$SpaceX(SPCX)$ This looks like a decent time to be buying, especially for anyone who wants to get in around the IPO price. I'm a small player compared to some here, but I bought 1,700 shares and I'm fine holding them for a decade or more.
$Bloom Energy Corp(BE)$ My gut still says we hit 400 this year. Feels like we're in the last stretch of the macro and mid-term discount period, maybe another week or two of softness, and after that it should come back to the company's actual fundamentals.
$Bloom Energy Corp(BE)$ These earnings moves have gotten pretty wild. Feels like the market makers can push price around a lot more now because there are so many retail traders in the mix. Swings were never this violent pre-COVID. I'm just holding through them and buying the dips when I have the cash available.
$Moderna, Inc.(MRNA)$ $Iovance Biotherapeutics, Inc.(IOVA)$ is sitting at only a 6.7 billion market cap with an FDA-approved product, while another company is at 86 billion without FDA approval for melanoma. Now there's positive lung data on top of that. Still about 80 billion to go for IOVA.
$Applied Optoelectronics(AAOI)$ Started building a position in the low 80s and have been adding since. The risk/reward still looks reasonable at these levels. High beta moves should keep going, and I'm mostly following the photonics stock basket alongside the AI hardware trade. I don't think the projected 1.7T in AI capex for next year is going to get downgraded. Maybe in 2028.
$CoreWeave, Inc.(CRWV)$ $IREN Ltd(IREN)$ $Applied Optoelectronics(AAOI)$ Manage your risk carefully. If you're using margin, keep a comfortable buffer and use it responsibly. The key point is not to sell these companies at a loss. I'm not great at forecasting, but I do think they'll recover sooner rather than later. Bears can get in your head, and they often have their own motives. Either block them or ignore them, unless they're being rational. Wishing everyone the best.
$Micron Technology(MU)$ Micron has become a retail favorite. Even if the thesis is completely right, expect to get played by institutions in every way possible. I'm still buying anyway. A good bit of Micron and quite a lot more of SKHY.
I'm heavily invested in several storage names, including WDC. I've been through every piece of analysis I can find, and I'm convinced storage is here to stay. The boom and bust cycles feel like a thing of the past in an AI-driven world. MU is already booking long-term contracts through 2031. HDD remains the most cost-effective way to store large volumes of data, and AI is going to keep growing data demand exponentially over the long term. I'm holding every share I own of $Western Digital(WDC)$ , $Micron Technology(MU)$ , and $SanDisk Corp.(SNDK)$ , and I'm planning to add some $SK hynix(SKHY)$ to the mi