$Applied Optoelectronics(AAOI)$ The company has two major growth drivers right now: fiber optics for residential and business internet, plus AI data centers.
$Waste Connections(WCN)$ Waste Connections beat Q3 expectations with revenue of $2.638B, up from $2.458B a year earlier. They also raised their 2026 outlook again.
$SpaceX(SPCX)$ Reports ER on Oct 20. The consensus expectation for the upcoming release ranges between +$0.13 and +$0.17 EPS, compared to -0.09 in 2Q, which would mark the company's transition into sustained quarterly profitability. Revenue is expected to be around $13.02B, compared to $7.80B in 2Q, for 84% QoQ growth. Sure, this could drop to $130 if the market sells off another -5% from here, but for now, near $143 looks like a pretty good entry. Given the recent pullback, as long as the company meets 3Q forecasts and guides up for 4Q, we should see a nice rally back over $160+ as long as the market doesn't tank on us. $Leverage Shares 2X Long SPCX Daily ETF(SPCH)$
$SK hynix(SKHY)$ Institutions went quiet in the final 30 minutes. Wall Street should be more concerned about hyperscalers and frontier labs, not the hardware names. The hardware guys are set for multiple years. No comments on CXMT, by the way. Smart money understood that the proposed architecture is costly and not practical. That is why Samsung and SK Hynix deferred it even though the idea came from them. ASML makes the machinery that actually works, and that approach is more practical and cost effective. CXMT is doing their best, but it is not practical. Wall Street will say they are not engineers, so they did not know. They will also say they foresaw the potential impact on the DRAM market in the next 9-10 mo
$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Any bounce in SOXL looks shortable. They aren't really "slowing down" — without funding they're dead in the water. Forget ROI. The real question is who ends up with the biggest margin call in history.
$SK hynix(SKHY)$ I heard this company is the second largest public company in Korea. The Korean government will likely step in and stop the bleeding. Otherwise, millions of Koreans could end up needing government assistance as their savings evaporate along with the stock price.