To The Moon

$CoreWeave, Inc.(CRWV)$  Just took a 500 share position today under $87. The 12-24 month outlook looks bright. Data centers are not going away.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$  I wouldn't have the guts to short SOXX or SOXL given the 3X leverage on SOXL. I'm always more confident owning shares. The bearish $iShares Semiconductor ETF(SOXX)$  chart does confirm that the ETF is likely to drop. MACD and RSI suggest SOXX buyers are losing conviction while sellers are gaining confidence. Below is the $Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  chart. I would wait for the handle to form on SOXL before buying for a nice cup and handle setup.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$  A lot of people shorted semis last week, assuming the $iShares Semiconductor ETF(SOXX)$  range would hold. They made the same mistake as the shorts who piled in between April and June. I wouldn't put much weight on Michael Burry's take here.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ Sold 100 shares, but it's looking like it's going to hold. This isn't your typical pump and dump. I hope it reaches 200.

$VanEck Semiconductor ETF(SMH)$ SOXL finished up 15.9% at $141.93. I'm long from $111.50, so that's a gain of $30.43, or 27.3%. My stop was moved to breakeven at $111.50 and is now at $121.50. Back on Aug 24, I said SMH was a house of pain and to stay open-minded about rotation. Rotation did show up, and the $578 close was the first real tell. Now we've got the second. The pattern looks like a rounding base or inverse head and shoulders. The neckline was the $575–$585 band, which had the falling 50-day moving average and the August shelf. That level has now broken. My momentum indicator is +10.5%, leading the 50-day RS ratio, which has flipped positive. Volume is only +5%, but it's above average for the first time since July 31. I'd like to se

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ The weekly EMA 20 has been cleared, and there's a clear air pocket on the chart. Momentum is highly likely to push SOXL up toward the next psychological overhead level around $150.00 – $152.00.

$CoreWeave, Inc.(CRWV)$  Finally waking up, breaking that 100 soon.

$CoreWeave, Inc.(CRWV)$ Has the offering been completed yet? If not, today is probably the last day.

$CoreWeave, Inc.(CRWV)$ IREN was talking about compute rates of 20 paying back in 3 years. CoreWeave just signed 40M per MW, and Mush mentioned as high as 50. NeoClouds with a lot of capacity should be going ballistic. CoreWeave already has almost as much capacity up as SpaceX.

Intel is an American chipmaker with something most of its competitors don't have. There's a part of the Intel story that I think gets overlooked. Intel is an American company. It was founded in California in 1968, is headquartered in Silicon Valley, and has spent decades developing semiconductor technology and manufacturing capacity inside the United States. Compared with the major fabless chip designers, Intel possesses something strategically different. It has the ability to design leading edge processors and manufacture leading edge logic chips on American soil using Intel's own manufacturing technology and fabs. Intel actually manufactures leading edge chips in America. That distinction matters. Companies like NVIDIA and AMD are largely fabless semiconductor companies. They design some