To The Moon

$SpaceX(SPCX)$ The company earlier posted its first profit as a public company. Musk said he expected annual recurring revenue of between $500.X billion and $1.X trillion by the end of 2027, as demand for its data-center space surges thanks to the AI boom.

$SpaceX(SPCX)$ Any further dips could be a great opportunity. The setup looks promising, and this one seems to be gearing up for a serious move higher.

$IREN Ltd(IREN)$ IREN's CEO recently highlighted an interesting part of the AI infrastructure business. Dan Roberts says that even a wider spread in financing costs barely moves the economics, because customer prepayments of around 50%, combined with GPU-backed financing near 8%, have covered roughly 96% to more than 100% of GPU costs on recent deals. Payback periods are around 2 years. And demand doesn't seem to be the biggest issue right now. IREN's 2026 capacity is largely sold out, recent contracts are being priced at more than 2x last year's levels, and reported 2027 demand is already several times greater than available supply. That leads to a pretty interesting bottleneck: the challenge may not be finding customers, it may be getting e

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Putting in a 1/5 order at $40 to start a new SOXS position, planning to buy down to $30 before the “flash crash” before EOY.

$SpaceX(SPCX)$ SpaceX operates as a near-absolute natural monopoly in the U.S. defense space. The military depends on it heavily because there is no viable alternative. Starlink, along with its military counterpart Starshield, is the only low-Earth orbit satellite network capable of delivering high-bandwidth, low-latency, electronic-warfare-resistant internet across an entire continent. Traditional defense contractors have nothing close to that scale. The Pentagon also relies on SpaceX rockets to launch its most sensitive, classified national security satellites and spy payloads. Since the U.S. government depends entirely on SpaceX for core space and communications strategies, the company and Musk personally hold immense leverage.

$Micron Technology(MU)$ $SK hynix(SKHY)$ Korea ticker 000660. Based on the next 4 quarters of EPS and the current price in Trading View, SK hynix is trading at 3.15 NTM Adj EPS. At current prices, SK could buy back 30% of its current shares in the next 12 months, with plenty of cash in the bank and capex everywhere.

I have a feeling we're close to another round of FOMO in the data center stocks. The tech sector is broadly down right now, yet server makers are rallying. If we see a rotation into server makers again, it could finally be time for $SUPER MICRO COMPUTER INC(SMCI)$  to see $100+ like it deserves. The short shares would add fuel to that fire, and maybe, just maybe, we see a $Seagate Technology PLC(STX)$ -like move over $500.

$Constellation Energy Corp(CEG)$ This Google news looks directionally bullish for every infrastructure name. All that capex turns into revenue for power and data center names. $IREN Ltd(IREN)$  $Bloom Energy Corp(BE)$  $Cipher Mining Inc.(CIFR)$  $CoreWeave, Inc.(CRWV)$ 

$Bloom Energy Corp(BE)$ On the 6-month daily chart, it ran from $117 to $351, then got cut in half to $157. Since then, every dip has stopped higher: $186, $198, $249, $251. Now at $278 and holding above the 38.2% Fib at $262. $300 is the line to watch. Break it and $351 is back in view.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Everything is ripping higher right now. Shorts are getting run over. You would have to be out of your mind to be shorting anything in this tape.