To The Moon

$Bloom Energy Corp(BE)$ If anything, GOOGL is going to spend even more on AI infrastructure, which works in our favor. This volatility doesn't seem driven by any major change in Bloom's fundamentals. Honestly, this market is pure sentiment-driven, moving on algos and positioning. One day everything looks terrible, the next day everything looks great. If you're long, forget you own the shares and let the business do its thing. If you like swinging, this is your kind of market.

$Bloom Energy Corp(BE)$  Bloom Energy may get approval to supply independent power to military bases. The administration has announced that every military base should be independently powered for a minimum of 90 days, with a target of 6 months.

$Virgin Galactic(SPCE)$ $SpaceX(SPCX)$ To whoever dismissed the second Delta Ship assembly as fake news, it might be worth checking the sources directly.

$CoreWeave, Inc.(CRWV)$ $SPDR S&P 500 ETF Trust(SPY)$ $NVIDIA(NVDA)$ $Tesla Motors(TSLA)$ $SpaceX(SPCX)$ Started the session short and took a hit. Decided to flip long and go with the flow. Got my money back and more. I'm done for the day, leaving while I'm up.

$SK hynix(SKHY)$ Seems like this is near a bottom with earnings coming tomorrow night. This used to trade above $190. If it doesn't move up on the earnings report, I honestly don't know what to say.

$TeraWulf Inc.(WULF)$ $SpaceX(SPCX)$  $CoreWeave, Inc.(CRWV)$ $Core Scientific, Inc.(CORZ)$ $IREN Ltd(IREN)$ MSFT just cut 27% of its workforce, around 60,000 workers, to replace them with AI, though they're calling it buyouts. And this is nothing compared to what's coming in 2027 and beyond. The company said it wants to retool its workforce for the artificial intelligence era. I've been saying since Q3 2023 that the time to make as much money as possible is now, because AI and robots are coming for jobs.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  I think a realistic short-term target is around $75-80. It has never broken past the 20 EMA because of decay and reverse splits. Until then, a correction is coming. By the time SOXS reaches $75-80, SOXL will likely be around $50.

$Applied Optoelectronics(AAOI)$ If the Trump administration releases a bill at the end of this year banning transceivers from China, the current price would look very cheap. That would likely make this one of the hottest companies in the US, given the super extreme demand for its transceivers. US customers would be begging to buy them. Right now, China accounts for 50% of transceiver revenue worldwide.

$ProShares UltraPro QQQ(TQQQ)$  The Nasdaq future is already down 840 points. Based on my next support level, it could drop another 260 points for a total decline of 1100 points.

$SK hynix(SKHY)$ Short attack similar to the 2Q earnings report. The share price should climb back above 200 or so by mid-November, once shorts need to cover a couple of weeks after earnings. History repeats itself over and over again. Fear, uncertainty, dread, and dismay are being pushed all over AI chip stocks. AI spending cutbacks, Chinese competition, margin squeeze, chip cycle. All of it is being played up by the media. None of it will materialize in the next 2 years. SMCI, TXN and others have raised guidance for Q4 and next year. Trade on facts, not fear. Keeping it to 10% of my portfolio. Expecting a good earnings report and ignoring analyst projections. 40-45B in Q3.