$ServiceNow(NOW)$ I don't really get why people keep trying to play these small stock swings. The stock has a pattern until it doesn't. I see it more as a long-term buy and hold opportunity.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ MU is up over 10%, trading above $1,000. The way analysts keep raising their price targets for semis, it doesn't seem like it's over. It's pretty amazing how a number of large companies have gained over 1000% in less than 16 months.

$Applied Optoelectronics(AAOI)$ The reason I continue to hold it is straightforward: it builds the optical connectivity that allows AI chips to move data across data centers. As AI scales toward factories with over 500K GPUs, copper becomes the bottleneck, and optics serve as the plumbing to move data fast enough for training and inference.

It was quite a day for hot AI stocks. $Cerebras Systems(CBRS)$  up 18%, $Intel(INTC)$  up 11%, $Applied Optoelectronics(AAOI)$  up 11%, $Micron Technology(MU)$  up 10%, $Astera Labs, Inc.(ALAB)$  up 9%. If you panicked and adjusted your portfolio during last week's consolidation, today's explosive price action is a masterclass in staying long high-growth names. The moves felt institutional: newly listed AI chip firm CBRS surged nearly 20% on a wave of Buy initiations, while ALAB and MU saw ~10% breakouts driven by relentless compute and HBM demand. AAOI ro

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ The low $5's are holding as support.

$IBM(IBM)$ Quantinuum's IPO is a real signal that public markets are ready to pay for quantum optionality, not just AI certainty. Reuters reports the Honeywell-backed company raised $1.68B at $60/share, then opened at $68, up about 13.3%, giving it a market value of roughly $17.6B. My view is this is bigger than one hot debut. With Reuters also noting the recent $2B U.S. government push into quantum firms, the message is that investors are starting to treat leading quantum names less like science projects and more like strategic compute platforms that could matter in AI, cybersecurity, and national-security infrastructure over time.