To The Moon

$SpaceX(SPCX)$ The thermal re-entry product SPCX is developing will likely have many aerospace firms lining up to place orders. That's one of the reasons I'm holding this business.

$Corning(GLW)$ The move from the low $130s into the $230s range reflects sustained institutional accumulation rather than a single re-rating event. What stands out is the consistency of the trend. In trading terms, it's a simple structure that compounds well over time. When the underlying thesis is easy to track, holding through volatility becomes less emotional and more mechanical. This is one of those names where the market rewards patience more than timing precision. Not focused on short-term extensions here, just respecting the strength of the ongoing trend.

$SpaceX(SPCX)$ Oh right, that's tomorrow. Funds tracking the Russell 1000 will purchase SpaceX (ticker: SPCX) tomorrow. The stock is being fast-tracked into the index as part of the massive semi-annual reconstitution. ETF managers will execute these large trades at tomorrow's market close, meaning your index funds will reflect the new shares by Monday.

$Applied Optoelectronics(AAOI)$ Waiting for the pre-market profit-taking to wrap up. It should start moving up after 9 or 9:30 a.m.

Red days like this are where positioning gets separated from conviction. $IREN Ltd(IREN)$  -5% $NEBIUS(NBIS)$  -6.5% $Cipher Mining Inc.(CIFR)$  -6.5% $Soluna Holdings, Inc.(SLNH)$  -8% $Applied Optoelectronics(AAOI)$  -7% Nothing about the underlying demand story has really changed - data center buildout is still accelerating, cloud compute demand is still expanding, and silicon + infrastructure needs are still structurally rising. Next alert dropping soon. If notifications are off, you’ll likely see it after the move is already done.

Went market shopping today. Names I bought: $Astera Labs, Inc.(ALAB)$  $COHERENT(COHR)$  $Fluence Energy, Inc.(FLNC)$  $Micron Technology(MU)$  $Applied Optoelectronics(AAOI)$  It's a good day to buy the dip.

Space stocks are showing signs of a strong short-term push higher. The main action is centered around $SpaceX(SPCX)$ , which is acting as the major macro catalyst for the whole sector. As $SpaceX(SPCX)$  runs, technical charts indicate capital is rotating into high-beta secondary plays. This tailwind is expected to drive sympathy pumps across other sector leaders like $Velo3D, Inc.(VELO)$ , $AST SpaceMobile, Inc.(ASTS)$ , and $Rocket Lab USA, Inc.(RKLB)$  soon.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Low volume today, seems like most of the margin calls happened last week, which is a positive sign.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ The explosive uptrend for semis is confirmed. Could see another 10% by the end of the week.

$ProShares UltraPro QQQ(TQQQ)$ Midday market update: Stocks rallied as investors reacted positively to a reported U.S.-Iran peace agreement and easing geopolitical tensions in the Middle East. SpaceX continued its strong post-IPO momentum, helping boost market sentiment and contributing to gains in major indexes. Falling oil prices and expectations that interest rates will remain unchanged were viewed as supportive factors.