$Micron Technology(MU)$ I think the Kospi and SK Hynix are going to hold this down for a bit. I'm gathering together 20k to get SK below $120, hoping for $110. With as much cash as they've got rolling in, just think how many shares they could take out of the float with buybacks. I see 2000 as inevitable for MU. $SK hynix(SKHY)$  with $300. No need to panic and dump. It may take a year but it will look completely different.

$Applied Optoelectronics(AAOI)$ I've been short here for a long time, but I'm going long now. If we get a market rally, I could see this going to 100 at least one more time. Could be very wrong, but I went big here. Hope I don't get crushed.

$Applied Optoelectronics(AAOI)$ B. Riley lowered their price target from $109 to $92. These are the same people who put a $15 PT on AAOI a year ago when it was trading at $30, then raised it from $15 to $55 when the stock was at $95. Not sure when they moved it up to $109, probably around $233. Now they cut from $109 to $92 right at the bottom, just as it looks set to run into year-end, in my view.

$Tesla Motors(TSLA)$ Finding a good gas or diesel mechanic is hard enough these days. Now try finding a good hybrid mechanic who knows what they're doing and won't rip you off. If hybrids are so great, how come robots aren't hybrids? Right, now try telling me Gort was a hybrid.

$Applied Optoelectronics(AAOI)$ There is no reason for $Lumentum(LITE)$  $Coherent(COHR)$  AAOI. They are essential for data centers and they are getting paid first no matter what.

$Micron Technology(MU)$ $SK hynix(SKHY)$  $Invesco QQQ(QQQ)$ More garbage articles about CXMT surfaced this morning across the media space. Something about CXMT having developed a new chip it plans to "introduce" by the end of the year. End of the year? That's really close, right? In layman's terms, it's not developed yet. It hasn't been produced in a lab yet. It hasn't been tested. There's no launch date. Getting to commercial production is a good 4-5 years out, and likely longer. In all likelihood it's being developed using stolen Samsung IP, which CXMT has shown a tendency to do. These articles are printed to deter in

$SK hynix(SKHY)$  Kospi 200 has double bottomed and is working its way back up. Kospi has pulled back to the same level five times since August 11th. SK Hynix closed a gap going back to September 4th.

$SpaceX(SPCX)$  This pullback looks healthy, and it should help push the stock past $200 before too long.

$Seagate Technology PLC(STX)$  Around 30 pct off the high. Semis keep getting bought, even though no one needs this stuff.

$Applied Optoelectronics(AAOI)$ Stock is breaking out of a channel on the daily and moving into the upside gap between $119.15 and $124.56. Looking for a gap fill. Calls look good as long as $120 holds. Above $125, $135 seems possible. High watch going into this week.

$Applied Optoelectronics(AAOI)$  Flipping bullish here. The leveraged ETF is hitting scanners now, with two green candles confirming the move above the 50-day moving average. Next levels I'm watching are 155, then 195.

$Bloom Energy Corp(BE)$ The EPS inflection might be one of the most overlooked parts of the Bloom story. The shift over roughly two years is pretty striking: 2024 non-GAAP diluted EPS: $0.28 2025: $0.76 2026 guidance: $2.55–$2.85 That works out to about a 9–10x increase in just two years at the midpoint of the 2026 guidance. So what is actually driving the EPS jump? 1. Revenue is scaling quickly. AI/data-center demand is translating into much larger deployments. 2. Gross margins are expanding. More revenue is turning into disproportionately more gross profit. 3. Operating expenses are not scaling nearly as fast as revenue. That incremental gross profit is increasingly dropping to the bottom line. 4. Bloom is shifting from a growth company losin

$Bloom Energy Corp(BE)$ Almost everything looks bad right now, but this isn't really out of the ordinary. It's actually impressive how many times we've seen this same pattern play out: geopolitics, the Fed, and so on. Market makers are clearly using the fear to shake people out and buy cheaper. Nothing exceptional to worry about. We all know what tends to happen next. Not falling for the same traps anymore.

$Ondas Holdings Inc.(ONDS)$ There is strong resistance at the 50 day EMA and the $8 area. Two ways to play this short term. Just know with a high degree of certainty that we do NOT close above the 50 day EMA. Why? Call options for starters, round number, RSI overbought on the 30 minute and lower. So what are the trades? 1. Sell at, just below, or just above the 50 day EMA at tomorrow's price, around $7.97. 2. Wait until it gets a bit higher, and I don't mean $7.99, I mean around $8.39 or the EM, expected moving options line. Look, the RSI is overbought and can still go higher, so $7.97 or up to $8.39? RSI below. Decision time. I am a long term holder but I trade when given the chance. When I trade I don't trade for a few hundred bucks but tho

$SpaceX(SPCX)$ That's all they had. On to 200. It's the only company backed by government money, too big to fail. Soon those lower numbers will be a fond memory.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ STO 1 Oct 23 34p @ 3.45. That's enough for now. Will watch price movement for the next couple of hours and go from there.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ A no win battle. Only algos control the AI trade. As for the bubble, it is here for sure.

$Bloom Energy Corp(BE)$ Some are saying to slow down, but time will tell. The moment another AI company releases a significantly better model, the pressure will be intense. Keep pushing forward or fall behind. That is just the reality of high tech. You cannot pause the race when everyone else is still running.

$SK hynix(SKHY)$ Forward P/E is 5, which is absolutely insane. Even Cramer said as much on CNBC a short while ago. Bullish.

$SpaceX(SPCX)$ For anyone watching the technicals, there's a cup and handle pattern with resistance at $150. The stock is testing that level for the third time now. If it breaks through and closes above $150, there's open space all the way to $180-$200. Starship flight 14 is the main catalyst right now, along with Grok 4.7 and then earnings in early November. A successful Starship orbital flight could push the stock close to $200 before earnings. The shorts keep bringing up the unlocks, but each of the last two unlocks sent shares higher, not lower. SPCX still looks strong with every dip getting bought and institutional ownership climbing by the day.