To The Moon

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  Don't be fooled by this overnight action. In my view, it's still destined for $30 by end of month window dressing. It will shine in October, but not tomorrow or the next 5-6 sessions.

$SK hynix(SKHY)$ $Micron Technology(MU)$ Kospi gapped up. Hard to say whether it sells off and closes the gap again or if it rallies from here.

$iShares MSCI South Korea ETF(EWY)$ $Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$ Not bad here. Breakout pending. $SK hynix(SKHY)$  news is out.

$SpaceX(SPCX)$ $Defiance Daily Target 2X Long SpaceX ETF(SPCU)$ Wondering if doubling the weight on the Nasdaq could add some momentum.

$SK hynix(SKHY)$ SKHY is going to use Intel's manufacturing site in Ohio. That should help them speed up production in the US. They are partnering with INTC.

$APPLIED DIGITAL CORP(APLD)$ It looks like a strong recovery is starting. Jensen debunked the AI security concerns around $NVIDIA(NVDA)$ , and that has been all over the news. AI names lost about 10% in value over the past week, so a swift rebound would make sense from here. $CoreWeave, Inc.(CRWV)$  $NEBIUS(NBIS)$  $Bloom Energy Corp(BE)$ 

$SK hynix(SKHY)$ For anyone on the short side, this probably isn't a comfortable setup. It was at 178 after hours, and there's a chance it could head toward 180 by morning.

$Dell Technologies Inc.(DELL)$ Investors will likely start buying again once they realize everyone will be piling back into AI and data center related names, because the market overreacted to the AI slowdown talk over the weekend. The slowdown chatter was really about ASI, artificial super intelligence. Regular AI should keep moving fast. The code base between regular AI and ASI projects is different, so there isn't much reason to slow down regular AI work. The ASI concern centers on recursive self-improvement, where the AI writes its own code instead of humans rewriting it, and the idea of ASI surpassing all human capabilities.

$SpaceX(SPCX)$ It's in the buy zone. Sure, it can go lower. I'm playing probabilities here. I'm long at $126.

$Bloom Energy Corp(BE)$  Is it just me, or is it interesting that billions in incoming buy orders usually show up near the end of a runup, but this AI news actually tanked the stock that week?