$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ MU is a catalyst, and a deal with Hormuz would also ease oil prices. I can see a potential move toward 200 next week, even with rates at record highs.

$Meta Platforms, Inc.(META)$ There's a case for SPX reaching 810, and that level could be where this move takes a pause. Watching $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$  and $Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  as well.

$CoreWeave, Inc.(CRWV)$  The $90 resistance level keeps holding. Every attempt gets turned back at this area. It would be nice to see a push toward $95 at this point.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ Any shallow pullback that holds the 145.00 level looks like a high conviction continuation setup, with a potential run toward the upper 147-152s.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$  $Direxion Daily Homebuilders & Supplies Bull 3X ETF(NAIL)$ $ProShares Ultra Silver(AGQ)$ What if this time the news is actually real? If any of it turns out to be true, the impact could push all the indexes to all-time highs. At this point, shorting feels like the riskier side to be on.

$CoreWeave, Inc.(CRWV)$  JPM upgraded the price target to $125. I think we get back above $100 within the next 5 trading days regardless of market conditions. We got badly burned last Friday, so this feels like payback.

$CoreWeave, Inc.(CRWV)$  Just took a 500 share position today under $87. The 12-24 month outlook looks bright. Data centers are not going away.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$  I wouldn't have the guts to short SOXX or SOXL given the 3X leverage on SOXL. I'm always more confident owning shares. The bearish $iShares Semiconductor ETF(SOXX)$  chart does confirm that the ETF is likely to drop. MACD and RSI suggest SOXX buyers are losing conviction while sellers are gaining confidence. Below is the $Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  chart. I would wait for the handle to form on SOXL before buying for a nice cup and handle setup.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$  A lot of people shorted semis last week, assuming the $iShares Semiconductor ETF(SOXX)$  range would hold. They made the same mistake as the shorts who piled in between April and June. I wouldn't put much weight on Michael Burry's take here.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$  145.09Chips are holding up pretty well in the face of higher rates, and after running up the past week. It's a battle between higher rates being bad for cyclical and cap-intensive AI data centers, versus price-insensitive mega cap companies, governments, and billionaires spending trillions in the AI arms race.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ Sold 100 shares, but it's looking like it's going to hold. This isn't your typical pump and dump. I hope it reaches 200.

$VanEck Semiconductor ETF(SMH)$ SOXL finished up 15.9% at $141.93. I'm long from $111.50, so that's a gain of $30.43, or 27.3%. My stop was moved to breakeven at $111.50 and is now at $121.50. Back on Aug 24, I said SMH was a house of pain and to stay open-minded about rotation. Rotation did show up, and the $578 close was the first real tell. Now we've got the second. The pattern looks like a rounding base or inverse head and shoulders. The neckline was the $575–$585 band, which had the falling 50-day moving average and the August shelf. That level has now broken. My momentum indicator is +10.5%, leading the 50-day RS ratio, which has flipped positive. Volume is only +5%, but it's above average for the first time since July 31. I'd like to se

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ The weekly EMA 20 has been cleared, and there's a clear air pocket on the chart. Momentum is highly likely to push SOXL up toward the next psychological overhead level around $150.00 – $152.00.

$CoreWeave, Inc.(CRWV)$  Finally waking up, breaking that 100 soon.

$CoreWeave, Inc.(CRWV)$ Has the offering been completed yet? If not, today is probably the last day.

$CoreWeave, Inc.(CRWV)$ IREN was talking about compute rates of 20 paying back in 3 years. CoreWeave just signed 40M per MW, and Mush mentioned as high as 50. NeoClouds with a lot of capacity should be going ballistic. CoreWeave already has almost as much capacity up as SpaceX.

Intel is an American chipmaker with something most of its competitors don't have. There's a part of the Intel story that I think gets overlooked. Intel is an American company. It was founded in California in 1968, is headquartered in Silicon Valley, and has spent decades developing semiconductor technology and manufacturing capacity inside the United States. Compared with the major fabless chip designers, Intel possesses something strategically different. It has the ability to design leading edge processors and manufacture leading edge logic chips on American soil using Intel's own manufacturing technology and fabs. Intel actually manufactures leading edge chips in America. That distinction matters. Companies like NVIDIA and AMD are largely fabless semiconductor companies. They design some

$CoreWeave, Inc.(CRWV)$ I think NVDA might be in talks to acquire them, and they have already invested $2 billion. Maybe they asked for a debt offering?

$Intel(INTC)$ Strongest chip runner today. Starting to look very bullish: above all key 20, 50, 100, and 200 MAs. RSI back to near 64. MACD turned positive and is maintaining a bullish crossover. Stretching the upper Bollinger Band boundary. Most importantly, it broke through the ~$107 barrier, otherwise it would have been a quadruple top. Next short term target is to fill the gap near $118. $iShares Semiconductor ETF(SOXX)$  $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$  $SPDR S&P 500 ETF Trust(SPY)$  $Invesco QQQ(QQQ)$ 

$CoreWeave, Inc.(CRWV)$ AI testing labs are going to add another layer of compute demand on top of training and inference.