To The Moon

$Applied Optoelectronics(AAOI)$ AAOI hit $233 five months ago, then dropped to $76 and back to $161 two months ago, then dropped to $95 and back up to $131 two weeks ago. We're now sitting at the lows from 3 months ago. It ran from $85 to $233 in 6 weeks, doubling prior to Q2 earnings. The volatility will continue after the Q3 ER, but at a higher level in my view. I believe AAOI will hit their targets and continue to guide for $1B+ for 2026. That's why I haven't sold a single share throughout all of these gyrations.

$SK hynix(SKHY)$ It wouldn't surprise me if Kospi takes off to the upside. High beta, high volatility, high leverage cuts both ways. We've already seen the downside, but it's just as capable of producing a face-ripping rally to the upside.

$NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ $Micron Technology(MU)$ $SK hynix(SKHY)$ $SUPER MICRO COMPUTER INC(SMCI)$ Futures looking good. Let's get week 43 rolling.

$SpaceX(SPCX)$ Two patterns have stood out over the last two months. There tends to be a selloff right before an unlock date, and the 20 mda seems to act as support before a bounce.

$Invesco QQQ(QQQ)$ Ok, I'm on 1 DTE now. This thing is ripping. I also added more to my $185 $SpaceX(SPCX)$  calls at .11 to average down.

$Applied Optoelectronics(AAOI)$ The gap got filled, and the daily opened and closed above the upper Bollinger Band. A pullback looks fairly likely from here. I got back in at $121, and I'm looking toward $300.

$Western Digital(WDC)$ $Seagate Technology PLC(STX)$ This looks pretty painful right now, but I know how the market behaves. It will for sure turn to the upside, though short term there could be some bumps.

$SpaceX(SPCX)$ What needs to happen for SPCX to go up?

Space theme is heating up. I think we can see a reversal soon. $SpaceX(SPCX)$  $Rocket Lab USA, Inc.(RKLB)$  $AST SpaceMobile, Inc.(ASTS)$  $SPDR S&P 500 ETF Trust(SPY)$ 

$Bloom Energy Corp(BE)$  The next earnings report is likely to come in well above analyst expectations again. Revenue should keep growing at a strong pace. By the end of the year, the stock could push past the $400 level. This one has delivered since the $14 range. The CEO comes across as credible, and the message stands out: "Don't bet against us... you'll lose." Long-term holders look well positioned here.