$SpaceX(SPCX)$ Quite a day to be long SPCX. To those who've sent me negative messages, I'm sorry if you lost money, but please don't direct that at me. You chose to short this stock, and plenty of people warned you, including the CEO of this company. At this point, I'm not going to feel sorry for anyone who's disrespectful just because their trade didn't work out. The more hate messages I get, the more it makes me want to double down. Instead of fighting the trend, it might be worth doing your own research and getting on the right side of it. Let's see what SPCX has in store. Not investment advice, just my opinion.
$SK hynix(SKHY)$ The market ripped higher, but there was still no love for the best-performing company. At this point, it feels like fundamentals don’t matter at all.
$SPDR S&P 500 ETF Trust(SPY)$ $SpaceX(SPCX)$ $Microsoft(MSFT)$ A new chapter for NefariousToad. Lost everything except the watchlist. Five years later, with $4.39 in buying power and nothing left to prove, the most feared amphibian in retail trading is back where the legend started. The low-floats remember him. The Toad walks alone.
There's a chance $IREN Ltd(IREN)$ goes from being the most hated data center stock to the most desirable one. The price action has stayed strong even while the broader market took a hit.
$SUPER MICRO COMPUTER INC(SMCI)$ The 10-K actually strengthens the bull case quite a bit. FY2026 numbers: $39.1B revenue, +77.8% YoY, $2.23B net income and $3.26 diluted EPS. Supermicro says AI-driven data-center demand has substantially increased demand for its products and expects that trend to continue. The ecosystem around SMCI is getting hard to ignore. $NVIDIA(NVDA)$ with Blackwell, Blackwell Ultra, GB300/GB200 and the upcoming Vera Rubin systems. $Advanced Micro Devices(AMD)$ with EPYC, Instinct MI350 and next-gen Helios support. Supermicro also says it works closely with NVIDIA and AMD development teams to align new systems with their prod
$Acm Research Inc.(ACMR)$ Micron, SK Hynix, and Samsung are keeping their output disciplined, while China's CXMT wants to flood the market with its own memory. For CXMT to do that, it needs equipment. ACM Research has built deep relationships inside the Chinese semiconductor industry and is one of the primary equipment suppliers there. ACM also has growing traction in Korea with SK Hynix. I picked up a few shares after seeing this. My main holding is SKHY.
$Applied Optoelectronics(AAOI)$ Trading volume on this one has been near the lowest levels of the year over the past couple of days. Shorts had a real chance to push it around, and they couldn't get it done. The setup for a breakout is hard to miss.
$Applied Optoelectronics(AAOI)$ Nice recovery from NVDA. The gap is closed now, and hopefully they don't tap the ATM and can work back toward last week's price levels.
$SK hynix(SKHY)$ BofA is staying bullish on SK hynix, pointing to tight memory supply and long-term agreements. The firm kept its Buy rating and $250 price objective on the South Korean memory chip maker.
$Moderna, Inc.(MRNA)$ This is platform validation, not just one drug. The biggest implication may be proof that Moderna's mRNA platform can work therapeutically against cancer, not merely infectious disease. That's potentially a fundamental re-rating event for MRNA.