To The Moon

$SK hynix(SKHY)$ This should trend upward for a while as it normalizes with MU and Samsung. SKHY is still sitting at a low water level right now, so it has room to rise. NAND flash for SSD/NVM drives and HBM DDR are both seeing very high demand.

$Bloom Energy Corp(BE)$ It is going to feel disappointing when the swings calm down and we have to hold for months just to see 5% growth.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Very likely SOXS will print 20s this week with the market making new all-time highs.

$NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ $Micron Technology(MU)$ $SUPER MICRO COMPUTER INC(SMCI)$ $SK hynix(SKHY)$  I fall asleep for 1hr at my desk, and wake up to this. I'm not worried. But not happy. Beer!

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  The $9 level everyone was watching back in March looks like it's finally coming. After that, a reverse split could put us back around $65.

Morning everyone. I'm sure plenty of people are surprised by the market move this morning, but should we really be? I've made a few posts over the last 2-3 weeks pointing out how price just doesn't seem to budge lower. There's been a lot of strength even while the indexes have stayed flat. With everything going on in the headlines, you'd think markets would be down 5-10%, but instead they're flat to up. That's the power of price action. Can't really have a bias in trading, we just have to respect price. Should be a very interesting week. Stay nimble, stay light, and focus on quality setups. Let's trade well. $SPDR S&P 500 ETF Trust(SPY)$  $Invesco QQQ(QQQ)$ 

$Invesco QQQ(QQQ)$ Max pain has shifted higher, from 700 to 712 now. $ProShares UltraPro QQQ(TQQQ)$  $Direxion Daily Technology Bull 3X ETF(TECL)$  $SPDR S&P 500 ETF Trust(SPY)$  $iShares Semiconductor ETF(SOXX)$ 

$SK hynix(SKHY)$ $Micron Technology(MU)$ Kospi is doing that straight-up move again, up 180 points. SK is up 5.7%. I hope Europe doesn't let us down — Asia is doing a solid job bidding stocks higher.

$SpaceX(SPCX)$  This has been boxed in between 142.50 and 155 for the past 10 days, but it recently poked above 155 briefly before getting pulled right back inside that level. I'm keeping the 142.50 to 155 range as my framework for now, unless it can close above 155.

$Dell Technologies Inc.(DELL)$ Were the people shorting in the 570s convinced that was the top? The AI slowdown fears pulled in a lot of shorts. The quick recovery that followed looked like Wall Street isn't really focused on those concerns, and is more interested in pushing this stock higher.