To The Moon

$Micron Technology(MU)$ And here we go... I mean, I like the stock, but the ride isn't exactly my favorite part. Still, excitement has its appeal.

Anthropic IPO, wow. Is Anthropic's $SpaceX(SPCX)$  lease the largest turnkey GPU rental in history? The numbers confirm it. At $1.25B/month ($15B/yr), Anthropic leasing 100% of SpaceX's Colossus 1 (300+ MW, roughly 220k-325k GPUs) dwarfs every other datacenter deal on earth: - CoreWeave mega-deals: around $150M-$250M/month - Oracle Cloud (OCI) OpenAI contracts: around $350M-$450M/month - Anthropic at Colossus 1: $1.25B/month, over 3x to 5x larger than any neo-cloud peer. Why this changes everything for $SpaceX(SPCX)$ : 1. Massive Revenue Engine: Delivers $3.75B/quarter, generating about 50% of SpaceX's entire Super Intelligence segment ($7.56B in Q3). 2. De-risks Mega-Capex: SpaceX deployed $16.

For anyone treating CXMT's progress in 4F² DRAM as a real threat to the leading memory makers, Micron basically said CXMT can have their leftovers since Micron has already moved well past 4F². $Micron Technology(MU)$ 

$SPDR S&P 500 ETF Trust(SPY)$  Not bad so far. Two more months to go, with a target of 20k each.

$SPDR S&P 500 ETF Trust(SPY)$ It's a bubble, but not the kind that pops. The AI ecosystem is the most powerful force on the planet when it comes to making money. No other sector comes close right now.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ Added another tranche. Now holding 7,750 shares total across $NVIDIA(NVDA)$  and MU. Earnings season is here, and $SpaceX(SPCX)$  is the first to show that CapEx isn't slowing down anytime soon.

$SPDR S&P 500 ETF Trust(SPY)$  It closed above the FLITMOIA - Fat Line In The Middle Of It All. For now that keeps the setup intact, and I'm fairly optimistic about at least a spike toward 774.90. I'm going to add the Woofer.

Absolutely stunning V-shape rally. A failed move lower followed by a fast move higher on $SPDR S&P 500 ETF Trust(SPY)$  and QQQ.

$SPDR S&P 500 ETF Trust(SPY)$  SPXHistorically, when a day closes above Friday's close, the next 10 days average +3.17% from the signal. However, there are a lot of drawdowns in there.

$SPDR S&P 500 ETF Trust(SPY)$ SPXAfter the first big $NASDAQ 100 Volatility(VXN)$  spike, which is the tech version of $Cboe Volatility Index(VIX)$ , there's a 90% win rate after 8 days.