$SpaceX(SPCX)$ 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.

$Dell Technologies Inc.(DELL)$ Could we see another move like last Friday, where it gapped up $67 in the first hour?

$SK hynix(SKHY)$ Micron is the one to watch here. Chip production should stay overseas, and honestly, this kind of move shouldn't be allowed to happen.

$Bloom Energy Corp(BE)$ This pattern has shown up repeatedly over the last couple of years. It looks more like a shakeout tactic, probably followed by some major bullish catalyst. The setup seems designed to make people sell on fears about rate hikes and the idea that AI is over.

$SpaceX(SPCX)$ Once Optimus is released, Tesla could be worth 8 trillion. That's the kind of projection Musk has thrown out there.

$Bloom Energy Corp(BE)$ I'm still bullish on AI, and especially on bloom. But when AI leaders are telling the world to slow down, I think it's at least worth listening and revisiting the thesis. Would genuinely like to hear from the longs: are you trimming for a while, changing your thesis, or staying the course?

$Bloom Energy Corp(BE)$ GEMA keeps surprising analysts and investors. Revenue growth is explosive, new contracts are coming in, and EPS could grow at an absurd pace over the next 5 years. Long-term investors are in a good spot here.

$SUPER MICRO COMPUTER INC(SMCI)$ I keep forgetting to factor total equity into the PE ratio. If a company owns assets, that should matter when you value it. SMCI's $25B valuation includes roughly $14B of existing shareholder equity, leaving only $11B of market premium over book value. At $4.40–$5.50 FY EPS, that premium is only about 3.1x to 3.8x projected earnings. $Dell Technologies Inc.(DELL)$ , by comparison, commands a $340B valuation despite roughly negative book value, meaning essentially its entire valuation rests on expected future cash flows rather than existing value. For $Hewlett Packard Enterprise(HPE)$ , total equity is $24B and market

Major strategic upgrade here: Ballard has completed the acquisition of GeoPura, shifting from mainly a fuel-cell manufacturer into a vertically integrated hydrogen energy solutions provider. GeoPura adds 500kW Hydrogen Power Units, green hydrogen production, logistics, and an Energy-as-a-Service model. Ballard can now capture value across a much larger part of the hydrogen chain instead of just selling fuel-cell modules. The deal strengthens its position in Europe while opening additional opportunities in North America and stationary power markets. For me, this makes $Ballard Power(BLDP)$  significantly more interesting versus pure-play peers. If hydrogen demand accelerates, Ballard could increasingly compete for larger integrated projects al

$IREN Ltd(IREN)$ It has now recovered all of its post-earnings sell-off. Retail interest is running high and sentiment has flipped positive. Recent headlines from Top Tier Newswire capture the shift.

$Moderna, Inc.(MRNA)$ Honestly, it feels good to stay patient and finally get rewarded. I held on and kept adding. At one point the position was deep in the red, but I didn't give up. I sold NVDA too early and put most of it into MRNA. My portfolio is up, with Moderna showing a 213 percent profit. It's been a solid stretch. $70 looks reachable again, especially after the split.

$Bloom Energy Corp(BE)$ Wondering when we'll get word on whether Bloom gets added to the S&P. Should be soon. I think September is when it happens.