Up around 13% today, and I was already positioned. This has been one of those quiet institutional grinders all year. Clean structure, steady higher lows since January, no real breakdowns—just controlled consolidation and absorption. After the May move, price tightened up again into a compressed range… and today we finally got a clean breakout from that coil. This is exactly the type of chart you want to be holding, not chasing. Let the trend do the work. Fundamentally, $Applied Optoelectronics(AAOI)$  sits in the optical/photonic supply chain for data centers and AI infrastructure buildouts. Every scaling AI cluster depends on this layer of connectivity—demand isn’t speculative, it’s structural. Momentum, structure, and theme are still aligne

$Applied Optoelectronics(AAOI)$ Up 13% today. It’s been a steady grinder since January, consolidated nicely after the May run, and delivered a clean breakout today. As a manufacturer of optical components for data centers and fiber networks, it’s an essential backbone for AI infrastructure. I’m holding tight.

$Applied Optoelectronics(AAOI)$ Semiconductors are hitting new highs. The momentum looks set to continue.

$Applied Optoelectronics(AAOI)$ The stock opened in the red, giving a chance to buy, and now it's moving back up. I still like this stock.

$Applied Optoelectronics(AAOI)$ When the market opened this morning and AAOI was over $200, I thought we were going to have a major up day. We've been stalled and trading pretty flat around $180 for about 5-6 weeks now, with big drops and spikes. The volatility is crazy and this drop today really hurts, but I think this is temporary. I hope.

Instead of waiting for a huge crash, there's money to be made in the daily price action. Trade the small flash crashes, use your head. $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$  is moving higher today, around 232 to 245. $Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  is around 4.60 to 4.90.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Profits will be taken.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ They're reloading again cheap into Apple on the sell-the-news dip after that stellar 35% performance Friday. That was just the opening act, with the $11.07 initial gap fill coming. SOX.X $VanEck Semiconductor ETF(SMH)$ 

$IBM(IBM)$  Not gonna lie, this partnership between $Alphabet(GOOGL)$  and IBM is actually significant. They just launched a new practice to help enterprises deploy AI agents across hybrid systems. IBM will use Google Cloud-certified consultants to build industry-specific AI agents for banking, government, retail, telecom, energy, and life sciences. This is exactly the kind of collaboration that quietly accelerates AI adoption across major industries. It feels like one of those setups where the revenue potential is huge, but the market might not notice it right away.

$ServiceNow(NOW)$  Couldn't resist this morning. Used some profits taken from ZS to roll into another 100 shares at $128. That's a significant average-up from my current $87 cost basis. Good luck to the longs.

$Amazon.com(AMZN)$ Not goodAmazon.com (AMZN) is responsible under US law for more than 400,000 hazardous products being offered on its platform by third parties and should pursue a recall of the sold items, the US Consumer Product Safety Commission said Tuesday. Amazon shares were falling 0.7%. Plus Microsoft missing

The $S&P 500(.SPX)$ has been in a scheduled relentless “buy dips” regime since November.Every single two-day dip this year has been bought, with one notable exception being March 13th to 15th, where there were very rare three red days in a row.I decided to wait and see and consider whether to buy after the holidays…

$SPDR S&P 500 ETF Trust(SPY)$ Is Powell the best fed chair of all time?

$SPDR S&P 500 ETF Trust(SPY)$ A picture sums up FOMC today FOMC today