$SpaceX(SPCX)$ Some people here seem to be complaining a lot. The price was $108 on 7/31 and now it's at $140, even after shares were made available for sale. Not sure how that's a bad thing. The idea that works is buying low and selling high.
$Coherent(COHR)$ Price action is all over the place. Honestly a bit surprised to see this much volatility on a Friday. But market makers probably have it under control for the rest of the session lol.
$Tradr 2X Long SNDK Daily ETF(SNXX)$ My average cost is 16.39 on 3,600 shares. I started with an average of 33.00 on 2,000 shares, and bought the dips when I could. Looking forward to seeing it get back to 33.00.
$Applied Optoelectronics(AAOI)$ Applied Optoelectronics just put up a massive fiscal Q2 2026. Adjusted EPS came in at $0.06, which crushed the $0.01 consensus by 300%. Revenue hit $191.92 million, slightly above the $190.48 million estimate, and that's up 86.4% from $102.95 million a year ago. The company is calling it their fifth straight quarter of record revenue. The Datacenter segment was the real driver here, more than doubling to $107.66 million from $44.79 million last year. 800G product volumes more than doubled sequentially, and they're saying their proprietary laser manufacturing tech gives them an edge since it keeps them clear of the supply issues hitting competitors. CATV revenue also moved up to $80.58 million from $56.02 millio
$Applied Optoelectronics(AAOI)$ $Lumentum(LITE)$ $Coherent(COHR)$ $Broadcom(AVGO)$ The question I keep coming back to is which US companies can actually supply the domestic hyperscalers for their AI buildouts. It seems to come down to these four, and right now they can't keep up with demand that's running at something like 10x supply. So even as the stocks get hit and sell off, who else is there to produce? AI isn't going away — it's only accelerating. I figure I'll just hold on for a few years.
$SK hynix(SKHY)$ Down about 30% from the ATH, and I'm seeing some sizable bullish net flow divergence today. Puts getting dumped, calls getting loaded up.
$SK hynix(SKHY)$ $Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ There's a basic rule of thumb: the more FUD, the more someone wants it. The more FUD gets spread — in variety, in concentration, in duration — the more someone else wants it. The bigger the disguise, the bigger the prize. Narratives are smoke and mirrors; they obscure intentions. Sometimes narratives come close to reality, or point in the direction stocks will go. That was pretty clear with EV stocks. Narratives were spread by those who didn't want the stocks to succeed, or the EVs to succeed, or the company to succeed. It felt like politics playing out through equities. With memory stock
$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ I think a 20% pop is overdue here. I entered again recently. Nothing has changed in my view, but the market feels disconnected from the actual economy and global situation right now.
The game is afoot and so painfully obvious... the ratings from USB, Deutsche etc... I will continue to slowly build this position and add 2027 Dec. 7 leaps along the way. Will build on my $SpaceX(SPCX)$ IPO position if it drops into the 80 range. And when the market corrects I hope to be in the right short ETFs at the right time.