$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ I'm just waiting for this one to recover. Not much to do in the meantime.

$iShares Semiconductor ETF(SOXX)$ The puts/calls ratio based on last Friday's open interest was 2.6. Right now it's below 1. $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$  SOXS. Interesting to see this short covering, and a squeeze could follow for the shorts that stay too long.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$  Someone was bearish because this stock is near the monthly high of 160, but it's worth remembering that less than a month before that it was over 300. I like the direction of semiconductors.

$SUPER MICRO COMPUTER INC(SMCI)$ The AI boom isn't just about models. It requires a massive physical buildout. NVDA / $Advanced Micro Devices(AMD)$  — compute SMCI / $Dell Technologies Inc.(DELL)$  / $Hewlett Packard Enterprise(HPE)$  — AI servers and racks $CoreWeave, Inc.(CRWV)$  / NBIS — AI cloud infrastructure IREN — data centers and power SMCI sits right in the middle of that buildout with rack-scale systems and direct liquid cooling. AI needs chips, servers, power, cooling, and data centers. This infrastructure cycle is much bigger than one quarter.

$CoreWeave, Inc.(CRWV)$ AI compute price hikes of around 25% seem to be sticking, with no demand destruction reported. Contribution margins on new deals are 5 to 10 percentage points higher. Capacity is effectively sold out, and CRWV energized roughly 450 MW last quarter, more than double its nearest competitor. Analysts have been revising targets upward, with JPMorgan at $120, Cantor at $176, and Rosenblatt at $250. That creates a supportive sentiment floor.

$CoreWeave, Inc.(CRWV)$ CRWV always wins. No stress, no actual losses — just my own opinion and my own experience so far. Here's a look at the ROI from IPO to today, and out to some 2030 targets. From the $40 IPO price, the stock is at $106.29 today. That's a return of 165.7%. If CRWV reaches $700 by 2030, the ROI from the IPO would be 1650%. If it hits $1000 by 2030, that would be 2400%. So if you bought at the $40 IPO and just held, you'd be up 165.7% right now. From there, the path to $700 or $1000 by 2030 would take the total return to 1650% or 2400% — a progression from 2.66x today to 17x or 25x depending on where the stock lands.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ This has gone from a pullback to a full-blown crash. It feels like shorts are tired of being squeezed and want some payback.

$SPDR S&P 500 ETF Trust(SPY)$ SPY call wall shifted to 780 from 775, nice. QQQ is already on fire and seems set for a steeper upside, with SNDK, SOXL, and SOXX likely helping push it along.

$CoreWeave, Inc.(CRWV)$  This little thing called artificial intelligence!

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ In case you missed it, CoreWeave just reported strong earnings. Data centers remain the core driver behind the semi tailwinds. Could be a solid run ahead.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ $SUPER MICRO COMPUTER INC(SMCI)$ $CoreWeave, Inc.(CRWV)$  posted strong earnings driven by AI growth and moved up around 10% after hours. That kind of reaction keeps me comfortable staying long on SOXL. I'm hoping for another 10% or more going forward.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ Up about 4.2% to $146.21, gapping off the $140.25 close on 2.7M shares. Tapeboard flagged it at $144.69, and it's given most of that back since. 3x leveraged tape is running hot this session, and verticals like this can chop hard. I'm just watching whether it holds the gap or fades into the open.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ The kind of AI demand we're likely to see over the next decade feels like it'll be on a completely different scale from anything in the past. To those who managed to pick up some shares below $100 during that big dip, well done. I'm staying long.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$  Not financial advice. I can feel that burning smell. Shorts on SPCE are getting trashed. Starship is moving toward 130+ now.

$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ $iShares Russell 2000 ETF(IWM)$ $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ $Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ That labor report came in about as good as anyone could realistically hope for. Feels pretty close to a Goldilocks setup. The negative nonfarm payrolls number grabbed the headlines, but the part that matters more for the Fed is average hourly earnings — the real inflation driver. Month over month came in at 0.1% versus the 0.3% expected, and year over year at 3.2% versu

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ The job report came in soft. Expectations were for 80k jobs added, but the actual number was -23k. That should ease rate hike tensions, which is generally bullish for stocks. Let's see how it plays out.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$  The 140 level is acting as a clear barrier right now. If it breaks through, there's a chance it could run higher. It's been testing that area over the last few days, and I'm hoping it gets taken out soon.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ It seems like the Korean market tends to sell off pretty quickly, but I'm planning to buy every dip and hold. I'd rather deal with regret down the line than regret not holding.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ Goldman mentioned they added some in July. Not a bad group to be in. SpaceX as well. Not financial advice, just my take — feeling very bullish on this.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ SpaceX seems like a decent indicator for this stock right now. From where I stand, the two are pretty correlated at the moment, and I think shorts could get squeezed hard on both. Not financial advice.