To The Moon

$Applied Optoelectronics(AAOI)$  Volatility is still there. Just on AAOI alone, I'm up over half a million dollars today. COHR is knocking on a new all-time high, and AMD made a new one today.

$Micron Technology(MU)$ $GraniteShares 2x Long MU Daily ETF(MULL)$ $Direxion Daily MU Bull 2X Shares(MUU)$  This thing has been flying lately, up another 35% from its low. Even if it beats earnings and gives good guidance, I think it might still sell off. Classic sell the news.

$Applied Optoelectronics(AAOI)$  It was a good ride, but I sold yesterday with the closing price below the 50-day moving average. EPS growth is still very high, but the charts like OBV and MACD keep dropping. I'm still bullish, but I need those red flags to disappear.

$SpaceX(SPCX)$ Heading toward 400-500 by year-end, I'll keep buying on dips. This looks like a long-term move to me. Never bet against Elon.

$SpaceX(SPCX)$ I've been buying a lot on the dip. I'm holding for $1000. No rush.

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.