$SK hynix(SKHY)$ Micron and Samsung earnings looked fantastic. TSMC and ASML are up this week, and SK Hynix reports in two weeks. There are just too many positive catalysts here to ignore.
$SpaceX(SPCX)$ SpaceX is reportedly looking to raise $40,000,000,000.00 to fund purchases of Nvidia AI chips, with Apollo leading the financing, according to FT.
$Bloom Energy Corp(BE)$ I don't think most people have realized the biggest AI trade is energy. Bloom has run up, but I don't think it's even gotten started considering most don't even know about it yet. $SPDR S&P 500 ETF Trust(SPY)$
$SK hynix(SKHY)$ The key level to watch is a move above 195. If it breaks through there, it could open the way to the next higher level above 200. Watching this closely.
$SpaceX(SPCX)$ I'd bet Jim Chanos took a serious hit on his short here. Given his history with $Tesla Motors(TSLA)$ , there's almost no chance he isn't short this ticker.
$Bloom Energy Corp(BE)$ The Oracle install is the proof point here: 55 MW in 55 days, down from 90, per Sridhar in July, and Power Connect landed a month later to make that the repeatable model. The speed isn't the pitch, it's what converts the backlog.
$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ It feels like this could be the month when the semis bubble bursts. Everything is sitting on edge, waiting for some big event to show up and bust the euphoria, manipulation, and valuation/financing games.