$SpaceX(SPCX)$ Two patterns have stood out over the last two months. There tends to be a selloff right before an unlock date, and the 20 mda seems to act as support before a bounce.

$Invesco QQQ(QQQ)$ Ok, I'm on 1 DTE now. This thing is ripping. I also added more to my $185 $SpaceX(SPCX)$  calls at .11 to average down.

$Applied Optoelectronics(AAOI)$ The gap got filled, and the daily opened and closed above the upper Bollinger Band. A pullback looks fairly likely from here. I got back in at $121, and I'm looking toward $300.

$Western Digital(WDC)$ $Seagate Technology PLC(STX)$ This looks pretty painful right now, but I know how the market behaves. It will for sure turn to the upside, though short term there could be some bumps.

$SpaceX(SPCX)$ What needs to happen for SPCX to go up?

Space theme is heating up. I think we can see a reversal soon. $SpaceX(SPCX)$  $Rocket Lab USA, Inc.(RKLB)$  $AST SpaceMobile, Inc.(ASTS)$  $SPDR S&P 500 ETF Trust(SPY)$ 

$Bloom Energy Corp(BE)$  The next earnings report is likely to come in well above analyst expectations again. Revenue should keep growing at a strong pace. By the end of the year, the stock could push past the $400 level. This one has delivered since the $14 range. The CEO comes across as credible, and the message stands out: "Don't bet against us... you'll lose." Long-term holders look well positioned here.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Might be able to add 300 shares near 32. Looks like they're doing some hard window dressing into month-end.

$SK hynix(SKHY)$  SK Hynix is being added to the SMH ETF today. That could be a big momentum shift for the stock, especially after it was added to NASDAQ two months ago. One of the largest IT ETFs in the world is now recognizing it as a major AI player. I plan to watch SK Hynix closely over the next few weeks to see if upward momentum builds.

$Baidu(BIDU)$ $Tesla Motors(TSLA)$ $SpaceX(SPCX)$  BIDU at $90. Could reach $180 before long. A fair price for BIDU should be at least $180 or higher, given its self-driving car business. This is where the future is being priced in.

$Bloom Energy Corp(BE)$ The House passed the bill allowing data centers to bring their own power, 413-3. That looks like a strong tailwind for this stock.

$SpaceX(SPCX)$  is still showing relative strength. Looking for the matchstick.

$Dell Technologies Inc.(DELL)$ Lotto alert on FOMC already up 500%, from 1.06 to 6.30 on AMD.

SK Hynix ($SK hynix(SKHY)$ ) is in talks with $Intel(INTC)$  to use US facilities for the first time - INTC is at the top of NDX100 and SPX500.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Just got back from a much needed vacation. I'm planning to go heavy after the pop, before the Fed meeting. I'm expecting a pop and fade.

The Exposure Forecast flagged a strong Grind market environment on $Dell Technologies Inc.(DELL)$  at 10:36am. Price is now up over 3% since then.

$Dell Technologies Inc.(DELL)$  If rates get hiked and Dell drops below $500, I'm planning to load up on call options and shares. Dell looks like the next stock to run, similar to SanDisk but steadier. It's currently at $350B and shaping up to be a future $1T company.

$SpaceX(SPCX)$  $Ondas Holdings Inc.(ONDS)$ $USA Rare Earth Inc.(USAR)$ For all the talk about oil and the media's constant fear mongering about the economy, oil is trading in a very well defined bull pennant. On the daily chart, if this holds, it ends by 10/2. The 4 hour chart shows the pennant and triangle ending on 9/24. Let's see how it plays out. October has been notorious for corrections.

$Bloom Energy Corp(BE)$  Looking at the call volume expiring Friday, this should push to at least $280. Huge volume with 7,329 new contracts. Seems like news got out. That's going to be a massive payday for someone.

I'm more bullish now than I was last week. I plan to trade the dips with $Defiance Daily Target 2X Long SMCI ETF(SMCX)$  while holding a large core position in $SUPER MICRO COMPUTER INC(SMCI)$  that I don't intend to exit over the next 18 months. The short thesis looks over, and the news cycle seems to be turning in our favor. Over the next 12 months, I'm watching for $Dell Technologies Inc.(DELL)$ -like moves. Good luck to all.