To The Moon

$AbCellera Biologics(ABCL)$ $Moderna, Inc.(MRNA)$ $SELLAS Life Sciences Group Inc.(SLS)$ $Eli Lilly(LLY)$ $Johnson & Johnson(JNJ)$ ABCL has put out its November investor conference participation schedule. To me this looks like more than just a notice for institutional investors, it seems tied to the next clinical phase for ABCL635. The key question is whether the 12-week data we've been waiting for comes out with the earnings release, or gets a separate announcement later. Upcoming schedule: October 22 - Poster presentation on the ABCL635 Phase 1/2 tria

$SpaceX(SPCX)$ The lockup expiry is behind us now, and a reverse head and shoulders pattern looks like it's forming.

The demand is real and will only keep growing. Going to need more infrastructure to support it. $iShares Semiconductor ETF(SOXX)$  $Roundhill Neocloud ETF(NCLD)$  $NVIDIA(NVDA)$ 

$SK hynix(SKHY)$ Nothing has actually changed at SKHY over the last couple of weeks, aside from the share price. They posted net profit in the billions, they are still net profitable in the billions, and that should continue for the next few quarters.

$Applied Optoelectronics(AAOI)$ Amazon signed a 10-year contract with this company to supply $4b worth of transceivers. That is huge. A $6.4b market value is cheap. The product should stay in strong demand for years to come.

This is what is going on with NASDAQ. Right at the 50 day ema. All this bond stuff is BS. I wrote in the history on bond yields that this 5.3-5.5% is the top and an intraday reversal. The market prognosticators, the stupid ones, want to convince you that the high yields and now diesel is about Iran, it's not. This is ALL POLITICS. The markets are pulling back and then tomorrow you will hear undervalue. If you own a good stock and it goes down imo buy or hold. These 3 above with the exception of $SpaceX(SPCX)$  which I said is pulling back to $150 has. It should bounce and if not great entry at $146 area. I sold, covered and waiting to enter again. The bottom on $Ondas Holdings Inc.(ONDS)$  is in

AAOI ($Applied Optoelectronics(AAOI)$ ): This could be just the beginning. AI infrastructure is expanding fast, and high-speed optical connectivity is becoming mission-critical. AAOI sits right in the middle of that trend. As demand for next-gen optical transceivers keeps picking up, the upside could be significant. The AI boom needs bandwidth, and AAOI could be one of the bigger beneficiaries. If execution holds up, today's volatility may not matter much down the road. I'm bullish on the opportunity and keeping an eye on execution.

$SK hynix(SKHY)$ $Micron Technology(MU)$ People are loading the dip in Korea. I don't think a lot of them understand that institutions are trying to close the trading gap. This is taking a while, and people are probably saying "wtf".

$SpaceX(SPCX)$ Another higher low on the daily chart. I like it.

$SK hynix(SKHY)$  Absolutely oversold, but this stock will break $200 heading into earnings. I'm just holding and buying more on the dip.