$ServiceNow(NOW)$ Nasdaq is crashing, but SAAS stocks are flying. And of course microchips are crashing. I wish I hadn't sold, I could have made a lot more. Good luck to anyone who had the patience to wait it out and believe.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Those kind of days. Thinking $iShares Semiconductor ETF(SOXX)$  should bounce either around 480 or 499.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ The first move on $Intel(INTC)$  might not work out. They'll probably find something they don't like. Taking advantage of this dip to reload hedges cheap. $ProShares UltraPro Short QQQ(SQQQ)$ 

$SpaceX(SPCX)$ That move from $110 was something else, and even a scrub setup. Launch tomorrow, there's a chance of a gamma squeeze for the put holders. Still leaning bullish here.

There's speculation about a joint venture between $SK hynix(SKHY)$  and INTC. If it goes through, it could bring around +10b to Intel, especially if the Korean side is keen on doing business in the US.

$IBM(IBM)$ I think IBM is a great company trading at a discount. Glad I was able to add shares at 220, 215, 210, and finally at 205 today. Now it's time to relax and see how it plays out.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ The semiconductor sector is down around -15% or so due to market rotation, but I think they'll see new highs. It could be a time to start buying the dip on semis. Shorts might get squeezed if there's a broad-based market rally.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ The implied volatility in this ETF is quite high. Even if I wasn't bullish on the underlying, I'd likely sell out-of-the-money puts for income. That said, I am long SOXS. It's important to stay nimble. Remember, many large institutional traders also missed the big year-to-date run-ups in these names, so they might be looking to take advantage of retail positioning.

$SPDR S&P 500 ETF Trust(SPY)$ $IBM(IBM)$  Its investments in quantum computing and the partnership with MIT position it as a leading player in that field. The bears seem too focused on the charts and the recent earnings reports. They're neglecting to look into the potential benefits of quantum computing.

$SK hynix(SKHY)$ SK hynix is reportedly giving its employees an average of $430,000 in profit-sharing for 2026. The total payout is estimated to be around $17 billion. That certainly says something about the company's financial health.

$CleanSpark, Inc.(CLSK)$ The stock is heavily shorted at 40%, with a $6.6 billion deal in play and high volume. Given the Bitcoin connection, it could move toward the $20 to $30 range relatively soon. A short squeeze could potentially target $100. The $SpaceX(SPCX)$  contract might help push it above $100+ as both are based in Texas, similar to $Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$  and SPY.

$Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$ It's interesting to remember that not too long ago, this was under 400. Those were different times.

$SK hynix(SKHY)$  The stock is up 700% this year. From my perspective, that's a key reason I hold it. Wall Street can't really manipulate it.

$hynix-WI(SKHYV)$  The ongoing pressure on past trading gaps risks triggering a larger financial meltdown. Both retail and institutional traders on margin are facing liquidations, even with all the positive news and government support for the market and economy. Pundits keep writing negative articles, bashing SK Hynix in every way they can imagine. The narrative remains the same: sold out until 2030 and likely beyond.

$Galaxy Digital Holdings Ltd.(GLXY)$ 500 acres from $SpaceX(SPCX)$  is a pretty significant move. Honestly, it feels like the proximity between Novogratz and Elon Musk is incredibly close.

$SpaceX(SPCX)$ Huge green candles

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ The short sellers are getting wiped out, no doubt. It's never a good idea to bet against the U.S.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ The most dependable name on Wall Street. The trend is still intact.

$Corning(GLW)$ If you're buying and holding for a 5 to 7 year timeframe, this looks like an opportunity.

$Direxion Daily MU Bull 2X Shares(MUU)$  $Micron Technology(MU)$ That was a solid bounce.