To The Moon

$Micron Technology(MU)$ Micron has become a retail favorite. Even if the thesis is completely right, expect to get played by institutions in every way possible. I'm still buying anyway. A good bit of Micron and quite a lot more of SKHY.

I'm heavily invested in several storage names, including WDC. I've been through every piece of analysis I can find, and I'm convinced storage is here to stay. The boom and bust cycles feel like a thing of the past in an AI-driven world. MU is already booking long-term contracts through 2031. HDD remains the most cost-effective way to store large volumes of data, and AI is going to keep growing data demand exponentially over the long term. I'm holding every share I own of $Western Digital(WDC)$ , $Micron Technology(MU)$ , and $SanDisk Corp.(SNDK)$ , and I'm planning to add some $SK hynix(SKHY)$  to the mi

$Applied Optoelectronics(AAOI)$ Comparing AAOI's YTD chart with COHR, they're virtually identical. The need for optical interconnect hasn't changed. Even with a slowdown, the infrastructure will still get built and backlog might shrink, but it's not going away.

$Applied Optoelectronics(AAOI)$  This is a massive turnaround story scaling rapidly as 400G and 800G optical transceiver demand kicks into overdrive. Top-line revenue surged over 80% to $455M in FY25, pulling gross margins up to 30% and narrowing net losses dramatically. With strong hyperscale partnerships and Wall Street targeting a $163+ price tag, the operating leverage is just starting to ignite.

$SK hynix(SKHY)$ Posted 212% revenue growth and 1073% net income growth last quarter. The stock is down 15% because "memory is cyclical" and "China might catch up." Meanwhile analysts have a $252 target and the stock trades at 10x earnings. Cyclical or not, those numbers don't lie. Holding.

$SpaceX(SPCX)$  Elon came across as modest and a bit nervous during the Q2 earnings broadcast. The past three months have brought a lot of relevant, positive developments, many of which haven't been fully noticed yet. The next earnings report could really surprise Wall Street.

$SK hynix(SKHY)$ Looking at the recent numbers, SK hynix trades at a P/E of 7.6x, while the US Semiconductor group sits at 50.3x and close peers at 61x. That should put this well above $400 per ADR.

$Applied Optoelectronics(AAOI)$ I made a $2K premium for the month selling calls, plus all my gains on shares. This is a company worth holding onto for some time. External noise shouldn't drive your decision-making or push you into panic moves.

$Applied Optoelectronics(AAOI)$  We all know this is a very volatile stock. I got into AAOG a bit early this morning. I'm holding. I'm 100% confident it hits $3 again going forward. LFG!

$ZenaTech, Inc.(ZENA)$ Current HOD $1.39 - RSI(14) now 40.49 and rising. $Tesla Motors(TSLA)$  $Meta Platforms, Inc.(META)$  $SpaceX(SPCX)$