If it gets to the 20-day moving average on Nasdaq futures, that would be an ideal buying time, but I'm not confident it'll reach there. For now, I'm prepared to start buying $Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$  $Direxion Daily MU Bull 2X Shares(MUU)$  $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$  on a little more dip.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ July will bring more earnings. Capex disclosures from hyperscalers (debt, bonds, offerings?) are increasing, which should lead to higher revenue and margins for semis. Will it be too late to own some? We'll see if that cash flows all into semis.

FYI…US market is closed this Friday for Juneteenth day. Therefore, the Quad Witching occurs on Thursday. $SPDR S&P 500 ETF Trust(SPY)$  $Invesco QQQ(QQQ)$  $ProShares UltraPro QQQ(TQQQ)$  $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$  $Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ 

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$  Intel is now my top pick among the SOXL components. NVIDIA invested $5 billion into Intel to secure its CPU production capacity (compare that to what NVIDIA's $2 billion investment into MRVL did to MRVL's stock). The U.S. government has also made a direct equity investment in Intel. AI has entered the agentic stage, which will make the CPU king and drive overwhelming demand for Intel's CPUs. Intel is very undervalued compared to its peers and, in my view, the chip stock most likely to triple if the AI revolution roadmap continues to play out.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$  I'm expecting to see $275 next, and potentially $300+ within the week.

The semiconductor ETF $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$  acts as a bull market accelerator. The volatility is extreme, but the uptrend remains intact. I'm holding.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ Game over for the bears. Peace deal reached. See you at 300 plus.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ Both $Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$  and SK Hynix are up over 8%, and Samsung is up a whopping 12%. $Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$  still has room to go higher from here.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$  When Oracle’s earnings confirmed a massive increase in AI and chip CAPEX, even at the cost of diluting shareholders just to stay competitive in the CAPEX race, that FOMO desperation validated the strength of the semiconductor sector. When Meta’s stock crashed after earnings due to its announcement of another huge AI CAPEX increase, the semiconductor sector ETF SOXL shot to the moon, gaining 40% in two days. The logic is simple.

$SUPER MICRO COMPUTER INC(SMCI)$ Short-term pain is significant, but long-term gain is even greater. Known: - $39B worth of orders from 20 companies. - A $7B equity financing that results in $1.25B in common equity (SMCI) and $3.75B as depository shares (SMCIP) in June, with $5B available immediately and a $2B At-The-Market (ATM) program in Q3/2026. Speculated: - The massive orders likely expand beyond traditional META and Coreweave to include other hyperscalers and large enterprises. - Rolling fulfillment could start as early as late 2026 and continue for 12 to 18 months. My take on the AI boom trading strategy: - Buyers (Mega cap-ex spenders): May remain under pressure until their massive investments translate into significant revenue/profi

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$  In this age of AI, some people still don't understand why SOXL is up after hours. Look up Broadcom—it's one of the top holdings.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$  SOXL finds support from accumulated volume at $172.52, and this level may hold a buying opportunity as an upward reaction can be expected when the support is being tested.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ CPI is the main driver for today's market, similar to yesterday. Now it makes sense why the USD rallied even as oil and the 10Y yield were fading yesterday. This unusual decoupling was due to the USD and market positioning for a potentially hot CPI today, driven by sustained high oil prices. The forecast for May's CPI is 0.6%. The market could react like this: - If CPI is hotter, the market sells off more than 3%. - If CPI is cooler, the market rallies more than 3%. - If CPI meets the forecast, the market could still do random up/down moves, with volatility around ±1.5%. The AI growth story is still solidly intact, but AI stocks can still sell off sharply with the broader market. If that ha

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ SOXL is still above its 50-day and 200-day moving averages, so the intermediate-term trend remains bullish.

I have to admit, seeing $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$  back at $199 is exciting for me. I'm only $6 per share away from breaking even.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$  If this hits 200, I'll have lost and regained 100k in a single day. Learned my lesson the hard way.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ Don't panic. SOXL will likely rebound and could come back even stronger. Some are probably trying to pick up shares at a lower price.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ Focus $250 then $300.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ This is why the semiconductor sector is exploding. The forecasted capital expenditure by hyperscalers through 2030 simply shows no cycle—it keeps rising, which sustains today's free cash flow projections for each semiconductor company. The only way the AI boom could die, in my view, is if: (1) those companies reverse their capex commitments, (2) AI demand is confirmed to have languished for whatever reason (using AI doesn't prove an edge, people hate it, there's a backlash, it becomes too expensive and not worth the hassle, etc.), (3) the AI business model can never be profitable because it's too capex-intensive (chips last 4 to 5 years, will we see trillions in data center investment forev

$IREN Ltd(IREN)$ Seeing a bit of green across the board. Monday should be interesting.