To The Moon

$Moderna, Inc.(MRNA)$  $Moderna, Inc.(MRNA)$  $Merck(MRK)$ Morgan Stanley's ESMO takeaways go beyond just a positive melanoma trial. The independent discussant compared INT's RFS hazard ratio with adjuvant Herceptin's. Some physicians expressed confidence that the recurrence benefit would translate into longer overall survival. A KOL argued the effect was too large to be explained solely by general immune stimulation. Manufacturing turnaround is reportedly down to 30–40 days. RCC and bladder Phase 2 trials could have registrational potential, depending on results. More than a melanoma sto

$SK hynix(SKHY)$ I was so excited I ordered the Hawaiian specialty pizza from Domino's. Can't wait until the options print tomorrow.

$Applied Optoelectronics(AAOI)$ Over the past year alone, institutional ownership has seen an inflow of $2 billion compared to an outflow of roughly 10%. Institutional ownership now stands at more than 70%.

$ProShares UltraPro Short QQQ(SQQQ)$ Next setup before upside continuation, looking at the 1 minute time frame. Strong rally right at the open, and now Nasdaq is making a sharp pullback. Hourly RSI is starting to curl upwards. Price targets are 38.75 and 39.00+. $ProShares UltraPro QQQ(TQQQ)$  $Invesco QQQ(QQQ)$  NQ_F

$Applied Optoelectronics(AAOI)$ Down a few percent over the weekend on 20-30k volume for Hyper, and the bears are celebrating. AI isn't dead, it's just pulling back to shake out weak hands. I'll add slowly on the way down. When it bounces, it'll be even more violent.

$NVIDIA(NVDA)$ $Micron Technology(MU)$ $Tesla Motors(TSLA)$ $SpaceX(SPCX)$  We might as well be at the start of a bear market. Has anyone actually considered that? I really hope not.

$SpaceX(SPCX)$ Only 2 of the Magnificent 7 did better over the same 4 months. From June 11 IPO pricing to the latest close: Microsoft +38.6% Meta +30.7% SpaceX +21.1% Apple +15.3% NVIDIA +10.5% Amazon +7.5% Alphabet -1.4% Tesla -5.3%

$Applied Optoelectronics(AAOI)$ I love overconfident bears. Institutions want in cheap before earnings.

$SK hynix(SKHY)$  Loaded with 7k in calls here. Got about 4k on $APPLIED DIGITAL CORP(APLD)$ , both 11/20 expiry. Either it's a really good day or I step away for a few weeks.

$Uber(UBER)$ Feels like it should be our turn for $Bloom Energy Corp(BE)$  and $Vistra Energy Corp.(VST)$  to catch some of that Pelosi momentum.