$Bloom Energy Corp(BE)$ There's a dip swing coming our way. Instead of complaining about the swings, the approach is to make money on them. That's what money managers do. MM stands for money managers. The key is managing your money.
$iShares Semiconductor ETF(SOXX)$ $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ Wall Street doing what they always do. Using Google to drive this lower. The reason Google is getting hit is that nobody is using search anymore. People are turning to Anthropic and OpenAI's products instead. Google needs to raise its capex and lean more on Nvidia's GPUs rather than their own TPUs if they want a better Gemini.
$iShares Semiconductor ETF(SOXX)$ $VanEck Semiconductor ETF(SMH)$ Following up on SOX. The bullish triangle held. When I flagged this on Oct 24 with SOX at 10,780, there were three supports in play: 10,800 on the triangle line, 10,690 at the 200-day MA, and 10,450 from the June low. What has played out since then: the intraday low was 10,666, with no daily close below the 200-day. Four green sessions in a row, now around 11,570, up about 7%. SOXX moved from $472 to $515. SOX is now at the first resistance level around 11,570, which lines up with the 13 EMA. The next levels are 11,950, where the 63 EMA and horizontal resistance sit, and 12,700 at the descending triangle line. A daily close above 1
$Applied Optoelectronics(AAOI)$ The company has two major growth drivers right now: fiber optics for residential and business internet, plus AI data centers.
$Waste Connections(WCN)$ Waste Connections beat Q3 expectations with revenue of $2.638B, up from $2.458B a year earlier. They also raised their 2026 outlook again.