To The Moon

$Tesla Motors(TSLA)$ Finding a good gas or diesel mechanic is hard enough these days. Now try finding a good hybrid mechanic who knows what they're doing and won't rip you off. If hybrids are so great, how come robots aren't hybrids? Right, now try telling me Gort was a hybrid.

$Applied Optoelectronics(AAOI)$ There is no reason for $Lumentum(LITE)$  $Coherent(COHR)$  AAOI. They are essential for data centers and they are getting paid first no matter what.

$Micron Technology(MU)$ $SK hynix(SKHY)$  $Invesco QQQ(QQQ)$ More garbage articles about CXMT surfaced this morning across the media space. Something about CXMT having developed a new chip it plans to "introduce" by the end of the year. End of the year? That's really close, right? In layman's terms, it's not developed yet. It hasn't been produced in a lab yet. It hasn't been tested. There's no launch date. Getting to commercial production is a good 4-5 years out, and likely longer. In all likelihood it's being developed using stolen Samsung IP, which CXMT has shown a tendency to do. These articles are printed to deter in

$SK hynix(SKHY)$  Kospi 200 has double bottomed and is working its way back up. Kospi has pulled back to the same level five times since August 11th. SK Hynix closed a gap going back to September 4th.

$SpaceX(SPCX)$  This pullback looks healthy, and it should help push the stock past $200 before too long.

$Seagate Technology PLC(STX)$  Around 30 pct off the high. Semis keep getting bought, even though no one needs this stuff.

$Applied Optoelectronics(AAOI)$ Stock is breaking out of a channel on the daily and moving into the upside gap between $119.15 and $124.56. Looking for a gap fill. Calls look good as long as $120 holds. Above $125, $135 seems possible. High watch going into this week.

$Applied Optoelectronics(AAOI)$  Flipping bullish here. The leveraged ETF is hitting scanners now, with two green candles confirming the move above the 50-day moving average. Next levels I'm watching are 155, then 195.

$Bloom Energy Corp(BE)$ The EPS inflection might be one of the most overlooked parts of the Bloom story. The shift over roughly two years is pretty striking: 2024 non-GAAP diluted EPS: $0.28 2025: $0.76 2026 guidance: $2.55–$2.85 That works out to about a 9–10x increase in just two years at the midpoint of the 2026 guidance. So what is actually driving the EPS jump? 1. Revenue is scaling quickly. AI/data-center demand is translating into much larger deployments. 2. Gross margins are expanding. More revenue is turning into disproportionately more gross profit. 3. Operating expenses are not scaling nearly as fast as revenue. That incremental gross profit is increasingly dropping to the bottom line. 4. Bloom is shifting from a growth company losin

$Bloom Energy Corp(BE)$ Almost everything looks bad right now, but this isn't really out of the ordinary. It's actually impressive how many times we've seen this same pattern play out: geopolitics, the Fed, and so on. Market makers are clearly using the fear to shake people out and buy cheaper. Nothing exceptional to worry about. We all know what tends to happen next. Not falling for the same traps anymore.