To The Moon

$SpaceX(SPCX)$ I might as well buy the handle on the consolidation cup and handle before it goes to 135. It looks like we're getting one final dip below 132 here.

$Moderna, Inc.(MRNA)$ Anyone shorting after hours is going to be covering above $200 tomorrow.

$SK hynix(SKHY)$  Memory fundamentals haven't suddenly cracked, at least not according to the way analysts are framing it. The industry backdrop still looks stronger than Tuesday's stock moves would suggest. AI data centres keep consuming more high-bandwidth memory, DRAM and flash storage while supply stays constrained. Manufacturers are also signing longer-term customer agreements, which improves visibility compared with previous cycles. ClearBridge Investments portfolio manager Divya Mathur told Reuters earlier this month that the recent volatility in semiconductor stocks appears disconnected from any material change in long-term fundamentals. She added that share prices can react more sharply than the underly

$Applied Optoelectronics(AAOI)$ The pump has cleared out and fundamentals are back in focus. For me, photonics still looks super bullish. What the bagholders do from here is up to them.

$Applied Optoelectronics(AAOI)$ I'd like to see it close above $150.

$Tradr 2X Long SNDK Daily ETF(SNXX)$ Short sellers had their window over the last two months. Now it feels like the momentum is shifting back in our favor.

$SpaceX(SPCX)$ Bears are out in full force now that it's dipped to 140. These are the same ones who were calling for 65 to 80. You really can't make this stuff up.

$Applied Optoelectronics(AAOI)$ Volume has doubled over the last 45 minutes, now at 4.75M. Feels like someone might know something.

$SanDisk Corp.(SNDK)$ $Micron Technology(MU)$ $SK hynix(SKHY)$  AI isn't just about chips. It also needs storage, and the memory market is showing signs of recovery. SanDisk is one of the companies I'm keeping a close eye on. The market tends to focus on the leading names in AI, but opportunities often sit further downstream in the supply chain.

$SK hynix(SKHY)$ $Micron Technology(MU)$  is currently trading in Seoul at a current quarter annualized PE of 4 and a 2027 PE of 3. Koreans need to wake up.