$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ 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 He pointed out that outdated survey methods from decades ago are used to produce important economic reports, which is too lagging.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

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ My target for SOXL this week is in the 237-245 range, and I see at least four potential catalysts. Of course, the narrative depends on market makers, not me or any retail traders. First, core CPI could be hot but likely in line with market expectations. The market has already priced in the worst, and everyone knows inflation is coming. CPI has already been revised to reflect the oil price increase, so any "in-line" narrative could be very helpful for a sudden rally tomorrow. I previously broke down sector expectations for CPI. Second, Oracle earnings. As one of the top four AI hyperscalers, Oracle will likely talk about explosive chip and data center demand, and CAPEX expansion. That could

Sharing some data for the more emotional traders out there... Daily chart from the bear market low in Oct 2022... anchored VWAP on the most recent crash (April 2025). Obviously, the SOX is over-extended from a long-term channel perspective; however, that was when chips were cyclical and carried low multiples and margins. The broadening envelope on the AVWAP with the bullish upswing matters more because it validates what we've all been reading (or should be) about the sector shifting into a new regime. $Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ 

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$  Can we see $250 on SOXL and $4.70 on SOXS this week? SOXX should be at $600 as well. Watching SPY and QQQ.