To The Moon

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  T is correct, we're still in a bull market, but volatility creates opportunities.

$Applied Optoelectronics(AAOI)$  The Street is still heavily debating this, mostly due to trust issues with the company's execution history. But if you strip out the emotion and just look at the model they've laid out: management is guiding toward roughly $471 million per month in datacenter revenue by mid-2027, across 100G/400G (~$90M), 800G (~$217M), and 1.6T (~$164M). That annualizes to about $5.6 billion per year from datacenter alone, before any cable revenue. Compare that to the total FY2026 guidance of around $1.1 billion today, and you're looking at a potential 5x scale-up in roughly 18 months. The bear case is valid: execution has been lumpy and credibility isn't clean, which is exactly why the stock st

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ SanDisk, AMD, and Micron are getting hit hard today. Finally. SanDisk down nearly $300. Micron down over $100. A Micron financial report miss or lower-than-expected guidance would be devastating for them and the chip sector. SOXS will be the beneficiary. Let's at least get back to $10 soon (before the split).

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Basically, we need an AI bubble where every company needs a PE around 100 to match the 2000 narrative. We're not there yet. If we do get there, I could see SOXX going up another 500%.

I'm tracking some valuation gaps that look interesting. Here's where a few macro targets stand versus current spot prices: $NEBIUS(NBIS)$ : Target $800 | Trading at $285 $Amazon.com(AMZN)$ : Target $500 | Trading at $240 $SpaceX(SPCX)$ : Target $50 | Trading at $180 $Reddit(RDDT)$ : Target $500 | Trading at $175 Watching these structural deviations closely.

$SpaceX(SPCX)$ SPCX moving from $135 to $200 in just a few trading days isn't that bad actually.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ It's not even all the semis. More like five semiconductor stocks and two memory stocks are deciding the direction of the entire market. They're adding 5-10% daily, all at or approaching $1 trillion valuations...

$Direxion Daily MU Bull 2X Shares(MUU)$  Jumped in this morning at $890, which seemed like a decent entry price. It's at $941 now and climbing. Glad I made that move. I'll put in some orders below $890 and pick up a bit more.

$Applied Optoelectronics(AAOI)$ I don't really care if we see another dip in the short term. I know the direction is still up, and we'll be a lot higher by the end of the year. We've gained $161 per share, up 541%, in just six months.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  Time for a reversal. SPY and QQQ are heading down, but Micron (MU) is going straight up. Still holding this.