$Cerebras Systems(CBRS)$ Just a heads up on the unlocked share counts so far. 34.5 million shares at the IPO, and roughly 97.9 million shares between May and September 30. There are still 58 million shares left to be unlocked.
$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ Instead of sitting on the sidelines, it makes more sense to be part of the tech revolution. Some people waste time complaining about why things haven't pulled back or why valuations should be lower. Markets will correct eventually, but for now the trend is what it is. Ride it, take profits when it makes sense, and step away when you've hit your goals.
$CoreWeave, Inc.(CRWV)$ $IONQ Inc.(IONQ)$ I hold two positions right now. Neither is profitable, and both feel like casinos. Still, I'm having a lot of fun watching them.
$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ I could be wrong, but holding through earnings on this one has felt like a gamble either way, same as holding above 330. Might just be smarter to step back and check again later. I already made enough today that I am not too concerned about the short-term swings, but I still lean bullish above 160.
$CoreWeave, Inc.(CRWV)$ Plenty of positive signals from CoreWeave's sold-out conference. Intrator said there's "no reduction of orders" and he expects the economics of incremental AI infrastructure to keep improving through 2027 and into early 2028. He also sees agentic AI driving "substantial demand for CPUs across the board," alongside continued demand for GPUs.
$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ There was some accumulation in the overnight and premarket sessions. Now they are just sitting and waiting for Micron's earnings this afternoon. I think there's a chance we see a pop to $158 today, probably right around 4:05pm. The key thing to watch is the volume.
$CoreWeave, Inc.(CRWV)$ CoreWeave's Fully Connected Conference is coming up, and it's sold out with 2,000 attendees. Lots of announcements and new products expected. Hoping for a big pop from it.