$SpaceX(SPCX)$  Elon holding 48% of SPCX shares is something worth paying attention to. His approach seems to be "first in, last out" — aside from taxes and buyouts, of course. That's a lot of shares that won't ever hit the open market.

$Applied Optoelectronics(AAOI)$ Seeing a range contraction near the 50-day moving average. Looks like it's setting up for a potential continuation. The expected earnings growth in 2026 and 2027 stands out.

$Tradr 2X Long SNDK Daily ETF(SNXX)$  My 12.00 calls expired worthless last Friday. There were far more calls than puts that day, so it makes me wonder.

$SpaceX(SPCX)$ I find it hard to see the price going below 130 from here. I'm firmly convinced it won't happen.

$SanDisk Corp.(SNDK)$ $Micron Technology(MU)$ $SK hynix(SKHY)$ Noticing SNDK and MU are decoupling from SKHY in European premarket trading. Been seeing this off and on since last Thursday.

$SanDisk Corp.(SNDK)$ $SK hynix(SKHY)$ $Micron Technology(MU)$ There's a Korean article out today saying trading volume in single-stock leveraged ETFs has dropped 90% after new rules and regulations were pushed through last week. The piece also mentions serious criminal threats being directed at professional traders, hedge funds, and institutions over what was clearly market manipulation, with retail traders ultimately left holding the bag.

$ProShares UltraPro QQQ(TQQQ)$  I've never seen a day like this, let alone two back-to-back days. Incredible. I wouldn't be surprised if this runs to $100 by the end of the month. If I could, I'd be buying more for myself.

$ProShares UltraPro QQQ(TQQQ)$ The system is still showing a stay-long signal. The last buy signal was triggered 4 days ago when TQQQ was at 63.10, and since then it has climbed 7.70%. The weekly candle looks like a possible hammer bottom. It has been a decent three-day run to the upside.

$SpaceX(SPCX)$ Bears have been posting all weekend about how spcx is worthless, which honestly just looks like concern that it might actually end up worth a lot. Even most bearish analysts put short-term value above the current price, with the lowest around $70. The bullish side is talking $300, maybe $800, all well above where it is now. Starlink alone supports a valuation of $135 per share right now, and with the improved satellites — ten times better — going up, that number isn't likely to drop. The unlocking is probably already priced in. If guidance delivers, a 20 percent move higher wouldn't be surprising. The math and metrics behind each analyst's target are easy enough to find online. I think we'll be above $200 before long.

$ServiceNow(NOW)$ Nasdaq is crashing, but SAAS stocks are flying. And of course microchips are crashing. I wish I hadn't sold, I could have made a lot more. Good luck to anyone who had the patience to wait it out and believe.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Those kind of days. Thinking $iShares Semiconductor ETF(SOXX)$  should bounce either around 480 or 499.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ The first move on $Intel(INTC)$  might not work out. They'll probably find something they don't like. Taking advantage of this dip to reload hedges cheap. $ProShares UltraPro Short QQQ(SQQQ)$ 

$SpaceX(SPCX)$ That move from $110 was something else, and even a scrub setup. Launch tomorrow, there's a chance of a gamma squeeze for the put holders. Still leaning bullish here.

There's speculation about a joint venture between $SK hynix(SKHY)$  and INTC. If it goes through, it could bring around +10b to Intel, especially if the Korean side is keen on doing business in the US.

$IBM(IBM)$ I think IBM is a great company trading at a discount. Glad I was able to add shares at 220, 215, 210, and finally at 205 today. Now it's time to relax and see how it plays out.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ The semiconductor sector is down around -15% or so due to market rotation, but I think they'll see new highs. It could be a time to start buying the dip on semis. Shorts might get squeezed if there's a broad-based market rally.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ The implied volatility in this ETF is quite high. Even if I wasn't bullish on the underlying, I'd likely sell out-of-the-money puts for income. That said, I am long SOXS. It's important to stay nimble. Remember, many large institutional traders also missed the big year-to-date run-ups in these names, so they might be looking to take advantage of retail positioning.

$SPDR S&P 500 ETF Trust(SPY)$ $IBM(IBM)$  Its investments in quantum computing and the partnership with MIT position it as a leading player in that field. The bears seem too focused on the charts and the recent earnings reports. They're neglecting to look into the potential benefits of quantum computing.

$SK hynix(SKHY)$ SK hynix is reportedly giving its employees an average of $430,000 in profit-sharing for 2026. The total payout is estimated to be around $17 billion. That certainly says something about the company's financial health.

$CleanSpark, Inc.(CLSK)$ The stock is heavily shorted at 40%, with a $6.6 billion deal in play and high volume. Given the Bitcoin connection, it could move toward the $20 to $30 range relatively soon. A short squeeze could potentially target $100. The $SpaceX(SPCX)$  contract might help push it above $100+ as both are based in Texas, similar to $Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$  and SPY.