$Direxion Daily MU Bull 2X Shares(MUU)$ Warsh and some other central bankers are currently speaking live at the ECB, and the discussion includes topics like AI and hyperscalers.
$Applied Optoelectronics(AAOI)$ Kinda funny seeing the panic after a ~25% pullback. If you zoom out, it's still up ~400% over the last year. This is just how strong stocks move. Nothing goes straight up forever. Feels like a lot of newer FOMO traders forget that. Quick check: ~$471M transceiver revenue ~$5.6B annualized run-rate ~$11B market cap, which is about ~2x sales. Yes, there's real risk around execution and the capacity ramp. But for a stock with potential for multi-quarter revenue acceleration, a lot of that is already priced into the valuation. This looks more like a normal shakeout than a breakdown.
$SpaceX(SPCX)$ The stock has settled into a nice, steady rhythm here, with no more sharp plummets. The lockup expiration shouldn't cause any downside moves. Now begins the slow, steady climb toward $700 over the next two years.
$SpaceX(SPCX)$ Investors are realizing that $Everspin Technologies Inc(MRAM)$ chips are being used in satellite launches with SPCX. To elaborate, Astro Digital manufactures complete satellite systems and buses. They routinely purchase rideshare space to launch these $Everspin Technologies Inc(MRAM)$ -equipped satellites on SpaceX Falcon 9 Transporter missions. SpaceX operates Starshield, a highly classified military satellite network program that handles secure government communications and Earth observation. Furthermore, defense programs utilizing Everspin's radiation-hardened memory regularly deploy their payloads into orbit using SpaceX nationa
$SpaceX(SPCX)$ One thing many investors might be overlooking here isn't valuation—it's positioning. At a roughly $2.1 trillion valuation, institutional ownership is only about 6.8%, or around $143 billion. That's still a relatively light footprint for a name of this scale. The real question isn't "is it expensive?"—it's "who still has to buy?" If broader index eligibility expands and institutional ownership moves toward a more normalized 15–20% range, that implies hundreds of billions in incremental demand over time. In that setup, near-term price action is likely driven more by flows, passive allocation, and forced exposure than by traditional valuation models.