To The Moon

$Applied Optoelectronics(AAOI)$ Be fearful when others are greedy and greedy when others are fearful.

$SK hynix(SKHY)$  Micron and Samsung earnings looked fantastic. TSMC and ASML are up this week, and SK Hynix reports in two weeks. There are just too many positive catalysts here to ignore.

$SK hynix(SKHY)$ Samsung's results were incredible. I don't know how anyone could think it wasn't good enough. Nothing happens in AI without memory.

$Western Digital(WDC)$ $Seagate Technology PLC(STX)$ $SanDisk Corp.(SNDK)$ What's your take on these three selling off? Any chance of a recovery before Friday, or is more pain ahead?

$SpaceX(SPCX)$ SpaceX is reportedly looking to raise $40,000,000,000.00 to fund purchases of Nvidia AI chips, with Apollo leading the financing, according to FT.

$Netlist, Inc.(NLST)$ Second of many agreements. Is $SK hynix(SKHY)$  next? What about $SUPER MICRO COMPUTER INC(SMCI)$  and $Lenovo Group Ltd.(LNVGY)$ ? Looking for other related news for CXL, AMD.

$Bloom Energy Corp(BE)$ I don't think most people have realized the biggest AI trade is energy. Bloom has run up, but I don't think it's even gotten started considering most don't even know about it yet. $SPDR S&P 500 ETF Trust(SPY)$ 

$SK hynix(SKHY)$ The key level to watch is a move above 195. If it breaks through there, it could open the way to the next higher level above 200. Watching this closely.

$SpaceX(SPCX)$  I'd bet Jim Chanos took a serious hit on his short here. Given his history with $Tesla Motors(TSLA)$ , there's almost no chance he isn't short this ticker.

$Bloom Energy Corp(BE)$ The Oracle install is the proof point here: 55 MW in 55 days, down from 90, per Sridhar in July, and Power Connect landed a month later to make that the repeatable model. The speed isn't the pitch, it's what converts the backlog.