To The Moon

Korean investors are getting hit hard by margin calls, and that's dragging down the memory market. $SK hynix(SKHY)$  is down around 8%, and it's spilling over into $Micron Technology(MU)$  as well. This has nothing to do with fundamentals. It's purely a deleveraging event, and it's crushing these names. We've already seen this happen a few times this year, but it's still scaring off long-term investors from getting into MU.

$ProShares UltraPro QQQ(TQQQ)$ NOV20 73C, still actionable. Zone: $70.15 to $71.13 Invalidation: close under $68.21 Objectives: $75, then $79.27 The math: up 6.2% to the first objective and 12.2% to the second, against 3.4% risk on the invalidation, better than 3 to 1 to the second. Think of this swing setup like a rubber band pulled too far in one week and now snapping back a little. TQQQ fell more than 13 percent in five sessions and closed Friday at $68.21, yet buyers lifted price near $70.64 and held the low at $70.13. The floor is close, and if the bounce holds there is room toward $75 first and $79.27 next, while a close under $68.21 would tell you it failed and you step aside. Watching $72.44, the high. A close over it would show buyer

$SpaceX(SPCX)$ First ever earnings coming up Tuesday. This could get wild.

Pretty quick reversal incoming. Looking at the patterns on $Tradr 2x Long Aaoi Daily Etf(AAOX)$ , at one point it was $7 and then ripped to $26, now we're all the way back down to $5. I could see $20 to $50 in the cards for the end of the year for AAOX. They're about to report their first profitable quarter, this is a steal at these levels, thinking long term. $Applied Optoelectronics(AAOI)$  is literally expanding revenue and margin profitability, as well as $Lumentum(LITE)$ , if not better.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ I see something big happening on Monday. I'm not going to get spooked out today. It could go red today, but I'm going to hold.

$SK hynix(SKHY)$ Never thought I'd see the 140s last month. Fundamentals look intact until at least 2030, so this feels like a rare chance to put money back in.

$Applied Optoelectronics(AAOI)$ Some users keep misrepresenting my AAOI price targets. The $300 figure I mentioned for 2026 and the $844 for 2027 were calculations based on company revenue guidance and LITE's valuation metrics, applied to show a potential price if the market gave AAOI similar valuations. Using AAOI's stated net profit margins and revenue guidance, I came up with different calculations, all based on market valuation multiples. It is guesswork, but an educated guess grounded in numbers that have not been disputed. I do not understand why someone would show up every day to bash the stock while claiming to not be short and to not own shares. AAOI could hit new highs by end of year if they reach the high end of their targets. The

The $Applied Optoelectronics(AAOI)$  thesis isn't complicated: AI workloads need bandwidth. More bandwidth means more 400G, 800G, and eventually 1.6T transceivers. $Applied Optoelectronics(AAOI)$  is one of maybe three companies that can actually make these at scale, and they're vertically integrated from chip to module. The 1.6T ramp in 2027 is the catalyst that either makes this a $200 stock or a cautionary tale. I'm betting on the former. The ATM closure means they have the capital to execute. Now they just need to ship.

$Seagate Technology PLC(STX)$  It probably shouldn't be down over the last five days. It has climbed from the 766 low and is back in the green at 776 now. Next week could be decent. We'll see.

$Seagate Technology PLC(STX)$  In STX we trust? It looks like a buying opportunity. One day everyone wants it, the next day no one does. Maybe buying when no one wants it makes sense.