$Bloom Energy Corp(BE)$  Since the July drop, my view hasn't changed: if you lost money because of that report, HunterBROKE is where the issue was, not Bloom. And with the stock recovering nicely, it's getting pretty clear which narrative is holding up and which one isn't. Maybe the focus should be on the people who caused the panic, not the company that kept executing.

$Bloom Energy Corp(BE)$  Buckle in. I'm looking at 290-300 by end of week. Honestly, we should have already been there last week.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ They are using the clarity and rate hike narrative to keep some investors sidelined and bears leaning short, which sets up the possibility of a massive short squeeze.

$X-Energy(XE)$ I've been buying long term calls every day. It could pull back to $10, but this one might eventually get squeezed up to $50 or higher, similar to what happened with BE.

$SK hynix(SKHY)$ I have never invested in a company that makes this many positive moves. I can't be the only one here who feels the stock should be around $240/share by now. SK has been insanely aggressive in ramping up to meet this memory shortage. This anti-AI scare week means nothing to me. AI is happening and SKHY is going to make us more money. I heard Cramer on Squawk Box recently. The guy is loony. But he made a good point about people selling their NVIDIA at $205. In 2 years, will those who sold off their AI stocks think it was a smart move? Is AI going away? Is the buildout really going to be stopped or slowed down?

$FuelCell(FCEL)$ In my view, Few as CEO has been lackluster. He hasn't brought much growth, and the company feels stagnant compared to competitors. It seems like he's mostly holding onto previous contracts rather than securing new ones. Another issue is that, unlike the CEOs at $Bloom Energy Corp(BE)$  and $Tesla Motors(TSLA)$ , his ownership stake is much smaller by comparison. I think if Livingston has the vision and nerve to compete, a change of leadership might be the best path forward. Any thoughts?

$Bloom Energy Corp(BE)$ This one seems completely detached from the broader market. Could we see $300 after the FOMC decision?

If combined $SpaceX(SPCX)$  and $Tesla Motors(TSLA)$  reaches $25 trillion plus in 2035, missing that move would be something to regret.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Could see another gap up if CPI comes in weak. Might grab some before the close.

$Dell Technologies Inc.(DELL)$  For anyone still doubting this one, the earnings reports, growth, EPS, and fundamentals all check out. The company is solid and the stock price is deserved. Either get on board or get over it.

$SK hynix(SKHY)$ The storage and memory sector looks robust, but I'd stay cautiously optimistic here.

$SpaceX(SPCX)$ Looks like people are selling because of the upcoming unlock.

There is that saying about things happening in threes. $Moderna, Inc.(MRNA)$  turned out to be the first runner. Will $SELLAS Life Sciences Group Inc.(SLS)$  be next?

$SpaceX(SPCX)$ SPCX is seeing heavy bullish call flow. Around $890K in call premium, with 2,747 calls against zero puts. Multiple sweeps hitting above the ask, and the activity is spread across the $135 to $150 strikes. Positioning is short-dated for 9/4. Pure call flow, so big money appears to be paying attention to SPCX. Watching this one closely from here.

Current Q2 revenue was $7.8B, so Musk is calling for over 100x the present run rate while SpaceX holds $93.5B in cash. $SpaceX(SPCX)$  chart is tightening above $139, with $142 and $147.72 as resistance, then $151.07 as the breakout level.

$SpaceX(SPCX)$ Shorts should be getting very nervous right now.

$Moderna, Inc.(MRNA)$  broke out of its bull flag recently, and that was probably the main focus. $Tempus AI(TEM)$  is also working on a bull flag setup. Huge-volume range expansions like these typically remain in play for multiple weeks and provide multiple low-risk entry points.

$SpaceX(SPCX)$ Shorts are out in full force right now, and that usually feels like a sign of better things ahead. My call is around $150, though even higher levels aren't out of the question. The pieces are starting to line up nicely, which points toward the stock making new all-time highs. Cheers.

$Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ $SK hynix(SKHY)$  $Invesco QQQ(QQQ)$ CNBC's news expose on Micron isn't particularly helpful because the newscasters only want to talk about the boom and bust. CNBC needs better newscasters, some of them are a real joke. Micron is spending big money, but not on fabrication plants, but on everything that supports the fabrication process. Micron, like SanDisk and SK Hynix, understands that to build the next gen chips, they are going to have to rebuild everything from the ground up, and that is what they are doing. But as far as ac

$SK hynix(SKHY)$  $Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ $Invesco QQQ(QQQ)$ I think the SK Hynix buyback works out to 240.7 million in ADR shares, even though that's not what was actually bought back. For perspective, 2.5% of the outstanding SK shares are in ADR form. That works out to 177 million ADRs. So SK Hynix just bought back 3.4% of their total outstanding shares and retired them permanently. Effectively they rendered the ADR IPO void, and then some. SK will likely have a strong run today. Just to repeat, the ADRs were not bought back, that was just a frame of