To The Moon

$SK hynix(SKHY)$ A KOSPI bounce is long overdue. A lot of money poured in today. KOSPI either joins the move or becomes uninvestable.

$Applied Optoelectronics(AAOI)$ Curious to see how the fear mongers spin this one. Anthropic's Q3 revenue came in at $16.8 billion, up from $11.5 billion in Q2. The company shared the numbers with investors during a private meeting and also noted it's profitable on an adjusted basis.

$Applied Optoelectronics(AAOI)$ AAOI looks like a very smart long term hold. With earnings coming up, this feels like a strong buy opportunity, and I won't be surprised if the shorts in the chat get hurt betting against something that could see 50% returns in the near future. Profitability is at an all time high and there is plenty more to come with demand growing like this. AAOI is well positioned to run, especially at a $100 discount. Shares here after recent highs at $130 are truly a gift. The ATM offering has been complete for almost a week now, so anyone raising dilution fears is fear-mongering and most likely short the stock, knowing great things are coming as we approach earnings in November.

$SpaceX(SPCX)$  Space exploration is where things are heading. SpaceX leads in deep-space exploration and human spaceflight with projects like the Artemis program, while also dominating the commercial side through reusable rockets and satellite internet. That makes SpaceX one of the most important companies going forward into the 21st century. I think it could make people very wealthy. I'm extremely bullish both short and long term.

$Seagate Technology PLC(STX)$ We've gotten too greedy. From $85 to $1145 in one year. At $800 now but we want $1145 again. Patience, earnings coming soon. Sure to be good and the high targets haven't changed. $1600 is in sight but two years out. Again, patience. The danger is always there. Suppose China steps in and undercuts. That is what keeps me nervous.

$SK hynix(SKHY)$  Shares unlocking around October 7/8 will likely be picked up by ETFs as part of their rebalancing, which could help the momentum further. I'm adding to my position.

$SpaceX(SPCX)$ Green in extended hours? How is that possible? What happened to all that dilution talk people kept harping about?

$SK hynix(SKHY)$ Nice cup and handle IPO base, with a potential breakout this week.

$SpaceX(SPCX)$ Kathy Wood was recently talking about how she and her team think the Tesla merger will happen this year. I do wonder what that does to the SPCX price.

$NVIDIA(NVDA)$ $SUPER MICRO COMPUTER INC(SMCI)$ $SK hynix(SKHY)$ $Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ From my perspective, this group is seriously undervalued. I stick pretty firmly to fundamentals when making trading decisions, and this is the one that stands out to me.