$Applied Optoelectronics(AAOI)$ Be fearful when others are greedy and greedy when others are fearful.

$SK hynix(SKHY)$  Micron and Samsung earnings looked fantastic. TSMC and ASML are up this week, and SK Hynix reports in two weeks. There are just too many positive catalysts here to ignore.

$SK hynix(SKHY)$ Samsung's results were incredible. I don't know how anyone could think it wasn't good enough. Nothing happens in AI without memory.

$Western Digital(WDC)$ $Seagate Technology PLC(STX)$ $SanDisk Corp.(SNDK)$ What's your take on these three selling off? Any chance of a recovery before Friday, or is more pain ahead?

$SpaceX(SPCX)$ SpaceX is reportedly looking to raise $40,000,000,000.00 to fund purchases of Nvidia AI chips, with Apollo leading the financing, according to FT.

$Netlist, Inc.(NLST)$ Second of many agreements. Is $SK hynix(SKHY)$  next? What about $SUPER MICRO COMPUTER INC(SMCI)$  and $Lenovo Group Ltd.(LNVGY)$ ? Looking for other related news for CXL, AMD.

$Bloom Energy Corp(BE)$ I don't think most people have realized the biggest AI trade is energy. Bloom has run up, but I don't think it's even gotten started considering most don't even know about it yet. $SPDR S&P 500 ETF Trust(SPY)$ 

$SK hynix(SKHY)$ The key level to watch is a move above 195. If it breaks through there, it could open the way to the next higher level above 200. Watching this closely.

$SpaceX(SPCX)$  I'd bet Jim Chanos took a serious hit on his short here. Given his history with $Tesla Motors(TSLA)$ , there's almost no chance he isn't short this ticker.

$Bloom Energy Corp(BE)$ The Oracle install is the proof point here: 55 MW in 55 days, down from 90, per Sridhar in July, and Power Connect landed a month later to make that the repeatable model. The speed isn't the pitch, it's what converts the backlog.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ It feels like this could be the month when the semis bubble bursts. Everything is sitting on edge, waiting for some big event to show up and bust the euphoria, manipulation, and valuation/financing games.

$Webull Corp(BULL)$ $SpaceX(SPCX)$ Bears are going to do everything they can to stop this and fail. X has 550 million users, and even if only 10% of that number ends up using the platform, the numbers will be astronomical in 6 months.

$SpaceX(SPCX)$  153s are coming around 1530-1550. Watching how market makers end up squeezing the bears.

$SpaceX(SPCX)$ $Alphabet(GOOGL)$ Google is testing AI chips on Starship this time. Google holds a lot of SpaceX shares.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Every day kept closing red until I switched sides. No way all of that was on me.

$SpaceX(SPCX)$ Could see 160 on Monday if the 29% extra buying volume from the index rebalance doesn't get spread out across the week.

$Intel(INTC)$ Big news from Intel and $SK hynix(SKHY)$  this morning. It will be interesting to see how $Micron Technology(MU)$  and $SanDisk Corp.(SNDK)$  react.

$SpaceX(SPCX)$ Today's action has been tiring, but it did give me a chance to average up.

$Dell Technologies Inc.(DELL)$ I think once we hit $600, $700 should come faster, similar to how MU moved earlier this year.

$Dell Technologies Inc.(DELL)$ That doji on the chart looks ugly, but volume was relatively low. Price pushed above the upper Bollinger Band and then came back inside, filling the gap from the open. A doji like this usually hints at potential for a reversal. If we get one, I think it would be short lived. The weekly chart is too strong, with the high volume breakout to new all-time highs last week.