&P inclusion set for Sept 21, index funds and ETFs will need to accumulate BE, which should provide some buying pressure. Passive funds tracking the index will also have to hold it.

$SanDisk Corp.(SNDK)$ $Micron Technology(MU)$ $SK hynix(SKHY)$ Looks like the manipulation shifted. As soon as memory stocks started to run, word came that attacks were on. Bonds sold off, and oil kept getting pumped without pause. The whole conflict seems less about Iran and more about making the world dependent on US and Venezuelan oil, while trying to sidestep the growing BRIC reliance. Now the selling is starting to look a bit more real.

Memory prices are still cheap, and they're likely to get more expensive. $Dell Technologies Inc.(DELL)$  probably pulled in higher-than-expected deals as customers front-loaded purchases. $Dell Technologies Inc.(DELL)$  may also give honest guidance about declining gross and net margins. The good earnings from $Dell Technologies Inc.(DELL)$  might already be priced in. I'd rather be long the RAM.X ETF than DELL. At some point, $Micron Technology(MU)$  and $SK hynix(SKHY)$  will make things very difficult for people shorting memory stocks. There are only tw

$SpaceX(SPCX)$  is breaking out of the distribution zone following June's aggressive selling. The first measured move is now visible for day traders and swing traders on the long side. LT holders would likely prefer a pullback around the $127 area to reload, but the overall p.o.c is holding for now. Simple as that.

Opticals are all in the red and I don't see any clear reason for it. Quantum names went through the same thing recently, and they're already bouncing back. I wouldn't be surprised if opticals sell off and then rally right after. It feels like market makers are just rotating money across sectors, picking what to push up or dump almost at random. $Lumentum(LITE)$  $Applied Optoelectronics(AAOI)$  $Fabrinet(FN)$  $Ciena(CIEN)$  $Coherent(COHR)$ 

$AbCellera Biologics(ABCL)$ After today's annual report, it is pretty clear how ridiculously mispriced this is. A $Moderna, Inc.(MRNA)$  moment could be coming.

$NVIDIA(NVDA)$ The bears on this one seem to be people who don't really understand how a PC works. $SpaceX(SPCX)$ 

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ $Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$ A slow, drawn out move higher would be nice. Maybe SOXL and KORU could rise 8% a week until end of year. Wishful thinking, I know.

$CID Holdco Inc(DAIC)$ $Tradr 2X Long SNDK Daily ETF(SNXX)$ BTCT.X$DDC Enterprise(DDC)$ The company's NAV after liabilities is $232M. If someone bought the entire company at the current price, the Bitcoin holdings alone would imply a 10x return.

$Moderna, Inc.(MRNA)$ I think we're heading above $180 next. The gold rush target is still $500.

$SpaceX(SPCX)$  Looks like it's forming a bottom here and bouncing strongly off the lows. I'm leaning bullish on this one. The key resistance is at the 150 level — if it can break through that, there's room to go quite a bit higher.

$Applied Optoelectronics(AAOI)$  I think the bears get the math now, the law of double integrals. The ticker has integrated. Watch the pace, gradual recovery back to $190 in days. I rest my case.

$SanDisk Corp.(SNDK)$ $Micron Technology(MU)$ $SK hynix(SKHY)$ Waiting for end-of-day bargains. That's the classic way hedge funds make money — they knock it down, then scoop up shares.

$SanDisk Corp.(SNDK)$ It's giving back some of its gains right now, but it's still showing up on the Top Tier Newswire AI Trades dashboard as a top long opportunity. I'm selling most of my $SK hynix(SKHY)$  position.

$Applied Optoelectronics(AAOI)$ RMTG is building out the infrastructure supporting its regenerative medicine operations, with Argentina acting as a commercial hub and Cancún adding two more ISO 7 clean rooms.

$Coherent(COHR)$  The last earnings sell-off looks more like a shakeout now. Price is back above the 50-day moving average and attempting to clear downtrend line resistance. Could see a long setup using today's low as a stop reference.

$NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ $Micron Technology(MU)$ $SUPER MICRO COMPUTER INC(SMCI)$ $SK hynix(SKHY)$ I don't really get why DingleBurry's takes keep circulating. It's disappointing, and honestly makes me wonder why I still bother contributing. But then again, I do it for people like me, the small players just trying to turn one dollar into two. Stay committed to your own convictions, and don't let the noise sway you.

$SpaceX(SPCX)$ SPCX tried to shake people out early, dipped hard, then snapped right back and finished strong. That kind of action usually means bigger players were scooping shares while everyone else panicked. Volume is heavy, interest is high, and the price closed way stronger than it opened. That's the kind of behavior worth watching closely. It's sitting in the middle of its yearly range, which is exactly where big moves tend to start forming. Nothing crazy happened, but the way it recovered makes it feel like this thing might be gearing up for something. Could be news, could be positioning. Either way, it's worth keeping an eye on.