To The Moon

$Applied Optoelectronics(AAOI)$ Yes, if they can deliver. AAOI has basically hit every quarter's guidance for a long time now. Only recently have they started giving out targets for FY2026 and 2027. I wouldn't really call that the same as guidance, since they give guidance closer in, but these are longer-range targets they think they can achieve. Q3 will be a critical test to see if they can increase revenue by $100M in one quarter.

$Moderna, Inc.(MRNA)$ Today's session set up a decent backdrop for pricing Moderna's convertible notes. Even with a sizable $2.0 billion offering announced, potentially going up to $2.3 billion, the stock recovered from an intraday drop of nearly 7% and finished down only 4.6% at around $142.82. That looks like the market absorbed most of the initial convertible-arbitrage selling and dilution worries without really damaging the post-melanoma-data revaluation. Moderna got a good financing window right after its Phase 3 oncology readout. The company can now strengthen its balance sheet, possibly refinance more expensive debt, and fund oncology investment through 2032 with no regular interest, while the capped call should substantially limit dil

$SpaceX(SPCX)$ Another solid green day for SpaceX. The skeptics keep walking away with nothing, while investors build serious wealth. That pattern is not hard to see.

$Moderna, Inc.(MRNA)$ I'm a buyer. I listened to experts in the field from both the US and China, and they all say the new discovery is revolutionary. Don't look at the chart. If you look at the chart, you'd be thinking it went up so much. Think of it as an IPO with no trading history, and then you can see the value of the pipeline is a huge opportunity.

$SK hynix(SKHY)$  Kospi looks like it could drop and close the gap around 6470, with the mem stocks slipping. There's another gap down to 6353. Hard to say if institutions will want to revisit that area.

$Moderna, Inc.(MRNA)$ 220Bulls could really capitalize on this moment and squeeze things even further. The path to new highs looks pretty straightforward.

$SK hynix(SKHY)$ $Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ $Invesco QQQ(QQQ)$ SK Hynix surprised the market by buying back 3.3% of its outstanding shares as part of its shareholder return plan. The company is wrapping up employee and union negotiations and apparently saw the weak market as a good time to start repurchasing stock. The timing looks quite opportune. SNDK is up 100 points since the news came out, SK Hynix is up 12 points, and Micron is up 33 points.

$SK hynix(SKHY)$  SK hynix is announcing a KRW 40 trillion share buyback and cancellation program, and it's being described as the largest share cancellation in Korean history. The key part is that these shares are cancelled, not just held as treasury stock, so that permanently reduces the share count. The company is also targeting more than 50% of free cash flow returned to shareholders, combining dividends and buybacks.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  It took 10 reverse splits to finally show some strength. With the amount of NVDA circular financing and NBIS debt service interest growth and balance sheet deterioration — just to name two examples — giving up this gain would look like a mistake.

$SanDisk Corp.(SNDK)$ $Micron Technology(MU)$ $SK hynix(SKHY)$ Plenty of people weren't in this trade. Those who got misled are now seeing the better earnings reports and realizing they got the short end. They're all piling in now. Downside hedges keep unwinding as the stocks push higher.