$SpaceX(SPCX)$ Shorts might want to be a bit careful here.

HBM memory demand is still high. $Direxion Daily MU Bull 2X Shares(MUU)$ , $Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$ , DRAM.

SKHYVMedia in Korea keeps bashing SK and the KOSPI, even with positive press from SK and well-known analysts. This pattern often ends badly after they've drawn in as many shorts as possible, then the algos suddenly reverse. Retail keeps trying to short the KOSPI while institutions are loading up. I'd say KOSPI 10500 soon.

The satellite industry is seeing a major shift in competitive dynamics. The key advantage now lies in vertical integration across the entire space value chain, and we're in the middle of a consolidation wave as companies rush to secure their positions before the opportunity narrows. As satellite and terrestrial networks converge more tightly, with 3GPP NTN standards maturing and direct-to-device becoming standard in new smartphones, IoT connectivity is expanding into every industrial sector. According to Counterpoint's latest satellite IoT report, there's a potential for over 970 million IoT connections via satellite by 2030. That makes this one of the largest growth areas in tech for the coming decade. $Rocket Lab USA, Inc.(RKLB)$ 

$Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$  Looks like we could see a sharp recovery soon. SK Hynix has a huge catalyst on the horizon.

$Redwire Corp.(RDW)$ The next phase of warfare is likely to involve drones and space-based assets. A company like Redwire, which is critical for both $SpaceX(SPCX)$  and NASA, could be a significant player. At a price of $10.50, it seems like a potential opportunity. There are also some rumors about a possible acquisition by SpaceX, similar to what happened with Cursor.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ If we break above $5 a share, daily volume could potentially reach one billion. It seems like that move might be approaching for SOXS longs.

$SpaceX(SPCX)$ I think next week could see some strong momentum. Personally, I'm looking for a move toward $200.00.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Building a solid position takes time, whether you're long or short. But if you're on the right side of the trend, the payoff can be enormous.

$SpaceX(SPCX)$ Haters might hate, but this is being added to index funds, which will drive demand. Insiders know the potential and will be taking a bullish stance. I think it could reach above $180 by October.

$Applied Optoelectronics(AAOI)$ I bought some more, speculating on a big jump from Micron's numbers. Good luck to the longs.

$Rumble Inc.(RUM)$ The TeraFab theory. Intel, Tesla/SPAC XAI need power, land, and real-world AI workloads to soak up TeraFab silicon. Former Intel vet Mike Masci and Quack AI bring exactly that: data centers, power, and GPU customers like Together AI. Rumble could become the TeraFab "off-campus" AI cloud – hosting TeraFab chips, running Starlink/video/AI workloads, and giving Intel a flagship US customer outside the big 3 clouds.

$Applied Optoelectronics(AAOI)$  The market is gradually pricing in a structural shift: data center interconnects are moving from copper-heavy to photonics as AI bandwidth demand explodes. This isn't a hype cycle—it's infrastructure evolution. The thesis is straightforward: bandwidth bottlenecks aren't solved with software. They're solved with physics. Early capital is already rotating. The question is who's late to the shift.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  Bought 1000 shares at $3.39, just for fun.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  Down on my puts today as well, but staying calm. The focus is now on just 2-3 chip stocks and 2 memory stocks, very concentrated. Micron's earnings could be the top, as the saying goes: "The best news always marks the market top."

$SpaceX(SPCX)$ $SanDisk Corp.(SNDK)$ there's only 1 rule in the jungle, the survivor write the rules $Reddit(RDDT)$  $Meta Platforms, Inc.(META)$ 

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ There's a nice 10% gain. If you've been buying on dips and selling during rallies over the past few weeks, you've likely locked in some decent profits.

$ProShares UltraPro Short QQQ(SQQQ)$ Here's the next setup before upside continuation, from a 3-minute perspective. We had a strong break of the critical liquidity level at 36.70, following through toward price targets 37.33 and 37.57+. Notice the significant increase in buying pressure at the open. It's no surprise we're getting a relief rally today after yesterday's big premarket gap down.

$SpaceX(SPCX)$  Post-IPO momentum has been strong, and the market is clearly paying attention. Early price discovery phases like this tend to pull interest across the entire theme, not just the primary name. I'm watching to see if this starts to spill over into the broader space basket: $AST SpaceMobile, Inc.(ASTS)$ , $Rocket Lab USA, Inc.(RKLB)$ , and even PL. When sentiment heats up in one leader, liquidity often starts chasing the "second-order" beneficiaries. We already saw a sharp sector shakeout recently. Those kinds of red days are usually where positioning gets cleaned up before continuation moves. No need to

$ServiceNow(NOW)$  It's showing some major strength during the market selloff. I'm still very bullish.