$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Grabbed another position at $3.49... (prior buy at $3.60 for another account). Making all-time highs again looks a lot like a triple top, especially heading into the long weekend. I do like that $iShares Semiconductor ETF(SOXX)$  chart, but the volatility here is valuable and can be profitable... if you buy low and sell at the high. Let's see if we can capture some of that 20%+ move from $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$  next week.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ Trying to piece together the current market logic. The USD and 2-year yields are rallying, primarily based on the previously hawkish dot plot, which itself was built on high oil prices at the time. So, the market now views the Fed's dot plot as stale and doesn't believe a rate hike is coming. Instead, once economic reports over the next 2+ months reflect the impact of fallen oil prices, the market expects the Fed to catch up and pivot to cuts. That's why the 10-year yield is staying flat while rate-sensitive sectors like Housing are rallying—they've already priced in the dot plot being completely outdated. Therefore, outside of the USD and 2-year yield rallying, the rest of the market is al

$Micron Technology(MU)$ Music to Micron's ears. Apple will also use cash reserves to get more memory supply. Tik tok tik tok $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ 

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ The overall market is down, but semis are still up—feels a bit like the gold rush.

$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ BTC.X$iShares Silver Trust(SLV)$ $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ My take on Waller today: His voice sounded a bit nervous, but he seemed very sharp and calmer than Powell. I like him so far. He wants the Fed to deliver on its promises and prefers not to provide unnecessary future guidance. He pointed out that outdated survey methods from decades ago are used to produce important economic reports, which is too lagging. He wants to modernize this using AI to get more real-time data. There are several task forces to improve the Fed's

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ I bought the dip at $236. Still under $125k, but slowly making my way back.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ The 3-minute TRC for SOXL suggests the bear raid seems to have run out of downside momentum for now. I think we'll see consolidation and recovery over the next hour or so.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$  There was some speculation about money rotating out of tech, especially chips, into other beaten-down sectors that could benefit from falling oil and the USD. But the AI boom is just too big to ignore, and it attracted most of the money today.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ A few well-known billionaire investors share the view that this economy, which normally doubles every decade, could grow tenfold in just ten years.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$  hit an all-time high, which means... $Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  is at an all-time low. We've all seen this before.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ $Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Making money in semis is so easy now, I really don't understand how some people still manage to lose.

$Micron Technology(MU)$ The rerating is in full swing. It's been rerated about $100 per week from multiples of 5x, 6x, 7x, 8x, 9x, 10x since 2-3 months ago. It could be at 15x soon. $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ 

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ I'm fully invested now, with a cost basis of $262. It's definitely high, but I think this is the bottom. If you're looking to get in, don't wait for it to get any cheaper. We'll likely go up tomorrow, and if we get lower, I see $262 as the support level.

Since the deal signing is set for Friday, I think sometime this week, these levels may be hit: ■ $iShares Semiconductor ETF(SOXX)$  goes up about 10% to around $660 ■ $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$  goes up about 30% to around $310 ■ $Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  drops about 30% to around $3.25 In fact, $Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  has a chance to reach $2 before the next 1-for-10 split on July 14, in which case, it would go from $2 to $20. $Direxion Daily MSCI South Korea Bull 3x Shares(KORU)

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ Nasdaq CFD over the weekend is suggesting a potential 200 to 300 point gain.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$  Not all AI companies will win. Semiconductors will win the most as capex is only increasing from here.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ Relax... The final peace deal... the 39th round I think... should send us to ATH.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ Micron Technology stock advanced Thursday amid a broader tech rebound. Investors appeared to shrug off a rival memory chip maker's plan to triple wafer capacity to meet surging AI demand.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$  I have both $Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$  and $Direxion Daily MU Bull 2X Shares(MUU)$ , and they are doing a 20-for-1 (forward) split on July 14 due to their huge gains.

US futures dropped sharply overnight alongside major Asian markets, but as Asian markets gradually recovered, that also helped US futures rebound. With these impactful events coming in the next 7 days, prepare for more sharp volatility... yes, a lot of it is manipulated by big institutions. ■ Blockbuster Space X IPO this Friday ■ BoJ potentially raising rates by 0.25 BP next Tuesday ■ Warsh's first FOMC meeting Tues & Wed, with his views to be heard on Wed ■ Quad witching next Thursday ■ On/Off Iran Peace Deal developments After next week, I expect the market to calm down a bit. $SPDR S&P 500 ETF Trust(SPY)$  $Invesco QQQ(QQQ)$  BTC.X $iShares Silver T