$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ If you can't stomach the ups and downs, don't buy a ticket for the roller coaster. 3x leveraged ETFs are not for everyone. Some people on this board probably shouldn't be in these.
$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ Alphabet spent less than budgeted on capex in Q3, but that's already behind us. The CFO reiterated their '26 capex budget, which means they'll spend more than budgeted in Q4. He then went on to say they'll be increasing their capex budget significantly for '27. If anything, the bull case just got stronger.
$CoreWeave, Inc.(CRWV)$ AI capex is broadening, and the idea that it's only happening in narrow pockets is getting much harder to argue. The sector isn't weak or isolated — it's actually getting stronger. Thanks, Kev. The shorts have this one wrong.
$CoreWeave, Inc.(CRWV)$ Added a little, but it still needs real momentum. We'll see how it plays out. If that momentum shows up, I'm looking for 20%+ gains over the next few days. Trimmed half here at 57s and letting the rest ride.