To The Moon

If you're looking for high returns, look beyond the flashy compute stocks—photonic infrastructure is where the opportunity lies. Every AI cluster is useless if the GPUs can't communicate fast enough. Compute grabs the headlines, but data movement is the real bottleneck. The optical market is projected to triple to $36B this decade, and each new generation—from 800G to 1.6T to 3.2T—creates a fresh upgrade cycle. Key names to watch are $Applied Optoelectronics(AAOI)$  and CRDO. They own the bottleneck. When the market catches on, these could move.

$ServiceNow(NOW)$ The stock is currently trading at a P/S ratio of around 8.4x, which is a discount of over 50% compared to its 5-year average of about 17x. As a key leader in enterprise software, it maintains over 20% annual revenue growth with strong AI tailwinds. This valuation gap looks compelling to me.

$ServiceNow(NOW)$ ServiceNow's revenue retention remains extremely strong. Large enterprises rarely rip it out once it's deeply integrated into their workflows. Remaining Performance Obligations nearing $28 billion provide unusually high visibility into future revenue. Gross margins are elite for a company still growing at close to 20%. Free cash flow generation is massive and continues to compound. AI is becoming an accelerator, not a threat. NOW is embedding AI agents directly into enterprise workflows instead of competing head-on with consumer AI models. The balance sheet remains very strong with billions in cash and manageable debt. A drawdown in a high-quality growth name after a huge multi-year run isn't unusual. Stocks like NOW have his

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  Don't listen to the swing traders and the semi-bulls. They don't realize $iShares Semiconductor ETF(SOXX)$  is topping out. Buy in the 5's now because we'll see double digits very soon.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  Though the premarket looks like this, it could be a whole different story once regular trading hours begin.

$IBM(IBM)$ IBM should break through $350. The five-star analyst has been consistently upgrading, and Citi usually gets the price target right every time. They're calling for $375.

$IBM(IBM)$ 6 million new shares were shorted on June 1st. If it starts running again, that could add more fuel. I think it could run.

$ServiceNow(NOW)$  Based on what the NVIDIA CEO mentioned, the stock price could return to previous highs soon. A threefold increase in productivity suggests a market cap of $400 to $500 billion is achievable.

$Dell Technologies Inc.(DELL)$ A big push into the close. I'm guessing we close around $475. We should see $500 next.

$Tiger Brokers(TIGR)$ Tiger Brokers’ interest expenses for Q3 2025 were $21.9 million, up 39.8% from $15.7 million in the same period last year. Still bullish.