$IREN Ltd(IREN)$ My average since April 2025 is 5,000 shares at $6.50. I didn't sell at $75, and I'm not selling now. My price target is $300+. I have time, so no problem.

$Micron Technology(MU)$ $Defiance Daily Target 2X Short MU ETF(MUZ)$ $SanDisk Corp.(SNDK)$ $Tradr 2X Short SNDK Daily ETF(SNDQ)$ $SK hynix(SKHY)$ CXMT's sales have increased tenfold. Following DRAM, NAND is also becoming a semiconductor powerhouse in China. YMTC aims to become world No. 1.

$Applied Optoelectronics(AAOI)$ Insider Monkey had a piece speculating that Friday's sell off in optical stocks was really just a sector-wide move in sympathy with Marvell falling on questions about its chip deal with Google. The article pointed out that the sell off didn't make much sense since Marvell's optical business was doing fantastic. Their takeaway was that the optical sector sell off was unjustified.

$SK hynix(SKHY)$ KOSPI looks like it had a soft gap close, with price pulling back into the meat of yesterday's trading but not all the way to the close. It bottomed at 6842 and has bounced back 50 points. The overall market is up 86, or 1.2%. Nvidia is close to after-hours highs again, knocking on a 78.6% Fibonacci retrace that has been acting as resistance. Nikkei had been up as much as 1400 points on the day but then dropped almost 1800 points. No clear reason beyond gap closing, same as KOSPI. Over 10% of the QQQ float was short going into the close, as Nvidia was treated like a non-event and many sold after the Nvidia earnings release. That clearly turned out to be a mistake. Nvidia will likely double by next year. Its revenue growth is

$SpaceX(SPCX)$  Still bullish as long as price holds above the previous selling distribution zone. Any retest of that area looks like an opportunity to add to long-term positions. The first wave of FOMO should kick in around $158.

$Applied Optoelectronics(AAOI)$  I was looking for a pullback to either 110, 105 or even 95, with 90 or 82 also possible but less likely. We got the first two, and based on the price action I'm guessing we also see 95. If we do get 95, that's a really good buy for the next ramp up, where I think this makes new highs at 300+. This isn't the end of the Datacenter story, it's just part 1. Any sector or company involved in the buildout is going to do incredible over these next few years.

$SpaceX(SPCX)$ Hopefully you added with me on Friday. The 12-hour chart is looking good. Time to move up.

$Applied Optoelectronics(AAOI)$ Funny thing about AAOI. They do other things besides lasers. I wouldn't be surprised if CSCO or another company made a bid between $250 and $300.

$SpaceX(SPCX)$ The last lockup release didn't seem to hurt SPCX much. I'm thinking it could make a steady push toward resistance at $150.

$FLUX POWER HOLDINGS(FLUX)$ Good earnings. Wait until this gets traction. $SpaceX(SPCX)$  $Moderna, Inc.(MRNA)$  $Ross(ROST)$ 

$SpaceX(SPCX)$ Prior support at $150 is now acting as resistance, with two failed attempts to reclaim that level. I'm looking to add on a higher low re-test of the EMAs between $125-$135. If we get a bigger drop back into the high teens, I'll be looking to add more size. Once $150 is reclaimed and price starts consolidating above that level, the bottom will be in.

$Tesla Motors(TSLA)$ Roadster and SpaceX reveal date announcement seems imminent. $SpaceX(SPCX)$ 

$Moderna, Inc.(MRNA)$  stock had only 14% of its float shorted, while Wendys shorts sit around 40% of float.

$SpaceX(SPCX)$ Some people here seem to be complaining a lot. The price was $108 on 7/31 and now it's at $140, even after shares were made available for sale. Not sure how that's a bad thing. The idea that works is buying low and selling high.

$Coherent(COHR)$ Price action is all over the place. Honestly a bit surprised to see this much volatility on a Friday. But market makers probably have it under control for the rest of the session lol.

$Tradr 2X Long SNDK Daily ETF(SNXX)$ My average cost is 16.39 on 3,600 shares. I started with an average of 33.00 on 2,000 shares, and bought the dips when I could. Looking forward to seeing it get back to 33.00.

$SpaceX(SPCX)$ SpaceX has climbed 40% over the past 5 days, adding $530 billion to its market cap.

$Applied Optoelectronics(AAOI)$ Applied Optoelectronics just put up a massive fiscal Q2 2026. Adjusted EPS came in at $0.06, which crushed the $0.01 consensus by 300%. Revenue hit $191.92 million, slightly above the $190.48 million estimate, and that's up 86.4% from $102.95 million a year ago. The company is calling it their fifth straight quarter of record revenue. The Datacenter segment was the real driver here, more than doubling to $107.66 million from $44.79 million last year. 800G product volumes more than doubled sequentially, and they're saying their proprietary laser manufacturing tech gives them an edge since it keeps them clear of the supply issues hitting competitors. CATV revenue also moved up to $80.58 million from $56.02 millio

$Applied Optoelectronics(AAOI)$ $Lumentum(LITE)$ $Coherent(COHR)$ $Broadcom(AVGO)$ The question I keep coming back to is which US companies can actually supply the domestic hyperscalers for their AI buildouts. It seems to come down to these four, and right now they can't keep up with demand that's running at something like 10x supply. So even as the stocks get hit and sell off, who else is there to produce? AI isn't going away — it's only accelerating. I figure I'll just hold on for a few years.

$SK hynix(SKHY)$ Down about 30% from the ATH, and I'm seeing some sizable bullish net flow divergence today. Puts getting dumped, calls getting loaded up.