To The Moon

$NVIDIA(NVDA)$ $SUPER MICRO COMPUTER INC(SMCI)$ $SK hynix(SKHY)$ $Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ From my perspective, this group is seriously undervalued. I stick pretty firmly to fundamentals when making trading decisions, and this is the one that stands out to me.

$SpaceX(SPCX)$ A close above $150 is what we need to see for a potential short-term trend reversal here.

$SpaceX(SPCX)$ Anthropic has agreements in place to pay SpaceX up to $84.5 billion for access to its NVIDIA-based computing capacity.

$SpaceX(SPCX)$ Short sellers are in for a rough time. I was hoping the stock would only move past and close right at $160 on 11/20, since I have $160 calls that are covered.

$SpaceX(SPCX)$ Looks like it's forming a bottom here and getting a strong bounce off the lows. I'm leaning bullish on this one. Key resistance is at that 155 level. If it can break through, there's room to go a lot higher.

$SpaceX(SPCX)$  SpaceX's space station is going to be so modern that it'll make the Russian space station look like an old garbage can.

$Bloom Energy Corp(BE)$ Is $500 on the table? On the weekly chart, that is the measured move. Not next week's print. On-site power for AI racks that cannot wait for the grid. Oracle Jupiter still committed at roughly 2.4 GW. Brookfield wrapper at $25B. Q2 $1.06B, up 166%. FY guide $3.9-$4.2B. New 800V DC fuel-cell architecture. Market cap $78B. Next print Oct 29. The multiple is the other side of it. P/E around 300. Already ran from $16 to $351. Weekly: the rising line from $75 is intact. Held $157 and $185. Closed $288.70, up 9%, on 69M. SCTR 97.6. Pivot $252. High $351. R1 $394. R2 / measured move plus 76.5% equals $499. $500 lives if $252 holds and $351 gets accepted. Lose the trendline and $179 is back in play. The chart is built for $500.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Brent is close to topping $105. The 90 day diesel export ban is going to make things worse. Paper oil is trading well above futures, and I'd wager something the opposite of a peace deal happens this weekend and sends oil sharply higher. Wish I'd held my conviction and bought in the lower $30s, but I didn't think it would see the $30s again.

$Invesco QQQ(QQQ)$ Still watching this max-pain level. It remains at 712 right now. $ProShares UltraPro QQQ(TQQQ)$  $SPDR S&P 500 ETF Trust(SPY)$  $iShares Semiconductor ETF(SOXX)$  $Roundhill Memory ETF(DRAM)$ 

$Bloom Energy Corp(BE)$  Volume has been lighter than usual this week, but the price move has been solid. The final rebalance auction for the S&P inclusion should take place in the last 30 minutes of the session. With that kind of catalyst, the week could close out strong on heavy volume.