To The Moon

$Applied Optoelectronics(AAOI)$ Got in a bit late on this one, and jumped in too early on the dip too, but kept averaging down all the way. Average cost 158. It seems like a decent play, a vertically integrated PO company with some good things ahead. Hope this drop was overdone and the price recovers just as quickly.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Will MU earnings get us a green day here?

$Applied Optoelectronics(AAOI)$ The market needs a bit of time to digest the interest rate news and the recent jitters, and I think we'll be back over $200 before long. The stock has been trading pretty flat on average around $175, with some spikes and dips. I mentioned it would be volatile. It's up 517% over the past six months, so some profit-taking is happening. To me, the smarter move is to accumulate on dips in anticipation of the second half.

$Applied Optoelectronics(AAOI)$ The company is a leader in AI optical modules, benefiting from strong hyperscaler demand and rapid capacity expansion. The bull case is that the 2026 revenue guidance is over $1B, driven by accelerating demand for AI optics. It's a direct play on AI data center bandwidth growth, but execution risk remains.

$SpaceX(SPCX)$ Another successful launch today... We stay.

$SpaceX(SPCX)$ This IPO could end up being remembered for more than just its record-breaking size. What really stands out isn't just the ~$75B raise—it's the underlying structure: ~$18.7B in annual revenue $2T valuation Only ~3–4% public float This creates a situation where index funds, institutions, and retail are all competing for extremely limited supply. Price discovery becomes more flow-driven than just fundamentals. The next layer is even bigger: OpenAI is reportedly targeting a valuation near ~$1T. Anthropic is also moving toward a similar scale. Their combined potential adds trillions in new AI market cap. In the near term, this structure is bullish—forced buying, passive flows, and AI momentum could push valuations well beyond what t

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ If we close green today, the decay seems to be fixing itself. SOXX is down 11% from highs while SOXS is up 34% from its lows.

Setups for the week ahead. Optics and memory are showing strong daily bases with impressive relative strength. AI demand is pushing SK Hynix to double its wafer capacity over five years—memory is the bottleneck. Watching these names for potential big moves: $Applied Optoelectronics(AAOI)$  $Credo Technology Group Holding Ltd(CRDO)$  $Veeco Instruments(VECO)$  $COHERENT(COHR)$  This kind of setup could work out if momentum continues, with early entries into strong bases.

$NVIDIA(NVDA)$ $Dell Technologies Inc.(DELL)$ $Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ $Cerebras Systems(CBRS)$ Needham, Rosenblatt, Wedbush, UBS, TD Cowen, Barclays, Morgan Stanley, and Citi have all initiated coverage on Cerebras Systems with Buy or equivalent ratings, with price targets ranging from $250 to $340.

$ServiceNow(NOW)$  Hoping to recoup all of Friday's losses and head to 120 plus.