$Robinhood(HOOD)$ The one-month chart shows a lot of resistance around the $120 level, which we're likely to test soon. Many who bought between October and December 2025 have been waiting at this level. If we break through it, $130 seems achievable before earnings. If earnings perform well, which appears likely, we could see $150 and the start of a new high, potentially reaching $200 by year's end. It will be interesting to see if it can break that level or face the usual market headwinds. $Micron Technology(MU)$  $Micron Technology(MU)$  $SPDR S&P 500 ETF Trust(SPY)$ 

$SpaceX(SPCX)$ It might be coming sooner than I thought... a price per share of... wow. Just my honest opinion.

$hynix-WI(SKHYV)$ Some people think SKHY is overvalued, but the company is making a lot of profit. For comparison, SpaceX is losing a lot of money, yet some think it's worth $2 trillion.

$SK hynix(SKHY)$ 250-300 guaranteed. Underpriced

$SpaceX(SPCX)$ STING is at a critical juncture and could move in either direction. My view is that it could break into positive territory within the next couple of days.

$SpaceX(SPCX)$ Short sellers seem to be banking on a wave of selling in August when a large number of shares become unlocked. Their assumption is that these shareholders are temporary and will be quick to sell their SPCX holdings. I don't see it that way, as I believe most shareholders are in it for the long haul with Musk. That's just my personal take.

$Micron Technology(MU)$ $Direxion Daily MU Bull 2X Shares(MUU)$ $GraniteShares 2x Long MU Daily ETF(MULL)$ Ford and GM just added another leg to the bull case for Micron. The company secured a long-term memory and storage supply deal with Ford, right after a similar one with GM. Software-defined vehicles are going to require significantly more DRAM per car, which stacks on top of the existing AI data center demand that's already driving prices. Key numbers: - DRAM accounted for 76% of Q3 FY26 revenue, up 67% quarter-over-quarter. - HBM4 revenue has already passed $1 billion and is ramping twice as fast as HBM3E. - Management now sees the HBM market to

$Corning(GLW)$ Looking at the whole week puts the move in perspective. This looks like a retracement of the entire parabolic run, not just a normal pullback. The stock ran from around $200 to $270 in about a week and a half on the AI-fiber hype, and it's now given back almost the entire move in a handful of sessions, landing right back near where the breakout above $220 started. That's the flat consolidation zone around $218-222 from mid-to-late June, before the big move. That old consolidation zone seems like a logical place for buyers to step back in—it's known support, not just a random oversold level.

$Corning(GLW)$ The RSI is at 16, which is extremely low and deeply oversold. Even if it drops to $218, which would confirm a double bottom, a sharp bounce could force shorts to cover.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ It looks like Raising Cane's is back on the menu.

$Applied Optoelectronics(AAOI)$ Don't invest solely based on charts. I'm more focused on upcoming guidance and evidence that the ramp is actually happening. Based on growth expectations, this is not overvalued by any means, arguably the cheapest in the sector when you bake growth into valuation. I'll be adding to my position today.

The best thing about these choppy, pullback days is that the truly strong names stand out like a sore thumb—stocks making new highs, forming higher lows, and holding key moving averages. That's what strength looks like. These are the ones worth watching when the market starts to turn. A few that are standing out to me right now: $Digital Turbine(APPS)$  $Corning(GLW)$  $Sezzle Inc(SEZL)$  CGNX. Sharing the framework and levels—no paywall, just some structured positioning thinking.

$Applied Optoelectronics(AAOI)$  This is one of those names where you either want exposure, or you don't. The simplified bull case: ▸ FY2026 revenue guided over $1.1B, roughly +140% YoY ▸ Supply constrained vs demand through 2027 ▸ Mid-2027 model implies ~$471M/month transceiver revenue, an annualized run-rate of ~$5.7B (before CATV upside) The key angle: it's one of the only US players vertically integrating laser chip production, just as hyperscalers prioritize supply chain control. On top of that, CPO/ELSFP adoption adds another layer of optionality. The Street is already chasing it higher: Rosenblatt around $220 Raymond James around $160 But the run-rate math still looks ahead of consensus. Yes, volatility i

$SpaceX(SPCX)$ A nice retrace from $220 to $170, giving folks another chance to buy in at cheaper prices.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ This is definitely worth a shot at these levels. Semiconductors are so overdone, really overdone. I can't time it, but I can wait. Taking a very long position here. Not huge, but long!

$Applied Optoelectronics(AAOI)$ AAOI...always entertaining and almost always very profitable. Some folks just take things too seriously. Good luck to all.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ This thing doesn't seem to like sideways action, only volatility... even if semis start to bleed, I think the outcome could be surprising.

$Applied Optoelectronics(AAOI)$  The price is coiling and eyeing the $250–275 zone. A MACD cross is forming, RSI is at 54, with a clean bounce off the 9 EMA and the bullish SMA uptrend intact. The price bands are holding as dynamic support. A sustained move through $200+ could trigger the next leg higher. Risk is defined below the bands and recent lows.

$Direxion Daily MU Bull 2X Shares(MUU)$  At $1004, that's the one I'd take over $GraniteShares 2x Long MU Daily ETF(MULL)$  right now, cleanest trend on my scanner today. Loses $1004 and I'm out fast, holds it and there's more.

Photonics and quantum computing are shaping up to be one of the next trillion-dollar industries, with major implications for AI, data processing, and next-generation infrastructure. As we move into 2027 and 2028, this sector has the potential to create real, life-changing opportunities as adoption picks up and capital flows in. I think $Q/C TECHNOLOGIES INC,(QCLS)$  is uniquely positioned for a potential rerating, especially given its exposure to LightSolver technology and the recent additions of high-level AI talent, including board members with ties to OpenAI. Looking at how leaders like $Applied Optoelectronics(AAOI)$ , $Quantum Computing Inc.(QUBT)$&nbs