$SpaceX(SPCX)$ At this point the shorts are making a case, but it also feels short lived.

$IREN Ltd(IREN)$  Max pain for this week is 38, so trade with that in mind. There was a big move today getting over the 38.54 fib level without much trouble. Now the focus is on the open and whether price gets taken back under 38.54, which would turn that area into a battleground between support and resistance. If it holds cleanly above, 44.39 is the next level up, but looking at the clouds, momentum is questionable. The shorter time frames are stretched high, while the longer time frame is still under the red global, so there are likely more battles ahead. After hitting 35 twice last week or so, it looked like the market was saying enough is enough. Global politics are causing the dips and rips, but the good ne

$Moderna, Inc.(MRNA)$ The regulatory submission for the melanoma vaccine is getting close, possibly as early as next month. Data should be out soon, and approvals by early 2027 would set things up for a solid launch. Readouts from other cancer products could add more momentum for the oncology platform.

$Moderna, Inc.(MRNA)$  Moderna bulls seem a bit uneasy up here, even though the stock is still trading at elevated levels.

$Applied Optoelectronics(AAOI)$ It's been about a day and I still don't fully understand the $IREN Ltd(IREN)$  guidance. Part of me thinks it's the most bullish report I've heard, behind $NEBIUS(NBIS)$  and AAOI. The other part of me, the balance sheet side, still has a lot of questions about how they get there. It's a long-term position for me and currently 2% of my portfolio, so I'm not going out of my way to dig into every detail, but I won't be selling.

$Moderna, Inc.(MRNA)$  Picked up some here. Watching to see if it can make a move toward 200. Could still get interesting from here.

$Moderna, Inc.(MRNA)$  Something like this maybe? An angled triple bottom is very bullish. Curious if anyone has actual TA with specific points and pattern analysis. I don't think the guy spamming about big pharma has any info I could actually use.

$SpaceX(SPCX)$ I might as well buy the handle on the consolidation cup and handle before it goes to 135. It looks like we're getting one final dip below 132 here.

$Moderna, Inc.(MRNA)$ Anyone shorting after hours is going to be covering above $200 tomorrow.

$SK hynix(SKHY)$  Memory fundamentals haven't suddenly cracked, at least not according to the way analysts are framing it. The industry backdrop still looks stronger than Tuesday's stock moves would suggest. AI data centres keep consuming more high-bandwidth memory, DRAM and flash storage while supply stays constrained. Manufacturers are also signing longer-term customer agreements, which improves visibility compared with previous cycles. ClearBridge Investments portfolio manager Divya Mathur told Reuters earlier this month that the recent volatility in semiconductor stocks appears disconnected from any material change in long-term fundamentals. She added that share prices can react more sharply than the underly

$Applied Optoelectronics(AAOI)$ The pump has cleared out and fundamentals are back in focus. For me, photonics still looks super bullish. What the bagholders do from here is up to them.

$Applied Optoelectronics(AAOI)$ I'd like to see it close above $150.

$Tradr 2X Long SNDK Daily ETF(SNXX)$ Short sellers had their window over the last two months. Now it feels like the momentum is shifting back in our favor.

$SpaceX(SPCX)$ Bears are out in full force now that it's dipped to 140. These are the same ones who were calling for 65 to 80. You really can't make this stuff up.

$Applied Optoelectronics(AAOI)$ Volume has doubled over the last 45 minutes, now at 4.75M. Feels like someone might know something.

$SanDisk Corp.(SNDK)$ $Micron Technology(MU)$ $SK hynix(SKHY)$  AI isn't just about chips. It also needs storage, and the memory market is showing signs of recovery. SanDisk is one of the companies I'm keeping a close eye on. The market tends to focus on the leading names in AI, but opportunities often sit further downstream in the supply chain.

$SK hynix(SKHY)$ $Micron Technology(MU)$  is currently trading in Seoul at a current quarter annualized PE of 4 and a 2027 PE of 3. Koreans need to wake up.

$SK hynix(SKHY)$  The KOSPI and the 3x bullish KORU index are looking bullish to me, with the bounce and sideways consolidation coming off a major double bottom support. I decided to hold my position. It feels like something big is brewing.

$ProShares UltraPro QQQ(TQQQ)$  Nasdaq futures are setting up nicely. The move from a -12% correction to less than -5% below the all-time high stands out. The MACD just flashed a bullish crossover, and RSI is back above 50, sitting around 55. It looks ready to cross the 50-day moving average as well. It is already trading above the 20, 100, and 200 MAs. For the first time in seven weeks, it is also breaking through that downtrend line.

$Tradr 2X Long SNDK Daily ETF(SNXX)$  Looking at the support bottom for Friday, it seems we are right there. If the 9s hold at the open tonight, I will re-enter in the low 9s. Any break below 9s, I will be cautious and wait for some stability, keeping in mind the next support is in the low 8s. If it drops near the low 7s again, I will load up heavily. Just my own thinking, not financial advice, and I am open to hearing other strategies on this one.