$Aquestive Therapeutics Inc.(AQST)$ We're into Q3 now, so we should find out soon about the US FDA submission for AQST, along with the PK studies updates and the labeling plan with the agency. The question is whether it's going to be a Class 1 Resubmission or a Regular submission. For $Outlook Therapeutics, Inc.(OTLK)$ , there are only 8 days left until a potential massive US FDA approval decision.

$IBM(IBM)$ Does a $600 million miss really justify a $70 billion drop in market cap? This whole situation feels way overdone. The idea that it's just retail selling off seems off to me.

$hynix-WI(SKHYV)$  Demand for HBM memory in China is extremely high. The global HBM market is dominated by one company with a 60% share.

$hynix-WI(SKHYV)$ As long as AI stays hot, memory demand will be there. You can play games all you want, but this is going to take off.

$hynix-WI(SKHYV)$  Down about 8% and hitting the 2 million KRW mark. There's a lot of frustration on social media. Then someone comes in with a view that SK Hynix could double from its recent low, which would be the path to 4 million KRW.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  This could get interesting. The stock might even test $5. There's been some decent volume for a Sunday night.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  I've been collecting weekly call option premiums at the $3.5, $4, $4.5, and $5 strike prices, and it's all happened in just two days.

Looking at some of the moves that align with Jensen Huang's strategy. CCJI is a SPAC set to merge with Agility Robotics, a humanoid robotics company backed by $NVIDIA(NVDA)$  and AMZN. They're at the stage of mass production readiness and have secured $300M in orders. It's a significant holding in my view. $Nokia Oyj(NOK)$  holds the most 5G/6G RAN patents outside of China. Its role seems critical for defense infrastructure in the US and EU, especially with the potential to bring AI to the edge following its Infinera photonics acquisition. $Corning(GLW)$  is focused on connecting data centers to RAN and between each other using fiber optics and optic

$SpaceX(SPCX)$  There's put wall support around 150 and a call wall resistance near 170. If it gets above 170, things could potentially run to 200. Dealers have an incentive to keep it between 150 and 170 for now.

$Corning(GLW)$  I've been averaging down. At these levels, it seems worth the investment.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  I'm thinking about putting half of my portfolio into oil once I break even. It seems like oil could see a significant move up soon.

$Jack In The Box(JACK)$ $SpaceX(SPCX)$  $Wendy's(WEN)$  WEED.TSX are trending again.

Grabbed $Direxion Daily MU Bull 2X Shares(MUU)$  at 910. I'm still holding MU. I actually like this kind of up and down volatility.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Today is the final day of quarter-end rebalancing, which usually brings a lot of volatility, especially in the last 30 to 60 minutes with heavy volume. The day after the rebalancing often sees a nice rally, so it might make sense to look at stocks that were strong towards the end of the day, especially if they were reduced as part of the rebalancing, as they often get bought back on the first day after.

$SpaceX(SPCX)$  Already bought and holding until $2000 by end of 2027 before considering a sale. I think it's on track. Believe in Elon or keep suffering with those short positions—the choice is yours.

$Micron Technology(MU)$ Added some $Direxion Daily MU Bull 2X Shares(MUU)$  here. It feels way oversold to me. Unless earnings are bad, I don't see it going much lower.

$Direxion Daily MU Bull 2X Shares(MUU)$ Looks like there's a pretty good chance for a reversal tonight, similar to yesterday's move.

$Ford(F)$ Maybe Ford's energy department will collaborate with SPCX. You never know.

$ProShares UltraPro QQQ(TQQQ)$  Morning market update: U.S. stock futures and global markets are up, with investor optimism boosted by easing geopolitical tensions. Oil prices fell sharply on reduced supply concerns, supporting risk assets. The market is encouraged by SpaceX's strong debut and is now focused on upcoming housing, retail sales data, and Fed policy decisions later this week.

$IBM(IBM)$ Just fill the gap at 301 already and let's move on.