$Applied Optoelectronics(AAOI)$ Applied Optoelectronics posted a blowout fiscal Q2 2026. Adjusted EPS came in at $0.06 against a $0.01 consensus, while revenue hit $191.92 million versus the $190.48 million estimate, up 86.4% from $102.95 million a year ago. The company also noted this was its fifth straight quarter of record revenue. Datacenter was the main driver, more than doubling to $107.66 million from $44.79 million a year earlier. 800G volumes more than doubled sequentially, and the company says its in-house laser manufacturing keeps it insulated from the supply constraints hitting competitors. CATV revenue also moved up to $80.58 million from $56.02 million year-over-year. AOI swung to non-GAAP profita
$SK hynix(SKHY)$ I'd like to see this pull back into the 150s so I can add some shares. Though trying to catch a falling knife doesn't always work out.
$SK hynix(SKHY)$ KOSPI up 3%, SK up 2.5%, Samsung up 5%. Pretty happy with that. Korea had been losing investment flows to other parts of Asia, so it's good to see some sense return and real buying finally pick up. The US side still feels sluggish in comparison. At some point we need to refocus on the most profitable companies with the strongest shareholder returns. That's how investing is supposed to work. Otherwise, what are we even doing.
$Applied Optoelectronics(AAOI)$ Revenue doubled from 2024 to 2025 and is expected to double again in 2026 and 2027. You need revenue to generate earnings, and AAOI is hitting its targets. It also achieved non-GAAP profit exceeding expectations, just like they said they would.
$SpaceX(SPCX)$ Interesting setup heading into Q2 results. RBC Capital maintaining an Outperform rating with a $225 price target is getting attention, especially with the stock pulling back after the initial IPO excitement. The near-term pressure is understandable — share unlocks, market sentiment, and post-IPO volatility can create a lot of noise. But the bigger question is whether investors are looking too much at the short-term chart and missing the long-term opportunity. SpaceX remains one of the more unique stories in the market, with strong fundamentals and long-term growth potential. The challenge now is whether the upcoming results can give bulls the confirmation they need. I'm watching the reaction more than the headline. Good compani
Elon Musk has reportedly acquired OMID Holdings Inc., the CBD company. The strategy, as described, is pretty straightforward: SpaceX handles the launch, $SpaceX(SPCX)$ handles the crash, and OMID Holdings Inc. helps investors remain calm during re-entry. Wall Street is already calling it a fully integrated aerospace wellness platform. Musk referred to the deal as "essential for long-term shareholder stability." There's no official confirmation yet, which in today's market often gets treated as bullish in itself. Not financial advice. Always do your own research.
$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ If someone thinks this can't go over $100, they might as well sell and move on. The $100–$130 range looks like the final zone to me. SOXL just flashed $17 based on a yearly algo.