I'm holding positions in $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ , $NVIDIA(NVDA)$ , $Qualcomm(QCOM)$ , $Broadcom(AVGO)$ , and MRVL. I feel I have good exposure to this segment of the market.

$SanDisk Corp.(SNDK)$ $Tradr 2X Long SNDK Daily ETF(SNXX)$  $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$  $Micron Technology(MU)$  $Roundhill Memory ETF(DRAM)$  are already up near $220 today. Just need $50 more to get over $2K. I think it's coming soon.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$  250EOM still buying

$ProShares UltraPro QQQ(TQQQ)$ full recovery! Back to intraday highs! $ProShares UltraPro Short QQQ(SQQQ)$  $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$  $Invesco QQQ(QQQ)$ 

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ Everything in my portfolio was down today except for NVDA.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$  I'm still holding. From where I stand, there's a chance it could reach $200 by Friday.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ back to $200 this week

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$  I'm holding 2,700 shares at the moment. I think it could push higher from here.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$  $iShares Semiconductor ETF(SOXX)$ Samsung earnings are due out later, not planning to chase the move right after the open.

$Beyond Meat, Inc.(BYND)$ With the current borrow rate, holding a short position doesn't seem to make much sense. The stock is priced as if the company is going out of business, but that's not clearly the case. There are large investors who see a turnaround story here. All the dilution and financial distress appears to be baked into the price. Paying over 100% borrow rate to hold this? It doesn't add up mathematically or mechanically. If someone wants to make a daily short-term bet, buying and selling $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$  could offer similar gains with much less risk. Targeting this while paying over 100% interest just doesn't seem logical. It feels like the shor

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ The volume just wasn't there today to close at or around $220, but it was still a recovery. We've got enough catalysts this week to make a real push.

$Micron Technology(MU)$ 50Micron's quarterly results could be significant, potentially over $30 EPS this quarter alone. That's a notable figure.

$Micron Technology(MU)$ $SK hynix(SKHY)$ $Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$ $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ HBM is an ultra-fast 3D stacked memory that's physically packaged right next to the GPU chip. The key point is that HBM and the GPU can't be bought and installed separately in an AI server; they come as one combined physical unit. Because of this, the production of $NVIDIA(NVDA)$ 's high-end data center, AI, and supercomputing GPUs is directly tied to the availability of HBM memory. The supply of these GPUs is

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ Looking at the top 10 global cloud market share, it's notable that META isn't listed. Their recent announcement about leasing out cloud compute seems more aimed at competing with companies like CRWV and NBIS. The traditional AWS, Azure, and GCP platforms are built to run an entire company's operations, while META and CRWV appear focused on providing pure computing power. Given that distinction, the market's reaction to that news, which seemed to tank the chip sector, feels disconnected from the actual competitive landscape.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ Just a quick note on the KOSPI and the Korean National Pension Service's rebalancing to bring domestic stock holdings down to the maximum allowed cap. At the KOSPI's peak above 9,000, the estimated domestic holdings were around 31.4%. That's above all three permitted levels: the base at 20.8%, the first flex band at 26.8%, and the second flex band at 28.8%. However, the KOSPI has since dropped about -15% to the 7,648 level, partly due to market fears of NPS selling. This decline has naturally reduced the domestic holdings, which are now estimated to be within the 26.8% band. While this is within the permitted level, that flex band is meant to be temporary, so more rebalancing is still expec

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ Looking at the current momentum, I could see it reaching $180 if this trend continues through the overnight session.

$Roundhill Memory ETF(DRAM)$ $Micron Technology(MU)$ $iShares Semiconductor ETF(SOXX)$ $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ $Invesco QQQ(QQQ)$ Could be a very strong up day ahead, maybe one of the best we've seen. It might be so positive it would make you take notice.

I added positions in $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$  and $Advanced Micro Devices(AMD)$  today, looking for a potential gap up.

$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ $AECOM(ACM)$ I'm adding to my position today. It's a quality company trading at what looks like a very good value.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ My blended cost basis is around $231.67. I'm looking to take some profit if it gets close to the $250 VWAP area.