To The Moon

$SpaceX(SPCX)$ Fair value is $650. No resistance until $500. The target remains $750. I'm keeping a strong buy call.

$Applied Optoelectronics(AAOI)$ It's showing massive strength to start the week, with the weekly candle looking incredibly bullish. Momentum is accelerating, and the stock is actively chasing the $235 target level.

$Applied Optoelectronics(AAOI)$ The bottom line is that AAOI isn't a CPO play—it's all about pluggable transceivers. If CPO gets delayed, AAOI actually benefits by selling more transceivers for a longer period. That's a straight-up bullish point. In simpler terms, think of AAOI as a car company. The world expects flying cars to replace gas cars in a year. If flying cars get delayed, regular cars sell longer, meaning more revenue. It's the same for AAOI. Yet the market panics and sells anyway because it lumps AAOI in with "CPO losers." I see an opportunity there.

Just bought more $Applied Optoelectronics(AAOI)$  at $168. Average cost now $133. I won't lie, buying when everyone's panicking never feels comfortable... but I keep telling myself this is where conviction gets tested.

$IBM(IBM)$ Probably the only company left under 30 P/E that's also in the cutting-edge growth and upcoming tech space. Still undervalued after the move from $230 to $300. $350 should be the resting spot in the short to mid term.

$IBM(IBM)$  Google partnership let's go

$Dell Technologies Inc.(DELL)$ All the money is flowing into just a few dozen stocks. And it's not over yet. Dell at 1000 is coming.

$Navitas Semiconductor Corp(NVTS)$ ’s core products are deeply tied to AI power solutions and have effectively become the main engine driving its business growth. The company is a leader in next-generation power semiconductors such as gallium nitride (GaN) and silicon carbide (SiC). Simply put, its products are the “core switches” that enable faster charging, smaller form factors, and higher efficiency in electronic devices. The stock is up 17% — staying bullish on it.

$IDT INT'L(00167)$ 's stock skyrocketed nearly 60% upon trading resumption! Took some profits, but the real potential still lies ahead. Kicking myself for missing the Contra688 promo—using that Cash Boost would have made this win even sweeter!

$HUA HONG SEMI(01347)$ Finally caught this wave! Hong Kong semiconductor stocks continue to rally, with Hua Hong Semiconductor surging over 12%. This is what a bull market looks like!