$ServiceNow(NOW)$ Not financial advice. If you think you missed the boat, you haven’t by a lot. Here’s why. This company lost nearly two-thirds of its market cap because of the overhyped “AI is killing software” narrative, while absolutely nothing seemed wrong with their business. They have twice their annual sales in contracted revenue. They upped their AI guidance from $10B to $15B for the year. Their retention rate is 97%. They are deeply embedded in enterprises and recently acquired two companies to strengthen their moat. Their AI sales are less than 10% of their annual revenue right now, and this is only expected to grow as they add more AI features across their suite and adoption of agentic workflows continues. Jensen Huang has said that

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ SOXL got really close to my $232 prediction during the session, but has now pulled back to $226. I suspect we might see it touch $232 in the near term. Worth keeping an eye on.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ Looks like a smooth bull run. Seems like everyone's making money. This move with SOXL. Chip and memory demand is set to last for many years. Maybe a split down the road too.

$SPDR S&P 500 ETF Trust(SPY)$ Has anyone bought a new truck? Vehicle sales have dropped sharply, which is really good news for Ford and GM stocks. Lower earnings and higher PEs are the key to stock price growth.

$Nokia Oyj(NOK)$ Nokia's market cap hitting $100 billion!

$Nokia Oyj(NOK)$ With Nokia's new AI innovation lab in Sunnyvale, CA, I think the company has a lot more room to run. Could we still be vastly undervalued? I believe there's a great future ahead.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  The SOXX index has gone from 200 to 525 in a year. In a consumer recession and without the black box squeeze, the index could be at 100.

$Roundhill Memory ETF(DRAM)$ 24/7 Wall St. has a price target for NVIDIA at $272.19, implying a 21.8% upside from $223.47. They rate the shares a buy with 90% confidence, the highest tier in their framework.

$SanDisk Corp.(SNDK)$  Just look at that chart, a thing of beauty. The expiration of the tender offer is definitely helping.

$POET Technologies Inc(POET)$ Capacity expanding tenfold. That's the key takeaway we needed. Go POET.

$Nokia Oyj(NOK)$ To the naysayers – your predictions of Nokia's demise are way overblown. It's green now!

$Cerebras Systems(CBRS)$ I think this company has the potential to be huge. The real question for me is how long it will take.

$SPDR S&P 500 ETF Trust(SPY)$  What a rally! Stocks went parabolic in the afternoon, erasing much of the day's phony decline. The government keeps pumping that 10 billion a week into the market. QE to infinity and beyond!

$SPDR S&P 500 ETF Trust(SPY)$  Restaurants everywhere are packed, feels like Americans just have too much money to spend.

$Nokia Oyj(NOK)$ Deutsche Bank raised their price target to €13.5. It looks like analysts are starting to update their estimates—hopefully more optimistic ones will follow.

$IREN Ltd(IREN)$ A 20% short interest is pretty significant for IREN. Hold on to your shares. With NVDA's $2.1 billion deal, the Clarity Bill passing, and NVDA buying at $70… I think all this could trigger panic buying from shorts and drive IREN up big time.

$Nokia Oyj(NOK)$  Nokia looks like the best and safest pick on the market for the price, with a bright future ahead. IMHO.

$SanDisk Corp.(SNDK)$ A 14% dip from the all-time high is really nothing. That's what investing is about. I think it'll turn green soon enough — just watch.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$  With a bit more volume toward the close, this should break 190.

$IREN Ltd(IREN)$ The usual comparison in the neocloud space focuses on revenue, backlog, and contracts. But the durable moat in this business is secured, grid-connected power. Multi-year permitting timelines and finite utility capacity make power — not GPUs, not contracts — the actual rate-limiter for the AI buildout. The asset base tells a different story than the market caps suggest. IREN has 5 GW of secured power at an $18B market cap. Nebius has 4.2 GW (including the new Pennsylvania site) at $45B. CoreWeave has 3.5 GW contracted at $43B. That's roughly $3.6B per GW for IREN, $10.7B for NBIS, and $12.3B for CRWV. IREN trades at about a third of its peers' per-GW valuation while holding the largest secured portfolio. The obvious counter-ar