To The Moon

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ For those who might not be aware, SK Hynix's IPO debut today doesn't automatically add it to major semiconductor ETFs. The stock doesn't get included right away. If there's any rotation out of the key semiconductor names into SKHY, which we can reasonably expect, that could give it a boost. It's something to keep in mind.

$SpaceX(SPCX)$ A friend mentioned she was grateful for getting into SpaceX at $145 recently. It's a positive move.

$SpaceX(SPCX)$ About 30-40% of the float is sold short, and earnings are just around the corner.

$Corning(GLW)$  Meta is building a $9B data center in Canada, and Corning (GLW) sold off on no news. It feels like this could head back to $270 pretty quickly.

$SpaceX(SPCX)$ Everything eventually bounces back. I'm trying to stay positive.

$SpaceX(SPCX)$  166.17Broken through the $176 level, hoping it keeps pushing higher.

$SpaceX(SPCX)$ Do you think a SpaceX and Tesla merger will actually happen? Obviously yes.

$Corning(GLW)$ According to AI analysis, there's clear same-day news flow explaining GLW's strong bid today. The main driver is its major index reclassification into the FTSE Russell growth indexes, which triggered substantial passive and active institutional buying, reinforced by AI-infrastructure partnerships and recent dividend affirmation.

Pullbacks are where portfolios get built, not where conviction fades. While sentiment swings toward fear, I'm watching for dislocations, not the headlines. $Ondas Holdings Inc.(ONDS)$  - exposure to defense and comms robotics, still under-owned. $Energy Fuels(UUUU)$  - uranium play for the nuclear restart cycle. $One Stop Systems(OSS)$  - edge and AI hardware, high beta but with an asymmetric setup. $T1 ENERGY INC(TE)$  - Tier 1 energy, early-stage positioning for the energy transition. $Applied Optoelectronics(AAOI)$  - optics cycle tied to AI infrastructu

$Direxion Daily MU Bull 2X Shares(MUU)$  If $Micron Technology(MU)$  sells off further, I might pick up some shares. I think there could still be some upside in the next few months, with the potential for another 30% to 50% gain on a long-term hold.