To The Moon

$Applied Optoelectronics(AAOI)$ Even with today's sell-off, we're still up $7 from Friday's close. Volatility will likely stick around for a while. COHR, AMD, LITE, NOK, and pretty much everything is down today, but my CRWV and HUT are up.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  added at what looks like a super short term bottom

$Applied Optoelectronics(AAOI)$  The market really adores this company; its stock price doesn't stay down for long.

$ServiceNow(NOW)$ This stock just refuses to go below $115, at least for now. I jumped in again, but this time I might not dump it so quickly.

$SanDisk Corp.(SNDK)$  Barclays just upgraded SanDisk from Equalweight to Overweight, and adjusted the price target from $1,200 to $2,300.

$Nokia Oyj(NOK)$ Nokia's position in the AI era is quite unique. The company offers products spanning the entire network infrastructure stack, from inside the data center to the network edge, including both fiber and wireless solutions. Additionally, with its ownership of an InP fabrication facility, Nokia has the potential to become a key component supplier. If management executes effectively, the company could be worth several hundred billion dollars within the next few years.

$SanDisk Corp.(SNDK)$ Are we heading to 3800+? That seems to be the fair value right now.

$Nokia Oyj(NOK)$  The NYSE, like a venerable institution with impeccable credentials and decades of successful trading experience alongside proprietary indicators refined over time, will be the one to pick up the pieces after market moves. So, while others are scrambling, this seasoned player is already getting ready. See you at Dow 28,000.

$SanDisk Corp.(SNDK)$ Kioxia is up 15% now, meaning SNDK should have a 20% day when the market opens. Congrats to the bulls, well deserved.

$Lumentum(LITE)$ All the bears got their shares swiped away. Patience pays.