To The Moon

$Bloom Energy Corp(BE)$  BE is ripping after hours. Shares are near 270.86, up about 7.09 percent. The catalyst is clear. Bloom Energy is set to join the S&P 500 on September 21 as part of the latest quarterly rebalance. Adding to it, UBS raised its price target to 325 from 300 and kept a Buy rating in place. It's not all clean upside, though. There's an ongoing securities class action tied to the stock, with a deadline later this month, so the story does carry some risk. Still, index inclusion tends to bring fresh institutional buying, and that flow looks like the main driver right now. Worth tracking how it holds up once the initial excitement settles.

$Hyliion Holdings Corp.(HYLN)$  is trading at about 1/100th the market cap of BE. I think $Hyliion Holdings Corp.(HYLN)$  has a better chance of doubling over the next year.

$SK hynix(SKHY)$ SK Hynix is trading sideways in Korea, up 6%. It looks like a catchup trade from Friday's move in the US. The Kospi is up 3.2%.

If $SpaceX(SPCX)$  can branch out and grow into every industry, $NVIDIA(NVDA)$  can do the same. Hugging Face already looks better than Grok, and Grok is becoming even less relevant. Nvidia is moving toward the next level, with the next evolution arriving soon. $Dell Technologies Inc.(DELL)$  $Broadcom(AVGO)$  $C3.ai, Inc.(AI)$ 

$IREN Ltd(IREN)$ I'm expecting a drop to my price target of $15.00 or lower before year end. Honestly, that's the point where I plan to go long. The current price just doesn't make sense to me and would need to fall quite a bit from here.

$Moderna, Inc.(MRNA)$ Took $9,320 profit. If it goes down, I may re-enter. GTLA to bears and bulls both.

$SpaceX(SPCX)$ If this stock is really going to move, it needs to get above $150 and hold there. The next earnings report is going to be a big deal. Make or break for the stock. I think we could touch that $225 high sooner rather than later.

$SpaceX(SPCX)$ Working with a 12–18 month price target of $300, based mostly on execution. The Q2 story looks like this: revenue was up 92% year over year. Connectivity revenue rose 66% on Starlink subscriber growth. SpaceX has $14.1 billion in contracted AI cloud sales. Starship completed reentry and came back intact. Falcon Heavy got NASA's $4.3 billion Roman Space Telescope deployed. SpaceX and Nvidia are working on the first Starmind orbital-compute satellite. Starbase Louisiana is meant to expand long-term Starship launch capacity, and the extra spectrum is a plus for Starlink Direct-to-Cell. SpaceX is now running across launch, connectivity and AI. As long as execution keeps coming through, I'm comfortable holding the $300 target.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Made my money from 120 to 123 on SOXL, now moving back to SOXS. I get the sense Warsh will give a somewhat hawkish conference on rates, which should help SOXS. As always, I never hold over the weekend, whether it's SOXS or SOXL.

$Applied Optoelectronics(AAOI)$  This is why AAOI is aggressively ramping laser manufacturing capacity. The more they deliver for 1.6T, the higher the gross margin. By Q3, Q4 next year, when they deliver the CPO laser or EOSAP module to different customers, the gross margin will be even higher, because gross margin for laser is about 55%-65%. For EOSAP, the gross margin should be more than 50%, and that's more like Q3, Q4 next year. In the short term, the most important factor for gross margin improvement is the percentage of 1.6T transceiver, because gross margin is very good.