$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  Though the premarket looks like this, it could be a whole different story once regular trading hours begin.

$Tesla Motors(TSLA)$ Elon Musk and his xAI team have built the world's largest and most powerful AI training supercomputer. It’s an epic arms race. Put simply: Want Musk and his genius team working for you? Then holding a share of $TSLA might just make your day.

$SpaceX(SPCX)$ Heading toward 400-500 by year-end, I'll keep buying on dips. This looks like a long-term move to me. Never bet against Elon.

$Micron Technology(MU)$ $SK hynix(SKHY)$ If the market doesn't bring the valuation, buybacks will still get it there anyway. I was already bullish on memory based on the HBM and strengthening consumer thesis I've been talking about. After the conference, I'm leaning toward the view that this works fine as a long-term hold even beyond that.

$VanEck Semiconductor ETF(SMH)$ ETF delivers $447.35 gains at $271.50 (vs $262.73 entry)! Semiconductor sector rallies on AI boom and demand recovery. This ETF smartly captures the chip industry renaissance.

$ServiceNow(NOW)$  Based on what the NVIDIA CEO mentioned, the stock price could return to previous highs soon. A threefold increase in productivity suggests a market cap of $400 to $500 billion is achievable.

$SANHUA(02050)$ Capitalizing on its HVAC component supremacy, Sanhua is aggressively diversifying into NEV and robotics sectors, demonstrating impressive technological scalability that appeals to value-oriented investors.

Pullbacks are where portfolios get built, not where conviction fades. While sentiment swings toward fear, I'm watching for dislocations, not the headlines. $Ondas Holdings Inc.(ONDS)$  - exposure to defense and comms robotics, still under-owned. $Energy Fuels(UUUU)$  - uranium play for the nuclear restart cycle. $One Stop Systems(OSS)$  - edge and AI hardware, high beta but with an asymmetric setup. $T1 ENERGY INC(TE)$  - Tier 1 energy, early-stage positioning for the energy transition. $Applied Optoelectronics(AAOI)$  - optics cycle tied to AI infrastructu

$IBM(IBM)$ 6 million new shares were shorted on June 1st. If it starts running again, that could add more fuel. I think it could run.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Wondering if it's almost time to start buying this again. Still a bit wary after the market insanity that crushed SOXL over the last 3 months.