$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ $iShares Semiconductor ETF(SOXX)$ Looking at all the components in the SOXX. It seems like semis are poised to move up tomorrow, whether people agree with it or not.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ The option block seems to be in full effect with all the noise out there. Let's talk stocks and markets. A recovery could be coming.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ It seems like a lot of this is just market psychology at play. Over the last few years, hundreds of billions have gone into AI investment. Are these semiconductor companies really going anywhere? I doubt it. Sure, watching the share price drop isn't pleasant, but the underlying demand for chips isn't going to decrease. If anything, it's likely to grow significantly.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$  The current price levels look solid for building a long-term position over the next ten years.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ That's quite a rollercoaster. The market dives for no clear reason and then skyrockets for no clear reason. Even ASML and TSMC couldn't lift it back up. Still holding from $178. Another day, another lesson. Hoping for a reversal with the broader market.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ this is not for the faint of heart c’mon girl you can do it

$Infleqtion(INFQ)$ Just to be clear, I had to make some personal moves. I sold my INFQ position recently and managed to make about $1,400 day trading, catching some of the move in $Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  on the way up and profiting from the $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$  reversal. Anyway, instead of holding INFQ at around $13 per share with 1,583 shares, I'm now looking to reload if it gets to $9.90, this time for 1,683 shares. I had to step back for a bit, but I'm focused now.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ I'm hoping for a continued recovery and to see SNDK get back to the $2,000 level.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ $Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ $ProShares UltraPro QQQ(TQQQ)$ $ProShares UltraPro Short QQQ(SQQQ)$ $SPDR S&P 500 ETF Trust(SPY)$ Diesel crack spreads are surging again, up around 9%. Higher spreads point to a tighter diesel market. You can try to suppress crude prices, but diesel ultimately powers trucks, trains, ships, mining gear, and a huge part of the global economy. The diesel market looks extremely tight.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$  I got back in this morning. It looks like it could be a slow crawl back to green today. The stock seems oversold at these current levels.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ The situation looks quite concerning. It could easily reach a hundred.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$  I think it could easily reach $200 by Monday's open.

The upcoming CPI and PPI reports are likely to have a significant impact on the market, as they will be the first major inflation data since the war that reflects the sharp drop in oil prices in June. I think we could see cooler inflation readings, which might lead the Fed and the market to dial back their hawkish stance on potential rate hikes. That scenario could put downward pressure on the dollar and Treasury yields, potentially fueling a market rally. Sectors that are sensitive to interest rates, like tech and small caps, along with precious metals, could be key beneficiaries. $Invesco QQQ(QQQ)$  $Direxion Daily Small Cap Bull 3x Shares(TNA)$  $iShares Si

$Meta Platforms, Inc.(META)$ Meta's plan to invest $9.1 billion in an AI data center in Canada is a significant move. Some analysts had speculated that when Meta mentioned renting out unused compute capacity, it was an early indicator of overbuilt data centers, which contributed to the sell-off in chip stocks. Honestly, that view seems off the mark. The reality is that hyperscalers are continuing to ramp up their investments in AI infrastructure. In addition to Meta's $9.1 billion commitment, Amazon has also announced a $25 billion debt offering to fund more AI data center construction. This is positive news for the semiconductor sector overall, and particularly for memory-related companies. $Micron Techno

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ The put-call ratio for US stock options has been dropping sharply and is now at an all-time low. This typically signals very bullish sentiment in the market.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ For those who got in at $155, congrats. I've been averaging down and my December 2024 calls at $160, $165, $170, and $172 are all doing well. It feels like a bottom might be in. Micron's forward P/E is now around 9-10x, which looks very cheap. Honestly, a lot of the companies in this sector seem to be in a similar valuation range. With valuations this low, money could start flowing back in. If it weren't for the geopolitical tensions right now, I think the stock could be over $300 without much trouble.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$  200July 17 calls are in place. The short-term chart looks oversold, and the recent strikes might be setting up a tactical move. Semis could see a decent move up before the week is out.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ The top 10 holdings are unlikely to stay down for long.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ It might be okay if we can just stay cool with this overnight action.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$  The stock is moving up steadily, like the little engine that could.