$SoFi Technologies (SOFI.US)$
If I break 16 once more, I might add a little more.

$Rigetti Computing (RGTI.US)$
Let's take it easy and go at our own pace 🚀🚀🚀

Arm, moving towards in-house chip manufacturing: Will it create new competition in the AI Datacenter market? February 14, 2025
Chip design giant Arm has reportedly ventured into the manufacturing and sales of its own chips for the first time. Meta Platforms has emerged as the first customer, potentially creating a new avenue of competition in the AI Datacenter market. Traditionally, Arm's main business has been licensing chip designs, but this strategic shift is likely to create significant ripples in the Semiconductors industry.
Arm, from chip design to manufacturing: The background of the business model transformation.
Arm has developed a business model of licensing the 'Instruction Set Architecture,' which is the blueprint for chips. Renowned companies like Apple and NVIDIA utilize Arm's technology to develop their own chips. However, due to the rapid advancement of AI technology in recent years, Arm has aimed to expand its revenue by providing higher-level technologies to customers.
This entry into in-house chip manufacturing is seen as a further push of this policy.

$UiPath (PATH.US)$ I'm a little concerned.

$Palantir (PLTR.US)$
Wow, I should have bought more.

$Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$
Congratulations on 35 🎉
Never a conductor of Owacon.
Depends on the rider.

$Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$ I finally turned a profit since entering. It might have been a lucky coincidence, but I'm quietly happy 😃