Looking at some of the moves that align with Jensen Huang's strategy. CCJI is a SPAC set to merge with Agility Robotics, a humanoid robotics company backed by $NVIDIA(NVDA)$ and AMZN. They're at the stage of mass production readiness and have secured $300M in orders. It's a significant holding in my view. $Nokia Oyj(NOK)$ holds the most 5G/6G RAN patents outside of China. Its role seems critical for defense infrastructure in the US and EU, especially with the potential to bring AI to the edge following its Infinera photonics acquisition. $Corning(GLW)$ is focused on connecting data centers to RAN and between each other using fiber optics and optic
$SpaceX(SPCX)$ There's put wall support around 150 and a call wall resistance near 170. If it gets above 170, things could potentially run to 200. Dealers have an incentive to keep it between 150 and 170 for now.
$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Today is the final day of quarter-end rebalancing, which usually brings a lot of volatility, especially in the last 30 to 60 minutes with heavy volume. The day after the rebalancing often sees a nice rally, so it might make sense to look at stocks that were strong towards the end of the day, especially if they were reduced as part of the rebalancing, as they often get bought back on the first day after.
$SpaceX(SPCX)$ Already bought and holding until $2000 by end of 2027 before considering a sale. I think it's on track. Believe in Elon or keep suffering with those short positions—the choice is yours.