Aaron Trevelyan
Aaron Trevelyan
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avatarAaron Trevelyan
08-18 00:51
$SpaceX(SPCX)$  Yeah, if it could go ahead and break $150, that would be great.
$POET Technologies Inc(POET)$ Photonics looks like the next supercycle. $Applied Optoelectronics(AAOI)$  is right at the start of the AI build-out. The bigger picture, at least to me, is that the endgame seems to be making money obsolete. Governments just keep printing their way out of debt, and I don't see how long people can ignore that. It feels like they'll keep printing until money holds no real value and AI is doing the work for humans. $SPDR S&P 500 ETF Trust(SPY)$ 
$SpaceX(SPCX)$  Short interest collapsed because the ones who actually had money on the line got forced to cover. The massive sell pressure that was predicted turned into a short squeeze and FOMO rocket instead. The company wasn't really analyzed. It was just the same lazy lockup equals sell the news meme that works on garbage IPOs, not on one with Starlink scale, launch monopoly economics, and actual demand that swallowed the float whole. The market already showed how that story ends.
$SpaceX(SPCX)$ The base keeps moving higher. Every time it taps that base, it's been followed by a big green candle.
$Micron Technology(MU)$ $SK hynix(SKHY)$  SK ended the day up $11.60, and it's not too far from its IPO price now. That feels like one of those catalysts that could set off a bigger move. SK was up 8.3% in Korea, while the KOSPI gained 5% and hit the circuit breaker.
$BlackBerry(BB)$ BlackBerry holds the keys for Physical AI which needs secure communication. BB.TSX $NVIDIA(NVDA)$  $SpaceX(SPCX)$ 
$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Enjoyed stealing the blinds here. The real party hasn't even started yet, but it's coming.
$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ I'm holding for now. Jim Cramer was talking about a $1 trillion boom pushing stocks to record highs, and honestly, it's one of the most exciting moments I've been in.
$ProShares UltraPro QQQ(TQQQ)$ There are some big-name earnings reports scheduled for today and tomorrow, and three key jobs reports this week. Curious to see if AMD can spark a fresh rally in SOXL. For the long term, I still like SPCX, but I'm not touching it until the IPO selling pressure clears up sometime in early to mid December. TQQQ DRAM
$SK hynix(SKHY)$ Kioxia, which partners with SanDisk, posted a huge Q1 FY2026 earnings result, driven by surging AI demand for NAND flash memory.
$Corning(GLW)$ I feel like this should be up 20-30% here. With the contracts and investments from Apple, Amazon, and Nvidia, it could push toward $500 by year-end. GL
$SpaceX(SPCX)$ I'm guessing the next update will be about backing the Golden Dome defense project, with something like $1.2 trillion over 20 years.
$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  Pulled 60% of the position, still holding the rest through Friday.
$ServiceNow(NOW)$  Where are all the doomsayers now. This is just getting started, and knowing what you own is what matters.
$SK hynix(SKHY)$ WKSP is currently at what appear to be bottom levels, with multiple potential catalysts on the horizon. A significant move could be coming, similar to what was seen with ZBAO and SPCX.
$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Seems like some premarket games are going on. I'm not too concerned though, the real story is already out there.
$SpaceX(SPCX)$ I just tried Starlink from T-Mobile on a camping trip. It's pretty impressive. I can see this technology potentially taking over all cell phone internet in the near future.
$IBM(IBM)$ It seems like the current quarter's performance has already been accounted for in the price. I could see it rebounding by a solid $15 in a single day, with a realistic target around $75.
$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Given the sharp drop in memory prices, it's possible we could see this stock in the $60s soon.

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