$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ One more positive session. Shanghai closed in the green. At this point it feels like the same tone could carry over to Sensex and Europe. VIX has been left behind for now. Cheers.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$  This stock has a shot at reaching $140. The manipulation here is on another level. At some point I think it just breaks out of this choppy action and runs to $300, but before that there will probably be a lot of back-and-forth to shake out retail investors. People who understand the trend and demand will do well, and others will just lose.

$iShares Semiconductor ETF(SOXX)$ $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ Today's action was pretty telling. Semis got hit hard early, but then recovered around 50% by the close, while the rest of the market moved higher. There was no real reason for semis to drop that sharply at the open, other than what looks like a big manipulation play. With Asian markets starting off positive, I do expect a meaningful recovery in the next session.

$CoreWeave, Inc.(CRWV)$ CRWV has been building pressure for months, like a volcano with quiet rumblings under the surface and heat rising in the backlog. Some investors keep staring at the mountain and convincing themselves nothing is happening, ignoring the Q2 signals. But that is how volcanoes behave before they erupt. When CRWV does break out, it won't be a small move — it could be a full-force expansion in margins and revenue that catches the skeptics off guard. A remarkable put option crash should be a concern for shorts. Of course, just my opinion.

$CoreWeave, Inc.(CRWV)$ If the 60M shorted shares don't cover into Q3, this will squeeze big time. Revenue growth has reached the inflection point where it's starting to outpace costs, which should ramp up margins in the coming quarters. The smart move right now is to cover and go long.

$CoreWeave, Inc.(CRWV)$ The bounce is going to be epic. $Cipher Mining Inc.(CIFR)$  $NEBIUS(NBIS)$ 

$CoreWeave, Inc.(CRWV)$ Such a typical move. It drops fast for no real reason to shake people out, then it rips higher.

$CoreWeave, Inc.(CRWV)$ That's unexpected. I added a little more and it dropped again. Guess it's time to tap into reserve cash and pick up some more.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ I love the volatility here. Hope to see it back under 100 soon so we can ride it back up. Best premium to be made in the market right here.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$  Chipwreck but not a broad-market selloff, so this should recover quickly. The DOW30 is barely red, so money simply rotated, mostly into energy and healthcare. When money gets pulled out of the market, that's when it gets scary. I'd love to see -20% here today since it would be a massive opportunity like we had a week ago. I personally only buy when stocks dump hard and never chase, but that's just my strategy. And I always enter a new position by selling puts, so I get an even larger discount.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ I'm just waiting for this one to recover. Not much to do in the meantime.

$iShares Semiconductor ETF(SOXX)$ The puts/calls ratio based on last Friday's open interest was 2.6. Right now it's below 1. $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$  SOXS. Interesting to see this short covering, and a squeeze could follow for the shorts that stay too long.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$  Someone was bearish because this stock is near the monthly high of 160, but it's worth remembering that less than a month before that it was over 300. I like the direction of semiconductors.

$SUPER MICRO COMPUTER INC(SMCI)$ The AI boom isn't just about models. It requires a massive physical buildout. NVDA / $Advanced Micro Devices(AMD)$  — compute SMCI / $Dell Technologies Inc.(DELL)$  / $Hewlett Packard Enterprise(HPE)$  — AI servers and racks $CoreWeave, Inc.(CRWV)$  / NBIS — AI cloud infrastructure IREN — data centers and power SMCI sits right in the middle of that buildout with rack-scale systems and direct liquid cooling. AI needs chips, servers, power, cooling, and data centers. This infrastructure cycle is much bigger than one quarter.

$CoreWeave, Inc.(CRWV)$ AI compute price hikes of around 25% seem to be sticking, with no demand destruction reported. Contribution margins on new deals are 5 to 10 percentage points higher. Capacity is effectively sold out, and CRWV energized roughly 450 MW last quarter, more than double its nearest competitor. Analysts have been revising targets upward, with JPMorgan at $120, Cantor at $176, and Rosenblatt at $250. That creates a supportive sentiment floor.

$CoreWeave, Inc.(CRWV)$ CRWV always wins. No stress, no actual losses — just my own opinion and my own experience so far. Here's a look at the ROI from IPO to today, and out to some 2030 targets. From the $40 IPO price, the stock is at $106.29 today. That's a return of 165.7%. If CRWV reaches $700 by 2030, the ROI from the IPO would be 1650%. If it hits $1000 by 2030, that would be 2400%. So if you bought at the $40 IPO and just held, you'd be up 165.7% right now. From there, the path to $700 or $1000 by 2030 would take the total return to 1650% or 2400% — a progression from 2.66x today to 17x or 25x depending on where the stock lands.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ This has gone from a pullback to a full-blown crash. It feels like shorts are tired of being squeezed and want some payback.

$SPDR S&P 500 ETF Trust(SPY)$ SPY call wall shifted to 780 from 775, nice. QQQ is already on fire and seems set for a steeper upside, with SNDK, SOXL, and SOXX likely helping push it along.

$CoreWeave, Inc.(CRWV)$  This little thing called artificial intelligence!

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ In case you missed it, CoreWeave just reported strong earnings. Data centers remain the core driver behind the semi tailwinds. Could be a solid run ahead.