To The Moon

$Bloom Energy Corp(BE)$ It held long-term support once again. Is $400 next, or does that seem too optimistic?

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  Has anyone looked at $Celestica(CLS)$  numbers and the FY27 projections? I'm seeing a fair amount of talk about lower lows for SOXX. But it's tough to make a bear case when the big revenue and profitability figures are starting to roll in. Not to mention FY27 and FY28 showing up as sold out or driven by buyer demand. I'm not saying the bottom is in, but it's getting harder to keep selling off semis. The growth is impressive. $Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$  $NVIDIA(NVDA)$ 

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ The stock is holding a nearby base, which is an encouraging sign for anyone tracking this name.

$Bloom Energy Corp(BE)$ There are enormous opportunities ahead for the company that can deliver now, with a 77GW power shortfall through 2029.

$Applied Optoelectronics(AAOI)$ The market seems to be pricing AAOI as if it won't benefit from the AI infrastructure buildout at all.

$SpaceX(SPCX)$ Patience. If I had only waited one more day to buy. Patience.

$IREN Ltd(IREN)$ I've been holding this one for a long time and adding when I can. I've been in a lot of positions like this before, and I always regretted being hasty when bad periods made me lose sight of the bigger picture. If I'd stuck with what I believed and not let manufactured fear get in the way, I'd probably be retired by now.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  Taking profits here. The ride from 29 was solid. This worked out as a good hedge and made a decent profit. It could go higher, but I'm not going to be that greedy.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  Didn't see that coming. FB and Lam had good earnings, then dropped. Still on the watchlist.

$SK hynix(SKHY)$ I'm invested here. No point waiting, it's already very cheap. Just think about it, there are only four big mining stocks. Similar to how it is with MU, Samsung, SK, and the China players. I'm bullish on Samsung and SK because of their earnings relative to price.