$SK hynix(SKHY)$ The current dip actually looks like a solid opportunity. Anyone who got out probably shouldn't be investing in this sector at all. This is just how semis behave, they're more volatile. You have to think like an investor, not a trader. Earnings are coming up fast and they should be strong.
$SpaceX(SPCX)$ Bears really think Apollo/Pimco financing $40B of NVIDIA compute for an investment-grade company is the bear case. SPCX isn't borrowing $40B to survive. It's borrowing to scale the infrastructure that could print future revenue. Wall Street is lining up capital for the buildout while bears are staring at the invoice. They saw the construction bill for the Death Star and decided the Empire was broke.
$Applied Optoelectronics(AAOI)$ Strong volume with over 12M shares traded, well above the 30-day average, and the price moved up 7%. That's the kind of action we need to see heading into earnings. I think we'll be over $150 by the ER. I'm buying the dips and holding.
$SpaceX(SPCX)$ All this Elon bashing seems to be having the opposite effect, the stock keeps climbing. It feels like there's room for a lot more upside. If the negativity really picks up, it might even push past $160.
$SpaceX(SPCX)$ Just above the trend line on the 1 hour to open. Hit and pierced the top of the 1 hour Bollinger Band only to drop all the way down to pierce the bottom band on the 1 hour. Very strange market maker behavior. No law enforcement until possibly 2029. Criminals.