$iShares Semiconductor ETF(SOXX)$ Looks like it's finally going to overtake the trendline at $519 today and break the downtrend. Wouldn't be surprised if it backtests the trendline before moving higher. The 20 DMA at $535 is the next target we need to overtake.
$SpaceX(SPCX)$ It looks like short covering has started. With a third of the float short and probably a good amount of naked short interest in the mix, it seems like some shorts are getting out ahead of whatever Elon has planned tomorrow.
$ProShares UltraPro QQQ(TQQQ)$ Got assigned 200 shares from the substack pick at $68, and they're back above my cost basis now. Just picked up another $234 in premium by selling the 8/14 70c. So far that's $726 in total premiums collected on this small account.
$SK hynix(SKHY)$ One of the strongest semiconductor turnarounds I've seen recently. Revenue has recovered sharply, but what really stands out is how fast operating income has bounced back with the AI memory cycle. HBM demand is changing the game, and the market is starting to recognize who's actually benefiting.
$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Just need a few more confirmations. I'll likely buy in the morning. SOXL, SOXX, NQ, ES — all gaps followed by a rising wedge. I like the setup. Glad with how it's shaping up.
$SanDisk Corp.(SNDK)$ Looks like another scalp setup is forming. The full re-rate on memory hasn't played out yet. The China narrative seems to be fading since it was thin to begin with, and a pump might be on the way. I'm planning to trade that move.
Why the $500B+ $NVIDIA(NVDA)$ x $SK hynix(SKHY)$ deal is a real game-changer for CRWV. To me, the biggest bear case on CoreWeave was never about demand. It was the hardware supply bottleneck, specifically HBM4 memory shortages for the next-gen NVL72 Vera Rubin chips. Nvidia just locked in a massive long-term HBM4 memory supply deal with SK Hynix and is building a 2GW AI factory. That changes the supply picture materially. What I think it means for $CoreWeave, Inc.(CRWV)$ : no more supply bottleneck. CoreWeave is Nvidia's top preferred AI Neocloud partner. Guaranteed HBM4 supply from Nvidia effectively means guaranteed hardware delivery, which mea
$IBM(IBM)$ IBM PT 7/21/26: TheStreet Pro Guilfoyle $410 Melius Research $390 DBS $365 Barclays $350 Wedbush $350 Oppenheimer $350 Goldman Sachs $335 Susquehanna $303 Morgan Stanley $293 Argus Research $280 B of A $280 Bernstein $280 BMO $270 RBC $270 Jefferies $260 Citigroup $255 Evercore $250 JP Morgan $250