The $Applied Optoelectronics(AAOI)$  thesis isn't complicated: AI workloads need bandwidth. More bandwidth means more 400G, 800G, and eventually 1.6T transceivers. $Applied Optoelectronics(AAOI)$  is one of maybe three companies that can actually make these at scale, and they're vertically integrated from chip to module. The 1.6T ramp in 2027 is the catalyst that either makes this a $200 stock or a cautionary tale. I'm betting on the former. The ATM closure means they have the capital to execute. Now they just need to ship.

$Seagate Technology PLC(STX)$  It probably shouldn't be down over the last five days. It has climbed from the 766 low and is back in the green at 776 now. Next week could be decent. We'll see.

$Seagate Technology PLC(STX)$  In STX we trust? It looks like a buying opportunity. One day everyone wants it, the next day no one does. Maybe buying when no one wants it makes sense.

$Applied Optoelectronics(AAOI)$ The only real risk right now is on the manufacturing execution side. Product demand is simply not an issue. That's the honest reality of it.

$Seagate Technology PLC(STX)$ I wish I had learned about financial literacy much earlier, but I'm grateful I eventually did. At 45, I was $97,000 in debt with no savings and no retirement plan. I decided it was time to educate myself and take responsibility for my financial future. Two years later, my net worth has grown to more than $870k. I'm now debt-free with $550,000 invested and focused on building even more long-term wealth. Being part of this community for the last three years has had a huge impact on my financial mindset. My habits have completely changed, and I've built a portfolio of approximately 5 Bitcoin over the past few months. I'm incredibly thankful for the journey and for the regular updates I've been able to follow.

$Bloom Energy Corp(BE)$ MM keeps setting up a trend and then breaking it every time. They might push it before we even get a dip this time. Starting to accumulate anyway.

$SK hynix(SKHY)$ Will they finally let Kospi run? It closed at 6971. It has been over 7k a few times since its epic fall from 9400. Micron reported earnings and had zero mention of competition, now or in the foreseeable future. All the major memory manufacturers are sold out, and Micron is writing contracts through 2031 at 50% of expected production. That is pretty crazy. You would think they were mining gold. Maybe they are. What applies to Micron applies to SK and Samsung. If they are all smart and don't get too aggressive on capex, this gravy train will persist. It's a far cry from the boom-to-bust cycles of the past. That wasn't a respectable way to do business, but it was the only way. That ship has sailed. I have to believe SK and Samsu

$Bloom Energy Corp(BE)$  I've been accumulating slowly. If it dips, I'll add in bigger chunks. Those shares aren't getting unloaded until we're above a new all-time high.

$SpaceX(SPCX)$ If this wedge holds and breaks out, it could make a big move by Monday.

$Bloom Energy Corp(BE)$ Bloom jumped over 8% on old news, and I figured it would fade this week. Just didn't expect it to happen this fast. Turned 62k into 125k over the weekend. I always place a sell order right after buying an option contract, and this time it filled while I was asleep. Sharing my approach for anyone who trades options.

$SpaceX(SPCX)$ I asked Grok about the chances that Starship 14 will successfully deploy its payload. Roughly 75-85%, with prediction-market prices around 87% for payload deployment if the flight proceeds as planned. Starship Flight 14 (Ship 41 + Booster 21) is targeted NET 28 September 2026 from Starbase Pad 2 as the first attempt at a sustained orbit (~275 km, ~6 revolutions, ~10 hours) plus the first operational payload: 26 Starlink V3 satellites via the PEZ dispenser. Three of those satellites carry cameras to image the heat shield. No tower catch is planned; both stages are expected to splash down. Why the odds look reasonably high? Recent ship performance has been strong. On Flight 13 (July 2026), Ship 40 completed a full-duration ascent

$Bloom Energy Corp(BE)$ The JPM CEO mentioned that AI capex for next year is expected to hit $1T, up from $700B in 2026. That is more than a 40% increase in capex.

$Bloom Energy Corp(BE)$ No fear, Nancy is on our side. Come on Leopold. It should jump very soon.

$SK hynix(SKHY)$ SK hynix trades on 8.4x earnings compared with a 59.1x peer average and a 47x broader US Semiconductor industry average, which would value the shares at $529.69. The stock last traded at $188.86. That gap points to a wide implied discount.

$SK hynix(SKHY)$  $VanEck Semiconductor ETF(SMH)$ Samsung Asset Management's KODEX US Semiconductor ETF now holds SK Hynix ADR at roughly 4.8% weighting after the September regular rebalancing of its underlying index, the MVIS US Listed Semiconductor 25 Index. SK Hynix ADR made it into the benchmark US semiconductor index just two months after its Nasdaq listing in July. VanEck's SMH, the largest semiconductor ETF in the US, tracks the same index and also added SK Hynix ADR in that rebalancing.

$SpaceX(SPCX)$ Why would you want to short this? Please explain.

$Dell Technologies Inc.(DELL)$ Looking back at Dell's history of big open runs like this, the 10:00 to 10:30 window is typically when exhaustion kicks in. Sellers will likely start stepping in around there and push it back down toward 560 soon. I'm taking profits since I'm up big.

$Dell Technologies Inc.(DELL)$ Doesn't make sense that this is valued above NVDA. None at all. Still hoping it splits soon, and it feels like it has to. Splits are coming for a lot of stocks, so it's worth keeping an eye on that. Looking for the green.

$Micron Technology(MU)$ The issue here is they simply make too much money. If they ran on delusions and false promises of products coming 10 years from now, maybe they could be valued at double the current market cap like SPCX. Clown market in every way.

$Dell Technologies Inc.(DELL)$ I keep buying every dip on Dell. AI revenue is tremendous, and the growth should keep compounding as the AI buildout continues. My only concern is a Fed rate hike causing some AI weakness for a week or two. AI weakness could mean a Zcash boom. Holding some Zcash as a hedge against AI losses makes sense to me. If you hold Bitcoin, Zcash is worth a look because the breakout is coming.