$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ Based on my back-of-the-napkin math, SOXL could see $225-235 in the near term. What a bull cycle!

$SPDR S&P 500 ETF Trust(SPY)$  PPI came in hot. I expect the S&P to rally 5% on this news.

$Roundhill Memory ETF(DRAM)$  Chinese stocks look ready to move again. JD's earnings beat is a positive sign, and BABA could see some upward momentum. They're arguably the two cheapest stocks in the market right now.

$SanDisk Corp.(SNDK)$ I'm sure Nasdaq will hit another all-time high.

$Roundhill Memory ETF(DRAM)$  SK Hynix shares jumped 11-12% to record highs on May 11. The move was driven by intense AI demand and fears of a global chip shortage stemming from potential strikes at rival Samsung.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ KOSPI just won't let up... feels like it's not letting SOXL go down either.

$IREN Ltd(IREN)$ What's the options market indicating for the stock? Looks like call bets are way heavier than puts. I also think all the shorts could trigger a squeeze if the price moves higher.

$CoreWeave, Inc.(CRWV)$  will become a massive company. Profit taking is in effect, it will trend higher during the earnings call, and the price could head towards 150.

$Nokia Oyj(NOK)$ Nokia is really building something here, and it's great to see. What a solid company, and the Finnish people are impressive.

$SPDR S&P 500 ETF Trust(SPY)$ SPY and QQQ are up big even though most of the Mag 7 are down. That's pretty wild.

$Circle Internet Corp.(CRCL)$ Price is moving with Coinbase. That doesn't add up; investors are drawing the wrong connection. Circle is bound to take off when crypto picks up steam. Don't assume Circle just profits from interest rates. Check out Tether's earnings.

$Western Digital(WDC)$ Just like Disney replaces light bulbs before they burn out, data centers will do the same for the memory sector overall. This is positive for WDC, SNDK, SK HYNIX, MU, STX. My top two picks are WDC and SNDK, but what this really means is the message is finally clear: this sector is no longer a cyclical plumbing buy-it-once-and-done story. We can debate whether the lifespan is 5, 7, or 10 years, but the bottom line is every sale will be repeated every 5, 7, or 10 years. Good luck to the longs.

$SoFi Technologies Inc.(SOFI)$  At this point, it would be the perfect time for HOOD to make an offer for SOFI. If GME is offering to buy EBAY, anything could happen in this crazy market. But a merger between HOOD and SOFI would be fantastic. There's very little overlap between the two.

$SPDR S&P 500 ETF Trust(SPY)$ TSLA is off to Mars on autonomous Tara-Giga-Opti-Bot! Woot woot! The BOAT.

Been pretty excited lately, and for the rest of this week too. How high can $Circle Internet Corp.(CRCL)$  go?

$SPDR S&P 500 ETF Trust(SPY)$ Working on getting Amazon to where it belongs.

$CoreWeave, Inc.(CRWV)$  Coreweave could see a big move up after earnings next week on the 7th. The specifics of the Anthropic deal will most likely come out during that call too. Cathy Wood bought more shares on this latest dip recently, and the article about strong Q1 results looks very bullish.

$POET Technologies Inc(POET)$ This market cap is only $1.2 billion—that's very attractive.

$POET Technologies Inc(POET)$ Let's remember, Marvel's acquisition of Celestial AI was primarily for POET's Starlight technology, which they codeveloped. We're seeing aggressive negotiations play out publicly, with POET trying to raise its valuation and Marvel trying to lower it. Even if scaling and mass production take time, the technology is worth the investment and the wait. It changes the entire playing field.

$SPDR S&P 500 ETF Trust(SPY)$  SPY reaches 800 by November. War over. Then stimulus checks, then rate cuts.