To The Moon

My current top picks across sectors and their three-year price targets: Fintech: $SoFi Technologies Inc.(SOFI)$  - target $80 (consumer banking + lending + ecosystem scaling phase) Data Centers / AI infrastructure: $NEBIUS(NBIS)$  - target $380 (AI-native cloud + compute capacity expansion cycle) Robotics / Edge AI: $Ambarella(AMBA)$  - target $210 (edge vision + autonomous systems compute layer) Photonics / Optical: $Applied Optoelectronics(AAOI)$  - target $360 (beneficiary of AI data movement bottlenecks) Software / Data: $Zeta Global Holdings Corp.(ZETA)$&nbs

$Micron Technology(MU)$ Added $Direxion Daily MU Bull 2X Shares(MUU)$  here. This dip looks like a chance after their earnings.

$Applied Optoelectronics(AAOI)$  The volatility and Russell Index rebalancing caused a 'whipsaw' effect this week. This should change significantly for the better next week, with a more positive direction.

$SpaceX(SPCX)$ This stock is becoming one of those names where the strategy is less about timing perfection and more about structured accumulation during weakness. The idea being discussed is a staged buy approach on pullbacks: $130 initial zone $100 for adding $80 as a deeper conviction layer The thesis is straightforward: if AI infrastructure and private-market software valuations continue compounding over the next 2–3 years, long-duration capital tends to get aggressively re-rated in hindsight. In that scenario, early volatility looks less like risk and more like an entry opportunity. The forward-looking argument here is a potential multi-year compounding path toward significantly higher valuation ranges, assuming execution and sector tail

$SpaceX(SPCX)$ Looks like spacemania has been overshadowed by chipmania.

$Applied Optoelectronics(AAOI)$  Management should release the AMD news this week, timing looks like it's coming up.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Switching to $Micron Technology(MU)$  calls. We know how this story goes. When $Micron Technology(MU)$  inevitably delivers on earnings and the stock pulls back to the 30s, I'll be back to buy the bottom.

I think once $Applied Optoelectronics(AAOI)$  posts its first profitable quarter, whether that's in Q2 (around breakeven is expected) or certainly by Q3, the volatility should ease up a bit, as there will be measurable, verifiable results. Right now it's just "predictions" of profit, but they've shown strong revenue growth. Growth will only accelerate over the next several quarters.

$Applied Optoelectronics(AAOI)$  It was a rough day on the NASDAQ. Almost everything I hold is down, but still up nicely for the year-to-date. Most tech stocks took a hit. We've seen this before, and the market has always recovered afterward. Sure, I would've liked to have sold at $233 and paid hundreds of thousands in taxes, but if I had, it probably would have gone to $300...lol. I see lyenfred claims he sold at $172, but with the 10 shares he trades, it's not a big deal. And lyenfred never said he sold yesterday (check his posting history); in fact, his posts suggest he held through this dip. I firmly believe AAOI will see much higher prices later this year, so today's drop isn't a big deal in the grand schem

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ It's rare to see such a big dip on this stock, and of course it gets bought up quickly. Good thing I held off on buying $Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  yesterday, I wish I had bought it then...bad timing on my part. But at least I grabbed a lot of SOXL at the open.