To The Moon

$SpaceX(SPCX)$  The market is coiled with the most liquidity in years about to hit, and with the elections wrapping up, the setup looks ready to break out. This kind of setup doesn't happen very often in history. ROCK N ROLL!

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  Yes, I was a couple of trading days early. But this trade is going to be a good one. I just trimmed 10k of my 60k position in commons. I have to stay disciplined. If you caught the trade, you do you.

$Moderna, Inc.(MRNA)$ $Merck(MRK)$  management made some comments about MRNA on the earnings call that sounded pretty bullish.

$Moderna, Inc.(MRNA)$  — the $250 calls are getting hammered right now. Around $1.4M went into Nov. 6 $250 call sweeps, with repeated buying at or above the ask. Contract volume hit 4,705 against just 551 open interest, and a $355K sweep marked as opening kicked things off. Buyers keep coming back as shares push toward $217, so these look like aggressive bets on more upside.

$Oracle(ORCL)$ $SpaceX(SPCX)$  is leading the gains for hyperscalers. $Alphabet(GOOGL)$  $Amazon.com(AMZN)$  $Microsoft(MSFT)$ 

$Energy Fuels(UUUU)$ $MP Materials Corp.(MP)$ $USA Rare Earth Inc.(USAR)$ $Uranium(UEC)$ $Bloom Energy Corp(BE)$ I have a good feeling that after the election, investors will place greater value on mineral and energy stocks. The importance of energy security, critical minerals, and domestic resource production could become increasingly clear. I'm highly bullish on the sector after October.

$Bloom Energy Corp(BE)$ Good support at 207. It has bounced three times already. Let's see if it holds and pushes toward 212.

$Bloom Energy Corp(BE)$  If it's making 5 bucks in 2027 and 8.5 in 2028, then this should be a 300 to 320 dollar stock by mid 2027 easily.

$AbCellera Biologics(ABCL)$ $Moderna, Inc.(MRNA)$  $Pfizer(PFE)$ $Eli Lilly(LLY)$ $SELLAS Life Sciences Group Inc.(SLS)$ $AbCellera Biologics(ABCL)$ The squeeze potential here is real, at least from where I stand. The stock had 23.6% of the float short and 9.7 days to cover. That likely came after the company moved from a service-for-fee model to betting entirely on themselves, while others were positioned against the Q2 print. Latest insider buys: - CFO Andrew Booth bought 37,20

$Applied Optoelectronics(AAOI)$  With expansions running at full capacity over the next 12 months, this could break 160/170 again. No need to overthink it, just hold and see where things stand in 12 to 18 months.