To The Moon

$Direxion Daily MU Bull 2X Shares(MUU)$ Call me crazy, but I went all in on a 2x leveraged position in $Micron Technology(MU)$  for this move. I had a strong feeling they would crush earnings, just based on memory prices moving up 2-3x. But hitting 41 billion, which was the high end of next quarter's guidance, in this quarter is something I did not even expect. Those AI models had a 0% probability they would hit 40+ billion this quarter, which is kind of funny.

$Applied Optoelectronics(AAOI)$ If (or when) it breaks below $150, I'm considering picking up a few more shares. If Wall Street is going to throw the baby out with the bathwater, I might just try to catch it.

$T1 ENERGY INC(TE)$ Bounced strongly from the $7.66 area, now up over 16% and trading near $11. $Applied Optoelectronics(AAOI)$  has also moved from the $162 zone to $177, roughly +9%. $IREN Ltd(IREN)$  saw a short-term rebound from $56.95 to $58.30 after a dip. Overall, recent setups have been showing solid follow-through.

$SpaceX(SPCX)$  I remember during the hype around pot stocks, GoPro, and Beyond Meat... a lot of people who normally don't invest became active. SpaceX feels similar. The good news is, holding for 20 years, most should make money with SpaceX.

$Applied Optoelectronics(AAOI)$  Nothing to be excited about with the drop. It's just a rotation. AOI will surely shine again. The catalyst is still strong.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  Currently holding 52,500 shares at an average of $4.09. Appreciate the dip. What the market is overlooking right now, once it becomes clear, could push the price to $30 in less than a month. I'll elaborate then.

$SpaceX(SPCX)$  Don't let the short-term volatility shake you out. This is a multi-generational stock for the long term.

$Applied Optoelectronics(AAOI)$  Buy more, hold more. Fair value is $400. The gold rush target stays at $500. No resistance until $375. Keeping a strong buy call.

$SpaceX(SPCX)$ As noted by Billy Wahng, CTO of Astro Digital, Everspin's MRAM has proven to be an optimal solution for demanding space exploration and LEO satellite missions. The addition of the HR version gives them the option to broaden the operating range of their systems.

$Applied Optoelectronics(AAOI)$ This looks like it wants to go higher. When the S&P turns, it could be the one to own.