$NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ $Micron Technology(MU)$ $SK hynix(SKHY)$ $SUPER MICRO COMPUTER INC(SMCI)$ Futures looking good. Let's get week 43 rolling.

$SpaceX(SPCX)$ Two patterns have stood out over the last two months. There tends to be a selloff right before an unlock date, and the 20 mda seems to act as support before a bounce.

$Invesco QQQ(QQQ)$ Ok, I'm on 1 DTE now. This thing is ripping. I also added more to my $185 $SpaceX(SPCX)$  calls at .11 to average down.

$Applied Optoelectronics(AAOI)$ The gap got filled, and the daily opened and closed above the upper Bollinger Band. A pullback looks fairly likely from here. I got back in at $121, and I'm looking toward $300.

$Western Digital(WDC)$ $Seagate Technology PLC(STX)$ This looks pretty painful right now, but I know how the market behaves. It will for sure turn to the upside, though short term there could be some bumps.

$SpaceX(SPCX)$ What needs to happen for SPCX to go up?

Space theme is heating up. I think we can see a reversal soon. $SpaceX(SPCX)$  $Rocket Lab USA, Inc.(RKLB)$  $AST SpaceMobile, Inc.(ASTS)$  $SPDR S&P 500 ETF Trust(SPY)$ 

$Bloom Energy Corp(BE)$  The next earnings report is likely to come in well above analyst expectations again. Revenue should keep growing at a strong pace. By the end of the year, the stock could push past the $400 level. This one has delivered since the $14 range. The CEO comes across as credible, and the message stands out: "Don't bet against us... you'll lose." Long-term holders look well positioned here.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Might be able to add 300 shares near 32. Looks like they're doing some hard window dressing into month-end.

$SK hynix(SKHY)$  SK Hynix is being added to the SMH ETF today. That could be a big momentum shift for the stock, especially after it was added to NASDAQ two months ago. One of the largest IT ETFs in the world is now recognizing it as a major AI player. I plan to watch SK Hynix closely over the next few weeks to see if upward momentum builds.

$Baidu(BIDU)$ $Tesla Motors(TSLA)$ $SpaceX(SPCX)$  BIDU at $90. Could reach $180 before long. A fair price for BIDU should be at least $180 or higher, given its self-driving car business. This is where the future is being priced in.

$Bloom Energy Corp(BE)$ The House passed the bill allowing data centers to bring their own power, 413-3. That looks like a strong tailwind for this stock.

$SpaceX(SPCX)$  is still showing relative strength. Looking for the matchstick.

$Dell Technologies Inc.(DELL)$ Lotto alert on FOMC already up 500%, from 1.06 to 6.30 on AMD.

SK Hynix ($SK hynix(SKHY)$ ) is in talks with $Intel(INTC)$  to use US facilities for the first time - INTC is at the top of NDX100 and SPX500.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Just got back from a much needed vacation. I'm planning to go heavy after the pop, before the Fed meeting. I'm expecting a pop and fade.

The Exposure Forecast flagged a strong Grind market environment on $Dell Technologies Inc.(DELL)$  at 10:36am. Price is now up over 3% since then.

$Dell Technologies Inc.(DELL)$  If rates get hiked and Dell drops below $500, I'm planning to load up on call options and shares. Dell looks like the next stock to run, similar to SanDisk but steadier. It's currently at $350B and shaping up to be a future $1T company.

$SpaceX(SPCX)$  $Ondas Holdings Inc.(ONDS)$ $USA Rare Earth Inc.(USAR)$ For all the talk about oil and the media's constant fear mongering about the economy, oil is trading in a very well defined bull pennant. On the daily chart, if this holds, it ends by 10/2. The 4 hour chart shows the pennant and triangle ending on 9/24. Let's see how it plays out. October has been notorious for corrections.

$Bloom Energy Corp(BE)$  Looking at the call volume expiring Friday, this should push to at least $280. Huge volume with 7,329 new contracts. Seems like news got out. That's going to be a massive payday for someone.