$Bloom Energy Corp(BE)$  Maybe the inclusion news gets front run and this fades a bit on Monday. Buy the rumor, sell the news.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Once the bottom targets get hit, it will likely squeeze big. Until that happens, I'm just looking at quick flips.

$Dell Technologies Inc.(DELL)$  Like it or not, everything President Trump mentions seems to turn to gold. Guess who runs his Truth Social platform? That's right, RUM.

$SK hynix(SKHY)$ What drama is going on. Rates go up, and Trump says bring them down. The market is totally messed up.

$Bloom Energy Corp(BE)$ ShippingPort Data Center is another solid one. It looked like Bloom fuel cells were going to be the choice, so it's good to finally have that confirmed.

$SpaceX(SPCX)$ SpaceX has announced that its next Starship flight will be revenue-generating.

$SpaceX(SPCX)$  SPCX looks like it's running into meaningful overhead supply in the $150 - $155 area, likely tied to prior support and people looking to get out at breakeven after the June breakdown. Still, the fact that positive momentum keeps hanging in there and the level keeps getting retested makes me think the market is gradually absorbing that supply rather than getting turned away hard. A sustained move or close above $155 would be a stronger signal that this resistance band has mostly been worked through.

$Dell Technologies Inc.(DELL)$  On the bright side, it still closed higher than the previous session even with SPY falling off a cliff. Insiders aren't going to sell twice. Still holding the 530s, so it's possible we get a more natural retest of highs going forward instead of a pump-and-dump type move like we just saw.

$Dell Technologies Inc.(DELL)$ Dell Technologies price target raised to $650 from $575 at Evercore ISI. Evercore ISI lifted its price target on Dell Technologies to $650 from $575 and kept an Outperform rating on the shares. The firm still sees room for further appreciation, with the next phase driven by enterprise AI adoption, higher margin attach, and continued operating expense leverage. The analyst also pointed to an upside EPS scenario where FY27 EPS approaches $30, compared with current Street estimates around $25.88 and the firm's base estimate of $25.54. At $40-plus of EPS and a 25-times forward P/E multiple, the firm sees a path toward $1,000 per share.

$SK hynix(SKHY)$ Ripped 20 points higher in a single session off that breakout call. Might cool off short term after a move like that, but I'm leaning toward more upside continuation from here.

$Bloom Energy Corp(BE)$ Power is the biggest bottleneck in data centers.

$SpaceX(SPCX)$  $Tesla Motors(TSLA)$ I wanted to diversify, so I ended up buying both.

$SpaceX(SPCX)$ At this point the shorts are making a case, but it also feels short lived.

$IREN Ltd(IREN)$  Max pain for this week is 38, so trade with that in mind. There was a big move today getting over the 38.54 fib level without much trouble. Now the focus is on the open and whether price gets taken back under 38.54, which would turn that area into a battleground between support and resistance. If it holds cleanly above, 44.39 is the next level up, but looking at the clouds, momentum is questionable. The shorter time frames are stretched high, while the longer time frame is still under the red global, so there are likely more battles ahead. After hitting 35 twice last week or so, it looked like the market was saying enough is enough. Global politics are causing the dips and rips, but the good ne

$Moderna, Inc.(MRNA)$ The regulatory submission for the melanoma vaccine is getting close, possibly as early as next month. Data should be out soon, and approvals by early 2027 would set things up for a solid launch. Readouts from other cancer products could add more momentum for the oncology platform.

$Moderna, Inc.(MRNA)$  Moderna bulls seem a bit uneasy up here, even though the stock is still trading at elevated levels.

$Applied Optoelectronics(AAOI)$ It's been about a day and I still don't fully understand the $IREN Ltd(IREN)$  guidance. Part of me thinks it's the most bullish report I've heard, behind $NEBIUS(NBIS)$  and AAOI. The other part of me, the balance sheet side, still has a lot of questions about how they get there. It's a long-term position for me and currently 2% of my portfolio, so I'm not going out of my way to dig into every detail, but I won't be selling.

$Moderna, Inc.(MRNA)$  Picked up some here. Watching to see if it can make a move toward 200. Could still get interesting from here.

$Moderna, Inc.(MRNA)$  Something like this maybe? An angled triple bottom is very bullish. Curious if anyone has actual TA with specific points and pattern analysis. I don't think the guy spamming about big pharma has any info I could actually use.

$SpaceX(SPCX)$ I might as well buy the handle on the consolidation cup and handle before it goes to 135. It looks like we're getting one final dip below 132 here.