$Moderna, Inc.(MRNA)$  $Moderna, Inc.(MRNA)$  $Merck(MRK)$ Morgan Stanley's ESMO takeaways go beyond just a positive melanoma trial. The independent discussant compared INT's RFS hazard ratio with adjuvant Herceptin's. Some physicians expressed confidence that the recurrence benefit would translate into longer overall survival. A KOL argued the effect was too large to be explained solely by general immune stimulation. Manufacturing turnaround is reportedly down to 30–40 days. RCC and bladder Phase 2 trials could have registrational potential, depending on results. More than a melanoma sto

$SK hynix(SKHY)$ I was so excited I ordered the Hawaiian specialty pizza from Domino's. Can't wait until the options print tomorrow.

$Applied Optoelectronics(AAOI)$ Over the past year alone, institutional ownership has seen an inflow of $2 billion compared to an outflow of roughly 10%. Institutional ownership now stands at more than 70%.

$ProShares UltraPro Short QQQ(SQQQ)$ Next setup before upside continuation, looking at the 1 minute time frame. Strong rally right at the open, and now Nasdaq is making a sharp pullback. Hourly RSI is starting to curl upwards. Price targets are 38.75 and 39.00+. $ProShares UltraPro QQQ(TQQQ)$  $Invesco QQQ(QQQ)$  NQ_F

$Applied Optoelectronics(AAOI)$ Down a few percent over the weekend on 20-30k volume for Hyper, and the bears are celebrating. AI isn't dead, it's just pulling back to shake out weak hands. I'll add slowly on the way down. When it bounces, it'll be even more violent.

$NVIDIA(NVDA)$ $Micron Technology(MU)$ $Tesla Motors(TSLA)$ $SpaceX(SPCX)$  We might as well be at the start of a bear market. Has anyone actually considered that? I really hope not.

$SpaceX(SPCX)$ Only 2 of the Magnificent 7 did better over the same 4 months. From June 11 IPO pricing to the latest close: Microsoft +38.6% Meta +30.7% SpaceX +21.1% Apple +15.3% NVIDIA +10.5% Amazon +7.5% Alphabet -1.4% Tesla -5.3%

$Applied Optoelectronics(AAOI)$ I love overconfident bears. Institutions want in cheap before earnings.

$SK hynix(SKHY)$  Loaded with 7k in calls here. Got about 4k on $APPLIED DIGITAL CORP(APLD)$ , both 11/20 expiry. Either it's a really good day or I step away for a few weeks.

$Uber(UBER)$ Feels like it should be our turn for $Bloom Energy Corp(BE)$  and $Vistra Energy Corp.(VST)$  to catch some of that Pelosi momentum.

$Bloom Energy Corp(BE)$ It's in the hands of the options makers as usual. They create extreme volatility, force a lot of puts to sell off, flip it the other way the next day, and now they'll turn around and hit both sides. I'm holding and adding more.

$SpaceX(SPCX)$ Please bust through that $150.

$Bloom Energy Corp(BE)$ Friday's best-performing S&P 500 stock bounced for the dullest reason: lawyers. Bloom jumped 8.5% to 289.49 after Morgan Stanley said Oracle's force-majeure notice on Project Jupiter reads more like a legal maneuver than a project failure. Overweight reiterated, 310 target. The prior session was the mirror image: down 3.1% to 266.65 after Oracle sent the notice to defer payment obligations if the New Mexico campus slips past 2028. Analyst David Arcaro's point that matters, per Dow Jones: Jupiter isn't in Bloom's 2026 guidance, so the campus can't miss this year's numbers. And the fuel-cell contract is portable. If New Mexico stalls, Oracle can reroute the shipments to other data centers. From Thursday's intraday low

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  Why not just value every chip company at 1T? Never mind that most of them lose money, trade at ungodly multiples, only operate by raising money, and money is getting 10x more expensive by the day.

$Gogo(GOGO)$ Off-exchange blocks hitting the tape after hours here. 179k, 185k, 380k. First time those have shown up on the daily tape since it was down in the gulley. Probably too much aluminum foil at this point, but I've got major buyout vibes. Follow the $Iridium(IRDM)$  $Rocket Lab USA, Inc.(RKLB)$  story and price action, and pick Reynolds over that dollar tree foil. I'll go more in depth once I fine tune the rabbit ears, but we're likely somewhere around Oct-Nov 2025 on $Iridium(IRDM)$  before turning up. Iridium ran a 3.6x even before the acquisition was announced. That's an $8+ share price he

$SpaceX(SPCX)$ Hoping to see the $160s this week. Not interested in the puts side of things.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Just remember, the bulls chasing this move are the liquidity. They won't get out at the top, and they won't get out fast enough on the way back down.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ 40My average is set now. I picked up a good amount at $37.04. Positioning ahead of October midterm, and I think retail traders getting drawn in here could be caught off guard.

$Bloom Energy Corp(BE)$  The news flow keeps coming. The U.S. Army said the partnership between management consulting firm Indelible and Bloom Energy was one of three to be awarded conditional long-term leases to develop commercial power generation systems at Fort Detrick, Letterkenny Army Depot, and West Point.

$Bloom Energy Corp(BE)$  We're about a month away from earnings, and this is usually the point where the market starts accumulating ahead of the catalyst.