To The Moon

$SpaceX(SPCX)$ Hoping to see the $160s this week. Not interested in the puts side of things.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Just remember, the bulls chasing this move are the liquidity. They won't get out at the top, and they won't get out fast enough on the way back down.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ 40My average is set now. I picked up a good amount at $37.04. Positioning ahead of October midterm, and I think retail traders getting drawn in here could be caught off guard.

$Bloom Energy Corp(BE)$  The news flow keeps coming. The U.S. Army said the partnership between management consulting firm Indelible and Bloom Energy was one of three to be awarded conditional long-term leases to develop commercial power generation systems at Fort Detrick, Letterkenny Army Depot, and West Point.

$Bloom Energy Corp(BE)$  We're about a month away from earnings, and this is usually the point where the market starts accumulating ahead of the catalyst.

$Rum Group Inc(RUM)$ This is the kind of deal that changes the conversation around the space. Anthropic is reportedly the mystery customer behind RUM Group's $13.7 billion, six-year GPU-services agreement. That isn't hype. That is massive contracted AI compute demand tied to one of the biggest names in generative AI. You have a roughly $13.7B GPU services deal, a six-year agreement, compute coming from RUM's Maysville, GA data center, and a deal structured across 3 major tranches. The customer also received warrants for up to 50.8M RUM shares, which creates a serious incentive for a long-term relationship. Additional GPU-service agreements could unlock even more. And people are still saying the AI infrastructure buildout is slowing? Anthropic

$Silicon Motion Technology(SIMO)$ It is now a top 10 holding of $VistaShares Artificial Intelligence Supercycle ETF(AIS)$  at almost 3% of AIS total assets. AIS top three holdings are $SK hynix(SKHY)$ , $Micron Technology(MU)$ , and AMD. The ETF is up 58% in 2025 and 89% in 2026.

$NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ $Micron Technology(MU)$ $SUPER MICRO COMPUTER INC(SMCI)$ $SK hynix(SKHY)$ It's wild that some people are still comparing current charts to those past periods. The setup now is nothing like those times. I stopped relying on chart patterns once I saw how much the current action has broken away from historical ones. If others keep anchoring to that old framework, they'll probably be left behind.

$Bloom Energy Corp(BE)$ That's why I don't follow macro too closely. The market will find a new reason to panic every week anyway. Meanwhile, I can't even keep up with all the good news about Bloom. Oracle mentioning Bloom in a positive way is just the latest one.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Checking in on the bears here. You doing okay? Permabears always end up being fuel for rallies. I have some tissues ready if any of you need them.