$SpaceX(SPCX)$ The shorts seem to have disappeared. Funny what happens when a stock refuses to go down. Let's be real... anyone still camping in this short either has unlimited capital or a painful lesson in risk management coming their way. The bulls are running the table, dips keep getting bought, and SpaceX is out here launching Starlinks like it's a weekly hobby, adding another 24 satellites to a constellation that's already north of 10,000. Trend's up. Shorts are quiet. We move.
My top picks for each sector right now, along with three-year price targets. Fintech: - $SoFi Technologies Inc.(SOFI)$ | SoFi Technologies Target: $80 Data-center: - $NEBIUS(NBIS)$ | Nebius Group Target: $380 Robotics: - $Ambarella(AMBA)$ | Ambarella Inc. Target: $210 Photonics: - $Applied Optoelectronics(AAOI)$ | Applied Optoelectronics Target: $360 Software: - $Zeta Global Holdings Corp.(ZETA)$ | Zeta Global Holdings Target: $125 This list covers some of the strongest secular growth themes today: fintech, AI infrastructure, robotics, photonics, an
$SpaceX(SPCX)$ I think the real value of SpaceX isn't just in today's launches—it's what comes next. If it helps establish permanent bases on the Moon and Mars, it could open the door to entirely new industries: mining valuable resources, advancing manufacturing in space, developing new transportation networks, and supporting long-term human exploration. Gold and other minerals are just some of the possibilities people talk about. If even part of that vision becomes reality over the coming decades, today's share price could look very different.
$Direxion Daily MU Bull 2X Shares(MUU)$ I'm still optimistic about this stock. It's a monster with plenty of room to run. There might be a dip after earnings, but I think it'll be short-lived.
$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ I'm still holding this. The plan remains the same—I continue to scalp on green days with both SOXL and SOXS. Plus, I have SPY and other bullish positions that have been performing well. If I count the profits from SOXS and SOXL scalping trades, the average would be around 5.5. So no, that's not unrealistic. It will come, but as a trader, there's no need to get emotionally attached to any single position. That's why hedging is crucial. I added SPY August 780C yesterday. I previously held September 800C, which I closed 50% around 750 and sold the rest yesterday to buy the August 780C. Considering a scenario where the market moves to the 776/790 area, those SPY calls would completely offset a
$Applied Optoelectronics(AAOI)$ Applied Optoelectronics management outlined a mid-2027 run-rate framework projecting over $471 million in monthly datacenter transceiver revenue. Combined with over $325 million in annual CATV revenue, this points to an annualized framework approaching $6 billion.