$Corning(GLW)$ Looking at the whole week puts the move in perspective. This looks like a retracement of the entire parabolic run, not just a normal pullback. The stock ran from around $200 to $270 in about a week and a half on the AI-fiber hype, and it's now given back almost the entire move in a handful of sessions, landing right back near where the breakout above $220 started. That's the flat consolidation zone around $218-222 from mid-to-late June, before the big move. That old consolidation zone seems like a logical place for buyers to step back in—it's known support, not just a random oversold level.

$Corning(GLW)$ The RSI is at 16, which is extremely low and deeply oversold. Even if it drops to $218, which would confirm a double bottom, a sharp bounce could force shorts to cover.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ It looks like Raising Cane's is back on the menu.

$Applied Optoelectronics(AAOI)$ Don't invest solely based on charts. I'm more focused on upcoming guidance and evidence that the ramp is actually happening. Based on growth expectations, this is not overvalued by any means, arguably the cheapest in the sector when you bake growth into valuation. I'll be adding to my position today.

The best thing about these choppy, pullback days is that the truly strong names stand out like a sore thumb—stocks making new highs, forming higher lows, and holding key moving averages. That's what strength looks like. These are the ones worth watching when the market starts to turn. A few that are standing out to me right now: $Digital Turbine(APPS)$  $Corning(GLW)$  $Sezzle Inc(SEZL)$  CGNX. Sharing the framework and levels—no paywall, just some structured positioning thinking.

$Applied Optoelectronics(AAOI)$  This is one of those names where you either want exposure, or you don't. The simplified bull case: ▸ FY2026 revenue guided over $1.1B, roughly +140% YoY ▸ Supply constrained vs demand through 2027 ▸ Mid-2027 model implies ~$471M/month transceiver revenue, an annualized run-rate of ~$5.7B (before CATV upside) The key angle: it's one of the only US players vertically integrating laser chip production, just as hyperscalers prioritize supply chain control. On top of that, CPO/ELSFP adoption adds another layer of optionality. The Street is already chasing it higher: Rosenblatt around $220 Raymond James around $160 But the run-rate math still looks ahead of consensus. Yes, volatility i

$SpaceX(SPCX)$ A nice retrace from $220 to $170, giving folks another chance to buy in at cheaper prices.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ This is definitely worth a shot at these levels. Semiconductors are so overdone, really overdone. I can't time it, but I can wait. Taking a very long position here. Not huge, but long!

$Applied Optoelectronics(AAOI)$ AAOI...always entertaining and almost always very profitable. Some folks just take things too seriously. Good luck to all.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ This thing doesn't seem to like sideways action, only volatility... even if semis start to bleed, I think the outcome could be surprising.

$Applied Optoelectronics(AAOI)$  The price is coiling and eyeing the $250–275 zone. A MACD cross is forming, RSI is at 54, with a clean bounce off the 9 EMA and the bullish SMA uptrend intact. The price bands are holding as dynamic support. A sustained move through $200+ could trigger the next leg higher. Risk is defined below the bands and recent lows.

$Direxion Daily MU Bull 2X Shares(MUU)$  At $1004, that's the one I'd take over $GraniteShares 2x Long MU Daily ETF(MULL)$  right now, cleanest trend on my scanner today. Loses $1004 and I'm out fast, holds it and there's more.

Photonics and quantum computing are shaping up to be one of the next trillion-dollar industries, with major implications for AI, data processing, and next-generation infrastructure. As we move into 2027 and 2028, this sector has the potential to create real, life-changing opportunities as adoption picks up and capital flows in. I think $Q/C TECHNOLOGIES INC,(QCLS)$  is uniquely positioned for a potential rerating, especially given its exposure to LightSolver technology and the recent additions of high-level AI talent, including board members with ties to OpenAI. Looking at how leaders like $Applied Optoelectronics(AAOI)$ , $Quantum Computing Inc.(QUBT)$&nbs

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Well, at least it didn't go to $3.50; that gives me some hope for $4.50 or $5 tomorrow.

$ServiceNow(NOW)$  The buyback signal is getting louder. ServiceNow repurchased around $2B in Q1 alone, already exceeding its total buybacks for all of 2025. On top of that, there's still roughly $4.8B remaining in its authorization. When a high-quality software company starts accelerating buybacks at this scale, it's not just about capital return—it's management putting a clear floor under the stock and signaling internal conviction on valuation. The market can debate multiples, but insiders are voting with real money here.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  Gave back a little as expected. The price towards the end of the week will be higher.

$IBM(IBM)$  Last three analyst updates. Barclays at 350 target. Wedbush raised from 320 to 350. Citi significantly increased from 285 to 375. That's at least 15 to 25 percent upside from here. Could go even higher if the upcoming deals materialize.

$ServiceNow(NOW)$  Honestly, I keep coming back to NOW. This stock doesn't get people as emotional as the flashy AI names, and that's kind of why I like it. While everyone is busy chasing the latest hype, NOW just keeps quietly executing in the background. Enterprise AI adoption, sticky customers, strong cash flow... the setup looks stronger the more I look into it. Feels like one of those names people suddenly "discover" after it's already way higher.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ The market is performing strongly. I'm considering whether to do some rebalancing. I hold a significant amount of SMH.

$Bilibili Inc.(BILI)$ Kicking off 2026 with a bang — whatever I buy just keeps going up! Am I about to achieve financial freedom ahead of schedule?