To The Moon

$Bloom Energy Corp(BE)$ There are enormous opportunities ahead for the company that can deliver now, with a 77GW power shortfall through 2029.

$Applied Optoelectronics(AAOI)$ The market seems to be pricing AAOI as if it won't benefit from the AI infrastructure buildout at all.

$SpaceX(SPCX)$ Patience. If I had only waited one more day to buy. Patience.

$IREN Ltd(IREN)$ I've been holding this one for a long time and adding when I can. I've been in a lot of positions like this before, and I always regretted being hasty when bad periods made me lose sight of the bigger picture. If I'd stuck with what I believed and not let manufactured fear get in the way, I'd probably be retired by now.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  Taking profits here. The ride from 29 was solid. This worked out as a good hedge and made a decent profit. It could go higher, but I'm not going to be that greedy.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  Didn't see that coming. FB and Lam had good earnings, then dropped. Still on the watchlist.

$SK hynix(SKHY)$ I'm invested here. No point waiting, it's already very cheap. Just think about it, there are only four big mining stocks. Similar to how it is with MU, Samsung, SK, and the China players. I'm bullish on Samsung and SK because of their earnings relative to price.

$Tesla Motors(TSLA)$ $SPDR S&P 500 ETF Trust(SPY)$ A merger announcement involving $SpaceX(SPCX)$  would send this thing into orbit.

$Applied Optoelectronics(AAOI)$  Looks like a reversal pattern to me, though I have no position here. Is it heading to $50 or $183? I think a new deal could be announced fairly soon. Capacity issues should be resolved by now.

$SK hynix(SKHY)$  Hard to believe, really. Unlike so many high-flying AI stocks, this one is actually very cheap. The ones with insane valuations are the ones that should be plunging.