$Bloom Energy Corp(BE)$ Oracle reports earnings tonight. If the results come in as expected and they make data center commitments involving Bloom Energy, the market reaction should be clear soon enough. Wishing everyone the best.

$Bloom Energy Corp(BE)$ Looks like the big institutions are all rushing to buy in ahead of the S&P inclusion date. Heading back toward all-time highs and beyond. Very nice.

$SK hynix(SKHY)$  Very interesting week ahead. Fed, Oracle and energy reporting. SKHY over $180.00 on Coinglass following a very good up day on the KOSPI and SKH in S. Korea. Will it just keep going up or will there be a pullback? I'm thinking of adding in small positions so I still have powder left for a consolidation pullback before the move past $200.00.

$SPDR S&P 500 ETF Trust(SPY)$ $Bloom Energy Corp(BE)$  Just some long weekend thoughts I haven't seen mentioned anywhere. What if China is creating the false narrative that data centers are bad to try to turn people against data center construction so they can get ahead? I've been working in data centers since the boom started in 2023, and most of the arguments against them are false. The water use narrative is based on old 2000s technology that used evaporative cooling like cooling towers. Now pretty much everything is closed loop CRAH or CRAC units. As for power use, all the current new builds in Illinois are using onsite power such as Bloom Energy in some way,

Not going to lie, it feels good to see some of these AI and data center names push higher. The past few weeks have not been easy to hold through the volatility, especially with all the headlines around AI spending, valuations, and data center demand. One strong day does not change everything, but it is a good reminder that sentiment can shift quickly. Still holding. Still watching $IREN Ltd(IREN)$  $APPLIED DIGITAL CORP(APLD)$  $WhiteFiber, Inc.(WYFI)$  $Soluna Holdings, Inc.(SLNH)$  NUAI.

$SpaceX(SPCX)$ 80Some bears are already calling a triple top at $149. Hard to believe what gets thrown around sometimes.

$IREN Ltd(IREN)$  Below 40 looks extremely cheap to me. I'm keeping my position and adding when I can. 80 is definitely fair value, and with momentum we could even see 100.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ My average is $45.10, so I'm feeling good about the direction. Still not green in $2x Long VIX Futures ETF(UVIX)$  at $41.39. Timing matters, but I think I might go green there too.

$Bloom Energy Corp(BE)$ There's talk about needing a lot more data centers, but people who live near them complain about the water use and noise. It probably won't change much because the needs of the many outweigh the needs of the few. Still, it sucks for now.

$Moderna, Inc.(MRNA)$ Friday closed with a green hammer candle, which points to a bullish reversal. The daily chart is also still showing a bullish pennant, suggesting a bullish continuation after a brief period of price consolidation. The pre-market weakness recently looks tied to month-end positioning and some geopolitical concerns that likely won't stick around.

$Tradr 2X Long SNDK Daily ETF(SNXX)$ I've been day trading this for about 2 weeks now, and it's been paying off. My guess is it breaks 12 from the mid-to-high 11s, then retraces back into the 12s this week.

$Moderna, Inc.(MRNA)$ Short sellers will likely be hurting again before long.

$Applied Optoelectronics(AAOI)$ I bought this stock at $136 a few weeks ago. It has dropped since then, and it looks like it could fall another $10 to $12. Will it get back to $136 within the next month?

$Applied Optoelectronics(AAOI)$ YTD LITE is up $455 (125%), COHR is up $100 (55%), and AAOI is up $85 (250%). I guess Laz bee s just doesn't understand money.

$SK hynix(SKHY)$ 87.2% probability it goes above 160 tomorrow. Then after NVDA reports all the memory chips they need next week, I can see a possible 200+ by end of next week. IMO.

$Applied Optoelectronics(AAOI)$ Another absurd day on Wall Street. Nothing but emotional, short-sighted, simple-minded traders. It's the same cycle repeating over and over. Nothing about the company or its projections has changed. Still selling everything they can make, still growing exponentially, but sure, sell it down 10% on no company-specific news.

$SpaceX(SPCX)$ Insiders didn't sell after the lock-up period ended. That tells me they probably have a pretty clear idea of what this stock is actually worth.

$SpaceX(SPCX)$  Elon holding 48% of SPCX shares is something worth paying attention to. His approach seems to be "first in, last out" — aside from taxes and buyouts, of course. That's a lot of shares that won't ever hit the open market.

$Applied Optoelectronics(AAOI)$ Seeing a range contraction near the 50-day moving average. Looks like it's setting up for a potential continuation. The expected earnings growth in 2026 and 2027 stands out.

$Tradr 2X Long SNDK Daily ETF(SNXX)$  My 12.00 calls expired worthless last Friday. There were far more calls than puts that day, so it makes me wonder.