$Invesco QQQ(QQQ)$ Max pain has shifted higher, from 700 to 712 now. $ProShares UltraPro QQQ(TQQQ)$  $Direxion Daily Technology Bull 3X ETF(TECL)$  $SPDR S&P 500 ETF Trust(SPY)$  $iShares Semiconductor ETF(SOXX)$ 

$SK hynix(SKHY)$ $Micron Technology(MU)$ Kospi is doing that straight-up move again, up 180 points. SK is up 5.7%. I hope Europe doesn't let us down — Asia is doing a solid job bidding stocks higher.

$SpaceX(SPCX)$  This has been boxed in between 142.50 and 155 for the past 10 days, but it recently poked above 155 briefly before getting pulled right back inside that level. I'm keeping the 142.50 to 155 range as my framework for now, unless it can close above 155.

$Dell Technologies Inc.(DELL)$ Were the people shorting in the 570s convinced that was the top? The AI slowdown fears pulled in a lot of shorts. The quick recovery that followed looked like Wall Street isn't really focused on those concerns, and is more interested in pushing this stock higher.

$Dell Technologies Inc.(DELL)$ If the market can put a rally together, this could double or triple by EOY. Might not even be necessary.

$SpaceX(SPCX)$  This looks like an excellent time to start accumulating some SPCX. Data center revenue is booming, Starlink revenue is booming, and Grok bot revenue is booming. Starship launches are accelerating. AI data centers in space. There's so much happening at SpaceX right now it's not even funny.

$IREN Ltd(IREN)$ $Cipher Mining Inc.(CIFR)$  correct price: 28$ $Opendoor Technologies Inc(OPEN)$  correct price: 5.5$ $Oklo Inc.(OKLO)$  correct price: 80$ $SpaceX(SPCX)$  correct price: 185$

$TSS, Inc.(TSSI)$ Short term noise aside, that $90 billion backlog through DELL should feed into the Vera Rubin upgrade. Still holding 7,075 shares, haven't sold any, and I'm certainly not shorting this below $9.00.

$SpaceX(SPCX)$ This stock should get a bump now that OpenAI and Anthropic are getting cold feet on AI. Musk should take over. Anthropic could implode now that Amodei has proven to be a double agent.

$SpaceX(SPCX)$ There's probably still a window to get in around the $140s before another push toward $160, with the price likely bouncing between the $150s and low $160s. We already saw a similar move recently where the bottom shifted from the $120s to $130, followed by another pop into the $140s and touching $150+. Being positioned in the $140s makes sense from that perspective. I don't really see $130 coming back unless something drastic happens.

$Bloom Energy Corp(BE)$ Oracle reports earnings tonight. If the results come in as expected and they make data center commitments involving Bloom Energy, the market reaction should be clear soon enough. Wishing everyone the best.

$Bloom Energy Corp(BE)$ Looks like the big institutions are all rushing to buy in ahead of the S&P inclusion date. Heading back toward all-time highs and beyond. Very nice.

$SK hynix(SKHY)$  Very interesting week ahead. Fed, Oracle and energy reporting. SKHY over $180.00 on Coinglass following a very good up day on the KOSPI and SKH in S. Korea. Will it just keep going up or will there be a pullback? I'm thinking of adding in small positions so I still have powder left for a consolidation pullback before the move past $200.00.

$SPDR S&P 500 ETF Trust(SPY)$ $Bloom Energy Corp(BE)$  Just some long weekend thoughts I haven't seen mentioned anywhere. What if China is creating the false narrative that data centers are bad to try to turn people against data center construction so they can get ahead? I've been working in data centers since the boom started in 2023, and most of the arguments against them are false. The water use narrative is based on old 2000s technology that used evaporative cooling like cooling towers. Now pretty much everything is closed loop CRAH or CRAC units. As for power use, all the current new builds in Illinois are using onsite power such as Bloom Energy in some way,

Not going to lie, it feels good to see some of these AI and data center names push higher. The past few weeks have not been easy to hold through the volatility, especially with all the headlines around AI spending, valuations, and data center demand. One strong day does not change everything, but it is a good reminder that sentiment can shift quickly. Still holding. Still watching $IREN Ltd(IREN)$  $APPLIED DIGITAL CORP(APLD)$  $WhiteFiber, Inc.(WYFI)$  $Soluna Holdings, Inc.(SLNH)$  NUAI.

$SpaceX(SPCX)$ 80Some bears are already calling a triple top at $149. Hard to believe what gets thrown around sometimes.

$IREN Ltd(IREN)$  Below 40 looks extremely cheap to me. I'm keeping my position and adding when I can. 80 is definitely fair value, and with momentum we could even see 100.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ My average is $45.10, so I'm feeling good about the direction. Still not green in $2x Long VIX Futures ETF(UVIX)$  at $41.39. Timing matters, but I think I might go green there too.

$Bloom Energy Corp(BE)$ There's talk about needing a lot more data centers, but people who live near them complain about the water use and noise. It probably won't change much because the needs of the many outweigh the needs of the few. Still, it sucks for now.

$Moderna, Inc.(MRNA)$ Friday closed with a green hammer candle, which points to a bullish reversal. The daily chart is also still showing a bullish pennant, suggesting a bullish continuation after a brief period of price consolidation. The pre-market weakness recently looks tied to month-end positioning and some geopolitical concerns that likely won't stick around.