$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ I'm not in this, but the drop here clearly looks tied to oil futures plummeting. The bigger question is why oil is falling. Arabia is moving more oil through Hormuz and less through pipelines. That's not good, that's worse than before the eastern pipeline was destroyed, especially now that the US and Iran are making even more threats. The market is being very irrational. It may be worth loading up toward EOD because diplomacy in the Mid East is not going to produce more fuel any time soon, and it certainly won't rebuild pipelines immediately. If talks sour, oil prices will go even higher, which pushes markets lower.
$Dell Technologies Inc.(DELL)$ Like it or not, everything President Trump mentions seems to turn to gold. Guess who runs his Truth Social platform? That's right, RUM.
$Bloom Energy Corp(BE)$ ShippingPort Data Center is another solid one. It looked like Bloom fuel cells were going to be the choice, so it's good to finally have that confirmed.
$SpaceX(SPCX)$ SPCX looks like it's running into meaningful overhead supply in the $150 - $155 area, likely tied to prior support and people looking to get out at breakeven after the June breakdown. Still, the fact that positive momentum keeps hanging in there and the level keeps getting retested makes me think the market is gradually absorbing that supply rather than getting turned away hard. A sustained move or close above $155 would be a stronger signal that this resistance band has mostly been worked through.