$Applied Optoelectronics(AAOI)$ Looking back, if I'd had the same conviction back then that I have now, I'd probably be retired. Props to anyone who has been in this with me since the $6.9-7.0 range.
$Rum Group Inc(RUM)$ Maysville seems to be actively positioning for AI and HPC customers, with 120 MW of power capacity expandable to 180 MW, targeting operations by Q1 2027. INTC and TeraFab need massive AI compute and power infrastructure, and from where I stand, the market hasn't connected the dots yet. A major Maysville customer contract would change the entire RUM valuation story.
$Applied Optoelectronics(AAOI)$ LITE beat Wall Street consensus estimates on both earnings and revenue, and the fiscal Q1 2027 guidance looks upbeat too.
$Micron Technology(MU)$ $SK hynix(SKHY)$ $SanDisk Corp.(SNDK)$ $iShares Semiconductor ETF(SOXX)$ The memory market has always been cyclical, tied to the booms and busts of consumer device demand -- laptops, phones, that kind of thing. The recent demand wave, though, has been all about data center infrastructure. There's no sign of that letting up. Maybe it will someday, but right now there isn't even a hint of it from anywhere in the industry. If memory is still structurally cyclical, then we're still early or mid cycle at worst. The traditionally cyclical consumer device
$SpaceX(SPCX)$ SpaceX President and COO Gwynne Shotwell shared some thoughts on Starlink Mobile and its impact on Verizon, AT&T and T-Mobile. She pointed out the three carriers together pull in roughly $600 billion a year, and said she expects Starlink to be able to acquire quite a few of their customers. The service will be better, dead zones will be eliminated by leveraging the satellites already in orbit, and it will perform better during natural disasters. She added she's quite excited about Starlink Mobile.
$Tradr 2X Long SNDK Daily ETF(SNXX)$ Having some issues placing bids on Robinhood. Is it no longer available on their 24-hour trading platform? Noticed it Friday morning.
$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ With the news about an Iran deal, there's a decent chance markets take off when the week starts. From where I stand, shorting right now looks like a pretty bad idea.