$IREN Ltd(IREN)$ Max pain for this week is 38, so trade with that in mind. There was a big move today getting over the 38.54 fib level without much trouble. Now the focus is on the open and whether price gets taken back under 38.54, which would turn that area into a battleground between support and resistance. If it holds cleanly above, 44.39 is the next level up, but looking at the clouds, momentum is questionable. The shorter time frames are stretched high, while the longer time frame is still under the red global, so there are likely more battles ahead. After hitting 35 twice last week or so, it looked like the market was saying enough is enough. Global politics are causing the dips and rips, but the good ne
$Moderna, Inc.(MRNA)$ The regulatory submission for the melanoma vaccine is getting close, possibly as early as next month. Data should be out soon, and approvals by early 2027 would set things up for a solid launch. Readouts from other cancer products could add more momentum for the oncology platform.
$Applied Optoelectronics(AAOI)$ It's been about a day and I still don't fully understand the $IREN Ltd(IREN)$ guidance. Part of me thinks it's the most bullish report I've heard, behind $NEBIUS(NBIS)$ and AAOI. The other part of me, the balance sheet side, still has a lot of questions about how they get there. It's a long-term position for me and currently 2% of my portfolio, so I'm not going out of my way to dig into every detail, but I won't be selling.
$Moderna, Inc.(MRNA)$ Something like this maybe? An angled triple bottom is very bullish. Curious if anyone has actual TA with specific points and pattern analysis. I don't think the guy spamming about big pharma has any info I could actually use.
$SpaceX(SPCX)$ I might as well buy the handle on the consolidation cup and handle before it goes to 135. It looks like we're getting one final dip below 132 here.
$SK hynix(SKHY)$ Memory fundamentals haven't suddenly cracked, at least not according to the way analysts are framing it. The industry backdrop still looks stronger than Tuesday's stock moves would suggest. AI data centres keep consuming more high-bandwidth memory, DRAM and flash storage while supply stays constrained. Manufacturers are also signing longer-term customer agreements, which improves visibility compared with previous cycles. ClearBridge Investments portfolio manager Divya Mathur told Reuters earlier this month that the recent volatility in semiconductor stocks appears disconnected from any material change in long-term fundamentals. She added that share prices can react more sharply than the underly