To The Moon

📊 Market Recap As of October 6, 2026, 'Applied Optoelectronics Inc.' (AAOI) closed at $121.57, up +5.17% with an intraday range of $112.80 – $121.92. The stock remains approximately 48% below its 52-week high of $233.67, but is now pressing against the recent resistance area near $133.01, fueled by renewed AI-driven optical networking sentiment. 🚀 Key Drivers AI Infrastructure Demand: Continued hyperscaler spending on data center interconnects supports AAOI's high-speed optical transceiver growth narrative. Semiconductor Sentiment Spillover: Strength in Taiwan Semiconductor and related AI hardware names lifted the broader optical components complex. Short Covering Momentum: Short volume ratio remained elevated above 21% in early October, creating fuel for a squeeze-driven rebound. 🎯 Price

📊 Market Recap Seagate Technology ('STX') closed at $887.09 on October 6, 2026, rising +4.49% or $38.10 from the previous close of $848.99. The stock traded in a range of $875.00 to $903.00, with after-hours momentum pushing to $886.01. 'STX' now sits approximately 22.5% below its 52-week high of $1,145.00, but the sharp single-day surge signals a decisive breakout from a prolonged consolidation phase. The strong move was supported by heavy trading volume of 5.58 million shares, with a volume ratio of 1.11, indicating above-average participation and renewed institutional interest. From a technical perspective, 'STX' has reclaimed the immediate pivot zone near $876 and is now challenging the strong resistance level at $913.71. The bullish price action, combined with robust AI-driven storage

📊 Market Recap As of the latest U.S. session, 'COHR' closed at $333.64, down -1.01% from the prior close of $337.04. The stock logged an intraday high of $341.76 and a low of $326.46, with amplitude of 4.54%. Despite the pullback, 'COHR' remains in a strong medium-term uptrend, sitting roughly 24.2% below its 52-week high of $440.00 and more than 208% above its 52-week low of $108.19. Volume reached 5.4076 million shares with a volume ratio of only 0.71, suggesting the decline was driven more by low participation than aggressive distribution. 🚀 Key Drivers AI Datacenter Optics Demand: Coherent remains a core supplier of 800G/1.6T optical transceivers for AI clusters. Recent strength in TSMC and the broader semiconductor complex has reinforced investor appetite for optical networking names

$Tesla Motors(TSLA)$  bullish conviction on trend - high probability reclaiming previous high at the very least.

$Hims & Hers Health Inc.(HIMS)$ is entering our coverage window with two stories running side by side. On one side is a telehealth business still growing revenue at close to 40% a year. On the other are a federal lawsuit, a new shareholder class action and a quarter where profits fell far short of expectations. Wall Street has mostly landed on "Hold." Here is the fundamental picture worth having in mind before our Pretiming Report arrives. Why HIMS Has Been Under Pressure The turning point came on July 29, when the Federal Trade Commission, joined by Utah and Los Angeles County, sued the company. The complaint alleges that Hims & Hers shared sensitive health information with advertising platforms such as Meta and Snap despite its privacy p

This may be the most contrarian piece of information you’ll see this year. $Gold - main 2612(GCmain)$ $SPDR Gold ETF(GLD)$ looks expensive. Bonds look cheap. Interestingly, both have actually been a losing position this year, with gold down -4% YTD and long-term treasuries down -11%. The difference is one is nearing the end of a prolonged bear market, and the other is just beginning. The most contrarian trade right now would be short gold vs long bonds. But just because something is contrarian doesn’t mean it’s right. The rest of the elements need to fall into place. Coming from a starting point of valuation-extremes like that on display in the chart above certainly sets the scene, stimulates the imagi

1. $S&P 500(.SPX)$ 📈 Indecision plus the gap below led to a quick fill. If price keeps moving higher, the Bollinger Band could provide resistance and trigger another move down to fill the gap at 7,684. A constructive setup bulls want to see completed for healthy continuation. 2. $Costco(COST)$ 🟢 The post-earnings bounce remains constructive, with a potential bull flag developing. 3. $Meta Platforms, Inc.(META)$ ⚠️ Upper Bollinger Band breach + overbought RSI + overbought Money Flow Index = a trifecta pointing toward a pullback. The 20DMA and potentially lower remain in play. Will this time be different? Unlikely. Still, this looks more like a healthy pullb

Over the five sessions through to 1 October, more than 80 director interests and substantial shareholdings were filed for close to 40 primary-listed stocks.  Directors or CEOs reported 22 acquisitions and no disposals, while substantial shareholders recorded 28 acquisitions and five disposals. In addition, the five sessions saw 26 primary-listed companies conduct buybacks with a total consideration of S$47.8 million, led by United Overseas Bank, Keppel and Singapore Telecommunications.  1. $Cortina(C41.SI)$ Cortina Completes S$55 Million Equal Access Buyback On 2 October, Cortina Holdings filed a daily share buyback notice confirming the purchase of 13,246,273 shares under its off-market equal access offer for a total consideration of

$NVIDIA(NVDA)$  just put $235 billion behind its own stock. That sounds like an enormous vote of confidence. On September 28, Nvidia’s board added another $150 billion to its share-repurchase authorization, taking the remaining authorization to $235 billion through fiscal 2028. Nvidia described it as the largest increase to a buyback authorization in history.  Then came the market reaction. Nvidia hit an intraday record of $237.88 on Friday before closing at $233.95, up 1.34%. Its market value finished around $5.7 trillion.  But here’s the question I keep coming back to: At these prices, is buying back stock the best use of Nvidia’s enormous cash flow? The bull case is straightforward. Buybacks reduce the number of shares outstanding,

The September jobs report delivered a big surprise. US employers added just 29,000 jobs, well below expectations, while unemployment edged up to 4.2%. Previous months were also revised lower, leaving July and August payrolls a combined 60,000 below earlier estimates.  Wage growth also slowed, with average hourly earnings up 3.0% over the past year.  That quickly changed the rate outlook. Markets now see a much lower probability of an October Fed hike, although a December increase remains possible.  Stocks loved it. The Nasdaq hit a record high, while the S&P 500, Dow and QQQ all finished higher. But then something interesting happened. The 10-year Treasury yield initially fell — then reversed sharply and finished around 5.28%, near its highest level in years.  That creates an unusu

$Tesla Motors(TSLA)$  just gave the bulls something they needed: a clear delivery beat. Q3 deliveries came in at 486,532 vehicles, versus 464,391 produced — meaning Tesla delivered 22,141 more cars than it built during the quarter.  That is a meaningful inventory drawdown. But here’s the part investors shouldn’t ignore: Tesla did NOT deliver more cars than last year. Q3 deliveries were down 2.1% year over year from 497,099. The bullish case is that Tesla beat Wall Street expectations by roughly 5% and is now showing signs of stabilisation. Reuters reports analysts have also lifted their 2026 delivery forecasts following the stronger quarter.  The inventory picture is also improving. Tesla has now delivered more vehicles than it produce