To The Moon

The dips don't seem to make any sense... like with Micron. I was buying $Direxion Daily MU Bull 2X Shares(MUU)$  at nearly $800 yesterday, and now it's over $1200. It wasn't even a gamble; it just feels like nobody is actually reading the financial data. Seeing the same thing with $Direxion Daily MSFT Bull 2X Shares(MSFU)$  now... selling based on assumptions, while those of us who actually pay attention to the world outside of Meta all know the earnings are going to be stellar and gap this up 50%.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  30% upside is very possible. Who sold it today?

$Lumentum(LITE)$ I'm adding bit by bit here for the next run up. We might see a move down somewhere between $785 to $800, but this stock is clearly leading the other AI interconnect supply chain stocks. So we add with the leader as it will help navigate the rest of the stocks. The keys I am watching are $Applied Optoelectronics(AAOI)$ , $AXT Inc(AXTI)$ , $IQE Plc(IQEPF)$ , and POET.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ The next dividend for Direxion Daily Semiconductor Bear 3X (SOXS) is $1.12 per share, scheduled for June 30, 2026. To be eligible, shareholders need to hold the ETF before the ex-dividend date of June 23, 2026.

$Applied Optoelectronics(AAOI)$ The chart still looks solid. Bears are being a bit ridiculous here. I wouldn't hold short positions over the weekend. The last couple of big green candles came after OPEX on the following Monday.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Semiconductor stocks have developed an almost cult-like following on some platforms. No one questions it, they just go up every day. People are even taking out loans to buy more. If I were the CEO of a semiconductor or memory company, I'd be diluting the stock heavily right now to raise capital for decades to come.

$SPDR S&P 500 ETF Trust(SPY)$ The time to get in was probably last week $Invesco QQQ(QQQ)$  $ProShares UltraPro QQQ(TQQQ)$  IWM. With markets, most people don't realize that certainty is already priced in. The real edge tends to live in the uncomfortable trades, because comfort means everyone else got there first. Taking risk was never the skill. Sizing it correctly is.

$Applied Optoelectronics(AAOI)$ Super bullish, and we could break $200 and make it a support this week.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Had a good week making money here, even though my account was rough overall the last five trading days. Loading up because I agree that semis as a whole are going down sooner or later. $iShares Semiconductor ETF(SOXX)$  It will be a stock picker's market, not an index play, going into the second half of the year. $Micron Technology(MU)$  $Credo Technology Group Holding Ltd(CRDO)$ 

Still seeing about 60% upside to the next target from here. The air is definitely thinner now, but the setup hasn't broken down. The consolidation over recent weeks is forming a tighter range, which could fuel the next leg if volume picks up. Personally, I'm watching for a clean breakout above recent highs before adding more. How do you see $Applied Optoelectronics(AAOI)$  from here?