To The Moon

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ 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.

$Bloom Energy Corp(BE)$  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.