To The Moon

$Dell Technologies Inc.(DELL)$ The momentum is there for now, but the last 7-15 minutes of trading could see some profit taking kick in. I'm not selling, just holding steady. Good luck.

$IREN Ltd(IREN)$ Just so you know, he mostly writes about Iren on his X account, so he knows Iren very well.

$Bloom Energy Corp(BE)$ Shorts should probably take note here. Pelosi has one of the better track records when it comes to beating the market, and shorting her picks has tended to end badly.

$Micron Technology(MU)$ $SK hynix(SKHY)$ $SanDisk Corp.(SNDK)$ $iShares Semiconductor ETF(SOXX)$ Consumer sentiment data is worth keeping an eye on for the personal device side of the memory market. The consumer has been generally weak over the years since Covid, and that weakness is already baked into memory market expectations. If we get an awakening consumer, that would be an insane addition on top of the HBM data center demand.

The FDA has approved Moderna's $Moderna, Inc.(MRNA)$  2026-2027 COVID formulas. The agency signed off on supplemental biologics license applications for updated versions of Spikevax and mNEXSPIKE, with the vaccines expected to be available in the coming days. The updated Spikevax formula is approved for individuals 6 months through 64 years of age with at least one underlying condition.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  Here is the next setup before any upside continuation, based on the 1 minute time frame. There is a strong reclaim of the VWAP, with 47 being respected as a critical liquidity level on the support side. Price action is following through with higher highs and higher lows as it approaches the next targets of 48.70 and 49.00+. $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$  $iShares Semiconductor ETF(SOXX)$  $ProShares UltraPro QQQ(TQQQ)$ 

$Applied Optoelectronics(AAOI)$ Market's closed for the day, so the bashers have cleared out. They'll be back early tomorrow, pushing the same negative narrative. Revenue for 2025 doubled to $456M, and it's expected to double again to over $1B in 2026. The stock is way oversold.

$Applied Optoelectronics(AAOI)$ People sitting on the sidelines waiting to buy this around $80-90 will probably end up chasing it. Institutions took advantage of the after-hours dip to shake out retail shorts and panic sellers.

$SK hynix(SKHY)$ The slanted trend line on the daily chart clearly shows an inverse head and shoulders pattern in play. This train has left the station.

$Applied Optoelectronics(AAOI)$  Applied Optoelectronics posted a blowout fiscal Q2 2026. Adjusted EPS came in at $0.06 against a $0.01 consensus, while revenue hit $191.92 million versus the $190.48 million estimate, up 86.4% from $102.95 million a year ago. The company also noted this was its fifth straight quarter of record revenue. Datacenter was the main driver, more than doubling to $107.66 million from $44.79 million a year earlier. 800G volumes more than doubled sequentially, and the company says its in-house laser manufacturing keeps it insulated from the supply constraints hitting competitors. CATV revenue also moved up to $80.58 million from $56.02 million year-over-year. AOI swung to non-GAAP profita