$Bloom Energy Corp(BE)$ The EPS inflection might be one of the most overlooked parts of the Bloom story. The shift over roughly two years is pretty striking: 2024 non-GAAP diluted EPS: $0.28 2025: $0.76 2026 guidance: $2.55–$2.85 That works out to about a 9–10x increase in just two years at the midpoint of the 2026 guidance. So what is actually driving the EPS jump? 1. Revenue is scaling quickly. AI/data-center demand is translating into much larger deployments. 2. Gross margins are expanding. More revenue is turning into disproportionately more gross profit. 3. Operating expenses are not scaling nearly as fast as revenue. That incremental gross profit is increasingly dropping to the bottom line. 4. Bloom is shifting from a growth company losin

$Bloom Energy Corp(BE)$ Almost everything looks bad right now, but this isn't really out of the ordinary. It's actually impressive how many times we've seen this same pattern play out: geopolitics, the Fed, and so on. Market makers are clearly using the fear to shake people out and buy cheaper. Nothing exceptional to worry about. We all know what tends to happen next. Not falling for the same traps anymore.

$Ondas Holdings Inc.(ONDS)$ There is strong resistance at the 50 day EMA and the $8 area. Two ways to play this short term. Just know with a high degree of certainty that we do NOT close above the 50 day EMA. Why? Call options for starters, round number, RSI overbought on the 30 minute and lower. So what are the trades? 1. Sell at, just below, or just above the 50 day EMA at tomorrow's price, around $7.97. 2. Wait until it gets a bit higher, and I don't mean $7.99, I mean around $8.39 or the EM, expected moving options line. Look, the RSI is overbought and can still go higher, so $7.97 or up to $8.39? RSI below. Decision time. I am a long term holder but I trade when given the chance. When I trade I don't trade for a few hundred bucks but tho

$SpaceX(SPCX)$ That's all they had. On to 200. It's the only company backed by government money, too big to fail. Soon those lower numbers will be a fond memory.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ STO 1 Oct 23 34p @ 3.45. That's enough for now. Will watch price movement for the next couple of hours and go from there.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ A no win battle. Only algos control the AI trade. As for the bubble, it is here for sure.

$Bloom Energy Corp(BE)$ Some are saying to slow down, but time will tell. The moment another AI company releases a significantly better model, the pressure will be intense. Keep pushing forward or fall behind. That is just the reality of high tech. You cannot pause the race when everyone else is still running.

$SK hynix(SKHY)$ Forward P/E is 5, which is absolutely insane. Even Cramer said as much on CNBC a short while ago. Bullish.

$SpaceX(SPCX)$ For anyone watching the technicals, there's a cup and handle pattern with resistance at $150. The stock is testing that level for the third time now. If it breaks through and closes above $150, there's open space all the way to $180-$200. Starship flight 14 is the main catalyst right now, along with Grok 4.7 and then earnings in early November. A successful Starship orbital flight could push the stock close to $200 before earnings. The shorts keep bringing up the unlocks, but each of the last two unlocks sent shares higher, not lower. SPCX still looks strong with every dip getting bought and institutional ownership climbing by the day.

Option watchlist for 9/07/2026. $Micron Technology(MU)$  - South Korea's AI push could give memory stocks a lift. The stock is breaking out of an ascending triangle pattern and holding the $1K key level on the daily. $1050 is the key level to watch for a move toward $1100 and $1200. $Bloom Energy Corp(BE)$  - The stock joins the S&P 500 on Sept 21st. Worth watching for continuation higher as the date approaches. Trendline resistance sits at $280. Watching closely for upside. $Apple(AAPL)$  - The stock is testing the 9 EMA on the daily with the event coming up. Watching for a bounce into the event on Wednesday. Trendline support at $315. If that fai

$IREN Ltd(IREN)$ From what I have seen, this is not going to $25. He is a clown, not worth listening to unless you want a good laugh.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Selling that ITM put sure worked out. Normally I would never do that, but... September.

$Applied Optoelectronics(AAOI)$ Been knocking on 119 resistance. Time to kick it in.

$Moderna, Inc.(MRNA)$ Since when do investments and stocks trade on "present math"? Ever hear the disclaimers about "forward thinking"?

$Coherent(COHR)$ It has dropped 17% in 2 days, but with solid earnings, once a reversal kicks in this could run up fast.

$Tradr 2X Long SNDK Daily ETF(SNXX)$ TRADR2X Long SNDK Daily ETF. Nobody's selling now. I wish I hadn't sold at $12 while I was in the hospital for 5 days. Got out Friday at 6:30 p.m. Oh well, but I still have my call options.

$SpaceX(SPCX)$ Morgan Stanley is the one driving this pump right now.

$SanDisk Corp.(SNDK)$ Relieved to have closed out those $1230 call options I carried over the weekend. Holding 10 calls 7DTE on SNDK was nerve-wracking, could have gone to zero pretty fast. That feels like a weight off. Now riding $Tradr 2X Long SNDK Daily ETF(SNXX)$  through Thursday's event. Managed to get in at $8.88.

$Applied Optoelectronics(AAOI)$ If you've got some pocket change, a LEAP around that strike for 2027 or later could be interesting. Exercising it when the stock trades above $225 would be juicy.

$SpaceX(SPCX)$  I know what I hold. This is the only company with a monopoly on space.