To The Moon

$SpaceX(SPCX)$ Does Musk's Starlink need a fiber backbone network to transport data? Yes, Starlink relies on a fiber backbone network. The system connects its satellites to ground stations that are linked to high-speed fiber optic connections, which serve as the internet's backbone. Musk doesn't own any fiber network. Lumen is cheap. Strategic assets for the huge data transport needs coming with all of Musk's ambitions, plus the world's AI needs.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  is one I'm watching for a breakout. Price at $32.985, volume looks average or below. The setup comes as semiconductor names stay under pressure, with chip export curbs and softer AI capex chatter weighing on sentiment. Resistance is $35.50, support at $30.75. A break above $35.50 on rising volume would suggest semis are rolling over further and could fuel continuation to the upside. If it fails to hold $30.75 support, semis might be stabilizing, which would drag this back toward the mid-$20s. What I'm watching: volume expansion on any move through resistance to confirm real conviction, not just a low-volume drift.

$Bloom Energy Corp(BE)$ Think of it like a show. Grab your seat and enjoy the fun. Panic selling at a loss? Greed-selling to buy back cheaper? Holding based on fundamentals? Swinging for the volatility? If you want to participate, you just have to choose which side of the show you want to be on.

$SK hynix(SKHY)$  I don't see any reason for panic selling if this stock drops into the 180s. That's nothing unusual. It routinely rebounds within 1-3 days max. In September alone it did that a couple of times. That's just how this stock behaves, being in the semi sector. It can also fall and rise 5% after hours on a good day. We're in the September gloom season. I expect it to break out into 200-210 in October. Around Halloween we should all be smiling.

$Bloom Energy Corp(BE)$ Shorts should be careful not to choke on their own aspirations. KR has taken out plenty of them before.

$ERock, Inc.(EROC)$ Power is scarce and AI data centers face a 5 year wait for grid upgrades. Companies like $Bloom Energy Corp(BE)$  are benefiting from their behind-the-grid quick start execution. EROC has been installing their proprietary natural gas and software systems since 2005 for hospitals, shopping centers and more. They shifted focus to help tier 1 companies such as Meta and Anthropic power up their AI data centers with constant power faster than anyone, including Bloom Energy. They IPO'd six months ago at $21.50 a share, have a $1.7 billion backlog into 2028, and are expanding rapidly according to the CEO. Over $600 million in cash with a $200 million line of credit they haven't tapped

$Netlist, Inc.(NLST)$ It feels like it's only a matter of time before MU and SKHY both have signed and resigned agreements, and we'll be looking at the 912 and NASDAQ relist. This has been a long process, and things seem to be moving in the right direction.

$SK hynix(SKHY)$ At some point, cash will do the talking. Memory is becoming more specialized and less interchangeable, so the commodity side of this business should fade over time.

$SpaceX(SPCX)$  That yellow engulfing candle yesterday went up to $158 after opening at $154 and closed at $151.85. Every day except one after 8/11/26 closed down the next day. Today we closed up. I'm not that smart, but this seems to tell me there are a lot of buyers buying the dip. Most bears don't realize that small retail investors, even buying 1 share, are buying this stock along with major institutions, universities, and countries. Trade it if you want, short it if you want, but thinking the trend is not your friend defies logic. Shorts down here are insane. $158 could be a trade level for buying or shorting, and $165 could be too. Long term is where the wealth is. Meta, AMZN, and plenty of others made mil

$Bloom Energy Corp(BE)$  Looks like shorts won't be getting up to 289 to take my 500 shares. Maybe later.