$Vicor(VICR)$ $Credo Technology Group Holding Ltd(CRDO)$ $Sterling Construction(STRL)$ $SK hynix(SKHY)$ $NEBIUS(NBIS)$ "Don't try to time the market" is a bitter pill to swallow after the last 2 weeks. Big money pulls the rug, retail gets caught, and it stings. That said, the window where panic-selling and trying to time a lower re-entry made sense has probably closed. The stratospheric AI run set unrealistic expectations of relentless green days, and this has been a rude awakening. But zoom out: where are these companies in 6–12 months? Look at what hap
$Tesla Motors(TSLA)$ In my view, it should only move higher from here since we basically filled the gap down on SPCX. Solid swing. Know who and what you own. We're positioned against the bears. RIP Coach.
$APPLIED DIGITAL CORP(APLD)$ This company's financials look way healthier than IREN. Looking at both charts, they've historically tracked each other, but the trend finally seems to be diverging. Hopefully APLD gets the recognition it deserves, since it's significantly undervalued relative to the sector it operates in.
$Micron Technology(MU)$ I think the Kospi and SK Hynix are going to hold this down for a bit. I'm gathering together 20k to get SK below $120, hoping for $110. With as much cash as they've got rolling in, just think how many shares they could take out of the float with buybacks. I see 2000 as inevitable for MU. $SK hynix(SKHY)$ with $300. No need to panic and dump. It may take a year but it will look completely different.
$Applied Optoelectronics(AAOI)$ I've been short here for a long time, but I'm going long now. If we get a market rally, I could see this going to 100 at least one more time. Could be very wrong, but I went big here. Hope I don't get crushed.
$Applied Optoelectronics(AAOI)$ B. Riley lowered their price target from $109 to $92. These are the same people who put a $15 PT on AAOI a year ago when it was trading at $30, then raised it from $15 to $55 when the stock was at $95. Not sure when they moved it up to $109, probably around $233. Now they cut from $109 to $92 right at the bottom, just as it looks set to run into year-end, in my view.
$Tesla Motors(TSLA)$ Finding a good gas or diesel mechanic is hard enough these days. Now try finding a good hybrid mechanic who knows what they're doing and won't rip you off. If hybrids are so great, how come robots aren't hybrids? Right, now try telling me Gort was a hybrid.