To The Moon

$Moderna, Inc.(MRNA)$  Shorts will start sweating hard if MRNA reclaims $135. After the historic squeeze already inflicted roughly $5 billion in losses on short sellers, a strong move back through $135 with heavy volume could put renewed pressure on anyone who shorted the recent pullback. $135 to $150 to $175, and the squeeze could be back on.

$Moderna, Inc.(MRNA)$ the real story here could be $Merck(MRK)$  eventually partnering with $Iovance Biotherapeutics, Inc.(IOVA)$  through a buyout down the road

$SpaceX(SPCX)$  SpaceX is down just a touch on unlock day, slightly below the IPO price. And now the bears are crawling back out with their $60 and $75 targets again. Are you kidding me?

Weird title, but whatever. The free cash flow estimates look conservative to me. $SK hynix(SKHY)$  said it plans to return more than 50% to investors, which comes out to 237T KRW in buybacks for a company with 1,211T KRW in net worth. I personally think 2027 FCF will be 341T KRW, and they could return 80% of FCF while still having money for CapEx.

$Ondas Holdings Inc.(ONDS)$ $SpaceX(SPCX)$ $Webull Corp(BULL)$ I don't really get why some people feel the need to be so nasty on here. Disagreement is one thing, but a lot of it just turns into acting tough for no reason. We're all here to try to make money. I don't understand people who seem to want others to lose money. If you think a stock is going down and you're short, fine. If you're long, fine. But some of the stuff posted on these boards is just noise. Why post bearish takes if you don't even own anything? Makes no sense to me. Anyway, have a good day.

$Applied Optoelectronics(AAOI)$ AAOI has clearly made the decision to manufacture in the USA, and I believe it's the right one. As stated on the call, they will be the largest producer of transceivers in America, and that's what their largest customers want. Doing this requires capex, and if someone doesn't understand that, then that's why the earnings haven't started to flow yet. I'm actually more excited now than I was a few months ago. There are several people on this board who clearly have extensive knowledge in the semiconductor industry and know this sector is set to grow significantly over the next year or two. Ignore the constant negative noise and look at the big picture.

$Applied Optoelectronics(AAOI)$ Q2 2026 recap: the growth story is still about demand vs. capacity. Another record revenue quarter, marking five straight quarters of new highs, while the company returned to non-GAAP profitability. The biggest driver: 800G products are ramping fast, with volume more than doubling QoQ. Demand for high-speed optics and 1.8 GHz CATV products continues to push results higher. The key takeaway: customers want more than AAOI can currently produce. Demand is expected to outpace capacity through mid-2027. Capacity is expanding fast, targeting ~650K monthly units of 800G and 1.6Tb products by year-end. Growth is strong, but execution on the ramp remains the focus.

$SK hynix(SKHY)$ KOSPI closed lower. It opened higher, somewhere between Monday's and Tuesday's ranges, then sold down into Monday's trading range and stayed there the rest of the day. Not the worst session for the exchange overall. SK ended down 10 on no real news. The trading vibes felt off from the start, and the regular session didn't bring any improvement. Institutions were net sellers, which isn't exactly a surprise. Hoping for a better day tomorrow.

$SpaceX(SPCX)$  Short interest now sitting at over 30% heading into earnings. Might be an interesting setup.

$Tesla Motors(TSLA)$ $Micron Technology(MU)$ $SK hynix(SKHY)$ $SpaceX(SPCX)$ $NVIDIA(NVDA)$ Looks like the stock market is slowly grinding lower again.