To The Moon

$VanEck Semiconductor ETF(SMH)$ $iShares Semiconductor ETF(SOXX)$ Capex is headed higher next year. The market really wants to call the cyclical top here, but that read looks off. Companies are raising capital left and right.

$Bloom Energy Corp(BE)$  Honestly, this is a great stock. I saw it at $70 and $100 last year, but I really need it at $180 to buy in.

$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ $Micron Technology(MU)$ $Tesla Motors(TSLA)$ $SpaceX(SPCX)$  Black Monday just got cancelled. Futures are green.

$IREN Ltd(IREN)$ Caught the Real Madrid vs Sevilla match and noticed the IREN sponsorship. The business clearly isn't in bad shape. Getting your brand on the Bernabéu isn't something just anyone can pull off.

$Applied Optoelectronics(AAOI)$  85Wow. I think we could open at $90 and push higher from there. Good luck to all the longs.

$Ondas Holdings Inc.(ONDS)$ $SpaceX(SPCX)$ I was down $84K on paper across these two at one point. Glad I didn't sell out, since I still believe in the long-term thesis here. Lesson number one: don't set stop losses.

$SK hynix(SKHY)$  I placed a buy order last night and completely forgot about it. Up 3%, no complaints from me.

$SK hynix(SKHY)$ The market seems worried that the revenue looks too good to be true. But right now the stock is fundamentally undervalued, and I think the upcoming tech earnings will show that. I could see it selling above $200.

$SK hynix(SKHY)$ Some good news here. Capital spending by the big tech hyperscalers is expected to keep climbing. Broadcom recently projected its AI chip revenue would double to $115 billion in 2027, and double again to $230 billion by 2028.

$Applied Optoelectronics(AAOI)$ Could be heading quite a bit lower here. It didn't break resistance, and the market still needs to figure out the AI financing constraints. Just waiting patiently for now. If we touch 86-87, it should pick back up.