$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ This is why the semiconductor sector is exploding. The forecasted capital expenditure by hyperscalers through 2030 simply shows no cycle—it keeps rising, which sustains today's free cash flow projections for each semiconductor company. The only way the AI boom could die, in my view, is if: (1) those companies reverse their capex commitments, (2) AI demand is confirmed to have languished for whatever reason (using AI doesn't prove an edge, people hate it, there's a backlash, it becomes too expensive and not worth the hassle, etc.), (3) the AI business model can never be profitable because it's too capex-intensive (chips last 4 to 5 years, will we see trillions in data center investment forev
$CoreWeave, Inc.(CRWV)$ Another dip? That's great. I've bought almost every dip in CRWV and did well each time (though I am trading it). In my opinion, this dip will be no different. I'm buying here.
$CoreWeave, Inc.(CRWV)$ Nvidia owns 47 million shares of Core Weave, which it bought in the final quarter of 25 and the first quarter of 26. I think the stock is poised to break out soon. Just my opinion, as always.
$CoreWeave, Inc.(CRWV)$ Coreweave has an image problem. They have about 4x the revenue, about 4x the assets, and around $50 billion more in backlog, yet nearly every article focuses on Nebius. Nebius has a better narrative because they appear to have squeezed more profitable services from their 6 data centers, and their small revenue makes their margins look better. They have about 6 data centers, while Coreweave has about 43. Nebius now has a backlog of about $10 billion in other services, but when put against a $100 billion total backlog, it gets diluted. As mentioned, if they tweaked things slightly, it could change dramatically and allow for less dilution down the road. I closed my Nebius calls after the big run. However, I always believe
$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ Same pattern as yesterday. A slight pullback near the close, followed by an uptick post-market and overnight. If we see a similar trajectory today and AVGO delivers... this could touch 300 before a possible pullback. Those would be parabolic moves if it happens, because we went from 210 to 300 in less than a week.
$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ My average cost basis is $29 on this. Experts are saying the AI/datacenter trend could continue for another year or two. When are you all thinking about selling, and is anyone planning to use a stop loss going forward? The momentum looks incredibly strong, and I don't want to exit too early.
$Archer Aviation Inc.(ACHR)$ The moat keeps getting wider! Blimey mate, $VanEck Morningstar Wide Moat ETF(MOAT)$ 's chart moves smoother than Bondi Beach waves. Bears clutching their shorts while bulls are stacking bricks of gold. Crikey, this is what we call a proper blue-chip rally!
$Archer Aviation Inc.(ACHR)$ Five-year cup with handle alert! $MARA Holdings(MARA)$ 's brewing fireworks on daily chart. If it holds above $23.5 resistance, prepare for fireworks. $Riot Platforms(RIOT)$ 's tail-wagging in sync like Pavlov's dog at dinnertime. And $Strategy(MSTR)$ ? Their weekly chart's sketching a lunar trajectory – market makers playing 4D chess again?