$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  Though the premarket looks like this, it could be a whole different story once regular trading hours begin.

$Tesla Motors(TSLA)$ Elon Musk and his xAI team have built the world's largest and most powerful AI training supercomputer. It’s an epic arms race. Put simply: Want Musk and his genius team working for you? Then holding a share of $TSLA might just make your day.

$SpaceX(SPCX)$ Heading toward 400-500 by year-end, I'll keep buying on dips. This looks like a long-term move to me. Never bet against Elon.

$VanEck Semiconductor ETF(SMH)$ ETF delivers $447.35 gains at $271.50 (vs $262.73 entry)! Semiconductor sector rallies on AI boom and demand recovery. This ETF smartly captures the chip industry renaissance.

$Micron Technology(MU)$ $SK hynix(SKHY)$ If the market doesn't bring the valuation, buybacks will still get it there anyway. I was already bullish on memory based on the HBM and strengthening consumer thesis I've been talking about. After the conference, I'm leaning toward the view that this works fine as a long-term hold even beyond that.

$ServiceNow(NOW)$  Based on what the NVIDIA CEO mentioned, the stock price could return to previous highs soon. A threefold increase in productivity suggests a market cap of $400 to $500 billion is achievable.

$SANHUA(02050)$ Capitalizing on its HVAC component supremacy, Sanhua is aggressively diversifying into NEV and robotics sectors, demonstrating impressive technological scalability that appeals to value-oriented investors.

Pullbacks are where portfolios get built, not where conviction fades. While sentiment swings toward fear, I'm watching for dislocations, not the headlines. $Ondas Holdings Inc.(ONDS)$  - exposure to defense and comms robotics, still under-owned. $Energy Fuels(UUUU)$  - uranium play for the nuclear restart cycle. $One Stop Systems(OSS)$  - edge and AI hardware, high beta but with an asymmetric setup. $T1 ENERGY INC(TE)$  - Tier 1 energy, early-stage positioning for the energy transition. $Applied Optoelectronics(AAOI)$  - optics cycle tied to AI infrastructu

$IBM(IBM)$ 6 million new shares were shorted on June 1st. If it starts running again, that could add more fuel. I think it could run.

$SK hynix(SKHY)$  $SanDisk Corp.(SNDK)$ SanDisk looks like it's trying to break out of its downtrend. It has cleared the upper wall of its trading corridor, but it still needs to hold that level for confirmation.