To The Moon

I have a feeling we're close to another round of FOMO in the data center stocks. The tech sector is broadly down right now, yet server makers are rallying. If we see a rotation into server makers again, it could finally be time for $SUPER MICRO COMPUTER INC(SMCI)$  to see $100+ like it deserves. The short shares would add fuel to that fire, and maybe, just maybe, we see a $Seagate Technology PLC(STX)$ -like move over $500.

$Constellation Energy Corp(CEG)$ This Google news looks directionally bullish for every infrastructure name. All that capex turns into revenue for power and data center names. $IREN Ltd(IREN)$  $Bloom Energy Corp(BE)$  $Cipher Mining Inc.(CIFR)$  $CoreWeave, Inc.(CRWV)$ 

$Bloom Energy Corp(BE)$ On the 6-month daily chart, it ran from $117 to $351, then got cut in half to $157. Since then, every dip has stopped higher: $186, $198, $249, $251. Now at $278 and holding above the 38.2% Fib at $262. $300 is the line to watch. Break it and $351 is back in view.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Everything is ripping higher right now. Shorts are getting run over. You would have to be out of your mind to be shorting anything in this tape.

$ERock, Inc.(EROC)$ Eroc looks like the best AI superintelligence data center energy provider, with an order backlog from Anthropic and Meta. I'm staying bullish here. $Bloom Energy Corp(BE)$  $CrowdStrike Holdings, Inc.(CRWD)$  $CoreWeave, Inc.(CRWV)$  $SoFi Technologies Inc.(SOFI)$ 

$SpaceX(SPCX)$  Plenty of self-proclaimed experts around tonight. They see an explosion in the ocean and start yelling fire, even though that was the expected result. This is fear mongering at its finest.

$SpaceX(SPCX)$  bunch of haters hanging around here, we dont got time for that when history is made

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Working at an AI company turned out well. Every employee got a solid cash award. I'm expecting bonuses and probably a good pay raise by the end of the year either way. The bears covered the cost.

$NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ $Micron Technology(MU)$ $SK hynix(SKHY)$ $SUPER MICRO COMPUTER INC(SMCI)$ A few decent catalysts are lined up for the next session. Trump and Xi haven't come to blows. Iran is starting to offer options around reopening the Strait of Hormuz. Agentic AI is also pushing for more memory and CPU compute. This looks like it could mark phase 2 of the AI buildout.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Plenty of people shorted semis last week thinking the SOXX range would hold. It looks like the same mistake made by those who were short from April to June. Michael Burry's take isn't something I'd get swayed by.