$AST SpaceMobile, Inc.(ASTS)$ Seeing as the most paranoid of my suspicions about our share price has been confirmed—that AST was shorted to fund SPCX purchases—I have no sympathy for those who funded their SpaceX buys that way. To be clear, I have no issue with people wanting to invest in SpaceX itself. It's your right to invest and be exit liquidity for billionaires who are up 76,000x on their original investment; my problem is only with those who shorted AST to do it. The AST retail OGs are holding firm. Shorts are determined to learn the hard way that they're getting nothing from us.
Watching the next leg up in momentum leaders. Ignoring the noise, just focusing on key levels. If the trend continues, these are the target zones I'm watching. $Applied Optoelectronics(AAOI)$ - watching for continuation toward the $200 breakout zone. $AST SpaceMobile, Inc.(ASTS)$ - momentum structure building toward $100. $Kraken Robotics Inc.(KRKNF)$ - speculative flow could target $6 if volume holds. $NEBIUS(NBIS)$ - longer-term trend structure pointing toward $300. $Ondas Holdings Inc.(ONDS)$ - watching for a potential move into the $10 range on
$Robinhood(HOOD)$ There's news from Robinhood about their new agentic trading feature. In the first few weeks, over 50,000 customers have opened accounts, trading millions of dollars per day in equities and options. It seems writing and executing sophisticated strategies, or optimizing your everyday spending, is less about technical background now and more about the quality of your ideas.
$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ The difference between bulls and bears here is: bears are on borrowed time, they know it, maybe some haven't accepted it yet and are in denial. Bulls might be in the red (or deep red like me), but at least everything points to upside from here!
$iShares Semiconductor ETF(SOXX)$ 610 was always the floor. They gave you a 20% discount if you still had to buy, but it never had a chance to stay below 610 for long.
I'm still looking at roughly 60% upside to the next target from here, yes, even after the recent run. But let's be real... the air's getting thin. Momentum has already done a lot of the heavy lifting. The risk/reward is tightening. The structure is still tradable if the trend holds. These are the spots that test your gut. Conviction matters more than comfort. Either it keeps grinding, or it cools off fast. Is anyone else watching $Applied Optoelectronics(AAOI)$ the same way? Thoughts?
$Applied Optoelectronics(AAOI)$ AAOI dropping $4-$5 right after the close is a nice touch, adds some potential for the morning trade. This rinse and repeat pattern makes AAOI a solid trading stock now.