$Corning(GLW)$  I've been adding in small increments as the price has moved down today, starting at $241 per share and continuing as it's declined since the open.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ I'm looking to wait for a deeper pullback, but the next few months could be a good window to start building a position.

$SpaceX(SPCX)$  It's not about if it will re-test the all-time highs, but when.

Photonics momentum is still strong, even with underperformance in names like $Applied Optoelectronics(AAOI)$  and NOK. $Corning(GLW)$ 's recent price action better demonstrates the sector's actual technical strength. I'm focusing on quality setups.

$Corning(GLW)$ It's a good day for those holding GLW.

$Applied Optoelectronics(AAOI)$ Some influencers are trying to create panic, but diamond hands know the deal and will hold.

$SpaceX(SPCX)$ Even dropping to 135 or 125 still puts SpaceX at an extremely high valuation. At such a young stage in the company's story, that's very doable.

$Micron Technology(MU)$ Nice job, bulls. A solid win over the somewhat silly bears here, now let's give them a round of... applause. $Direxion Daily MU Bull 2X Shares(MUU)$  Can't wait to see the KOSPI tomorrow.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Congratulations to those who bought near yesterday's solid bottom. The opportunity was there for those paying attention, and the setup was clear. Without diving into all the technicals, I'd say it might not be too late to consider a position. The move likely just started, and the upside still looks significant. Patience is key.

$Applied Optoelectronics(AAOI)$  Evercore just raised CRDO's price target to $325, citing their shift from copper cables to optical interconnect. Copper is on the way out, so this move is critical for CRDO. However, I believe AAOI is much better positioned to benefit from optical interconnect, as they recognized the need and began expanding long ago. CRDO has a TTM revenue of $1.34B ($7.48 per share), a P/S ratio of over 38, and a market cap of $56B. CRDO's projected revenue for 2027 is $3.58B ($19.2 per share). Now look at AAOI, with an expected 2026 revenue of $1B ($12.34 per share), giving it a P/S ratio of 12.8. AAOI's currently projected 2027 revenue is $2.57B ($31.7 per share), which is 65% higher than CRD

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Long holiday weekends often see some wild price action before the break. My guess is it's market makers trying to shake out some weak hands. Two catalysts are still pending: end-of-Q2 window dressing and Micron earnings next week. However, today's move was so extreme, I wouldn't be surprised at all if that marked a blow-off top for semis.

Positioning for an aggressive beta rotation into AI memory, photonics, and next-gen infrastructure. Some names are showing asymmetric setups after heavy consolidation; it's not the early discovery phase anymore, it's the execution phase now. $SanDisk Corp.(SNDK)$  / KIOXIA - leverage on the memory cycle $NEBIUS(NBIS)$  - AI infrastructure re-rating story $Applied Optoelectronics(AAOI)$  - photonics momentum proxy $Aehr Test(AEHR)$  - semiconductor equipment volatility squeeze Smaller EU small caps are still on the radar: IQE $Silver Verde May Mining Co., Inc.(SIV

$ProShares UltraPro Short QQQ(SQQQ)$ So far so good as price action continues to form a clean series of higher highs and higher lows.

$SUPER MICRO COMPUTER INC(SMCI)$ $SpaceX(SPCX)$  $SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ Buy Retail Army (SMCI)

$SpaceX(SPCX)$  I'm expecting a small dip before things really take off. I'll happily buy that dip, it'll be like a gift. Can't wait for the open. Also, can't help but think some people might have an election hangover and need to take the emotional stuff out of their trading. Nine times out of ten, that kind of emotional coping gets your portfolio wrecked. Good luck.

$Applied Optoelectronics(AAOI)$  Raymond James projects that AAOI will hit $3B in revenue in the second half of 2027 and achieve an annualized EPS of $11-12 by mid-2027. That aligns with the 16% net profit margin they've mentioned before. What would the stock price be with $11 EPS? I think a P/E of 50-60 is easily justifiable given that growth rate. That puts us in the range of $550-660 per share. Will they keep growing? If projections for 2028 revenue come in even higher, there's no reason we couldn't see $800 per share or more by late 2027. Look at LITE.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Today's volume: 1,160,054,612 - this is huge.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  Weirdly enough, I actually prefer the slow grind. I add on the dips and sell the pops, but I'm still holding my core positions. CPI is out tomorrow, and then before we know it, Micron earnings are in two weeks, which should be significant.

$Applied Optoelectronics(AAOI)$  At $182, the stock is right in the sweet spot for the photonics AI buildout thesis. You're buying into the vertically integrated bottleneck play—lasers, transceivers, and optics that hyperscalers can't get enough of. With record revenue growth and guidance above $1B, you're at the early innings of a massive cycle. Watch for near-term support around $175–$180 if volatility hits, but long-term, the upside is significant if the AI cluster expansion continues.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  The price is at $5.74. It feels more like a buy and hold stage to me. The SOXS ETF might see some traction next week.