To The Moon

$SpaceX(SPCX)$ I was at the beach recently and some friends told me SPCX is going down, it was all hype. Hearing that made me even more confident in my own view.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Unlimited money flowing into semis - how much capital do these players have?

I've been building positions around three core themes for a while now: Neoclouds, Photonics, and Memory. It's interesting to see how these themes are starting to play out across names like $Applied Optoelectronics(AAOI)$ , $iShares MSCI South Korea ETF(EWY)$ , and NBIS. The rotation feels more theme-driven than single-stock driven at this point. Even some of the risk assessments have played out—$IREN Ltd(IREN)$  is still dealing with constant ATM supply pressure (around a $6B overhang), while $NEBIUS(NBIS)$  pushes to new highs. That divergence says a lot about positioning versus narrative. Ultimately,

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Usually, some big players step in. I'm thinking around $3.40-$3.60 we'll see some big money come back and take it back to $5.50-$6. They'll jump at the chance to double their money in 4-6 days.

$SpaceX(SPCX)$  $Tesla Motors(TSLA)$ $Alphabet(GOOG)$ $Alphabet(GOOGL)$ Google owns a roughly 4.9% stake in SpaceX. That stake is worth about $100 billion after Musk's company debuted on the Nasdaq on Friday.

$ProShares UltraPro QQQ(TQQQ)$  I'm at 68.60, should see a little recovery here.

$ServiceNow(NOW)$ 2022 prices, but with 2026 AI workflow capabilities, good margins, a software moat, and cash on hand. Easy to hold.

$Micron Technology(MU)$ At the close of U.S. markets last Friday, Micron surged 10.51%, hitting an all-time high, with trading volume reaching $13 billion. Memory chips are absolutely on fire!!! With the AI tailwind, prices keep rising, supply stays tight, and Micron keeps making new highs!

$Canaan Inc.(CAN)$ 's Q3 earnings are fire! Revenue hit $150.5M (up 104% YoY), with self-mining soaring 241%. Just bagged some sweet gains and caught the #contra688 promo for extra cash boost—free vouchers never felt so good! Bullish on this crypto mining innovator. Holding tight!

$MEITU(01357)$ 's tech upgrades and ecosystem expansion are impressive, with solid data growth and commercialization. Strong team culture supports steady future growth. Shares expected to break ￥10 today—keep watching!