To The Moon

$Corning(GLW)$ Smells like another deal is in the works. I guess those in the know might be loading up.

$AXT Inc(AXTI)$ $COHERENT(COHR)$ $Lumentum(LITE)$ $Applied Optoelectronics(AAOI)$  $AXT Inc(AXTI)$ When asked about downstream exposure, Bettles mentioned that AXT sells bare substrates, not epitaxial wafers, supplying epi vendors and laser makers. He named epi vendors such as LandMark, VPEC, WIN Semiconductors, and IQE, and said laser and related customers include Lumentum, Coherent, Broadcom, Intel, MACOM, and Applied Optoelectronics. He described AXT as operating at the beginning of the value chain, with components ultim

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  If things go well, it looks like it could reach $50 next year.

$SpaceX(SPCX)$  Analyst upgraded the 2027 price target to $2000. Wish I had more money.

All of these stocks are hitting new all-time highs today. $Micron Technology(MU)$  is up 17%, $Applied Materials(AMAT)$  up 11%, $Corning(GLW)$  and $Teradyne(TER)$  both up 9%, and $Caterpillar(CAT)$  up 6%. What's notable isn't just the size of the moves, but the cross-sector confirmation. It'll be worth watching to see if this leadership continues into the next sessions.

$SpaceX(SPCX)$ Musk posted on X that American Airlines will use Starlink and said more to come. This one's looking ready to take off. I'm long and strong here.

$Direxion Daily MU Bull 2X Shares(MUU)$  This looks like a good buying opportunity for Micron, and the consolidation it needs before a potential jump after earnings.

$SpaceX(SPCX)$ Fair value is $650. No resistance until $500. The target remains $750. I'm keeping a strong buy call.

$Applied Optoelectronics(AAOI)$ It's showing massive strength to start the week, with the weekly candle looking incredibly bullish. Momentum is accelerating, and the stock is actively chasing the $235 target level.

$Applied Optoelectronics(AAOI)$ The bottom line is that AAOI isn't a CPO play—it's all about pluggable transceivers. If CPO gets delayed, AAOI actually benefits by selling more transceivers for a longer period. That's a straight-up bullish point. In simpler terms, think of AAOI as a car company. The world expects flying cars to replace gas cars in a year. If flying cars get delayed, regular cars sell longer, meaning more revenue. It's the same for AAOI. Yet the market panics and sells anyway because it lumps AAOI in with "CPO losers." I see an opportunity there.