$SK hynix(SKHY)$  The dip was driven by nonsense and fear. SKHY just needed the anti-AI sentiment to cool off. Earnings are coming up and the numbers should be strong. On the low end it only runs into the 170s, then it can push back toward 200. Once the election cycle passes, a lot of the AI fearmongering should fade too. Deals should move forward as hyper-scaling builders work with politicians and datacenter construction ramps up.

$SpaceX(SPCX)$ About 10 years ago Tesla merged with SolarCity and it went up 5,000%. It feels highly possible that we are going to repeat the exact same scenario in a couple of weeks. Getting SpaceX shares before the earnings report seems worth watching.

$SpaceX(SPCX)$  $ProShares Ultra SpaceX(SPCF)$ Added more here. Will add once more if it drops into the 130s. Daily looks closer to the bottom than the top.

$SK hynix(SKHY)$ I told you before, it should land at $125 by the end of the month.

$Micron Technology(MU)$ Probably going to be red because of SK Hynix commentary about expanding capacity and Chinese competition. The daily FUD on this name is honestly getting frustrating.

$Applied Optoelectronics(AAOI)$ My portfolio is still up 140.8% YTD, so I think I can handle a short-term 15% drop on AAOI. AAOI is still up 203% YTD, AMD is up 189%, and COHR is up 64%. Those are my three largest holdings. HUT is up 94%, NOK is up 64%, and CRWV is up 24%. I'm not worried.

$SpaceX(SPCX)$ Initiated Overweight at Barclays, PT $254

On October 8, 2026, NASA and the U.S. Department of Energy signed a Memorandum of Understanding titled "Accelerating American Leadership in Space Nuclear Power and Propulsion." The MOU was signed by NASA Administrator Jared Isaacman and Energy Secretary Chris Wright at the Golden Age Summit. It sets up a framework for broad collaboration across research, fuel production, testing, launch integration, and operations, with safety as the primary focus. This agreement builds on earlier NASA and DOE partnerships and supports goals like deploying a lunar surface fission reactor by 2030 to enable sustained Moon missions with consistent power independent of sunlight availability. $SPDR S&P 500 ETF Trust(SPY)$ 

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  I'm not usually one to hold positions overnight, but there are a few things stacking up here. Bearish sentiment is still in play, bonds have been climbing, oil looks like it could push higher again, and SOXX has barely reacted to a pretty sizable announcement from Marvell. It wouldn't surprise me if SOXS has at least one or two strong days the rest of the week.

$SpaceX(SPCX)$ The 7th most valuable stock in the world, but its projected 2026 revenue only ranks 287th. And no profit. What a steal.

$Bloom Energy Corp(BE)$ Trump announced some big energy deals. Shorts are being forced to cover while leveraged players pile in. The volatility makes it feel like the stock is coiling up for a breakout. I've seen this kind of setup before. The harder it gets shaken, the more I want to add to my long.

$SpaceX(SPCX)$ Longs really need a successful Starship flight soon. One Starship flight payload equals 50% of all of China's flights this year. 5 Starship flights would carry more payload than all rocket companies combined in the history of space. That's how productive and revolutionary Starship is. It puts SpaceX with a massive lead ahead of all rocket companies globally in a firm monopoly position.

AI and surging memory-chip demand have shifted emerging-market leadership toward Taiwan and South Korea. With semiconductor valuations climbing, there's a real debate over whether this rally is still supported by fundamentals or getting more speculative. Andrew Dalrymple at Aubrey Capital Management points to earnings as the key justification. He does see some signs of excess, including leveraged ETFs tied to Samsung Electronics and SK Hynix, but the underlying memory cycle still looks unusually strong. Earnings are growing fast on rising memory demand, while new capacity remains expensive and slow to build. The AI infrastructure buildout could also make this cycle more durable than past memory upswings, which were tied to shorter PC, smartphone, and gaming cycles. AI needs much larger cap

$SK hynix(SKHY)$ Goldman Sachs is pushing back against the idea that the storage cycle is peaking, pointing to an 87.4% upside for SK Hynix. After an online meeting with SK Hynix management, they reaffirmed their Buy rating with a 12-month target of KRW 3,500,000 in a report released on September 22, 2026. With the stock currently at KRW 1,868,000, that's an 87.4% upside. Their view is that tight HBM and DRAM supply will persist, SK Hynix's pricing and margins will keep rising into 2027, and LTAs provide demand visibility.

$Bloom Energy Corp(BE)$ It is certainly concerning when stock prices rise too steeply. However, all prices are ultimately determined by supply and demand. I can understand those who short-sell Bloom Energy, trading based on the pattern of the price rising and then falling back. Yet, as Bloom continues to deliver consistently strong performance, I believe this pattern will likely disappear soon.

$Dell Technologies Inc.(DELL)$ Trimmed 25% of my position at 575. Still think Dell can push past 600, but it probably needs to consolidate this big move first. Could see it revisiting support around 500.

$NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ $Micron Technology(MU)$ $SUPER MICRO COMPUTER INC(SMCI)$ $SK hynix(SKHY)$ This is the kind of moment where shares being sold off by people gambling get picked up. Take them, hold them, and count the gains later.

$Dell Technologies Inc.(DELL)$  Last earnings it surged $150 in two days, then immediately reversed. This time there's been consolidation over several days instead. The fact that it held 530 is a good sign.

Buyers keep stepping in for $Hewlett Packard Enterprise(HPE)$  around the 50-day moving average. $Dell Technologies Inc.(DELL)$  and $SUPER MICRO COMPUTER INC(SMCI)$  are also showing improving relative strength.

Evercore ISI took Dell Technologies off its Tactical Outperform list after the strong July-quarter results and higher guidance, but the firm is keeping its bullish long-term view intact. Dell stays a top pick there with an Outperform rating and a $575 price target. Revenue came in at $47 billion with EPS of $7.04, well ahead of the $44.9 billion and $4.91 estimates. Revenue was up 58% year over year, helped by a 122% jump in traditional servers and networking, 100% growth in AI servers, 26% growth in storage, and 20% growth in CSG. AI server revenue hit $16.4 billion, and AI server orders climbed to $61 billion, pushing the AI backlog to roughly $95 billion and giving better visibility into future growth. Evercore noted the results show demand broadening beyond cloud AI infrastructure into