$Applied Optoelectronics(AAOI)$  Wouldn't be surprised to see this push much higher going forward. I added to my position today.

$SpaceX(SPCX)$ Big Beautiful Bill will send this to $500 by 2029.

$SpaceX(SPCX)$ Plenty of complaining on this board. A hyper-growth company is going to need to raise funds at some point. That's just part of the process, and nothing has actually changed here. If anything, it shows things are moving in the right direction.

$SK hynix(SKHY)$ I'd like to buy more, but I don't really understand today's drop. Probably just going to move more money over to Interactive and add to 000660. Not a fan of investing in Asia overall.

$Applied Optoelectronics(AAOI)$  I recovered all my losses from the $150 dip to $95, now back at $130. The wheel strategy worked for me in between. I'm now in the green with upside gains. The discussion on X is much more resourceful than the Yahoo board. You get all the big guys there focused on AAOI.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Looks like some are selling ahead of the Fed minutes release. They know the Fed usually follows up the first move with at least 2-3 more rate increases.

OPTION WATCHLIST 10/04/2026 $SpaceX(SPCX)$  - Stock in a small uptrend channel with resistance at $162. The $920 million Google data center contracts started on 1st October. Looking for a bigger breakout above $162 for a move towards $175 and higher. $Applied Optoelectronics(AAOI)$  - Fiber optic connectivity stock moving higher with OpenAI and Anthropic data. Swing calls added in the group. The stock has a gap fill from $118.84 to $124.40. High watch for gap fill. $Dell Technologies Inc.(DELL)$  - Stock having a channel breakout on the daily. $550 is key support. Looking for a move towards $575 and $600. The company recently joined the $15 million

$Bloom Energy Corp(BE)$  BE acquired a property with 158,000 SF for their expansion. They mentioned before that the California plant has a 5G expansion capacity. Seems a lot of contracts are flowing. This stock seems like a long term holding for a retirement plan. Forget about the daily trading of this stock. By end of next year probably in the $1,000 range.

$SpaceX(SPCX)$  I kind of enjoy it when the bears show up in full force. The fear is pretty noticeable right now.

$SpaceX(SPCX)$  There is a reason this is the 14th flight and not the 1st. Over the previous 13 launches, SpaceX engineers have gathered enough data to give the 14th a solid chance of success. Of course, some critics might be hoping the spaceship burns up and explodes, but the odds aren't really in their favor.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  Selling puts here has been rough over the last two days, but I still have plenty of capital left to work with. STO 1 Oct 23 34p @ 4.70.

$Bloom Energy Corp(BE)$ The sensational demand for AI infrastructure isn't slowing down. Chips proved that once again today with the amount of sentiment that just went their way. I do wonder how all of that is going to get powered.

$Bloom Energy Corp(BE)$ A stock with strong fundamentals and a solid backlog can only be manipulated and suppressed for so long.

$Bloom Energy Corp(BE)$  The best kept secret of Bloom Energy is the new high voltage DC power production that works in sync with high voltage DC chips, with no transmission losses, no extra heat generation, and less cooling required.

$SpaceX(SPCX)$ Would be nice to see $150+ before the aftermarket close. Never bet against Musk.

$Bloom Energy Corp(BE)$ I did my own research and honestly didn't find a single reason to sell right now. My read is OpenAI and Anthropic are slowing down because they're bleeding cash on spending, which could explain why they're delaying going public. But their rivals aren't going to slow down. AI is only going to keep expanding because there's genuine demand to use it to solve massive problems, from cancer research to energy, science, and beyond. The AI race isn't ending. It's just getting started.

$SK hynix(SKHY)$ $SanDisk Corp.(SNDK)$ $Micron Technology(MU)$ This should be interesting to watch. Let's see how low it can go. I'm getting ready to add Hynix if it drops to 165 and MU at 900. Not too worried, they always seem to prop back up. The AI demand story is still alive and well.

$Dell Technologies Inc.(DELL)$ CRM and other software names are starting to see real AI benefits. If Altman and Anthropic decide to hold back, someone else or plenty of others will gladly leapfrog them. We need the data centers either way. Dell will be fine.

$IREN Ltd(IREN)$ My average since April 2025 is 5,000 shares at $6.50. I didn't sell at $75, and I'm not selling now. My price target is $300+. I have time, so no problem.

$Micron Technology(MU)$ $Defiance Daily Target 2X Short MU ETF(MUZ)$ $SanDisk Corp.(SNDK)$ $Tradr 2X Short SNDK Daily ETF(SNDQ)$ $SK hynix(SKHY)$ CXMT's sales have increased tenfold. Following DRAM, NAND is also becoming a semiconductor powerhouse in China. YMTC aims to become world No. 1.