To The Moon

$Applied Optoelectronics(AAOI)$  Back to $200. As long as $170 holds.

$SpaceX(SPCX)$ SpaceX could turn a profit soon, maybe even as early as next year.

$Applied Optoelectronics(AAOI)$ The volatility here is pretty intense, honestly a bit unnerving. I can't help thinking this is more like a consolidation period before the next leg up. $200 seems to be the psychological resistance, but once it holds above that level, I think $250 is the next target. Patience is key.

The optical transceiver market is projected to triple to $36 billion this decade, and $Applied Optoelectronics(AAOI)$  is the smallest-cap company with the biggest potential upside. 800G shipments exploded in 2025, doubling to 24 million units, and TrendForce projects 63 million in 2026—a 2.6x jump. The real story is 1.6T: crossing 1 million units in 2025 and forecasted for over 5 million in 2026. NVIDIA's GB300 racks require 162 modules per cabinet, and Microsoft alone is buying around $3 billion worth. By 2027, 1.6T is expected to dominate, with 3.2T on the horizon. Each new generation drives more module demand, higher revenue, and new upgrade cycles—a staircase of growth for the decade. $Applied Optoe

$Applied Optoelectronics(AAOI)$ The demand for its fiber optic transceivers in data centers continues to be strong, with major customers like Amazon and Oracle driving bookings. Even after the significant gains this year, the long-term thesis rests on AI and cloud infrastructure growth, which supports ongoing demand for high-speed optical connectivity. Short-term volatility can be high, but the structural story remains intact.

$ServiceNow(NOW)$ According to FINRA short volume data for the entire last week (5 trading days), the total number of shorted shares was 39 million, with a total traded volume of 88 million shares. Over 40% of the volume is short, and the smart shorts will cover and book their profits. This isn't a chip or memory stock; it's a heavily beaten-down AI growth stock. My expectation is that it could move back to recent highs within a week. I'm adding more opportunistically. GL!

$Dell Technologies Inc.(DELL)$ AVGO is just a one-day thing. INTC's CFO gave upbeat guidance that aligns with what DELL is saying, which is more important. Shorts might cover after tomorrow.

$Dell Technologies Inc.(DELL)$ DELL is now down 20% from one of its newly updated $500 price targets. The company is growing at a very rapid clip.

$iShares Bitcoin Trust(IBIT)$ So glad I held IBIT! It attracted $25.1 billion in inflows in 2025, leading all crypto ETFs, strong start to the year drives big gains~

$MP Materials Corp.(MP)$ Just joined the Contra 688 promo — what a sweet deal! Sitting on some gains with MP and firmly bullish. The CEO turned this company from near-bankrupt to industry leader. Its moat is deep; now it's just a matter of time before profits follow.