To The Moon

$Coherent(COHR)$ I bought in at $284 yesterday. I think it's heading up today. That would be a nice change, since stocks usually drop after I buy.

$Applied Optoelectronics(AAOI)$ We think this is the bottom, and anything above the current forward P/E would be greater than 23.25.

$SpaceX(SPCX)$ Triple bottom consolidation, MACD aiming up.

$iShares Semiconductor ETF(SOXX)$ $NVIDIA(NVDA)$ Planning to flip long on $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$  soon, closing out my full $Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  position soon. Enter FLOW. Not financial advice.

$Moderna, Inc.(MRNA)$ I am just here for the vaccine and the squeeze. Let's go!

$Applied Optoelectronics(AAOI)$  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.

$Applied Optoelectronics(AAOI)$  70% institutional average works out to -$120/share. This looks set for a big upside move into the second half of 2026.

$Rum Group Inc(RUM)$ 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