To The Moon

$Applied Optoelectronics(AAOI)$ Thompson Lin pointed out that laser is their main technology and core focus, and they have been working closely with at least five customers. For truly high-volume manufacturing, he thinks it looks more like late Q3 next year. Right now they are adding a lot more MOCVD, epi, and stepper equipment in Houston, and they already have a second fab in the works. The current fab's overall capacity is expected to grow by almost 300% by Q3 next year, and even that isn't enough, which is why they are building a clean room for the second fab in the Houston area. That one is planned to be about four times the size of the current facility.

$NVIDIA(NVDA)$ $SpaceX(SPCX)$ $Tesla Motors(TSLA)$ $Palantir Technologies Inc.(PLTR)$ All set and waiting for Nvidia's earnings report.

$SK hynix(SKHY)$  Looks like Kospi is being pushed down toward that lower gap around 6350. It's at 6411 now, down 285. After the gap gets filled, there's a chance it bounces back pretty well. No crystal ball here though.

$Applied Optoelectronics(AAOI)$ Someone was on the AMD board bashing the stock earlier because they know I own a lot of AMD shares. The stock is in the mid $400 range and several analysts have a $700 price target on it. That person clearly knows nothing about tech.

$SpaceX(SPCX)$ Crash? What crash? All that talk about dilution, unlocked shares, and scaring people into selling looks like it didn't work out quite as planned. Now the bears may have a different problem: a still-healthy short position and the possibility of having to cover if momentum really starts moving. And when you look at the big buying activity heading into Friday's close, this week could get very interesting. The setup is getting spicy. I've got a chart below showing the short-interest percentage if you're curious. Best of luck, bears. Could this turn into a serious short squeeze? Not investing advice—just my opinion. Do your own research.

$SK hynix(SKHY)$ Great company and great stock, it should be trading much higher. They've got solid deals and collaborators in the pipeline.

$SK hynix(SKHY)$ $Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ I came across news that SK Hynix bought back 24 million shares of common stock and retired them. That explains the heavy volume in SKHY right now, even while most markets are closed. This looks like solid news. It was released at 3:55 pm Korea time, but the buying started just before that. The story is running on Bloomberg now.

$Applied Optoelectronics(AAOI)$  These photonics companies are far more resilient and immune to macroeconomic swings than Wall Street gives them credit for. AAOI is sold out, to the point where they have said they cannot take on new large customers right now. Sold out. They are basically telling you the revenue that is coming, and the risk is virtually non-existent.

$Applied Optoelectronics(AAOI)$ Applied Optoelectronics is still holding firmly above the post-earnings gap from August 4, and it has also reclaimed the 50-day SMA. The next key level to watch is the downtrend line. A decisive breakout above it could confirm the bullish case.

$SK hynix(SKHY)$  I started a position and added on this pullback. My cost basis is $140.75. I will add more if it pulls back again. From the price action, it looks like it is ready to move higher from here. I plan to hold long term.