$ERock, Inc.(EROC)$ Eroc looks like the best AI superintelligence data center energy provider, with an order backlog from Anthropic and Meta. I'm staying bullish here. $Bloom Energy Corp(BE)$  $CrowdStrike Holdings, Inc.(CRWD)$  $CoreWeave, Inc.(CRWV)$  $SoFi Technologies Inc.(SOFI)$ 

$SpaceX(SPCX)$  Plenty of self-proclaimed experts around tonight. They see an explosion in the ocean and start yelling fire, even though that was the expected result. This is fear mongering at its finest.

$SpaceX(SPCX)$  bunch of haters hanging around here, we dont got time for that when history is made

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Working at an AI company turned out well. Every employee got a solid cash award. I'm expecting bonuses and probably a good pay raise by the end of the year either way. The bears covered the cost.

$NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ $Micron Technology(MU)$ $SK hynix(SKHY)$ $SUPER MICRO COMPUTER INC(SMCI)$ A few decent catalysts are lined up for the next session. Trump and Xi haven't come to blows. Iran is starting to offer options around reopening the Strait of Hormuz. Agentic AI is also pushing for more memory and CPU compute. This looks like it could mark phase 2 of the AI buildout.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Plenty of people shorted semis last week thinking the SOXX range would hold. It looks like the same mistake made by those who were short from April to June. Michael Burry's take isn't something I'd get swayed by.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  Feels like I'm playing the world's most costly coin toss here.

$Bloom Energy Corp(BE)$  Overall, a pretty good day. Let's see how the trend develops this week. Historically, we tend to see strong ramps with spikes at the open that fade through the day. More importantly, fundamentals and macro still look strong. We're about a month away from earnings, and there's been a lot of positive news since the last one, including new contracts—potentially setting the stage for higher guidance. A new wave of positioning could start opening up ahead of the earnings report. Volatility is a feature here, and with enough time and patience, there's definitely room to swing it. That said, I think staying long is more profitable—you don't risk missing those explosive runs when you're already in

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Quite a move. Feels like a classic Jensen rally with the market running on that humanity-ready-through-2030 theme. Not entirely sure that's the most reassuring message, but the market seems to love it. Looks like another overshoot, and once the euphoria settles, the market will probably rebalance. That's the tricky part about holding long term. Short-term swings get so extreme that it feels unreasonable not to take some profits and add some shorts.

$Tradr 2X Long SNDK Daily ETF(SNXX)$ Snapshot on Tradr 2X Long SNDK Daily ETF, a leveraged product tracking SanDisk Corporation with 200% daily exposure. High volatility tied to enterprise SSD demand and AI-driven NAND flash memory cycles. The setup looks like a bullish breakout with high conviction, pushing past wedge resistance at $18.11 with aggressive near and long-dated call buyer flow. Key levels: bull trigger at $17.90 / $18.11, targets at $20.42 / $22.50 / $25.00, support at $16.50 / $14.38, risk at $11.00 / $8.00. Options flow: 09/25/2026 $17.5 Call with a $36.0K block, 0.06% OTM. 10/16/2026 $18.0 Call with $59.9K split, 0.61% OTM. 10/16/2026 $20.0 Call with $48.0K split, 16.75% OTM. 03/19/2027 $25.0 Call with a $57.6K block, 58.33%

$SpaceX(SPCX)$ Seeing that the shareholders didn't dump, like so many predicted, tells me they know how successful SPCX is and the direction it's going.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ On $2x Long VIX Futures ETF(UVIX)$ , I'm more inclined to hold today and into Monday. Fridays with war risk on the table have generally worked in my favor.

$Intel(INTC)$ CEO Lip-Bu Tan said he isn't seeing any signs of the AI buildout, or related memory chip demand, slowing down. At an industry conference this week, he noted memory prices have risen somewhere between 5x and 7x. "Last year...I said memory was going to be the big bottleneck and that turned out to be the case and next year is going to be even worse. You cannot have 70%, 80% of your cost coming from memory." $Roundhill Memory ETF(DRAM)$  $Micron Technology(MU)$  $SK hynix(SKHY)$  $SanDisk Corp.(SNDK)$ 

$Bloom Energy Corp(BE)$  was set up as a long around 207, with support from the MTF cloud and a target near 220. Price held the MTF level and pushed through the flag, so the momentum kept going. The 220 target got hit, partial profits were taken, and stops were moved to breakeven. After that, the move continued toward 229 as price bounced from left-side support, with stops raised to 224 while keeping runners.

$Tesla Motors(TSLA)$ $SPDR S&P 500 ETF Trust(SPY)$ $SpaceX(SPCX)$  The 10-year yield is still at 5.00%. Warsh probably should have left it unchanged.

$NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ $Micron Technology(MU)$ $SUPER MICRO COMPUTER INC(SMCI)$ $SK hynix(SKHY)$ Slowing down the growth of specific AI technologies isn't going to change the current expansion of data centers. If anything, the need to implement better security and safeguards will require more compute. But that's just my opinion.

$SK hynix(SKHY)$ Oracle put up a blowout earnings report. If CAPEX looks solid, that should give SKHY a lift tonight and tomorrow as well.

$SUPER MICRO COMPUTER INC(SMCI)$ I don't love it, but the thin margins below 11% are clearly holding this back. Forecasting just 11 cents on the dollar isn't strong at the $12B they're doing. That's a big part of why $Dell Technologies Inc.(DELL)$  is doing so much better at 6x the earnings per share. An 11% return on investment is very low in the AI space. Still bullish, target is $55.

$Bloom Energy Corp(BE)$  Looks like a third White Soldier could be forming tomorrow.

$SpaceX(SPCX)$ I am up handsomely on all three of my SPCX positions. I knew those dips would get bought. Dollar cost averaging into this stock for the next 10-50 years.