To The Moon

$SpaceX(SPCX)$ Honestly not sure what to make of this. It either drops to $50 or runs past $200.

$Bloom Energy Corp(BE)$  More capex means more money for us and other infrastructure stocks. Sell-offs are stupid, but they're a good opportunity if you buy instead of panic selling.

$Bloom Energy Corp(BE)$ Down 4% on less than 200K shares? If this isn't broad market panic triggered by the GOOGL report, I don't know what is. The market really loves overreacting.

$SK hynix(SKHY)$ Selling now just to lock in a small profit could make it hard to buy back at these prices.

$Bloom Energy Corp(BE)$ Still remember when it would jump 10% on half the volume we're seeing now. Lower liquidity can make price moves even more dramatic. Imagine what happens when buying pressure really kicks in.

$Moderna, Inc.(MRNA)$ $Moderna, Inc.(MRNA)$ Barclays sees a scenario where shares could trade to roughly $400 if intismeran succeeds in renal cell carcinoma (RCC), though that's conditional versus its official lower target. After ESMO discussions in Madrid, Barclays noted that management and physicians sounded confident about success in adjuvant RCC and muscle-invasive bladder cancer. The note also points to Phase 2b data expected in late 2026/early 2027 for RCC and 2027 for bladder. Those readouts could materially reshape the valuation.

$SpaceX(SPCX)$ The whole market is red, and bears still can't push it down more than 10% even with 1.3 billion shares unlocked.

$Applied Optoelectronics(AAOI)$  4600 employees, and they've more than doubled their workforce in a couple of years. These guys are not playing around. I think the rocket is fueling up, just waiting for the countdown. Not a matter of if, but when.

$Applied Optoelectronics(AAOI)$  Electricity is a bottleneck for data centers, so the shift to AAOI optical makes sense. The savings from cooling equipment, electricity, and opportunity cost from GPUs running more efficiently comes out to 35% per month. With optical, a training cycle that took 90 days can be completed in 60 days. For inference, more tokens can be delivered much faster with less electricity, with savings of 40%. So a data center has effectively gained 35% on the same electrical capacity. The only issue for AAOI, but a good one, is they can't produce their products fast enough to meet demand and are sold out for 3 to 4 years.

$SK hynix(SKHY)$  Up 4.9% to $143.15 after its worst week since 2008, revenue up 145% YoY, and Nvidia just asked it to build next-gen HBM base dies on TSMC 3nm. Forward P/E 4.6, analysts see 76% upside to $252. Is the memory bottom in?