BTC.X$SPDR S&P 500 ETF Trust(SPY)$ $SpaceX(SPCX)$ It seems to be going as planned. All systems are a go. Time to leave the planet and move on to the next world. $Microsoft(MSFT)$ 

$Corning(GLW)$ Mizuho raised their price target on the stock to $270 from $220 and maintained their Outperform rating.

$iShares Semiconductor ETF(SOXX)$ The Thursday gap fill area around 606-610 looks like a potential spot to consider re-shorting.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Heavy call volume on SOXS, the 3x inverse semiconductor ETF. Opening price could reach $5.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  Haven't gotten one of these in a while, but I'm getting a massive clue. Let's go GE Aerospace!

The fastest way to build wealth is often to buy great companies on a down day. $T-Rex 2X Long SNDK Daily Target ETF(SNDU)$  - I see it as a $140 stock trading at $52. $Applied Optoelectronics(AAOI)$  - I see it as a $300 stock trading at $146. $IREN Ltd(IREN)$  - I see it as an $80 stock trading at $50. $Credo Technology Group Holding Ltd(CRDO)$  - I see it as a $320 stock trading at $271. $Arista Networks(ANET)$  - I see it as a $210 stock trading at $161. Drawdowns in quality names are often liquidity resets, not breaks in the investment thesis. If you

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  Added 300 shares at 3.65. I'll keep adding on the dips. I'm expecting a sharp reversal at market open tomorrow.

$SpaceX(SPCX)$  I actually like that everyone is so bearish. So many people were bearish on Tesla, Apple, Nvidia. The more bearish tags I see, the better I feel about buying. Nothing happens overnight. The longer it takes, the more shares I'll have when it does happen.

$SpaceX(SPCX)$  There's so much negativity. Yes, it's hyped and overvalued. But it's not plummeting, at least not yet. It seems like everyone actually wants to own it, and plenty of big names are willing to back it. Nothing says it can't grow into a significant role eventually, so buying the dips and holding for a while makes sense.

I rolled two of my $Micron Technology(MU)$  calls with strike prices of $1200 and $1300 for Dec 17, '27. I plan to hold them until Micron hits $2000 or more. I also like $COHERENT(COHR)$ , and $Tradr 2X Long COHR Daily ETF(COHX)$  even more. $Applied Optoelectronics(AAOI)$  and $Tradr 2x Long Aaoi Daily Etf(AAOX)$  could be high-risk, high-reward plays as well.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ I'm not some trading prodigy, but now seems like a decent time to build a short-term position. With SOXL's support levels at 272, 240, and 206, aiming for a cost average of 3.60 or lower makes sense.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ The only logical statement would be that we're in a bubble. Calling a bear market after insane earnings just displays ignorance.

$Applied Optoelectronics(AAOI)$ time to rip well past 200

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ It seems the worse the company, the more its stock pumps every day. Nvidia, the original player, barely moves at all. Meanwhile, ARM, Intel, AMD and others are making 5-10% back-to-back daily moves like it's nothing. To some extent, Nvidia is the reason the market isn't down even more, which is kind of funny.

$Applied Optoelectronics(AAOI)$  Back to $200. As long as $170 holds.

$SpaceX(SPCX)$ SpaceX could turn a profit soon, maybe even as early as next year.

$Applied Optoelectronics(AAOI)$ The volatility here is pretty intense, honestly a bit unnerving. I can't help thinking this is more like a consolidation period before the next leg up. $200 seems to be the psychological resistance, but once it holds above that level, I think $250 is the next target. Patience is key.

The optical transceiver market is projected to triple to $36 billion this decade, and $Applied Optoelectronics(AAOI)$  is the smallest-cap company with the biggest potential upside. 800G shipments exploded in 2025, doubling to 24 million units, and TrendForce projects 63 million in 2026—a 2.6x jump. The real story is 1.6T: crossing 1 million units in 2025 and forecasted for over 5 million in 2026. NVIDIA's GB300 racks require 162 modules per cabinet, and Microsoft alone is buying around $3 billion worth. By 2027, 1.6T is expected to dominate, with 3.2T on the horizon. Each new generation drives more module demand, higher revenue, and new upgrade cycles—a staircase of growth for the decade. $Applied Optoe

$Applied Optoelectronics(AAOI)$ The demand for its fiber optic transceivers in data centers continues to be strong, with major customers like Amazon and Oracle driving bookings. Even after the significant gains this year, the long-term thesis rests on AI and cloud infrastructure growth, which supports ongoing demand for high-speed optical connectivity. Short-term volatility can be high, but the structural story remains intact.

$ServiceNow(NOW)$ According to FINRA short volume data for the entire last week (5 trading days), the total number of shorted shares was 39 million, with a total traded volume of 88 million shares. Over 40% of the volume is short, and the smart shorts will cover and book their profits. This isn't a chip or memory stock; it's a heavily beaten-down AI growth stock. My expectation is that it could move back to recent highs within a week. I'm adding more opportunistically. GL!