$Micron Technology(MU)$ At some point South Korea will wake up and realize they should stop selling and start buying stocks like this, along with their own Samsung and SKHY. When that happens, I don't know. I suppose when there's been enough pain.

$IREN Ltd(IREN)$ If they weren't in a good financial position, they wouldn't be making another partnership. They are expanding in Europe. And for those who don't know who Real Madrid is, go do your research. They are the biggest soccer team in Europe. And when I say the biggest, I don't only mean in terms of popularity and titles, but financially too. It's like an empire in the sports world and I'm not exaggerating.

$CoreWeave, Inc.(CRWV)$ $IREN Ltd(IREN)$ $Applied Optoelectronics(AAOI)$ Warsh is speaking in Bangkok at 11 PM EST. It could help set the tone for the next session, or it might end up being completely meaningless.

$Tradr 2x Long Aaoi Daily Etf(AAOX)$ $Applied Optoelectronics(AAOI)$ It has been a rough couple of days, but the bottom is in. I went in heavy at this level, $6 range.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ 45.27 premarket, and it looks toppy here. I think it slides back to 30 soon, and that's where I'm loading up heavy again for the ride to 70 next year.

$SpaceX(SPCX)$ $ProShares Ultra SpaceX(SPCF)$ The 12-hour chart looks strong. Price is holding above the 155 support level and the 50 MA. An upside reversal feels close. The next leg up could push into new all-time highs.

$SpaceX(SPCX)$ Interesting company. They say follow the money. The richest man on earth owns this, so he must be doing something right.

100Still holding up nicely even with the tech sell-off today. We're still up more than LITE and far more than COHR YTD.

$SK hynix(SKHY)$ Stay the course. Small hiccups like this happen all the time. AI will transform humanity, and it's only year 2 of a ten-year cycle. Of course, if you made a bundle, I don't blame you for taking a little off the table.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Could add another 15% tomorrow, or it could get ugly first and then run 30%. Still early, and the bubble is deflating hard.

$SK hynix(SKHY)$  Samsung Electronics reported third-quarter preliminary operating profit of 107.40 trillion won ($80.2 billion), surging past 100 trillion won for the first time in the company's history. AI demand continues to fuel its chips business. Operating profit jumped 782% from a year earlier, with revenue at about 195 trillion won, up nearly 127% from the same period last year.

18The share price has dropped over two days with no bad news and record sales and profit. Wall Street is a mystery I will never understand.

$SK hynix(SKHY)$ Same pattern as last week. Every 30 minutes a 2 million share block gets traded on KOSPI, all day long. Algo trading is pushing KOSPI down at 7k and dumping SK and Samsung to bring funds within set limits for the new quarter. These companies are laying golden eggs and buying back billions in shares, but it doesn't seem to matter since the algo selling is automatic. Pensions and the companies themselves are likely absorbing most of that selling. As Samsung and SK drop, algos are selling Micron and SanDisk in line with that. It's interesting how this doesn't touch ARM, AMD, or NVDA despite their much higher valuations compared to memory names. At some point MSCI or whoever is behind this will be done. They probably should have

$SK hynix(SKHY)$ This should trend upward for a while as it normalizes with MU and Samsung. SKHY is still sitting at a low water level right now, so it has room to rise. NAND flash for SSD/NVM drives and HBM DDR are both seeing very high demand.

$Bloom Energy Corp(BE)$ It is going to feel disappointing when the swings calm down and we have to hold for months just to see 5% growth.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Very likely SOXS will print 20s this week with the market making new all-time highs.

$NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ $Micron Technology(MU)$ $SUPER MICRO COMPUTER INC(SMCI)$ $SK hynix(SKHY)$  I fall asleep for 1hr at my desk, and wake up to this. I'm not worried. But not happy. Beer!

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  The $9 level everyone was watching back in March looks like it's finally coming. After that, a reverse split could put us back around $65.

Morning everyone. I'm sure plenty of people are surprised by the market move this morning, but should we really be? I've made a few posts over the last 2-3 weeks pointing out how price just doesn't seem to budge lower. There's been a lot of strength even while the indexes have stayed flat. With everything going on in the headlines, you'd think markets would be down 5-10%, but instead they're flat to up. That's the power of price action. Can't really have a bias in trading, we just have to respect price. Should be a very interesting week. Stay nimble, stay light, and focus on quality setups. Let's trade well. $SPDR S&P 500 ETF Trust(SPY)$  $Invesco QQQ(QQQ)$ 

$Invesco QQQ(QQQ)$ Max pain has shifted higher, from 700 to 712 now. $ProShares UltraPro QQQ(TQQQ)$  $Direxion Daily Technology Bull 3X ETF(TECL)$  $SPDR S&P 500 ETF Trust(SPY)$  $iShares Semiconductor ETF(SOXX)$