$Applied Optoelectronics(AAOI)$  Wall Street sees a hockey stick pattern here. Do you see it too?

If you trade $Applied Optoelectronics(AAOI)$  but also like penny stocks, $Leverage Shares 2X Long AAOI Daily ETF(AAOG)$  might be worth a look. It even has monthly options. The surprise here could be a run up to $10.

"Don't own bonds and be cautious with stocks," per FT. That sort of headline usually feels like a bottom signal for $iShares 20+ Year Treasury Bond ETF(TLT)$  to me. If not right now, then pretty soon. Market makers probably don't want retail getting bonds at these levels. An inverse move looks like it could be coming. $SPDR S&P 500 ETF Trust(SPY)$  $Invesco QQQ(QQQ)$  $ProShares UltraPro QQQ(TQQQ)$ 

$SpaceX(SPCX)$ Looks like I'm going to be a shareholder again soon. Those 160 strike calls I bought a while back are approaching the strike price, and I might exercise them to avoid losing more to decay. It felt like an odd move when I made it, but now I'll have my shares back and be holding at a pretty solid profit.

$SK hynix(SKHY)$ Undervalued, though still tied to the Korean market. $Micron Technology(MU)$  looks nearly fully valued at this point, and they're heading into what should be another blowout quarter. So it's not hard to picture how this earnings report could turn out.

$SK hynix(SKHY)$  Looking like institutions are going to close a trading gap going back to 9/18. It's not much farther down from here, about 70 pts, and it's at 6945 now. Coming into the end of the quarter, it's not much of a surprise. They should have done it last week, given it was a short trading week.

$Bloom Energy Corp(BE)$  Triple witching brings a lot of volatility. Being added to the S&P on Monday. Nice dip. $Intel(INTC)$  $NVIDIA(NVDA)$  $Micron Technology(MU)$ 

$ProShares UltraPro QQQ(TQQQ)$ $MAX S&P 500 4X Leveraged ETN(SPYU)$ Added to my positions with the market pushing back against the rate hike and oil only dropping marginally. Not for the faint of heart though.

$SpaceX(SPCX)$  This one has my attention. Strong close with solid volume.

$SK hynix(SKHY)$ BofA raised its price target on SK Hynix to $268 from $250, keeping a Buy rating. Analyst Simon Woo pointed to the stronger Korean won as the reason for the bump. BofA's analysis shows SK Hynix achieved strong selling price increases in Q3.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  Up more than 30% from my entry at $3. Just sitting back while the long side takes heat. Watching an inverse ETF rip has been entertaining.

$Bloom Energy Corp(BE)$  Oracle just gave a shout out to Bloom Energy servers and how much better they are versus other solutions during the Q&A session of Oracle's call.

$SpaceX(SPCX)$ The daily chart looks decent from where I stand, though I'm not exactly an expert on this.

At the Goldman Sachs Communacopia + Technology Conference, Michael Dell gave an example of customers asking for thousands of Vera Rubin systems but not being ready to build their own data centers. He said Dell points them to partners to help make it happen. Bullish for TSSI, since they specialize in AI rack integration and deployment services and have been linked to Dell work. Could be a coincidence, but the language around partners handling the deployment side of large Vera Rubin orders is worth noting. $Dell Technologies Inc.(DELL)$  $TSS, Inc.(TSSI)$ 

$Bloom Energy Corp(BE)$ If you use Fidelity, you're probably familiar with the Research section and its bullish/bearish/neutral ratings. It recently flipped to Very Bullish. Before the 25% run, it went from Neutral to Bullish. Sometimes they really do get it right based on solid research, but I'm bullish anyway.

$SK hynix(SKHY)$ Watched that $167 level with the cup and handle formation playing out. Once it breaks out, this thing could really run from here. 210, then 245+.

$Bloom Energy Corp(BE)$ 272-280 looks like the consolidation range for the next two weeks, while 266-272 should act as the shake zone during that stretch. That would give liquidity some room to build before a push toward 295-300 by month-end. The last quarter tends to be slow, and earnings could bump it up to 310-325 to close out the year.

$Bloom Energy Corp(BE)$  Currently up around 10% give or take from Friday's close in European markets. Lots to be positive on here. S&P 500 addition, the Hitachi co-op on data centers in Japan, and other co-ops progressing nicely. US data centers too, and being part of the discussion and actual solution for some of the noise, water, and pollution issues. Good to be invested in BE. Had to look twice, but even saw Bloom Energy on the field of a college football game last night.

$Moderna, Inc.(MRNA)$ I missed the initial pop, but I've been making up for it by swing trading these large swings. Already up 55%. I've been saying from day one to buy the dips and sell the rips while this consolidates. Oh well, tried to help.

$SpaceX(SPCX)$ SpaceX has officially filed with the FCC for approval to launch Starlink V3 satellites on Starship's test flight 14. The new satellites are designed to support more than 10x the capacity of current Starlink satellites, focused on expanding connectivity and delivering performance improvements. With Starship and Starlink V3 approaching this step, space-based internet looks to be entering a new phase.