To The Moon

$SpaceX(SPCX)$ The Orbital AI Infrastructure Rebrand: The February 2026 merger with xAI turned SpaceX into a leading space-based data center play. It utilizes orbit-deployed compute clusters running the Grok ecosystem, allowing hyperscalers to bypass massive terrestrial energy and cooling limitations. Starlink Hyper-Growth: Starlink crossed 12 million active global subscribers as of June 4, 2026. It is adding roughly 27，700 new customers daily and accounts for over $4.X billion in Q1 2026 operating profits. Starship Cadence Acceleration: The May 22, 2026 launch of Flight 12 successfully proved the capabilities of the upgraded Starship V3 architecture and Raptor 3 engines. Ground crews are targeting July 2026 for Flight 13, which will rapidly

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ 4.15 is an important level. If we can break above 4.15, we might see more double-digit gains.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  Might as well let $iShares Semiconductor ETF(SOXX)$  break past 640 before even thinking about it, since it clearly wants to - maybe even up to 650, being a nice round number and all.

$SpaceX(SPCX)$ It would be illogical to sell against the trend. $500+ seems possible.

NQOnce some early profit-taking trades are finished, the market should resume the rally. I'm expecting the Nasdaq futures to make a new all-time high soon. $SPDR S&P 500 ETF Trust(SPY)$  $Invesco QQQ(QQQ)$  $ProShares UltraPro QQQ(TQQQ)$  $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ 

$SpaceX(SPCX)$ A few bullish points: • Starlink is already a reality. It's not speculative. It's a functioning, scaling business with paying customers. No other space company has a revenue engine that comes close. • The launch monopoly looks durable. Falcon 9's reliability and cost advantage took a decade to build. Competitors are years behind, and SpaceX keeps iterating. • Starship changes the equation entirely. If it works at scale, the cost reduction is so dramatic it could essentially create new markets that don't exist yet: point-to-point Earth transit, cheap deep space missions, Moon/Mars infrastructure. • The TAM is enormous. Satellite internet alone is a multi-hundred-billion dollar market globally, especially in underserved regions.

Credo built its name on copper connectivity – the SerDes, DSPs, and active electrical cables that move data between AI chips. The open question was always what happens when the industry shifts from copper to optical. With the DustPhotonics acquisition, Credo brought silicon photonics in-house and now owns the full connectivity stack: SerDes → DSP → active cables → optical transceivers → silicon photonics, spanning from 800G to a 3.2T roadmap. Electrical and optical, end to end. That's the moat. When Jensen says the future of AI depends on connectivity, this is the layer he means, and $Credo Technology Group Holding Ltd(CRDO)$  is the pure-play that owns all of it. I've been long $Credo Technology Group H

How many times can someone get a story wrong before you stop believing them? Every stock in this market has seen reversals or hit resistance after extended runs. $Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  itself got pushed way too high on Friday and naturally pulled back on the new week's volume. Now new supports will form, chips will stay overheated, market makers will take profits, and I think the CPI report will come in hot. Just my two cents.

$ServiceNow(NOW)$ Buying slowly near $112, looking for a bounce near $118-$119.

$Dell Technologies Inc.(DELL)$  $NVIDIA(NVDA)$ The world's first NVIDIA Vera Rubin NVL72 server rack is here. We're thrilled to deliver the first working, liquid-cooled Dell Technologies PowerEdge XE9812 for CoreWeave — built for the next era of AI infrastructure.