To The Moon

$Intel(INTC)$ $Meta Platforms, Inc.(META)$ $Apple(AAPL)$ $SpaceX(SPCX)$ $Alphabet(GOOGL)$ Time to write myself a check. Take some capital off the table, get paid, then rebuild. At some point profits have to leave the screen and turn into actual income. This is how I make a living. Discipline over emotions. Not financial advice.

$Applied Optoelectronics(AAOI)$  Closed at 130.16, after finishing last Wednesday at 99.26. That's a 31% move across four sessions, with all of them closing green. The company said Monday morning its at-the-market share sale is now done, so it's no longer issuing new stock into the move.

$Seagate Technology PLC(STX)$ This looks like a classic sell-the-news move without doing your own diligence. WDC and STX make more reliable, superior products than Toshiba. They produce their own hard-drive magnetic heads, only turning to TDK when in-house capacity falls short. Some argue the shortage could stretch to 2030 - 2031. Seagate has already sold out 2027 and most of 2028. Toshiba, on the other hand, depends entirely on TDK for this component. On the timeline, Toshiba was already in talks to buy this TDK division in the spring, only to be outbid by Seagate's better offer in the summer. Up to now, TDK still hasn't made a decision, so this isn't new news. Winning the bid matters far more to Toshiba than to Seagate. Seagate saw a chance

$Bloom Energy Corp(BE)$ This is a big deal. RBC pointed to it when they reiterated their $335 PT. Virginia's new Energy Plan puts non-combustion or zero-carbon bridge power first for data centers where near-term capacity is needed, and it explicitly includes fuel cells running on low-carbon fuels. One modeled scenario accounts for up to 5 GW of non-combustion gas capacity.

$SpaceX(SPCX)$ Fastest to the space station, 3 launches in 1 day. SpaceX is really carrying a lot right now.

$Bloom Energy Corp(BE)$ This reminds me of when Nancy bought Nvidia and people kept saying it would go down. But it went up... and up... and up.

$Micron Technology(MU)$ $NVIDIA(NVDA)$ $SK hynix(SKHY)$  Micron might be the first company in history to earn $200B in one fiscal year in 2027. It's never been done. Next year we could see four companies do it, all of them AI names. Samsung, SK, Nvidia, and Micron. This isn't a bubble. This is different. This is incredible.

$Bloom Energy Corp(BE)$  Broke out of a symmetrical triangle and had a massive +13% day. Jefferies raised their price target to $264 from $229.

What I like about setups like this is that once a true blue-sky breakout starts, it's almost impossible to know just how far the move can run. I'm watching closely for a potential re-entry around $195. Micron earnings could be a major catalyst for memory names. With $SK hynix(SKHY)$  pushing toward $200, the setup is getting interesting for a potential breakout if semiconductors catch another wave of momentum. Above $200, things could move very quickly.

$Bloom Energy Corp(BE)$  Bloom Energy is looking good here. Price is tightening up nicely above a key support area, and the structure is staying constructive. A clean push out of this compression could set up the next leg higher.