$Moderna, Inc.(MRNA)$ I think we close above $200. The gold rush target is still $500.

$Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ $SK hynix(SKHY)$ $Samsung Electronics Co., Ltd.(SSNLF)$ Media reports suggest Samsung Electronics is set to announce a shareholder return programme worth more than $72 billion.

$Applied Optoelectronics(AAOI)$ Looking at the YTD chart, there was a peak in May followed by a drop, and now it's climbing out of a dip from late July. Plenty of volatility over 3 months. I think we'll be higher a month from now as inflation keeps moderating and the war with Iran ends one way or another. UAE has now entered the conflict and is putting immense pressure on Iran, whose leadership will fail. Don't listen to the noise.

$Tesla Motors(TSLA)$ On the daily chart, closing above the bottom of the gap would be a bullish sign. It still has to push through the upper Bollinger Band to fill the gap. For now, the bottom of the gap is acting as the line that needs to hold for the bulls. $SPDR S&P 500 ETF Trust(SPY)$  $Invesco QQQ(QQQ)$  $SpaceX(SPCX)$ 

$Coherent(COHR)$ Watching ALMU closely. The chart has been tightly compressed, and they've brought in key hires from Lite and Intel along with several government grants. A major deal looks like it could be coming.

$Coherent(COHR)$ The market is starting to reverse. This one might be worth holding to play that reversal.

$Applied Optoelectronics(AAOI)$ The $30s have looked like a reasonable average line over the past few months. Would be nice to see a bounce from here. July was rough enough already.

$Coherent(COHR)$  Coherent Corp (COHR) is trading at $309.96, down 11.75% in the session after a big social media debate over optics vs. memory technology and broader tech volatility. That pullback comes after a 7.79% rally to $351.22, driven by an AI earnings rebound, record pricing power for Indium Phosphide, and a cluster of Wall Street price target upgrades. Even with the technical fallback, Coherent's long-term growth story still looks anchored in AI data center architecture. Management guided Q1 Fiscal 2027 revenue to $2.2 billion to $2.4 billion, above Wall Street's $2.14 billion expectation on strong AI transceiver demand. Rosenblatt analysts pointed out that Coherent's 2027 production capacity is effect

Mizuho just reiterated their Outperform rating on $SpaceX(SPCX)$  with a $200 price target, which works out to roughly 41.6% upside from current levels. They're pointing to the SpaceXAI Grok 4.6 advancement, enterprise adoption potential, and growing AI infrastructure demand as the key drivers. Frontier AI performance, lower pricing, and constrained compute capacity all seem to be reinforcing the long-term growth case here.

$Micron Technology(MU)$ $SK hynix(SKHY)$  Korean institutions and retail are holding the ADR around the IPO price. From where I stand, there isn't really a bearish case for the SKHY ADR, and any chart weakness was wiped out at yesterday's close.

$Coherent(COHR)$ The earnings reaction should be taken with a grain of salt. They already pumped AXTI, AAOI, and LITE. You can't be a bear pig and expect 4 out of 4. Size and speed for autonomy is the pinnacle here. Real-time data for robotics and driverless applications is what matters.

$SanDisk Corp.(SNDK)$ $SK hynix(SKHY)$ $NEBIUS(NBIS)$ $Marvell Technology(MRVL)$ $Micron Technology(MU)$ The FUD storm seems to have passed. The AI winners should start climbing again soon. Those who stayed patient will likely see their gains keep growing. It feels similar to the dot-com boom in a lot of ways, but the big difference is these companies are actually profitable now.

$SK hynix(SKHY)$ $Micron Technology(MU)$ KOSPI up around 1.5% during the session, with Samsung gaining 5% and SK Hynix up 1%. The index appeared to find a solid base recently and has been building on that, with buyers finally stepping in to pick up cheaper shares. The conflict is ongoing and oil remains elevated, but the Korean market is shrugging it off. Strength in the Korean market seems to be reflected in US futures as well, with SPY and QQQ also moving higher.

$SpaceX(SPCX)$ A lot of noise about insiders dumping, meanwhile SPCX is surging. If insiders are selling, the volume looks pretty minor at best. More likely, they are holding or buying, while institutions absorb every unlocked share as if it were air. Institutions have ways to support a falling stock that retail cannot. They buy up the float, route the rest into dark pools, and run algos that break up sell pressure. That so-called massive insider sell-off people keep talking about? Institutions probably took it down before the market even opened.

$Tradr 2X Long SNDK Daily ETF(SNXX)$ Fiscal year 2026 non-GAAP diluted net income per share came in at $70.88. On top of that, the board approved an additional $14 billion share repurchase authorization, which brings the total remaining buyback to $15.5 billion.

DRAM.XDigitimes is reporting that the memory market is getting even tighter. Full-year 2027 DRAM capacity has already been pre-sold out. Industry sources say DRAM and HBM capacity from the major suppliers has already been allocated ahead of schedule. The reason is hyperscalers and AI companies are aggressively securing memory supply for future AI infrastructure demand. A few takeaways from the report: - 2027 could become one of the tightest memory supply years ever - HBM and advanced DRAM capacity are being prioritized for AI customers - Traditional PC and smartphone markets may receive less allocation - Memory pricing power remains strong The AI race is not just a compute race. It is becoming a memory race. Companies controlling advanced memory capacity could have significant leverage as

$Corning(GLW)$ Truist Securities upgraded Corning to Buy with a $175 price target, pointing to optical demand and photonics growth as the drivers. The firm sees AI infrastructure, FTTH demand, and the photonics segment continuing to push the upside.

$NVIDIA(NVDA)$ Korean market feels hopeless right now. How is it down 5% when everything else is green, including memory stocks? $Micron Technology(MU)$  $SK hynix(SKHY)$  $Samsung Electronics Co., Ltd.(SSNLF)$ 

$Tradr 2X Long SNDK Daily ETF(SNXX)$  Got back in at 6.94. It already pushed past 7, so now I'm just watching to see how it plays out. Hoping for another run toward 8 or higher. Keeping a tight manual stop on this one.

$ServiceNow(NOW)$ After-hours moves on ServiceNow don't really mean much. It could be down $3 or up $8 at the open, honestly.