To The Moon

$iShares Semiconductor ETF(SOXX)$ $VanEck Semiconductor ETF(SMH)$ Without giving actual numbers, both Google and Microsoft signaled an intention to increase capex spend in '27. That means SpaceX, Meta, Google and Microsoft all intend to raise their capex. AMZN is the remaining one, but it's safe to assume they'll be spending too. Semis look worth accumulating on weakness.

$MARA Holdings(MARA)$ If they already have a tenant signed, I think they're likely holding off on the announcement until $iShares Semiconductor ETF(SOXX)$  starts a bull run. That could set off a serious short squeeze, maybe even a gamma squeeze.

With the breakout now in place, $Tesla Motors(TSLA)$  looks to have a clear path toward the July highs around $432S. The proposed $SpaceX(SPCX)$  / $Tesla Motors(TSLA)$  merger still stands out as a potential catalyst too.

Top Shelf ARMR WB name has to be MU. As $Micron Technology(MU)$  goes, so goes the AI trade. Thanks to armrInsider Richard for the Slack posts about Musk's comments on the insatiable need for memory beyond AI, extending into Robotics. The rise of Robotics is a theme I'm watching closely, and a list of investments for the ARMR WB is being put together. $Texas Instruments(TXN)$  and $Analog Devices(ADI)$  top the list. These old guard analog $iShares Semiconductor ETF(SOXX)$  stocks have set up a compelling buy point as seen below, and will be up for consideration as new ARMR Renaissance / Special positions

$iShares Semiconductor ETF(SOXX)$  I hope this is the start of a 17-day green stretch for SOXX. The fear index was 22 on Friday and has since moved to 27. That said, I think I need to stay realistic. The Anthropic news will probably fade, and people will likely return to their unfounded pessimism about the AI revolution.

$SpaceX(SPCX)$  Would be nice if Musk put a tutorial on YouTube showing how to properly do the Happy Dance.

$AbCellera Biologics(ABCL)$ $Moderna, Inc.(MRNA)$ $SELLAS Life Sciences Group Inc.(SLS)$ AbCellera is now pivoting to build its own pipeline. If ABCL635 works, the market could value the pipeline of 20+ programs as repeatable, and that is where a multi billion dollar valuation could come from. Category expansion is the theme here. Hot flashes affect up to 80% of women, yet most go untreated. If a monthly shot with 80%+ efficacy makes treatment feel easy and low risk, far more women could be treated than with daily pills. GLP-1 grew a market well beyond what analysts first thought. AbCellera could grow into a monster company, and its recent move and

$SpaceX(SPCX)$ Bulls and bears are fighting over what the price does on Monday. I'm more interested in where the price ends up on a Monday in 2040.

$Jet.AI Inc.(JTAI)$ Powered land is still tight. JTAI's Canada/Nevada sites are in the same early wave as $APPLIED DIGITAL CORP(APLD)$ , $IREN Ltd(IREN)$ , and CIFR. The sector setup looks constructive if milestones land.

BTC.X$IREN Ltd(IREN)$  $MARA Holdings(MARA)$  Historic first in Switzerland today. FINMA has approved a genuine Bitcoin ETF for retail investors, the first time it has ever done so. Unlike the ETPs currently common in Europe, which are debt securities, this one is a true public investment fund where the Bitcoins are held as legally protected segregated assets. It is not yet known which asset manager will launch the ETF. JPMorgan's long-term market report, "Long-Term Capital Market Assumptions 2027," has included Bitcoin in its long-term projections for the first time. In their base-case scenario, analysts anticipate an average annual return of 10 percent over the next 10 to 15 years. That would