$SK hynix(SKHY)$  $Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ $Invesco QQQ(QQQ)$ I think the SK Hynix buyback works out to 240.7 million in ADR shares, even though that's not what was actually bought back. For perspective, 2.5% of the outstanding SK shares are in ADR form. That works out to 177 million ADRs. So SK Hynix just bought back 3.4% of their total outstanding shares and retired them permanently. Effectively they rendered the ADR IPO void, and then some. SK will likely have a strong run today. Just to repeat, the ADRs were not bought back, that was just a frame of

$SpaceX(SPCX)$  Bears might be in for some trouble soon. A short squeeze could be coming in the near future. Not investment advice.

$Applied Optoelectronics(AAOI)$ Who wakes up and thinks, "I know this company's growth is exploding and they're selling everything they can make for the next several years, but I still need to sell my shares at a 10% discount from yesterday"? That's the kind of near-sighted, anxiety-driven, emotional Wall Street trader with the attention span of a gnat and the memory of a goldfish.

$AST SpaceMobile, Inc.(ASTS)$ I'm seeing bearish divergence between SPY price and its RSI. This lines up with mid-term election volatility and September's seasonal weakness. I'm hoping we can consolidate through this macro headwind without a big pullback. If $SpaceX(SPCX)$  can stay steady, that would help support the space sector.

$Coherent(COHR)$  AAOI is seeing more money flowing in today even though it's down the most. I think the money will rotate back here soon, maybe even before the close.

$SK hynix(SKHY)$ Korea's market looks over-leveraged and you can tell there's some nervousness, but I'm still holding.

$SpaceX(SPCX)$  Those "it will go down after unlock" posts were the classic post-IPO lockup folklore that works on weak companies. On a name with this kind of demand and narrative, it just created a perfect short-squeeze and FOMO fuel setup. Congrats to everyone who faded the doom scrollers.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ It looks like Wall Street has found a way to repackage AI-related debt and sell it to 401k companies through CLOs. The idea being that if it eventually goes down, it's baked into everything, and the government would be forced to step in and bail them out.

$SK hynix(SKHY)$  $SanDisk Corp.(SNDK)$ $Micron Technology(MU)$ $NEBIUS(NBIS)$ $Marvell Technology(MRVL)$ The market action felt better today, kind of like it finally turned a corner. Hopefully we see some follow-through in the next few sessions.

$Applied Optoelectronics(AAOI)$  AAOI has been saying for a while that they expected to reach non-GAAP profitability in Q1 or Q2, and they just got there. Sure, there was a tax benefit involved, but that's still money on the balance sheet, which is exactly what non-GAAP accounting reflects. Some people don't seem to grasp that it takes spending money to make money. If you actually go through the 10K, revenue jumped 86% year-over-year, while cost of goods sold rose 93%. That spread is the cost of building up future output capacity. The 7% gap represents roughly $10M in additional expenses aimed at supporting higher future revenue, with COGS up $30M compared to last year. R&D spending also increased 61%, which

$SpaceX(SPCX)$ Shorts were looking for a sell-off and ended up getting trapped.

$SpaceX(SPCX)$ $SPDR S&P 500 ETF Trust(SPY)$ $Palantir Technologies Inc.(PLTR)$ Everyone should just take a breath. Looks like the move was simply meant to flush out the puts.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Sandy seems to be on a tunnel vision trip here, stumbling around screaming the sky is falling despite earnings, forward guidance, and a bunch of other positive data points. Oh well.

$SpaceX(SPCX)$ $Tesla Motors(TSLA)$ I'm curious how many people will actually leave Verizon. Feels like the number could be quite a bit higher than most anticipate.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ That's impressive. I honestly didn't think it could make it this far given the decay. Props to anyone who held through it.

$SanDisk Corp.(SNDK)$ $SK hynix(SKHY)$  $Micron Technology(MU)$ There's a real tug-of-war going on between the bulls and bears right now. Personally, I'm keeping my long position as is.

$SpaceX(SPCX)$ Here's a quick rundown of the coverage situation. Morgan Stanley — Adam Jonas and the team are projecting massive long-term expansion tied to Starlink and artificial intelligence infrastructure. Goldman Sachs — they led the IPO underwriting and came out with high-end projections, anticipating rapid multi-year gains in commercial and AI-driven segments. Evercore ISI — Kutgun Maral initiated coverage with an Outperform rating, focusing on aggressive revenue scale through 2028. Oppenheimer — raised near-term AI and software platform revenue estimates, including contributions from Cursor. Additional coverage from Deutsche Bank (Edison Yu), Bernstein (Douglas Harned), New Street Research (Pierre Ferragu), and KGI.

$SpaceX(SPCX)$  Good to see this stock coiling here. No idea how fast it moves or how far it runs from here, but it looks like it's going to start heading up. That's encouraging to see.

$ServiceNow(NOW)$ Long, entry 105.56, stop 83.76, target $149.16, risk/unit $21.80, after a +6.9% day.

$ServiceNow(NOW)$  I was telling my friends and family about this one over the weekend at a wedding. Really hoping it doesn't let me down.