Being short semiconductors in 2026 is financially irresponsible. It's earnings season, and bears will be crushed. $Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  could be back in the 20s by mid next month. On top of that, we're entering the most bullish season for US equities.

$IREN Ltd(IREN)$ More than half of IREN's market cap is free cash. Their prepayment structure basically works like 0% interest loans to fund capex, and they own over 5 GW of grid to build and connect to in a premium energy market state. They still need to deliver on checkpoints, for sure. Their CEO stimulus packages are tied to shareholder value and have a 2-year runoff, meaning they need to maintain that shareholder value until 2033 to collect. But some people will keep going on about how it's trading on liquid this weekend.

$SpaceX(SPCX)$ It is wild that SPCX and TSLA now account for 6% of QQQ.

$SpaceX(SPCX)$  I have SpaceX fever, and the only cure for it is more SpaceX.

$SK hynix(SKHY)$ The current dip actually looks like a solid opportunity. Anyone who got out probably shouldn't be investing in this sector at all. This is just how semis behave, they're more volatile. You have to think like an investor, not a trader. Earnings are coming up fast and they should be strong.

$SK hynix(SKHY)$ Started an 82 share position, planning to flip it over the next few days.

$SpaceX(SPCX)$ Bears really think Apollo/Pimco financing $40B of NVIDIA compute for an investment-grade company is the bear case. SPCX isn't borrowing $40B to survive. It's borrowing to scale the infrastructure that could print future revenue. Wall Street is lining up capital for the buildout while bears are staring at the invoice. They saw the construction bill for the Death Star and decided the Empire was broke.

$Applied Optoelectronics(AAOI)$  Strong volume with over 12M shares traded, well above the 30-day average, and the price moved up 7%. That's the kind of action we need to see heading into earnings. I think we'll be over $150 by the ER. I'm buying the dips and holding.

$SpaceX(SPCX)$ All this Elon bashing seems to be having the opposite effect, the stock keeps climbing. It feels like there's room for a lot more upside. If the negativity really picks up, it might even push past $160.

$Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$ It has been stuck in the 15.50 to 25.50 range for 2.5 months now. Honestly, not sure when it will break out of this zone. So for now, I'll reduce in the 25 to 25.50 area and buy back below 18. If it breaks and closes above 25.50, I'll consider adding more. Don't think it's happening, but if it falls under 16, then I'll add big. $SK hynix(SKHY)$  $Samsung Electronics Co., Ltd.(SSNLF)$  $iShares MSCI South Korea ETF(EWY)$  $Roundhill Memory ETF(DRAM)$ 

$SpaceX(SPCX)$  Just above the trend line on the 1 hour to open. Hit and pierced the top of the 1 hour Bollinger Band only to drop all the way down to pierce the bottom band on the 1 hour. Very strange market maker behavior. No law enforcement until possibly 2029. Criminals.

I'm long term bullish on $SpaceX(SPCX)$ , but right now it feels like it's just rangebound. The range used to be 143 to 155, and now it's 145.50 to 158.50. I'm just watching that range until the pattern shifts. I bought $Leverage Shares 2X Long SPCX Daily ETF(SPCH)$  and it's up just 7%. I'd like to ride it past 155, or add more if it pulls back. $Leverage Shares 2X Short SPCX Daily ETF(SSPC)$ 

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ All things considered, this thing looks set for a violent move higher. No bullshit. It is a bubble though, super intelligence or not, and it will burst.

Big banks don't usually raise price targets for fun. JP Morgan just bumped its HBM pricing curve, with blended ASP up 54% in 2027 and climbing again in 2028, after Samsung and SK hynix previews came in hotter than modeled. Memory pricing power is real. $Micron Technology(MU)$  $SanDisk Corp.(SNDK)$  $SK hynix(SKHY)$  $Roundhill Memory ETF(DRAM)$ 

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  Don't be fooled by this overnight action. In my view, it's still destined for $30 by end of month window dressing. It will shine in October, but not tomorrow or the next 5-6 sessions.

$SK hynix(SKHY)$ $Micron Technology(MU)$ Kospi gapped up. Hard to say whether it sells off and closes the gap again or if it rallies from here.

$iShares MSCI South Korea ETF(EWY)$ $Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$ Not bad here. Breakout pending. $SK hynix(SKHY)$  news is out.

$SpaceX(SPCX)$ $Defiance Daily Target 2X Long SpaceX ETF(SPCU)$ Wondering if doubling the weight on the Nasdaq could add some momentum.

$SK hynix(SKHY)$ SKHY is going to use Intel's manufacturing site in Ohio. That should help them speed up production in the US. They are partnering with INTC.

$APPLIED DIGITAL CORP(APLD)$ It looks like a strong recovery is starting. Jensen debunked the AI security concerns around $NVIDIA(NVDA)$ , and that has been all over the news. AI names lost about 10% in value over the past week, so a swift rebound would make sense from here. $CoreWeave, Inc.(CRWV)$  $NEBIUS(NBIS)$  $Bloom Energy Corp(BE)$