$Applied Optoelectronics(AAOI)$ Stock is breaking out of a channel on the daily and moving into the upside gap between $119.15 and $124.56. Looking for a gap fill. Calls look good as long as $120 holds. Above $125, $135 seems possible. High watch going into this week.
$Applied Optoelectronics(AAOI)$ Flipping bullish here. The leveraged ETF is hitting scanners now, with two green candles confirming the move above the 50-day moving average. Next levels I'm watching are 155, then 195.
$Bloom Energy Corp(BE)$ The EPS inflection might be one of the most overlooked parts of the Bloom story. The shift over roughly two years is pretty striking: 2024 non-GAAP diluted EPS: $0.28 2025: $0.76 2026 guidance: $2.55–$2.85 That works out to about a 9–10x increase in just two years at the midpoint of the 2026 guidance. So what is actually driving the EPS jump? 1. Revenue is scaling quickly. AI/data-center demand is translating into much larger deployments. 2. Gross margins are expanding. More revenue is turning into disproportionately more gross profit. 3. Operating expenses are not scaling nearly as fast as revenue. That incremental gross profit is increasingly dropping to the bottom line. 4. Bloom is shifting from a growth company losin
$Bloom Energy Corp(BE)$ Almost everything looks bad right now, but this isn't really out of the ordinary. It's actually impressive how many times we've seen this same pattern play out: geopolitics, the Fed, and so on. Market makers are clearly using the fear to shake people out and buy cheaper. Nothing exceptional to worry about. We all know what tends to happen next. Not falling for the same traps anymore.
$Ondas Holdings Inc.(ONDS)$ There is strong resistance at the 50 day EMA and the $8 area. Two ways to play this short term. Just know with a high degree of certainty that we do NOT close above the 50 day EMA. Why? Call options for starters, round number, RSI overbought on the 30 minute and lower. So what are the trades? 1. Sell at, just below, or just above the 50 day EMA at tomorrow's price, around $7.97. 2. Wait until it gets a bit higher, and I don't mean $7.99, I mean around $8.39 or the EM, expected moving options line. Look, the RSI is overbought and can still go higher, so $7.97 or up to $8.39? RSI below. Decision time. I am a long term holder but I trade when given the chance. When I trade I don't trade for a few hundred bucks but tho
$SpaceX(SPCX)$ That's all they had. On to 200. It's the only company backed by government money, too big to fail. Soon those lower numbers will be a fond memory.