$Iovance Biotherapeutics, Inc.(IOVA)$ Our short interest of 23.94% is much higher than MRNA. We need that 160% increase.

$SpaceX(SPCX)$ Back in calls. Stopped out on $SPDR S&P 500 ETF Trust(SPY)$  calls at -40%, but it was all profit anyway. Still green on the day.

$SanDisk Corp.(SNDK)$ $Lumentum(LITE)$ $Applied Optoelectronics(AAOI)$ $Bloom Energy Corp(BE)$ $Palantir Technologies Inc.(PLTR)$ usual suspects acting like the leaders they are.

$Applied Optoelectronics(AAOI)$  LITE just posted fiscal Q4 2026 earnings. Non-GAAP net income came in at $326.3 million on revenue of $1.01 billion, up 109% year-over-year. That's a blowout quarter. The GAAP noise around equitization of certain convertible notes used for debt extinguishment seems to be confusing some people. It doesn't really change the core numbers here.

$Micron Technology(MU)$ $SK hynix(SKHY)$ $SanDisk Corp.(SNDK)$ $iShares Semiconductor ETF(SOXX)$ If we keep printing 5%+ GDP, employment data keeps improving, productivity keeps improving thanks to AI, and inflation comes in better than expected despite elevated energy prices — at some point that consumer is going to stop complaining about everything and go back to their regular weekend shopping binge. That's the historically cyclical part of memory. It would be consumers out buying new laptops and cellphones, replacing their average 13 year old cars. Consumers have been in this hunkering posture over t

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Managed to score a few steak dinners overnight. Appreciate the bulls for that. Now I'm just waiting for the realization to set in and for chips to fall again as they should. After all, SOXL went straight up on mixed to pretty poor forward guidance and meh earnings. Maybe they push higher and give me another chance to take their lunch money. I'll be watching.

$Rocket Lab USA, Inc.(RKLB)$ Holding the key support zone ahead of SPCX earnings. The chart is showing some encouraging strength, with buyers stepping in where they need to. That said, I'm not fully risk-on yet. RKLB still has more work to do before confirming a stronger trend reversal. For now, I'm watching how price reacts around support and whether this strength can continue into the upcoming catalyst.

$SpaceX(SPCX)$  Once the panic and insider selling clear out, I plan to pick up a lot of shares in the second week of August. If this runs to 300 bucks, it should be easy money. Until then, bears and shorts can keep telling their jokes. Only a few more weeks for the noise to fade. $Tesla Motors(TSLA)$ 

$iShares Semiconductor ETF(SOXX)$ $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ $Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  The breakout from the channel looks to have some real strength behind it. The targets could shift up to the 510-530 zone before any move back down toward the summer low or the 350-400 area.

$Corning(GLW)$ Mark this post. Once people understand the difference between scaling up and scaling out, they'll realize the real move hasn't even started yet. Every existing rack is going to be replaced in a scale-up cycle. Wendell mentioned on the call that he couldn't comment because the technology is locked under NDA and confidential. $500 is my 5-year price target.

$Corning(GLW)$  That growth forecast from 2026Q4 through 2030 looks like one of the best setups out there, following a GEV trajectory. I'm just going to keep adding and then forget about it for a while. Hope it works out nicely down the road.

$SpaceX(SPCX)$  Someone bought a weekly 107 put earlier today, likely expecting the stock to slip below 110 by midday. That didn't age well. I actually feel a bit sorry for that investor.

$Corning(GLW)$  If it gets over 135, I'll double my position. No need to catch a falling knife. Already added 500 more at $119. Makes more sense to buy on the way up, even when it's this low and you might miss the very bottom — at least you can see it has stabilized first.

$SpaceX(SPCX)$ Seeing bears out trolling on a Sunday. Honestly, the fear is pretty obvious.

$SK hynix(SKHY)$ The Kospi looks to be in a better position now than it was earlier. It managed a V-shaped recovery recently and is back up 4%. Hynix is up 5%.

$Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ $SK hynix(SKHY)$  This feels like the final nail in the coffin for the shorts. An analyst at LS Securities, Jung Woo-sung, interpreted the recent results as favorable for the sustainability of AI demand for memory companies. He pointed out that supply constraints and an upward revision of capital expenditures were confirmed simultaneously in Alphabet's earnings, and noted that demand has still exceeded investment despite significant increases in production capacity over the past three years.

$SpaceX(SPCX)$ A lot of shorts seem to be positioned for the earnings report and waiting for potential insider selling. Honestly, I'm not fully convinced that setup will work out for them.

$SK hynix(SKHY)$ Looking at the 2%+ rally in the Nasdaq today, I think there's a good chance we see a significant follow-through move in the KOSPI overnight.

$IBM(IBM)$ Stephen Guilfoyle is adding to his IBM position after the stock's recent decline, which he notes is the biggest in 115 years. He has made three purchases since July 14. From his perspective, the worst-case scenario seems priced in, and the stock appears to be trying to find a bottom ahead of Wednesday, July 22, presenting what he views as a trading opportunity.

I was looking at my US stock holdings versus the average analyst price targets, and a few names really caught my eye. $Digi Power X Inc.(DGXX)$  It's an AI infrastructure play with the highest upside potential, around 218%. $IREN Ltd(IREN)$  Another one in the AI data center space, showing roughly 140% upside. $SpaceX(SPCX)$  A recent addition to the portfolio, with nearly 94% upside based on those analyst targets. $Celsius Holdings, Inc.(CELH)$  A growth stock with around 91% potential upside. $Novo-Nordisk A/S(NVO)$  This one shows the lowest upside rig