To The Moon

$Moderna, Inc.(MRNA)$ I think we close above $200. The gold rush target is still $500.

$Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ $SK hynix(SKHY)$ $Samsung Electronics Co., Ltd.(SSNLF)$ Media reports suggest Samsung Electronics is set to announce a shareholder return programme worth more than $72 billion.

$Applied Optoelectronics(AAOI)$ Looking at the YTD chart, there was a peak in May followed by a drop, and now it's climbing out of a dip from late July. Plenty of volatility over 3 months. I think we'll be higher a month from now as inflation keeps moderating and the war with Iran ends one way or another. UAE has now entered the conflict and is putting immense pressure on Iran, whose leadership will fail. Don't listen to the noise.

$Tesla Motors(TSLA)$ On the daily chart, closing above the bottom of the gap would be a bullish sign. It still has to push through the upper Bollinger Band to fill the gap. For now, the bottom of the gap is acting as the line that needs to hold for the bulls. $SPDR S&P 500 ETF Trust(SPY)$  $Invesco QQQ(QQQ)$  $SpaceX(SPCX)$ 

$Coherent(COHR)$ Watching ALMU closely. The chart has been tightly compressed, and they've brought in key hires from Lite and Intel along with several government grants. A major deal looks like it could be coming.

$Coherent(COHR)$ The market is starting to reverse. This one might be worth holding to play that reversal.

$Applied Optoelectronics(AAOI)$ The $30s have looked like a reasonable average line over the past few months. Would be nice to see a bounce from here. July was rough enough already.

$Coherent(COHR)$  Coherent Corp (COHR) is trading at $309.96, down 11.75% in the session after a big social media debate over optics vs. memory technology and broader tech volatility. That pullback comes after a 7.79% rally to $351.22, driven by an AI earnings rebound, record pricing power for Indium Phosphide, and a cluster of Wall Street price target upgrades. Even with the technical fallback, Coherent's long-term growth story still looks anchored in AI data center architecture. Management guided Q1 Fiscal 2027 revenue to $2.2 billion to $2.4 billion, above Wall Street's $2.14 billion expectation on strong AI transceiver demand. Rosenblatt analysts pointed out that Coherent's 2027 production capacity is effect

Mizuho just reiterated their Outperform rating on $SpaceX(SPCX)$  with a $200 price target, which works out to roughly 41.6% upside from current levels. They're pointing to the SpaceXAI Grok 4.6 advancement, enterprise adoption potential, and growing AI infrastructure demand as the key drivers. Frontier AI performance, lower pricing, and constrained compute capacity all seem to be reinforcing the long-term growth case here.

$Micron Technology(MU)$ $SK hynix(SKHY)$  Korean institutions and retail are holding the ADR around the IPO price. From where I stand, there isn't really a bearish case for the SKHY ADR, and any chart weakness was wiped out at yesterday's close.