$Applied Optoelectronics(AAOI)$ above $110 bullish, above $120 nothing to worry about.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ The government chose inflation to save Japan. It was near a US bond sell-off to support the yen. 86.3 billion in yen for euro trades and access to the US repo market. The Fed seems to be veering from guardrail to guardrail. This will cause inflation to run out of control, as seen in real time in the last 3 days in markets, and in order to tamp it down the Fed will need to raise rates or let inflation rage.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ There were record inflows into SMH and SOXX last week, coming right after what looked like manufactured near-capitulation conditions. The data is easy to check, but spreading fear and FUD seems to be the easier route for some. According to Bloomberg, institutions have been vocally and greedily snapping up oversold semi shares — so it ended up being a great time to add to any long position in SMH and SOXX.

$SK hynix(SKHY)$ So the 2026 earnings estimate is around $26, and 2027 is $33? That comes out to only 4x forward EPS. Based on the numbers I'm seeing, the 2027 PE ratio would be around 4x. That's insanely cheap if those estimates are accurate. I'm just looking into it for now.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  Before all this started and helium was still fully stocked, this was trading at 6,700 post-split per share.

$ServiceNow(NOW)$ I think Bill mentioned during the call that there's some surprise news coming, something he said would arrive in the coming weeks. I'm just waiting to see what that turns out to be.

$SpaceX(SPCX)$ SPCX might follow a similar path to what TSLA did — an initial pop after the IPO, then a drop, and eventually a recovery and acceleration phase that ends up creating wealth. The way I see it, a one-month performance snapshot doesn't really tell you much about the five-year outlook.

$SK hynix(SKHY)$ Picked up 100 shares at $168. I think this could bounce back into the close.

$Alphabet(GOOGL)$ $Alphabet(GOOG)$ $Tesla Motors(TSLA)$ Today's developments show a clear pattern. Google's situation highlights the need for more inference capabilities, which in turn drives demand for more HBM and DRAM, pointing directly to Micron. Then you have Tesla, with Elon Musk publicly thanking Micron for allocating capacity to them. So you have two of the world's largest AI developers openly discussing memory allocation as a critical issue. It makes you wonder which other companies are in a similar position of needing memory. The list is long: Meta, Microsoft, Amazon, xAI, OpenAI, Oracle, and many others. Memory is clearly becoming strat

They got helped when Musk threatened $SpaceX(SPCX)$  shorts. I own $Firefly Aerospace Inc.(FLY)$  GL.

$SpaceX(SPCX)$  closed the week at $123.99, holding around $124.16 after hours. The stock has been consolidating near the $122 to $125 level, which has been a significant volume area. SpaceX has officially confirmed Starship's 13th flight test, targeting next Thursday, July 23. This is a major operational milestone. Given the recent pressure, this event could serve as a catalyst for a shift in momentum.

$Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$ There's TSMC news expected soon. If it's positive, it could provide some relief for the KOSPI and give a boost to KORU. TSMC is a key indicator for AI demand. If their upcoming call confirms that AI infrastructure spending remains strong through 2026, it would support the current high memory pricing environment. That would directly benefit companies like Micron and SK Hynix, and by extension, the broader KOSPI and KORU indices. On the other hand, negative news wouldn't be good. I'm hoping that's not the case.

Just looking at some charts and reviewing the day's action. A few names really stood out with significant moves. $Lucid Group Inc(LCID)$  closed up 28.8%, with Lucid Group moving on a rebound in the EV space and after some bankruptcy rumors were denied, accompanied by strong buying. $ChronoScale Corp(CHRN)$  also gained 28.8%, with ChronoScale seeing a climb driven by high-volume speculative interest. $Crinetics Pharmaceuticals Inc.(CRNX)$  posted a strong move, with Crinetics Pharmaceuticals extending its gains on continued pipeline momentum. $SUPER MICRO COMPUTER INC(SMCI)$  moved higher, with Super

$SpaceX(SPCX)$ started adding here today

$Corning(GLW)$  Oppenheimer raised its price target on the stock to $230, up from the previous $215.

$Micron Technology(MU)$ $Direxion Daily MU Bull 2X Shares(MUU)$ $GraniteShares 2x Long MU Daily ETF(MULL)$ $Micron Technology(MU)$ $GraniteShares 2x Long MU Daily ETF(MULL)$ $Micron Technology(MU)$ Bears seem to be fighting the wrong battle here. It's true Korea just announced around $3.5 trillion in new memory capex, and Meta is selling excess compute. The market took both as oversupply signals, but Nomura argues that's backwards thinking. Building new fabs takes years, not quarters. Korea's Yongin cluster was an

$SpaceX(SPCX)$  SpaceX is raising the price of its Starlink Business Aviation plans by 100%.

$SpaceX(SPCX)$ Oppenheimer has raised its price target on SPCX from $190 to $250.

At this point, the main issue with $Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  seems to be greed. It looks like a good instrument to take advantage of an unhealthy market environment, but I think expectations need to be kept in check. It could potentially bring 5x, but I'd be satisfied with 3x and would sell all. At key resistance points, the index tends to bounce back sharply, which could erase all the gains from SOXS. So when it reaches the $13-15 range, I'm done. I'd then move everything to gold and wait for 18-24 months before starting to accumulate stocks like Adobe, Microsoft, and AMD.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ I got in a bit too early, and the recent drop was rough. I noticed that even though this isn't a stock and isn't supposed to move like one, it did hit a "double bottom" recently – the ~$3.30 range was tested once before on 6/22. The following day was a cooldown, similar to the previous pattern. At some point, though, the cooldown phase will need to last longer than just a day. I think we might be entering that part of the cycle. I don't expect these semiconductor companies to lower their CAPEX anytime soon, as that's what's been significantly inflating their price targets. Banks and private credit are already slowing down on AI loans, and I believe those loans could start seeing defaults wi