To The Moon

$Applied Optoelectronics(AAOI)$ Don't invest solely based on charts. I'm more focused on upcoming guidance and evidence that the ramp is actually happening. Based on growth expectations, this is not overvalued by any means, arguably the cheapest in the sector when you bake growth into valuation. I'll be adding to my position today.

The best thing about these choppy, pullback days is that the truly strong names stand out like a sore thumb—stocks making new highs, forming higher lows, and holding key moving averages. That's what strength looks like. These are the ones worth watching when the market starts to turn. A few that are standing out to me right now: $Digital Turbine(APPS)$  $Corning(GLW)$  $Sezzle Inc(SEZL)$  CGNX. Sharing the framework and levels—no paywall, just some structured positioning thinking.

$Applied Optoelectronics(AAOI)$  This is one of those names where you either want exposure, or you don't. The simplified bull case: ▸ FY2026 revenue guided over $1.1B, roughly +140% YoY ▸ Supply constrained vs demand through 2027 ▸ Mid-2027 model implies ~$471M/month transceiver revenue, an annualized run-rate of ~$5.7B (before CATV upside) The key angle: it's one of the only US players vertically integrating laser chip production, just as hyperscalers prioritize supply chain control. On top of that, CPO/ELSFP adoption adds another layer of optionality. The Street is already chasing it higher: Rosenblatt around $220 Raymond James around $160 But the run-rate math still looks ahead of consensus. Yes, volatility i

$SpaceX(SPCX)$ A nice retrace from $220 to $170, giving folks another chance to buy in at cheaper prices.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ This is definitely worth a shot at these levels. Semiconductors are so overdone, really overdone. I can't time it, but I can wait. Taking a very long position here. Not huge, but long!

$Applied Optoelectronics(AAOI)$ AAOI...always entertaining and almost always very profitable. Some folks just take things too seriously. Good luck to all.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ This thing doesn't seem to like sideways action, only volatility... even if semis start to bleed, I think the outcome could be surprising.

$Applied Optoelectronics(AAOI)$  The price is coiling and eyeing the $250–275 zone. A MACD cross is forming, RSI is at 54, with a clean bounce off the 9 EMA and the bullish SMA uptrend intact. The price bands are holding as dynamic support. A sustained move through $200+ could trigger the next leg higher. Risk is defined below the bands and recent lows.

$Direxion Daily MU Bull 2X Shares(MUU)$  At $1004, that's the one I'd take over $GraniteShares 2x Long MU Daily ETF(MULL)$  right now, cleanest trend on my scanner today. Loses $1004 and I'm out fast, holds it and there's more.

Photonics and quantum computing are shaping up to be one of the next trillion-dollar industries, with major implications for AI, data processing, and next-generation infrastructure. As we move into 2027 and 2028, this sector has the potential to create real, life-changing opportunities as adoption picks up and capital flows in. I think $Q/C TECHNOLOGIES INC,(QCLS)$  is uniquely positioned for a potential rerating, especially given its exposure to LightSolver technology and the recent additions of high-level AI talent, including board members with ties to OpenAI. Looking at how leaders like $Applied Optoelectronics(AAOI)$ , $Quantum Computing Inc.(QUBT)$&nbs