This is what is going on with NASDAQ. Right at the 50 day ema. All this bond stuff is BS. I wrote in the history on bond yields that this 5.3-5.5% is the top and an intraday reversal. The market prognosticators, the stupid ones, want to convince you that the high yields and now diesel is about Iran, it's not. This is ALL POLITICS. The markets are pulling back and then tomorrow you will hear undervalue. If you own a good stock and it goes down imo buy or hold. These 3 above with the exception of $SpaceX(SPCX)$  which I said is pulling back to $150 has. It should bounce and if not great entry at $146 area. I sold, covered and waiting to enter again. The bottom on $Ondas Holdings Inc.(ONDS)$  is in

$SK hynix(SKHY)$ $Micron Technology(MU)$ People are loading the dip in Korea. I don't think a lot of them understand that institutions are trying to close the trading gap. This is taking a while, and people are probably saying "wtf".

$SpaceX(SPCX)$ Another higher low on the daily chart. I like it.

$SK hynix(SKHY)$  Absolutely oversold, but this stock will break $200 heading into earnings. I'm just holding and buying more on the dip.

$Applied Optoelectronics(AAOI)$ Closing at the 20 SMA. It's gapping to 108 in overnight trading, which is above the breakout area. Worth keeping an eye on going forward because the risk vs reward looks attractive here. Risking roughly 5 points to make 25 points, so about 5x the reward vs risk.

$Seagate Technology PLC(STX)$ Still ranking high on my stock ranking model. Still bullish.

Elon Musk just bought $641K worth of $SpaceX(SPCX)$  weekly calls.

$BlackBerry(BB)$ $SpaceX(SPCX)$ BlackBerry QNX and SpaceX: The Flight Software Bedrock SpaceX uses a split-OS rocket architecture, where BlackBerry QNX handles hard real-time processing and fault-tolerant operations, while a tailored Linux distribution manages non-critical workloads. QNX's deterministic design makes it a standard for SpaceX and NASA guidance systems where software failure is not an option.

$FuelCell(FCEL)$ $Bloom Energy Corp(BE)$ Thinking about FCEL. From what I've been hearing, it could supposedly reach $28 per share.

Trendforce notes memory supply is still tight with no clear sign of easing. DRAM remains very tight at 20 weeks versus an 8-week balanced level, and shortages are limiting some NAND suppliers' ability to support enterprise SSD solutions. Rising memory prices and tight supply are driving record results for Taiwan's two major memory makers. Nanya Technology and Winbond Electronics both posted record September revenue, extending a streak of more than 12 consecutive months of record monthly sales, while 3Q26 revenue also hit all-time highs. Trendforce also points out DRAM suppliers keep prioritizing advanced-process capacity for high-performance server products, which constrains overall supply. Conventional DRAM contract prices are forecast to rise another +10% to +15% q/q in 4Q26, while NAND

$Applied Optoelectronics(AAOI)$ Really like this stock. I've been trading it both ways and have made 40k so far. Currently holding 1k shares long. I think it will consolidate in the 120-130 range for a bit, then move to the next leg. The ATM overhang is done. Photonics is the new memory.

$Bloom Energy Corp(BE)$ Surprised nobody mentioned that Bloom rang the bell to open the market. Not a shock now that it's in the S&P 500.

$SpaceX(SPCX)$  Once it becomes clear that Trump's announcement doesn't hold up, the market will likely move higher.

$SanDisk Corp.(SNDK)$ Looks like it's heading toward $2,000+. The bears are getting crushed. LOL $Micron Technology(MU)$  $Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$  $Roundhill Memory ETF(DRAM)$  $SK hynix(SKHY)$ 

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ I'm not in this, but the drop here clearly looks tied to oil futures plummeting. The bigger question is why oil is falling. Arabia is moving more oil through Hormuz and less through pipelines. That's not good, that's worse than before the eastern pipeline was destroyed, especially now that the US and Iran are making even more threats. The market is being very irrational. It may be worth loading up toward EOD because diplomacy in the Mid East is not going to produce more fuel any time soon, and it certainly won't rebuild pipelines immediately. If talks sour, oil prices will go even higher, which pushes markets lower.

$Bloom Energy Corp(BE)$ How many short sellers actually understand the engineering nuances behind what Dr. Sridhar and his company have built?

$Bloom Energy Corp(BE)$  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.