To The Moon

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  Selling puts here has been rough over the last two days, but I still have plenty of capital left to work with. STO 1 Oct 23 34p @ 4.70.

$Bloom Energy Corp(BE)$ The sensational demand for AI infrastructure isn't slowing down. Chips proved that once again today with the amount of sentiment that just went their way. I do wonder how all of that is going to get powered.

$Bloom Energy Corp(BE)$ A stock with strong fundamentals and a solid backlog can only be manipulated and suppressed for so long.

$Bloom Energy Corp(BE)$  The best kept secret of Bloom Energy is the new high voltage DC power production that works in sync with high voltage DC chips, with no transmission losses, no extra heat generation, and less cooling required.

$SpaceX(SPCX)$ Would be nice to see $150+ before the aftermarket close. Never bet against Musk.

$Bloom Energy Corp(BE)$ I did my own research and honestly didn't find a single reason to sell right now. My read is OpenAI and Anthropic are slowing down because they're bleeding cash on spending, which could explain why they're delaying going public. But their rivals aren't going to slow down. AI is only going to keep expanding because there's genuine demand to use it to solve massive problems, from cancer research to energy, science, and beyond. The AI race isn't ending. It's just getting started.

$SK hynix(SKHY)$ $SanDisk Corp.(SNDK)$ $Micron Technology(MU)$ This should be interesting to watch. Let's see how low it can go. I'm getting ready to add Hynix if it drops to 165 and MU at 900. Not too worried, they always seem to prop back up. The AI demand story is still alive and well.

$Dell Technologies Inc.(DELL)$ CRM and other software names are starting to see real AI benefits. If Altman and Anthropic decide to hold back, someone else or plenty of others will gladly leapfrog them. We need the data centers either way. Dell will be fine.

$IREN Ltd(IREN)$ My average since April 2025 is 5,000 shares at $6.50. I didn't sell at $75, and I'm not selling now. My price target is $300+. I have time, so no problem.

$Micron Technology(MU)$ $Defiance Daily Target 2X Short MU ETF(MUZ)$ $SanDisk Corp.(SNDK)$ $Tradr 2X Short SNDK Daily ETF(SNDQ)$ $SK hynix(SKHY)$ CXMT's sales have increased tenfold. Following DRAM, NAND is also becoming a semiconductor powerhouse in China. YMTC aims to become world No. 1.