To The Moon

$SpaceX(SPCX)$ Haters might hate, but this is being added to index funds, which will drive demand. Insiders know the potential and will be taking a bullish stance. I think it could reach above $180 by October.

$Applied Optoelectronics(AAOI)$ I bought some more, speculating on a big jump from Micron's numbers. Good luck to the longs.

$Rumble Inc.(RUM)$ The TeraFab theory. Intel, Tesla/SPAC XAI need power, land, and real-world AI workloads to soak up TeraFab silicon. Former Intel vet Mike Masci and Quack AI bring exactly that: data centers, power, and GPU customers like Together AI. Rumble could become the TeraFab "off-campus" AI cloud – hosting TeraFab chips, running Starlink/video/AI workloads, and giving Intel a flagship US customer outside the big 3 clouds.

$Applied Optoelectronics(AAOI)$  The market is gradually pricing in a structural shift: data center interconnects are moving from copper-heavy to photonics as AI bandwidth demand explodes. This isn't a hype cycle—it's infrastructure evolution. The thesis is straightforward: bandwidth bottlenecks aren't solved with software. They're solved with physics. Early capital is already rotating. The question is who's late to the shift.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  Bought 1000 shares at $3.39, just for fun.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  Down on my puts today as well, but staying calm. The focus is now on just 2-3 chip stocks and 2 memory stocks, very concentrated. Micron's earnings could be the top, as the saying goes: "The best news always marks the market top."

$SpaceX(SPCX)$ $SanDisk Corp.(SNDK)$ there's only 1 rule in the jungle, the survivor write the rules $Reddit(RDDT)$  $Meta Platforms, Inc.(META)$ 

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ There's a nice 10% gain. If you've been buying on dips and selling during rallies over the past few weeks, you've likely locked in some decent profits.

$ProShares UltraPro Short QQQ(SQQQ)$ Here's the next setup before upside continuation, from a 3-minute perspective. We had a strong break of the critical liquidity level at 36.70, following through toward price targets 37.33 and 37.57+. Notice the significant increase in buying pressure at the open. It's no surprise we're getting a relief rally today after yesterday's big premarket gap down.

$SpaceX(SPCX)$  Post-IPO momentum has been strong, and the market is clearly paying attention. Early price discovery phases like this tend to pull interest across the entire theme, not just the primary name. I'm watching to see if this starts to spill over into the broader space basket: $AST SpaceMobile, Inc.(ASTS)$ , $Rocket Lab USA, Inc.(RKLB)$ , and even PL. When sentiment heats up in one leader, liquidity often starts chasing the "second-order" beneficiaries. We already saw a sharp sector shakeout recently. Those kinds of red days are usually where positioning gets cleaned up before continuation moves. No need to