To The Moon

$Applied Optoelectronics(AAOI)$ Down a few percent over the weekend on 20-30k volume for Hyper, and the bears are celebrating. AI isn't dead, it's just pulling back to shake out weak hands. I'll add slowly on the way down. When it bounces, it'll be even more violent.

$NVIDIA(NVDA)$ $Micron Technology(MU)$ $Tesla Motors(TSLA)$ $SpaceX(SPCX)$  We might as well be at the start of a bear market. Has anyone actually considered that? I really hope not.

$SpaceX(SPCX)$ Only 2 of the Magnificent 7 did better over the same 4 months. From June 11 IPO pricing to the latest close: Microsoft +38.6% Meta +30.7% SpaceX +21.1% Apple +15.3% NVIDIA +10.5% Amazon +7.5% Alphabet -1.4% Tesla -5.3%

$Applied Optoelectronics(AAOI)$ I love overconfident bears. Institutions want in cheap before earnings.

$SK hynix(SKHY)$  Loaded with 7k in calls here. Got about 4k on $APPLIED DIGITAL CORP(APLD)$ , both 11/20 expiry. Either it's a really good day or I step away for a few weeks.

$Uber(UBER)$ Feels like it should be our turn for $Bloom Energy Corp(BE)$  and $Vistra Energy Corp.(VST)$  to catch some of that Pelosi momentum.

$Bloom Energy Corp(BE)$ It's in the hands of the options makers as usual. They create extreme volatility, force a lot of puts to sell off, flip it the other way the next day, and now they'll turn around and hit both sides. I'm holding and adding more.

$SpaceX(SPCX)$ Please bust through that $150.

$Bloom Energy Corp(BE)$ Friday's best-performing S&P 500 stock bounced for the dullest reason: lawyers. Bloom jumped 8.5% to 289.49 after Morgan Stanley said Oracle's force-majeure notice on Project Jupiter reads more like a legal maneuver than a project failure. Overweight reiterated, 310 target. The prior session was the mirror image: down 3.1% to 266.65 after Oracle sent the notice to defer payment obligations if the New Mexico campus slips past 2028. Analyst David Arcaro's point that matters, per Dow Jones: Jupiter isn't in Bloom's 2026 guidance, so the campus can't miss this year's numbers. And the fuel-cell contract is portable. If New Mexico stalls, Oracle can reroute the shipments to other data centers. From Thursday's intraday low

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  Why not just value every chip company at 1T? Never mind that most of them lose money, trade at ungodly multiples, only operate by raising money, and money is getting 10x more expensive by the day.