$SpaceX(SPCX)$ Plenty of self-proclaimed experts around tonight. They see an explosion in the ocean and start yelling fire, even though that was the expected result. This is fear mongering at its finest.
$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Working at an AI company turned out well. Every employee got a solid cash award. I'm expecting bonuses and probably a good pay raise by the end of the year either way. The bears covered the cost.
$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Plenty of people shorted semis last week thinking the SOXX range would hold. It looks like the same mistake made by those who were short from April to June. Michael Burry's take isn't something I'd get swayed by.
$Bloom Energy Corp(BE)$ Overall, a pretty good day. Let's see how the trend develops this week. Historically, we tend to see strong ramps with spikes at the open that fade through the day. More importantly, fundamentals and macro still look strong. We're about a month away from earnings, and there's been a lot of positive news since the last one, including new contracts—potentially setting the stage for higher guidance. A new wave of positioning could start opening up ahead of the earnings report. Volatility is a feature here, and with enough time and patience, there's definitely room to swing it. That said, I think staying long is more profitable—you don't risk missing those explosive runs when you're already in
$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Quite a move. Feels like a classic Jensen rally with the market running on that humanity-ready-through-2030 theme. Not entirely sure that's the most reassuring message, but the market seems to love it. Looks like another overshoot, and once the euphoria settles, the market will probably rebalance. That's the tricky part about holding long term. Short-term swings get so extreme that it feels unreasonable not to take some profits and add some shorts.
$Tradr 2X Long SNDK Daily ETF(SNXX)$ Snapshot on Tradr 2X Long SNDK Daily ETF, a leveraged product tracking SanDisk Corporation with 200% daily exposure. High volatility tied to enterprise SSD demand and AI-driven NAND flash memory cycles. The setup looks like a bullish breakout with high conviction, pushing past wedge resistance at $18.11 with aggressive near and long-dated call buyer flow. Key levels: bull trigger at $17.90 / $18.11, targets at $20.42 / $22.50 / $25.00, support at $16.50 / $14.38, risk at $11.00 / $8.00. Options flow: 09/25/2026 $17.5 Call with a $36.0K block, 0.06% OTM. 10/16/2026 $18.0 Call with $59.9K split, 0.61% OTM. 10/16/2026 $20.0 Call with $48.0K split, 16.75% OTM. 03/19/2027 $25.0 Call with a $57.6K block, 58.33%
$SpaceX(SPCX)$ Seeing that the shareholders didn't dump, like so many predicted, tells me they know how successful SPCX is and the direction it's going.