$Archer Aviation Inc.(ACHR)$ With nearly $2 billion in cash, I'd think an offering isn't likely at this point. The company is making progress on several fronts. US operations are slated to begin this year under the White House's eVTOL Integration Pilot Program and in preparation for the LA28 Olympic Games. They have advanced commercial readiness with an expanded piloted flight test program and operations at Hawthorne Airport in LA. They've achieved record FAA certification progress, being the first to close Phase 3 of the FAA's 4-phase Type Certification process for eVTOL aircraft. There's also significant progress on dual-use, hybrid, autonomous aircraft, with phased program awards expected later this year. The AI stack is advancing rapidly

$AST SpaceMobile, Inc.(ASTS)$ From what I can see, all signs point to BB 8 and 9 being successfully deployed. Meanwhile, the town of Midland is set to vote on approving ASTS's major expansion plan. There's been very little discussion about this, and no official press releases either. That specific event alone could be a positive catalyst, regardless of broader market conditions. Additionally, T-Mobile is scheduled to be released from $SpaceX(SPCX)$  this week, which might lead to more news about the joint venture. Putting it all together, this week looks like it could see a rebound after the recent drop, potentially a significant one.

$Roundhill Memory ETF(DRAM)$ $SK hynix(SKHY)$ $56.7 million into these calls

$SpaceX(SPCX)$ GET Those Put holders out of the LAUNCH Area!!! Straf them with Bullets from the Security HELO ,/,

$SanDisk Corp.(SNDK)$ $Advanced Micro Devices(AMD)$ $Trump Media & Technology(DJT)$ $SK hynix(SKHY)$ SK Hynix is a key player in AI, not just another chipmaker. According to IDC data from their filing, they're the global leader in High-Bandwidth Memory (HBM) with a 56.4% market share. They're also number 2 in overall DRAM at 29.1% and number 2 in NAND flash with 18.5%. HBM is the crucial memory for AI accelerators like Nvidia's, which positions SK Hynix as a core AI infrastructure supplier rather than just a traditional memory company.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Overnight news could be tough on the markets. This could move up significantly, possibly reaching the 5.25 to 5.50 range.

$Tradr 2X Long SNDK Daily ETF(SNXX)$  SanDisk is up about 5% after the close. If that holds, it could be up around 10% by the morning.

$Corning(GLW)$  The recent drop seems a bit excessive given the company's long-term prospects.

$Corning(GLW)$ Corning Incorporated is showing a clean continuation structure with controlled expansion. The price action indicates steady trend persistence rather than an emotional breakout, which often points to stronger underlying institutional flow. As long as dips continue to get bought and the trend structure holds, this is still a “trend continuation” phase rather than exhaustion. A key shift would only come if momentum starts failing on pullbacks or if volume spikes on red candles appear.

$Corning(GLW)$  Bought this on a whim a year ago, it was a friend's recommendation. Never thought it would be up almost 400% in a year.

$Direxion Daily MU Bull 2X Shares(MUU)$ Bought at $847 early this morning during a pretty scary drop. Glad I did. Will likely buy more later today.

$Applied Optoelectronics(AAOI)$ Got in a bit late on this one, and jumped in too early on the dip too, but kept averaging down all the way. Average cost 158. It seems like a decent play, a vertically integrated PO company with some good things ahead. Hope this drop was overdone and the price recovers just as quickly.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Will MU earnings get us a green day here?

$Applied Optoelectronics(AAOI)$ The market needs a bit of time to digest the interest rate news and the recent jitters, and I think we'll be back over $200 before long. The stock has been trading pretty flat on average around $175, with some spikes and dips. I mentioned it would be volatile. It's up 517% over the past six months, so some profit-taking is happening. To me, the smarter move is to accumulate on dips in anticipation of the second half.

$Applied Optoelectronics(AAOI)$ The company is a leader in AI optical modules, benefiting from strong hyperscaler demand and rapid capacity expansion. The bull case is that the 2026 revenue guidance is over $1B, driven by accelerating demand for AI optics. It's a direct play on AI data center bandwidth growth, but execution risk remains.

$SpaceX(SPCX)$ Another successful launch today... We stay.

$SpaceX(SPCX)$ This IPO could end up being remembered for more than just its record-breaking size. What really stands out isn't just the ~$75B raise—it's the underlying structure: ~$18.7B in annual revenue $2T valuation Only ~3–4% public float This creates a situation where index funds, institutions, and retail are all competing for extremely limited supply. Price discovery becomes more flow-driven than just fundamentals. The next layer is even bigger: OpenAI is reportedly targeting a valuation near ~$1T. Anthropic is also moving toward a similar scale. Their combined potential adds trillions in new AI market cap. In the near term, this structure is bullish—forced buying, passive flows, and AI momentum could push valuations well beyond what t

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ If we close green today, the decay seems to be fixing itself. SOXX is down 11% from highs while SOXS is up 34% from its lows.

Setups for the week ahead. Optics and memory are showing strong daily bases with impressive relative strength. AI demand is pushing SK Hynix to double its wafer capacity over five years—memory is the bottleneck. Watching these names for potential big moves: $Applied Optoelectronics(AAOI)$  $Credo Technology Group Holding Ltd(CRDO)$  $Veeco Instruments(VECO)$  $COHERENT(COHR)$  This kind of setup could work out if momentum continues, with early entries into strong bases.

$NVIDIA(NVDA)$ $Dell Technologies Inc.(DELL)$ $Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ $Cerebras Systems(CBRS)$ Needham, Rosenblatt, Wedbush, UBS, TD Cowen, Barclays, Morgan Stanley, and Citi have all initiated coverage on Cerebras Systems with Buy or equivalent ratings, with price targets ranging from $250 to $340.