To The Moon

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Anyone who follows this knows it's heading higher. 40 is my first target, and maybe we'll see 47 after that, but I plan on taking some profit at 40 and then seeing how things look.

$SK hynix(SKHY)$  Kospi has definitely closed the gap. It's hanging around the 7k area now and hasn't bounced yet. Samsung is up, SK is flat, so there must be quite a few other Korean stocks that were laggards yesterday and today. Most Asian markets are down this evening. I guess the Chinese summit isn't turning out to be such a big hit. Globally, there are way too many people shorting everything. The short unwind in QQQ shows how fast things can shift when everyone has to cover at the same time, instead of just riding the long side gains.

$SpaceX(SPCX)$ Bears are waiting for the market to open, but they're going to regret it.

$Bloom Energy Corp(BE)$  This looks like it's setting up for a sharp move to all-time highs. With every catalyst in place, I don't see why it wouldn't be trading in the 300s. Not sure why it's coiling like this.

$SpaceX(SPCX)$ Keep it simple. If it goes down, you add. If it goes up, sit back and relax.

$ERock, Inc.(EROC)$ Don't fight the Fed, and don't fight Mr. Taco when choosing oil stocks. Both want the AI buildout to continue, and one of the early pieces of that is providing the necessary energy without overloading the electrical grids and surrounding communities. Erock does that better than Bloom Energy BE. $NVIDIA(NVDA)$  $Micron Technology(MU)$  $CoreWeave, Inc.(CRWV)$ 

$SpaceX(SPCX)$  If SpaceX can keep revenue growing at a 100% CAGR over the next 4-5 years, a 50 multiple on revenue and a 200 multiple on earnings would be conservative. This year the revenue multiple will be the key factor, and next year the earnings multiple could become the main price driver.

DeepSeek offloads static memory lookup to standard host system DRAM through PCIe prefetching instead of leaning entirely on high-speed GPU HBM. That frees up HBM capacity, and DeepSeek is just one framework among hundreds of LLMs. The bigger point is DeepSeek's DualPath architecture and KV-cache offloading meaningfully increase demand for enterprise NAND and eSSDs, where $SanDisk Corp.(SNDK)$  leads. Architecture optimizations like this look bullish for storage-class NAND memory rather than a threat to it. LPDDR5X and LPDDR5 are mainly used in mobile devices and localized edge AI implementations. Enterprise server nodes primarily use standard host DDR5 DRAM and CXL memory expansion fabrics instead. SanDisk is a pure-play NAND Flash and SSD me

$Bloom Energy Corp(BE)$ Max pain is sitting at 250. Market makers are trying to pick up the crumbs and salvage what they can for this week. Bulls probably should have added more before now. Next week, if macro conditions cooperate, there's a chance we run.

$SpaceX(SPCX)$ Pocket pivot breakout on Thursday, then an inside day Friday with volume drying up, and now a large range outside day with expanding volume. As of June, less than 2,000 funds owned the stock. I'm not sure how many own it today, but by year end most equity funds will need to own it.