To The Moon

$Bloom Energy Corp(BE)$ The New Mexico Supreme Court lifted its Aug. 23 stay that had prevented Oracle's 2.45 GW data center air-permit proceedings from moving forward. Separately, Brookfield Asset Management and Bloom Energy are moving forward with a $6.4 billion project financing package under their partnership for data centers developed by Meta, American Tower, Equinix and CoreWeave.

$SpaceX(SPCX)$  I think the 300 million shares traded Friday came from market maker and HFT activity aimed at pushing as many options as possible to expire worthless. A large portion of that volume was likely the same shares changing hands repeatedly. It wasn't the NASDAQ rebalancing, since that doesn't happen until Monday. I believe the actual NASDAQ rebalancing buying will show up at Monday's open and especially into the close.

$SK hynix(SKHY)$  Maybe I should post my future vacation plans for the shorts, because things are looking like they could turn profitable.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  I took some profits earlier and have been waiting like a lot of others. Added a bunch of weekly 56 calls before the close. Could see $60 here this week, maybe $56 worst case. Hedged with more $Innodata(INOD)$ , the AI guardrail firm.

$SK hynix(SKHY)$ Don't be fooled, no one is going to slow down AI development. Neither the US nor China. Very bullish until 2030. It's a strategic race. Confirmed orders until 2030 will triple semiconductor chips from current levels. Triple, not double.

$IREN Ltd(IREN)$ All the garbage comments from shorts don't bother the bulls. The macro picture right now is completely messed up. Without the current people in power, IREN would jump into the 70s. The shorts' inevitable end will come, that's for sure.

Which company is going to lock in a deal with $Intel(INTC)$ ? $SK hynix(SKHY)$  might be reconsidering their options since the last time they spoke.

$SK hynix(SKHY)$ Korean names can still lift US semis even when the broader tech tape is red. Hopefully there's some appetite for risk today.

$NVIDIA(NVDA)$ Short sellers keep calling the top on NVDA. If you look back at your own posts from a year or two ago, you were probably saying the same thing back then. $Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ 

$Moderna, Inc.(MRNA)$ The recovery looks like it's underway. I was eyeing the 137s, but I had to wait for a reversal signal, so I ended up with 139.