$Bloom Energy Corp(BE)$  Oracle just gave a shout out to Bloom Energy servers and how much better they are versus other solutions during the Q&A session of Oracle's call.

$SpaceX(SPCX)$ The daily chart looks decent from where I stand, though I'm not exactly an expert on this.

At the Goldman Sachs Communacopia + Technology Conference, Michael Dell gave an example of customers asking for thousands of Vera Rubin systems but not being ready to build their own data centers. He said Dell points them to partners to help make it happen. Bullish for TSSI, since they specialize in AI rack integration and deployment services and have been linked to Dell work. Could be a coincidence, but the language around partners handling the deployment side of large Vera Rubin orders is worth noting. $Dell Technologies Inc.(DELL)$  $TSS, Inc.(TSSI)$ 

$Bloom Energy Corp(BE)$ If you use Fidelity, you're probably familiar with the Research section and its bullish/bearish/neutral ratings. It recently flipped to Very Bullish. Before the 25% run, it went from Neutral to Bullish. Sometimes they really do get it right based on solid research, but I'm bullish anyway.

$SK hynix(SKHY)$ Watched that $167 level with the cup and handle formation playing out. Once it breaks out, this thing could really run from here. 210, then 245+.

$Bloom Energy Corp(BE)$ 272-280 looks like the consolidation range for the next two weeks, while 266-272 should act as the shake zone during that stretch. That would give liquidity some room to build before a push toward 295-300 by month-end. The last quarter tends to be slow, and earnings could bump it up to 310-325 to close out the year.

$Bloom Energy Corp(BE)$  Currently up around 10% give or take from Friday's close in European markets. Lots to be positive on here. S&P 500 addition, the Hitachi co-op on data centers in Japan, and other co-ops progressing nicely. US data centers too, and being part of the discussion and actual solution for some of the noise, water, and pollution issues. Good to be invested in BE. Had to look twice, but even saw Bloom Energy on the field of a college football game last night.

$Moderna, Inc.(MRNA)$ I missed the initial pop, but I've been making up for it by swing trading these large swings. Already up 55%. I've been saying from day one to buy the dips and sell the rips while this consolidates. Oh well, tried to help.

$SpaceX(SPCX)$ SpaceX has officially filed with the FCC for approval to launch Starlink V3 satellites on Starship's test flight 14. The new satellites are designed to support more than 10x the capacity of current Starlink satellites, focused on expanding connectivity and delivering performance improvements. With Starship and Starlink V3 approaching this step, space-based internet looks to be entering a new phase.

$Applied Optoelectronics(AAOI)$ Funny how lyenfred keeps posting about LITE on the AAOI board while never saying anything on that board itself. He doesn't even hold the stock, yet he promotes it every day. AAOI's financials look better than LITE's did at a similar revenue level, and AAOI has gained more than LITE over the past 6 months and year to date.

$SK hynix(SKHY)$ $Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ $Invesco QQQ(QQQ)$ SK is down 3% and Samsung is down 9%. Kospi is down 3.6%. Samsung is firming up its shareholder return policies and the stock slumps 10%. However, according to Mirae Asset Securities, the #1 stock bought today by the top 1% of investors in Korea and Asia is Samsung. So clearly tactics have been deployed to dump the stock price, and under cover of the selloff, professional investors and institutions are loading up. Samsung SDI is up 7% and is the #2 stock purchased, while SK Hynix is the #3 most purchased even though its sto

$SpaceX(SPCX)$ $NVIDIA(NVDA)$  and $Alphabet(GOOGL)$  now own 5% of the company, which looks like a decent signal. The stock is flagging just under 150, and that level seems to be the key one to watch. It is the 7th biggest company on the planet, and funds are scrambling to buy the dip.

$Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$ South Korea is having a strong market day, with $SK hynix(SKHY)$  now over $173. Recent headlines for SK Hynix from Top Tier Newswire are posted below.

$SK hynix(SKHY)$  This looks like a value play driven by American buyers picking up the cheapest stock in the market. Still waiting for Korean investors to return. Once that happens, it could start moving toward the all-time high of 3 million won. The shareholder compensation plan is expected to be announced in August, which might be the catalyst.

$SpaceX(SPCX)$  Even if it pulled back to $145, which I don't really expect, that was still a pretty solid day.

$Micron Technology(MU)$ On track to generate more than $500B in profit over the next three years: • 2026: $98B (+904% YoY) • 2027: $198B (+102% YoY) • 2028: $207B (+4% YoY) The most compelling part to me is the real possibility that future memory demand could be driven by applications the industry isn't even building capacity for right now. Current estimates might only be capturing the very beginning of what's ahead for memory demand. $Redwire Corp.(RDW)$  $SK hynix(SKHY)$  $VIDA Global Inc.(VIDA)$  $IREN Ltd(IREN)$ 

$SpaceX(SPCX)$  Bears and bulls go at each other a lot here, and on top of that most are trading options which is essentially gambling — that's fine. But it's worth keeping in mind that we're a tiny slice of the broader public in this bubble, and that's actually something to be happy about. Plenty of people don't even know what a ticker is, let alone a call option or how to sell them. So just buying shares, even a small number, already puts you well ahead of the average person. No need to go all-in at once. Something is always better than nothing, and that applies to all the high-conviction names you personally like.

$SpaceX(SPCX)$  SemiAnalysis is projecting SPCX could reach roughly $305B in annualized revenue run rate with 10GW of power by year-end 2027, including about $235B from AI compute. That's the kind of setup that keeps me watching IREN. The playbook looks similar: secure power, build data centers, turn electricity into high-value compute. IREN now has a 5.8GW development pipeline, while only targeting 480MW of AI Cloud capacity by year-end 2026. That small slice alone is expected to generate $4B+ ARR. If more of that 5.8GW gets monetized, the upside could be massive. From where I stand, IREN still looks undervalued.

$SanDisk Corp.(SNDK)$ $Micron Technology(MU)$ $SK hynix(SKHY)$ $Invesco QQQ(QQQ)$ Seeing a lot of bearish posts on here tonight, with new ones popping up every few minutes. Honestly, it doesn't really matter. No one rational is going to sell this stock, or Micron, or SK. Those bearish posts just push the rest of us to hold on tighter. I'm not going anywhere, especially with the buyback program likely running for another 8 quarters, potentially around $180 billion worth. Even my banker said he would lend me money against my SNDK shares if I needed it, and offered a personal loan at 8% to buy more since he

$ProShares UltraPro QQQ(TQQQ)$  Taking profit at 10% on the day seems reasonable, and the slight dip makes sense. I don't really see a reversal here with MACD staying below zero the whole session. AMD hasn't even reported yet, so the move feels a bit wild. Curious if it pushes toward $80 after hours.