$IREN Ltd(IREN)$ Given how much secured energy this company has compared to other neo clouds, it could easily sell for $60. It's currently trading at a $6 billion market cap. With the expected surge in AI demand, power shortages, and delays, selling a company at a 100% premium seems straightforward.

$SpaceX(SPCX)$  SpaceX earnings look like they're going to be really strong. I think it could push past $160 within 48 hours.

$SK hynix(SKHY)$ A KOSPI bounce is long overdue. A lot of money poured in today. KOSPI either joins the move or becomes uninvestable.

$Applied Optoelectronics(AAOI)$ Curious to see how the fear mongers spin this one. Anthropic's Q3 revenue came in at $16.8 billion, up from $11.5 billion in Q2. The company shared the numbers with investors during a private meeting and also noted it's profitable on an adjusted basis.

$Applied Optoelectronics(AAOI)$ AAOI looks like a very smart long term hold. With earnings coming up, this feels like a strong buy opportunity, and I won't be surprised if the shorts in the chat get hurt betting against something that could see 50% returns in the near future. Profitability is at an all time high and there is plenty more to come with demand growing like this. AAOI is well positioned to run, especially at a $100 discount. Shares here after recent highs at $130 are truly a gift. The ATM offering has been complete for almost a week now, so anyone raising dilution fears is fear-mongering and most likely short the stock, knowing great things are coming as we approach earnings in November.

$SpaceX(SPCX)$  Space exploration is where things are heading. SpaceX leads in deep-space exploration and human spaceflight with projects like the Artemis program, while also dominating the commercial side through reusable rockets and satellite internet. That makes SpaceX one of the most important companies going forward into the 21st century. I think it could make people very wealthy. I'm extremely bullish both short and long term.

$Seagate Technology PLC(STX)$ We've gotten too greedy. From $85 to $1145 in one year. At $800 now but we want $1145 again. Patience, earnings coming soon. Sure to be good and the high targets haven't changed. $1600 is in sight but two years out. Again, patience. The danger is always there. Suppose China steps in and undercuts. That is what keeps me nervous.

$SK hynix(SKHY)$  Shares unlocking around October 7/8 will likely be picked up by ETFs as part of their rebalancing, which could help the momentum further. I'm adding to my position.

$SpaceX(SPCX)$ Green in extended hours? How is that possible? What happened to all that dilution talk people kept harping about?

$SK hynix(SKHY)$ Nice cup and handle IPO base, with a potential breakout this week.

$SpaceX(SPCX)$ Kathy Wood was recently talking about how she and her team think the Tesla merger will happen this year. I do wonder what that does to the SPCX price.

$NVIDIA(NVDA)$ $SUPER MICRO COMPUTER INC(SMCI)$ $SK hynix(SKHY)$ $Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ From my perspective, this group is seriously undervalued. I stick pretty firmly to fundamentals when making trading decisions, and this is the one that stands out to me.

$SpaceX(SPCX)$ A close above $150 is what we need to see for a potential short-term trend reversal here.

$SpaceX(SPCX)$ Anthropic has agreements in place to pay SpaceX up to $84.5 billion for access to its NVIDIA-based computing capacity.

$SpaceX(SPCX)$ Short sellers are in for a rough time. I was hoping the stock would only move past and close right at $160 on 11/20, since I have $160 calls that are covered.

$SpaceX(SPCX)$ Looks like it's forming a bottom here and getting a strong bounce off the lows. I'm leaning bullish on this one. Key resistance is at that 155 level. If it can break through, there's room to go a lot higher.

$SpaceX(SPCX)$  SpaceX's space station is going to be so modern that it'll make the Russian space station look like an old garbage can.

$Bloom Energy Corp(BE)$ Is $500 on the table? On the weekly chart, that is the measured move. Not next week's print. On-site power for AI racks that cannot wait for the grid. Oracle Jupiter still committed at roughly 2.4 GW. Brookfield wrapper at $25B. Q2 $1.06B, up 166%. FY guide $3.9-$4.2B. New 800V DC fuel-cell architecture. Market cap $78B. Next print Oct 29. The multiple is the other side of it. P/E around 300. Already ran from $16 to $351. Weekly: the rising line from $75 is intact. Held $157 and $185. Closed $288.70, up 9%, on 69M. SCTR 97.6. Pivot $252. High $351. R1 $394. R2 / measured move plus 76.5% equals $499. $500 lives if $252 holds and $351 gets accepted. Lose the trendline and $179 is back in play. The chart is built for $500.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Brent is close to topping $105. The 90 day diesel export ban is going to make things worse. Paper oil is trading well above futures, and I'd wager something the opposite of a peace deal happens this weekend and sends oil sharply higher. Wish I'd held my conviction and bought in the lower $30s, but I didn't think it would see the $30s again.

$Invesco QQQ(QQQ)$ Still watching this max-pain level. It remains at 712 right now. $ProShares UltraPro QQQ(TQQQ)$  $SPDR S&P 500 ETF Trust(SPY)$  $iShares Semiconductor ETF(SOXX)$  $Roundhill Memory ETF(DRAM)$