To The Moon

$SK hynix(SKHY)$ Let's try to figure out the AI phenomenon... the full stack, datacenter needs, software, hardware, the current stage, and of course monetization. The stratospheric number of domain applications is beyond imagination from individual, corporate, and literally global sovereign needs. Yet skeptics worry about demand tapering off before realizing the scale of its true demand, currently measured in Trillion per year at the expense of the most technological companies in existence, globally. Monetization, hmmm, worrying about their ability to make money, create profits. Do these skeptics really worry about Msft, Google, Amazon, Meta and the likes, about their ability to monetize their products? About this technology revolution that,

$Applied Optoelectronics(AAOI)$  AI buildout is expected to double next year, yet the market keeps ignoring the downstream benefits for AI infrastructure stocks. Wasn't the market supposed to be forward looking?

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Nice move hitting 47 and now 49. Easy money. I'll add on dips and probably short CRWV, looks like an easy short. Heard about CDs and figured it would make a good headline whether true or not. Probably looking to cover around 45 or 40, let's see.

Someone just dropped $1.1 Million on the Dec. 2027 $SK hynix(SKHY)$  195 calls. It is currently trading at 143.

The HBM supply-demand tightness is a decent bull case for $SK hynix(SKHY)$ , but the sector has been seeing heavy selling near term. It really needs to break above $164 for the trend to turn bullish.

$SpaceX(SPCX)$  $Tesla Motors(TSLA)$ Apparently it is fashionable these days to call SpaceX and Tesla investors Russians.

$SK hynix(SKHY)$ Wouldn't be surprised if this finishes positive today.

$Applied Optoelectronics(AAOI)$ AAOI's expansion is worth putting into perspective, since a lot of people post without doing any research. Here's a summary. Capital raised: roughly $1.88 billion gross, or $1.84 billion net, over the past 12 months through equity offerings. Money already deployed: around $660.2 million in documented 2026 capital spending. That includes $633.5 million in the first half, with $289.7 million in equipment and other prepayments, plus a $26.8 million cash purchase of FAB3 in September. This subtotal does not capture all additional spending since June. Global footprint: using the 2024 annual report as the entering-2025 baseline, AAOI listed approximately 914,000 square feet globally. Current disclosures bring its exi

$SpaceX(SPCX)$ $WISESAT.SPACE HOLDINGS CORP(SAIQ)$  space stock. Still no shares available to short. The move up could be brutal for shorts. What happens if it opens with a 1000% gain?

$SpaceX(SPCX)$ There's an interesting subtle thing happening. Right on the main page here, just above the fundamentals. The market cap keeps heading up every week. Been watching it since 1.6 trillion.