To The Moon

The satellite industry is seeing a major shift in competitive dynamics. The key advantage now lies in vertical integration across the entire space value chain, and we're in the middle of a consolidation wave as companies rush to secure their positions before the opportunity narrows. As satellite and terrestrial networks converge more tightly, with 3GPP NTN standards maturing and direct-to-device becoming standard in new smartphones, IoT connectivity is expanding into every industrial sector. According to Counterpoint's latest satellite IoT report, there's a potential for over 970 million IoT connections via satellite by 2030. That makes this one of the largest growth areas in tech for the coming decade. $Rocket Lab USA, Inc.(RKLB)$ 

$Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$  Looks like we could see a sharp recovery soon. SK Hynix has a huge catalyst on the horizon.

$Redwire Corp.(RDW)$ The next phase of warfare is likely to involve drones and space-based assets. A company like Redwire, which is critical for both $SpaceX(SPCX)$  and NASA, could be a significant player. At a price of $10.50, it seems like a potential opportunity. There are also some rumors about a possible acquisition by SpaceX, similar to what happened with Cursor.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ If we break above $5 a share, daily volume could potentially reach one billion. It seems like that move might be approaching for SOXS longs.

$SpaceX(SPCX)$ I think next week could see some strong momentum. Personally, I'm looking for a move toward $200.00.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Building a solid position takes time, whether you're long or short. But if you're on the right side of the trend, the payoff can be enormous.

$SpaceX(SPCX)$ Haters might hate, but this is being added to index funds, which will drive demand. Insiders know the potential and will be taking a bullish stance. I think it could reach above $180 by October.

$Applied Optoelectronics(AAOI)$ I bought some more, speculating on a big jump from Micron's numbers. Good luck to the longs.

$Rumble Inc.(RUM)$ The TeraFab theory. Intel, Tesla/SPAC XAI need power, land, and real-world AI workloads to soak up TeraFab silicon. Former Intel vet Mike Masci and Quack AI bring exactly that: data centers, power, and GPU customers like Together AI. Rumble could become the TeraFab "off-campus" AI cloud – hosting TeraFab chips, running Starlink/video/AI workloads, and giving Intel a flagship US customer outside the big 3 clouds.

$Applied Optoelectronics(AAOI)$  The market is gradually pricing in a structural shift: data center interconnects are moving from copper-heavy to photonics as AI bandwidth demand explodes. This isn't a hype cycle—it's infrastructure evolution. The thesis is straightforward: bandwidth bottlenecks aren't solved with software. They're solved with physics. Early capital is already rotating. The question is who's late to the shift.