To The Moon

$SpaceX(SPCX)$ Now the pattern is clear. Every time they unlock shares, the stock moves higher the next day.

$Bloom Energy Corp(BE)$  Seems poised to leap back into the long view parallel channel, which would imply new highs if it can get back to the median path. Hopefully it does not get rejected.

$Bloom Energy Corp(BE)$ Safe to say 270 is the new 220. The floor keeps getting higher.

$Bloom Energy Corp(BE)$ It's honestly funny how people associate Pelosi's bloom purchase with S&P 500 inclusion. Many of us here were talking about that possibility long before the Pelosi news. You really don't have to be that smart to see it, the question was never if, but when. In my view, Pelosi may know something bigger than S&P inclusion. Time will tell. And remember: we reached $350 without Q2 earnings, +40% faster deployment, or S&P 500 inclusion.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Jim is saying it might be time to pick up some SOX. He's putting a 75% wager on it. Good luck.

$IREN Ltd(IREN)$ 5GW fully energized and running should conservatively bring in $72-90 billion in top-line revenue, mostly from renewable energy. Deals are currently being closed at $25 million per MW. Using $20 million per MW on 3.6GW — assuming only part of the full power portfolio is being billed — gets you $72 billion. At $25 million per MW, that number is $90 billion. Prices have already doubled since the MSFT deal. If they eventually reach $50-100 million per MW, the earnings picture changes substantially. That’s also assuming IREN hasn’t locked up more land and power by then, which seems likely. This looks like a cash juggernaut in the making, currently trading at under $15 billion market cap. I think this could be a $500 billion compa

$Dell Technologies Inc.(DELL)$  Citigroup raises PT to $600 from $515 JP Morgan raises PT to $635 from $565 Melius Research ups PT to $735 from $650 Mizuho ups target to $600 from $500 Truist Securities ups PT to $505 from $360 BofA Global Research raises price objective to $600 from $505 Piper Sandler raises target price to $588 from $497 UBS raises target price to $500 from $455 Barclays raises target price to $603 from $550 Morgan Stanley raises target price to $499.00 from $434.00

$Mint Incorporation Limited(MIMI)$ I was looking at the FINRA data on this one. Borrow rate is at 160%, there are almost no shares left to borrow, and short volume hit 30M last Thursday and Friday. That's a lot of shares that would need to be covered, so there's potential for a big short squeeze here. $Moderna, Inc.(MRNA)$  $CID Holdco Inc(DAIC)$  $Nocera, Inc.(NCRA)$  $AMC Entertainment(AMC)$ 

Can $Moderna, Inc.(MRNA)$  conquer cancer with AI and mRNA? The first Phase 3 win for a personalized mRNA cancer vaccine is in. Intismeran plus $Merck(MRK)$  Keytruda beat Keytruda alone on melanoma recurrence and spread, with up to 34 neoantigens per patient. Then there was the $2.6B zero-coupon convertible, upsized, with hedges to cap dilution. Argus moved to Buy with a $180 target. The XFG booster was cleared by the FDA and MHRA. COVID paid for the factory. Cancer is the bid. $Moderna, Inc.(MRNA)$  $Merck(MRK)$ 

$AEON Biopharma(AEON)$ Setting up for another big move. Strong volume came in, the stock pushed as high as $0.33, and now the key battle is the $0.30–$0.33 resistance zone. If buyers reclaim that area with volume, momentum could accelerate quickly. Recent analyst coverage also remains bullish on the longer-term ABP-450 opportunity. Watching $0.24 support, then $0.30 reclaim, then $0.33 breakout closely. $Tonix Pharmaceuticals(TNXP)$  $Moderna, Inc.(MRNA)$  $SELLAS Life Sciences Group Inc.(SLS)$  $ImmunityBio, Inc.(IBRX)$