To The Moon

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ This has now fallen for 7 straight days, which hasn't happened in a very long time. It feels due for a rebound. I usually only hold it for a few days, but I'm willing to stay in for another 8-10 days. As long as you're not buying it on margin, there's no pressure to sell. Even though this inverse ETP is designed to be held for only a few days at most, this market is absolutely crazy.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ This is wild. I just picked some up at 36.50, which was a $5 discount. Meanwhile, the economic news around it has been pretty rough.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ Here's the next setup before a potential upside continuation, based on the 1 minute timeframe. At the open, bulls stepped in aggressively, reclaiming VWAP and holding it as intraday support. The $117.00 level, which was key resistance before, has now been broken and is acting as a new intraday support zone. Price is making higher highs and higher lows as we approach the next targets of 119.60 and 121.00+. $Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  $iShares Semiconductor ETF(SOXX)$  $ProShares UltraPro QQQ(TQQQ)$ 

$Dell Technologies Inc.(DELL)$ Dell Technologies shares are moving higher even as its longtime sponsor filed to sell millions more of the stock. The broader server complex seems to be following the move.

$Magnite, Inc.(MGNI)$ Just wanted to say congrats to everyone holding. This has quietly become one of the best investments on the market right now, apart from SPCX. Margins could reach up to 80% at high volumes, and the current price targets look far too conservative. With new AI development like Jev (smart state machine), they can improve accuracy in real time at 99.9% less cost. The flywheel has just started turning. I have no sympathy for anyone lending out shares to short sellers.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Did well with $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ , and now I'm just starting to test the other side. I sold one Oct 16 40p at 2.90.

$Dell Technologies Inc.(DELL)$ On track to pass $600 before too long. Shorts would be better off covering quickly to avoid deeper losses.

$SpaceX(SPCX)$  I'm not the only one, right? Spending went from $20 a month to $400 a month in a few months. $200 a month with Anthropic, $100 a month with Open AI, and $100+ a month with SpaceXAI SPCX. That's through API and chats. They each have their pros and cons for different things, so I use all three. $VanEck Semiconductor ETF(SMH)$  $Global X Artificial Intelligence & Technology ETF(AIQ)$ 

$Dell Technologies Inc.(DELL)$ Dell Technologies has had a strong run lately, but the valuation still doesn't seem to reflect the speed of its shift into enterprise AI infrastructure. The company is taking an outsized share of global data center demand, supported by a multi-billion-dollar AI server backlog and higher-margin enterprise services. Free cash flow remains solid and is funding buybacks and dividends. Compared to pure-play AI semiconductor and software names trading at 30x to 50x forward earnings, Dell's forward P/E in the mid-20s still looks like a meaningful discount. There's room for multiple expansion if institutional capital keeps treating it less like a cyclical hardware maker and more like an AI systems integrator.

$SK hynix(SKHY)$  I'm not a short, but I'd be cautious about holding this overnight with everything going on in the world right now. From where I stand, the Koreans could push this much lower overnight.