$CoreWeave, Inc.(CRWV)$ The only relevant indicators tomorrow are CPI and how yields react, plus oil prices and how yields react to that as well. If yields break 5 and hold there, it likely leads to selling. If they drop back to 4.8, a rally would probably follow. Oil, gas, and yields - these macro variables are in full control of markets unless there's some major geopolitical headline, like a tweet announcing Iran has agreed to everything and a ceasefire plus reopening of the strait. If any of those play out, then the chart will matter. Good night.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ All those puts they sold during this scare? That could end up being a lot of money. Last quarter's earnings were amazing. Did they really sell puts and use that cash to buy stocks on the cheap?

$CoreWeave, Inc.(CRWV)$  You'd think this would be going up. He's covering his positions. Lol.

$CoreWeave, Inc.(CRWV)$ I just added a bit more. 400 shares total at a cost average of $89. That's it for me. Time to step back and let it work long term.

$CoreWeave, Inc.(CRWV)$ I think the next decent buy is QXO. The company carries some debt, but I can see it becoming a $20-$25 stock within the next year. That's just my take, not investment advice. I got in at 13.50. It's pulling back a bit, but the business still looks solid to me. Brad Jacobs is the one behind it.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ Bears are in trouble here. Golden cross forming off a double bottom reversal, and $128 looks like the next target. Buckle up.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ This ETF has genuinely surprised me this year, moving from 40.62 to 300.77. I still see 500 as a real possibility in the near future.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ Looking for another drop. Once this war ends, things can go back up. For now, I'm just holding.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ People complaining about data centers still want the benefits of AI. The opportunity is there, so it seems reasonable to take it. Alberta, Canada is well positioned, and Eastern Europe is as well. Oil has plenty of downsides, yet people still want to drive cars. Oil is arguably worse than data centers, but we still support it. $iShares Semiconductor ETF(SOXX)$  $SPDR S&P 500 ETF Trust(SPY)$ 

$iShares Semiconductor ETF(SOXX)$ $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ The narrative around higher rates feels overstated to me. The economy isn't running as hot as the perception suggests. The semi weakness being blamed on rate expectations may not even be on the table right now.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$  Different kind of manipulation than the usual, with probing raids on MU (not holding it directly, but I did pick up MUU a few weeks back during the deep dips) that just wouldn't buckle. A much more serious raid on SNDK (again, no direct position, but I grabbed several thousand SNXX in the 9s to 11s, and foolishly didn't trim any at 19 a couple of weeks ago), which was clearly manufactured, and the recovery in SNDK and SNXX was genuinely impressive. NVDA never played along with the script the SOXL/SOXS manipulators had set for it. There was clearly a lot of effort put into driving things down recently. The SNXX action was hilariously entertaining, worth a look

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ The $135-$150 gap still needs to be filled.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ Not financial advice. NVDA formed a cup with a 225 base, and now the handle looks like it's breaking out. Next targets could be 235 or 250.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$  Looks like it's setting up for a big relief pop. A 20-25% move isn't out of the question. Congrats to anyone who got in around the low 100s.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ 117.11Up 1.43, or 1.3%, and really moving now. It covered almost the entire day session range from the 112.25 low, then rallied $5 through VWAP to the top of the range. I wish I had bought more on the VWAP break. I keep getting fooled by how slow it trades during the day, and I wasn't expecting this kind of move, but it's nice to see. Trimming some here and holding some in case it wants to push toward 120 tonight.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ A lot of self-proclaimed experts keep telling people to sell semis. I have been around this market longer than at least 80 percent of them. Bubbles can run much longer and much further than most expect. I think new highs are coming by December-March. There will probably be at least one more big volatility pullback along the way, but this is not over yet.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ 116.91SKHY up 5.76, or 5.2%, and it is running hard into the close again, which is dragging the other memory chip names higher with it. DRAM and related 2X ETFs are moving up faster than SOXL. That was the best overnight play, but I am not a fan of the memory chip stocks themselves, and I would rather just use them to trade SOXL. SKHY has added $9 during the overnight session to $159.78, and it looks like it has its own short squeeze going. It initially dropped on news that it could not reach a wage deal with workers, but that turned out to be a bear trap, because it has been rallying hard since then. The overnight session has been much better than the day session for chips.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ The options market is pricing in a 5% move for $NVIDIA(NVDA)$  around earnings, which would put it near $219. If that happens, SOXL would be around $122.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ Wednesday could be a key moment for the bulls once Nvidia reports earnings. The market may get a reminder that the AI super cycle is still very much intact.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$  I'm accumulating at these levels. I'm fine if this even dips another 30 percent. Chances are this will be higher in 5 years. But we will see.