$Bloom Energy Corp(BE)$ SPCX is going to need all the clean electricity it can get, and BE looks positioned to provide much of it.

$Applied Optoelectronics(AAOI)$ I'm treating $44 as the absolute low for this drawdown, though I'd be adding at $60 and $54. $44 was the pre-hype high from 2/13, and $54 was hit on 2/26 before the massive runup. Things should pick back up here soon.

$ProShares UltraPro QQQ(TQQQ)$ NOV20 72C is still actionable. Zone: $68.61 to $69.57 Invalidation: close under $67.43 Objectives: $73.43, then $77.79 The math: up 6.3% to the first objective and 12.6% to the second, against 2.4% risk on the invalidation, better than 5 to 1 to the second. TQQQ fell from 72.61 to near 69.09 before the open, yet it is still holding above 67.43, the low from October 16 where buyers stepped in last time. That makes this a swing idea for a bounce, not a chase, because a leveraged fund like this moves about three times the Nasdaq 100. A modest recovery in the big tech names can carry it back toward those prior highs quickly, and a close below that foundation would tell us the idea is wrong. One thing to watch next i

$SK hynix(SKHY)$  Next week GAAP EPS will drop because of the MTM treatment. I don't really understand why any of that is counted as earnings. Either way, GAAP EPS will decline QOQ, but adjusted EPS and operational profits should move higher, likely by 30%.

$Applied Optoelectronics(AAOI)$  Be fearful when others are greedy and greedy when others are fearful.

$POET Technologies Inc(POET)$ The industry is shifting toward a second wave of intelligence beyond large language models. Next concept modeling is coming, and that will require rapid advances in computing. Photonics looks like it will be the key driver for both quantum computing and artificial general intelligence. We're still early in AI, this is just the beginning. The bear case is off. I'm using the dip to position.

$SK hynix(SKHY)$  The dip was driven by nonsense and fear. SKHY just needed the anti-AI sentiment to cool off. Earnings are coming up and the numbers should be strong. On the low end it only runs into the 170s, then it can push back toward 200. Once the election cycle passes, a lot of the AI fearmongering should fade too. Deals should move forward as hyper-scaling builders work with politicians and datacenter construction ramps up.

$SpaceX(SPCX)$ About 10 years ago Tesla merged with SolarCity and it went up 5,000%. It feels highly possible that we are going to repeat the exact same scenario in a couple of weeks. Getting SpaceX shares before the earnings report seems worth watching.

$SpaceX(SPCX)$  $ProShares Ultra SpaceX(SPCF)$ Added more here. Will add once more if it drops into the 130s. Daily looks closer to the bottom than the top.

$SK hynix(SKHY)$ I told you before, it should land at $125 by the end of the month.

$Micron Technology(MU)$ Probably going to be red because of SK Hynix commentary about expanding capacity and Chinese competition. The daily FUD on this name is honestly getting frustrating.

$Applied Optoelectronics(AAOI)$ My portfolio is still up 140.8% YTD, so I think I can handle a short-term 15% drop on AAOI. AAOI is still up 203% YTD, AMD is up 189%, and COHR is up 64%. Those are my three largest holdings. HUT is up 94%, NOK is up 64%, and CRWV is up 24%. I'm not worried.

$SpaceX(SPCX)$ Initiated Overweight at Barclays, PT $254

On October 8, 2026, NASA and the U.S. Department of Energy signed a Memorandum of Understanding titled "Accelerating American Leadership in Space Nuclear Power and Propulsion." The MOU was signed by NASA Administrator Jared Isaacman and Energy Secretary Chris Wright at the Golden Age Summit. It sets up a framework for broad collaboration across research, fuel production, testing, launch integration, and operations, with safety as the primary focus. This agreement builds on earlier NASA and DOE partnerships and supports goals like deploying a lunar surface fission reactor by 2030 to enable sustained Moon missions with consistent power independent of sunlight availability. $SPDR S&P 500 ETF Trust(SPY)$ 

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  I'm not usually one to hold positions overnight, but there are a few things stacking up here. Bearish sentiment is still in play, bonds have been climbing, oil looks like it could push higher again, and SOXX has barely reacted to a pretty sizable announcement from Marvell. It wouldn't surprise me if SOXS has at least one or two strong days the rest of the week.

$SpaceX(SPCX)$ The 7th most valuable stock in the world, but its projected 2026 revenue only ranks 287th. And no profit. What a steal.

$Bloom Energy Corp(BE)$ Trump announced some big energy deals. Shorts are being forced to cover while leveraged players pile in. The volatility makes it feel like the stock is coiling up for a breakout. I've seen this kind of setup before. The harder it gets shaken, the more I want to add to my long.

$SpaceX(SPCX)$ Longs really need a successful Starship flight soon. One Starship flight payload equals 50% of all of China's flights this year. 5 Starship flights would carry more payload than all rocket companies combined in the history of space. That's how productive and revolutionary Starship is. It puts SpaceX with a massive lead ahead of all rocket companies globally in a firm monopoly position.

AI and surging memory-chip demand have shifted emerging-market leadership toward Taiwan and South Korea. With semiconductor valuations climbing, there's a real debate over whether this rally is still supported by fundamentals or getting more speculative. Andrew Dalrymple at Aubrey Capital Management points to earnings as the key justification. He does see some signs of excess, including leveraged ETFs tied to Samsung Electronics and SK Hynix, but the underlying memory cycle still looks unusually strong. Earnings are growing fast on rising memory demand, while new capacity remains expensive and slow to build. The AI infrastructure buildout could also make this cycle more durable than past memory upswings, which were tied to shorter PC, smartphone, and gaming cycles. AI needs much larger cap

$SK hynix(SKHY)$ Goldman Sachs is pushing back against the idea that the storage cycle is peaking, pointing to an 87.4% upside for SK Hynix. After an online meeting with SK Hynix management, they reaffirmed their Buy rating with a 12-month target of KRW 3,500,000 in a report released on September 22, 2026. With the stock currently at KRW 1,868,000, that's an 87.4% upside. Their view is that tight HBM and DRAM supply will persist, SK Hynix's pricing and margins will keep rising into 2027, and LTAs provide demand visibility.