To The Moon

$Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$ It's at 497 now, after a bounce from 488. I'm looking at 520 next, then potentially 570. 640 could be possible soon. This is my biggest position right now.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ So the decay that we were told for months only happens in "short ETFs" is now affecting long ETFs as well. $Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$ , $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$  and $Direxion Daily MU Bull 2X Shares(MUU)$  need to almost double just to break even. That puts $iShares Semiconductor ETF(SOXX)$  around 900ish.

$Corning(GLW)$ I'm hoping for a bit more of a dip, maybe down to around $220. That would be a level where I'd consider adding more. We'll see what happens.

$Norwegian Cruise Line(NCLH)$ I opened a position in $Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  at yesterday's close. Might just flip it and take the gain; I'd rather not hold it in my trading account through the 4th. My long-term accounts are staying put and I'm just letting them ride. From where I stand, the semis look like they're toast for now.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ My average is $3.79. I added a bit too early. Will I regret this?

$Galaxy Digital Holdings Ltd.(GLXY)$ This new campus is very close to the $SpaceX(SPCX)$  location. Also, this might be a coincidence: "The McGregor development is being publicly referred to in city documents and news coverage as Project Merlin." The connection to SpaceX is still interesting because Merlin is the name of SpaceX's rocket engine family. However, there's no evidence in the council documents or Galaxy's public statements that the name was chosen because of SpaceX, or that it implies any relationship. It could just as easily be a neutral project codename.

$Applied Optoelectronics(AAOI)$  This stock quietly took off after a week of sitting still, the kind of sneaky run-up that the big players love when nobody's watching. Now for the real test: can it close back above the 50-day moving average? The photonics sector is heating up again, and this one still has room to catch up.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Micron ($Micron Technology(MU)$ ) makes up 12% of SOXX and is doing most of the heavy lifting today. With earnings just two days away, that beast isn't going to let SOXX fall much today.

$Direxion Daily MU Bull 2X Shares(MUU)$ Just don't sell. Long term, the memory shortage persists. Up 70 percent in a month, and I think it still has room to run.

$Applied Optoelectronics(AAOI)$  I think the market is trying to figure out AI stocks, optical names in particular. COHR is probably up because of the $50M from the CHIPS Act. I wonder when AAOI might get some of that funding. AAOI could match COHR's datacenter sales by 2027, maybe even pass them. I own a lot of COHR, but only about two-thirds of their business is datacenter, the rest is materials and lasers (medical and industrial). Both are solid companies, but I believe AAOI stock will outperform COHR over the next 1-2 years. AAOI is up 444% in the past 6 months, and COHR is up 120%.