To The Moon

$Invesco QQQ(QQQ)$ $SPDR S&P 500 ETF Trust(SPY)$ $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ $ProShares UltraPro QQQ(TQQQ)$ Every time there's a dip, a bear shows up saying "today's the day. I'm going to teach those bulls to respect me," and proceeds to short the bottom. Then they wake up and see more green. Watching this market continuously belittle their high level of intellect, they keep doubling down on their "logical bets." After a couple of liquidations and a few margin calls, they cash their McDonald's check and say, "next week. Next week, for sure. I'll show them."

$Dell Technologies Inc.(DELL)$  Many investors won't sell because the gains are too large. Once you factor in capital gains, and the possibility of getting pushed into a higher tax bracket, a 24-27% pullback is cheaper than paying the tax man.

$ERock, Inc.(EROC)$  provides natural gas powered generators used to power AI data centers, competing with Bloom Energy $Bloom Energy Corp(BE)$  and Generac GNRC.

$Hewlett Packard Enterprise(HPE)$ $Dell Technologies Inc.(DELL)$ $Intel(INTC)$ $GameStop(GME)$ $AMC Entertainment(AMC)$ Hewlett, Dell and Intel will be joining the trillion dollar club by the end of the year.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ That worked out well. I caught my sell point on SOXL after the rate drop, then got back into SOXS and rode it down some. Got out early like usual, but still a good day. Profit for the day was 6,241.47. Total over the last 32 trading days is 42,393.23, averaging 1,324.78 per day. That comes to a 37.89% portfolio gain over the last 32 days.

$Oracle(ORCL)$ $Bloom Energy Corp(BE)$ $UiPath(PATH)$ $Cognex(CGNX)$ $Micron Technology(MU)$ The CPI report and Oracle's earnings are another reminder that the only real growth right now is in AI-tech.

$Bloom Energy Corp(BE)$ Oracle earnings came in strong, and the Q&A comments around Bloom and Project Jupiter were pretty positive too. There's still a few weeks left in Q3, but I'm fully expecting BE to blow it out of the water again this quarter.

$Rum Group Inc(RUM)$ Maysville + SPCX theory. What if the unnamed $13.7B, 6-year U.S. cloud customer needs GPU capacity for the next wave of space, satellite, AI, and autonomous-system compute? SpaceX is building more than rockets: Starlink satellite network, direct-to-cell connectivity, Starship launch cadence, autonomous flight systems, AI, simulation, computer vision, and real-time network optimization. All of that requires massive GPU compute. Now look at RUM / Quake AI: $13.7B GPU services agreement, 6-year term, unnamed U.S.-based cloud customer, Maysville, Georgia data-center campus, sovereign U.S. AI infrastructure, GPU capacity, power, and fiber for the AI era. No confirmation that SPCX is the customer. This is a theory, not a fact. B

$SpaceX(SPCX)$ The history here isn't very long, but you can see the overbought to oversold cycle. We should come off overbought. I'm long, not a bear, just calling it how I see it.

$IREN Ltd(IREN)$ Citizens reiterated IREN at Market Outperform with an $80 price target, pointing to AI Cloud scaling. Their view is that AI Cloud growth and capacity repurposing continue to support the upside.