To The Moon

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Trimmed more at 46.60. Still holding the rest of my SOXS long / SOXL short position, targeting 460 on the SOXX. Staying prepared for anything from here.

Everyone's panic-selling $SK hynix(SKHY)$  over the Solidigm IPO headlines while the company just started mass HBM4 shipments and bought back $28.7B worth of shares. Trading around 7.6x earnings in a memory supercycle. The market will look silly about this in a few months. I'm adding here.

$Applied Optoelectronics(AAOI)$ Buyers look like they're slowly stepping in around the recent lows, which could be forming a bit of a floor if the buying holds up.

$Applied Optoelectronics(AAOI)$ The dilution overhang is gone, we've bottomed out, and the October capex spending announcements should give AAOI a solid push. From here on out, I mostly see green. I'm holding long term through the November earnings update.

Adding more $Applied Optoelectronics(AAOI)$  at market open. This is the kind of red day that tests my conviction. Almost the entire AI optical networking sector is getting hit.

$AST SpaceMobile, Inc.(ASTS)$ Excited to catch the pre-market open. Feels like over the weekend a lot of people had time to digest the spectrum push by $SpaceX(SPCX)$  against $T-Mobile US(TMUS)$ , $Verizon(VZ)$ , and $AT&T Inc(T)$ , and the takeaway seems to be: why did we sell the news? $SpaceX(SPCX)$  is still far from becoming a real MNO, and it would take an enormous amount of capital for a tiny slice of the market. They probably should have stuck to their core business. Bearish on SPCX. All the rest I'

$SK hynix(SKHY)$ It never broke the 9 EMA on the weekly. The setup still looks valid. IMO this memory stock needs a catch-up day. I really think it could rip going forward.

$Seagate Technology PLC(STX)$ No disk drive company can compete with Seagate. If AI is the future, then STX is the king of disk drives. WDC and Toshiba have never been able to compete with Seagate over the past 30 years.

$SK hynix(SKHY)$ Forward PE is 5.4 based on the 2027 analyst forecast of $34 EPS. Why is it so low when AMD's forward PE is 40? Such manipulation!

$Vanda Pharmaceuticals(VNDA)$ After nearly 4 years, I have to admit I am emotionally attached to this money pit. I sold $Bloom Energy Corp(BE)$  at $18 to buy more Vanda about 14 months back, and I did make out well on Bloom, or at least I thought so at the time, until it passed $300 earlier this year. Now I just can't sell Vanda because I keep thinking that as soon as I do, they will announce a buyout. The lesson here is not to get attached to investments.