To The Moon

The best thing about these choppy, pullback days is that the truly strong names stand out like a sore thumb—stocks making new highs, forming higher lows, and holding key moving averages. That's what strength looks like. These are the ones worth watching when the market starts to turn. A few that are standing out to me right now: $Digital Turbine(APPS)$  $Corning(GLW)$  $Sezzle Inc(SEZL)$  CGNX. Sharing the framework and levels—no paywall, just some structured positioning thinking.

$Applied Optoelectronics(AAOI)$  This is one of those names where you either want exposure, or you don't. The simplified bull case: ▸ FY2026 revenue guided over $1.1B, roughly +140% YoY ▸ Supply constrained vs demand through 2027 ▸ Mid-2027 model implies ~$471M/month transceiver revenue, an annualized run-rate of ~$5.7B (before CATV upside) The key angle: it's one of the only US players vertically integrating laser chip production, just as hyperscalers prioritize supply chain control. On top of that, CPO/ELSFP adoption adds another layer of optionality. The Street is already chasing it higher: Rosenblatt around $220 Raymond James around $160 But the run-rate math still looks ahead of consensus. Yes, volatility i

$SpaceX(SPCX)$ A nice retrace from $220 to $170, giving folks another chance to buy in at cheaper prices.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ This is definitely worth a shot at these levels. Semiconductors are so overdone, really overdone. I can't time it, but I can wait. Taking a very long position here. Not huge, but long!

$Applied Optoelectronics(AAOI)$ AAOI...always entertaining and almost always very profitable. Some folks just take things too seriously. Good luck to all.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ This thing doesn't seem to like sideways action, only volatility... even if semis start to bleed, I think the outcome could be surprising.

$Applied Optoelectronics(AAOI)$  The price is coiling and eyeing the $250–275 zone. A MACD cross is forming, RSI is at 54, with a clean bounce off the 9 EMA and the bullish SMA uptrend intact. The price bands are holding as dynamic support. A sustained move through $200+ could trigger the next leg higher. Risk is defined below the bands and recent lows.

$Direxion Daily MU Bull 2X Shares(MUU)$  At $1004, that's the one I'd take over $GraniteShares 2x Long MU Daily ETF(MULL)$  right now, cleanest trend on my scanner today. Loses $1004 and I'm out fast, holds it and there's more.

Photonics and quantum computing are shaping up to be one of the next trillion-dollar industries, with major implications for AI, data processing, and next-generation infrastructure. As we move into 2027 and 2028, this sector has the potential to create real, life-changing opportunities as adoption picks up and capital flows in. I think $Q/C TECHNOLOGIES INC,(QCLS)$  is uniquely positioned for a potential rerating, especially given its exposure to LightSolver technology and the recent additions of high-level AI talent, including board members with ties to OpenAI. Looking at how leaders like $Applied Optoelectronics(AAOI)$ , $Quantum Computing Inc.(QUBT)$&nbs

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Well, at least it didn't go to $3.50; that gives me some hope for $4.50 or $5 tomorrow.