To The Moon

$SpaceX(SPCX)$ About 10 years ago Tesla merged with SolarCity and it went up 5,000%. It feels highly possible that we are going to repeat the exact same scenario in a couple of weeks. Getting SpaceX shares before the earnings report seems worth watching.

$SpaceX(SPCX)$  $ProShares Ultra SpaceX(SPCF)$ Added more here. Will add once more if it drops into the 130s. Daily looks closer to the bottom than the top.

$SK hynix(SKHY)$ I told you before, it should land at $125 by the end of the month.

$Micron Technology(MU)$ Probably going to be red because of SK Hynix commentary about expanding capacity and Chinese competition. The daily FUD on this name is honestly getting frustrating.

$Applied Optoelectronics(AAOI)$ My portfolio is still up 140.8% YTD, so I think I can handle a short-term 15% drop on AAOI. AAOI is still up 203% YTD, AMD is up 189%, and COHR is up 64%. Those are my three largest holdings. HUT is up 94%, NOK is up 64%, and CRWV is up 24%. I'm not worried.

$SpaceX(SPCX)$ Initiated Overweight at Barclays, PT $254

On October 8, 2026, NASA and the U.S. Department of Energy signed a Memorandum of Understanding titled "Accelerating American Leadership in Space Nuclear Power and Propulsion." The MOU was signed by NASA Administrator Jared Isaacman and Energy Secretary Chris Wright at the Golden Age Summit. It sets up a framework for broad collaboration across research, fuel production, testing, launch integration, and operations, with safety as the primary focus. This agreement builds on earlier NASA and DOE partnerships and supports goals like deploying a lunar surface fission reactor by 2030 to enable sustained Moon missions with consistent power independent of sunlight availability. $SPDR S&P 500 ETF Trust(SPY)$ 

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  I'm not usually one to hold positions overnight, but there are a few things stacking up here. Bearish sentiment is still in play, bonds have been climbing, oil looks like it could push higher again, and SOXX has barely reacted to a pretty sizable announcement from Marvell. It wouldn't surprise me if SOXS has at least one or two strong days the rest of the week.

$SpaceX(SPCX)$ The 7th most valuable stock in the world, but its projected 2026 revenue only ranks 287th. And no profit. What a steal.

$Bloom Energy Corp(BE)$ Trump announced some big energy deals. Shorts are being forced to cover while leveraged players pile in. The volatility makes it feel like the stock is coiling up for a breakout. I've seen this kind of setup before. The harder it gets shaken, the more I want to add to my long.