To The Moon

$Accelevation Holdings Corp.(ACCV)$ $APPLIED DIGITAL CORP(APLD)$ $Cipher Mining Inc.(CIFR)$ $Bloom Energy Corp(BE)$ ACCV: I'll keep adding in increments. Once the IPO silent period ends, more eyes will be here. Still less than 200 watchers. ACCV AI data center infrastructure clients.

$SpaceX(SPCX)$  Shorts are getting excited seeing the stock dip today. Bud is made in America, and that's worth standing behind.

$SUPER MICRO COMPUTER INC(SMCI)$ $NVIDIA(NVDA)$ $SK hynix(SKHY)$  7 million shorts and a big upgrade to 2027 numbers. $Penguin Solutions, Inc.(PENG)$  looks like it could reach $100 soon.

$Applied Optoelectronics(AAOI)$  Another strong up day. Up 26% in 5 days and still heading higher. Funny how quiet the usual critics are now.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  STO 1 Oct 23 40p @ 10.60, safe until 29.40, which is cutting it really close to today's close.

$Bloom Energy Corp(BE)$ The uptrend still looks intact to me — this drawdown reads more like a reset than a reversal. Price action is constructive. The detector shows a 1M uptrend, and the recent pullback is sitting inside a longer base rather than below it. BE is -17.1% from its 52-week high, and historically that kind of setup has resolved higher more often than not. Since 2018, BE has been at this distance from its high 13 times. Three months later, price was higher in 9 of 13 cases, with a median move of +18.2%. The quality backdrop adds to it: Piotroski 8/9, Altman Z 12.49 Safe, Sloan B. FCF conversion 88.2%. Quality percentile 94th versus Information Technology peers — top tier. The pullback hasn't broken anything structurally. Down-day v

$SpaceX(SPCX)$  Breaking out hard. If it can eat through the next block, we sail to $180.00.

$SpaceX(SPCX)$ Does Musk's Starlink need a fiber backbone network to transport data? Yes, Starlink relies on a fiber backbone network. The system connects its satellites to ground stations that are linked to high-speed fiber optic connections, which serve as the internet's backbone. Musk doesn't own any fiber network. Lumen is cheap. Strategic assets for the huge data transport needs coming with all of Musk's ambitions, plus the world's AI needs.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  is one I'm watching for a breakout. Price at $32.985, volume looks average or below. The setup comes as semiconductor names stay under pressure, with chip export curbs and softer AI capex chatter weighing on sentiment. Resistance is $35.50, support at $30.75. A break above $35.50 on rising volume would suggest semis are rolling over further and could fuel continuation to the upside. If it fails to hold $30.75 support, semis might be stabilizing, which would drag this back toward the mid-$20s. What I'm watching: volume expansion on any move through resistance to confirm real conviction, not just a low-volume drift.

$Bloom Energy Corp(BE)$ Think of it like a show. Grab your seat and enjoy the fun. Panic selling at a loss? Greed-selling to buy back cheaper? Holding based on fundamentals? Swinging for the volatility? If you want to participate, you just have to choose which side of the show you want to be on.