To The Moon

$Applied Optoelectronics(AAOI)$ Earnings expectations and estimates for the quarter. Expected EPS is $0.14 per share, with some estimates at $0.13, which would be a big year-over-year jump from prior quarters. On the revenue side, after Q2 came in at $191.92 million, up 86% year-over-year, management's Q3 guidance is $255 million to $290 million, with a midpoint of $275 million, driven largely by demand for 800G and 1.6T data center transceivers.

$Applied Optoelectronics(AAOI)$ Up 3.5% last Friday. The $6B ATM is closed, so that overhang is gone. Rosenblatt reiterated Buy. 200% YTD. This thing is a freight train. I'm riding it until the first close below the 20-day. That's it. No essay needed.

$Applied Optoelectronics(AAOI)$ Strong close at $130. The 52-week high is $234. Still a long way to go, and the company is farther along now than it was when it hit $234.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  The semiconductor sector is 6% away from new all-time highs. I've been saying we would see significantly new highs. Nice position if you bought the dips.

$Bloom Energy Corp(BE)$ Bloom CEO KR Sridhar went on Bloomberg TV to address the Oracle force majeure overhang directly. He described the fuel cells as "fungible." Units already shipped to New Mexico can be redirected to other customers while still on the trucks. A project delay does not strand the hardware or the revenue. He reaffirmed guidance for this year and next and said manufacturing will keep expanding to meet demand: "We will not be the constraint." The CEO just validated the rerouting thesis on camera. If Jupiter slips past the February 2027 gas pipeline in-service date, the timing question is which customer gets the units first, not whether Bloom eats a revenue hole.

$SpaceX(SPCX)$ I keep wondering where the bears are who would claim the camera on the space station was fake, or that the docking never actually happened.

These are the ultimate "picks and shovels" value plays in the AI space right now. While mega-cap designers get crazy premiums, these 3 are trading at dirt-cheap multiples despite record backlogs and historic structural demand. The breakdown: $SUPER MICRO COMPUTER INC(SMCI)$ : Trading at roughly 5x forward P/E despite a $65B-$72B FY27 revenue target. Integrator king shipping NVL72 racks on schedule. $SK hynix(SKHY)$ : Roughly 5x forward P/E. High-Bandwidth Memory kingpin with 257% YoY growth plus massive hidden value in an upcoming Solidigm U.S. IPO. $Micron Technology(MU)$ : 16 forward P/E with take-or-pay supply contracts locked in for around $100B

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Yields keep pushing higher. The money train into these names is going to dry up soon. This should be well over $40. AMD and MU moves are keeping a lid on it for now.

$SK hynix(SKHY)$  $SanDisk Corp.(SNDK)$ $Micron Technology(MU)$ First-level exits and second-level entries are set. Time to relax and let the market come to me.

$SK hynix(SKHY)$ Started an initial position recently. So far, so good. If the storage chip bottleneck persists, I'm expecting a three-digit yearly gain. I plan to gradually add on every dip. Best of luck to the longs.