This is what is going on with NASDAQ. Right at the 50 day ema. All this bond stuff is BS. I wrote in the history on bond yields that this 5.3-5.5% is the top and an intraday reversal. The market prognosticators, the stupid ones, want to convince you that the high yields and now diesel is about Iran, it's not. This is ALL POLITICS. The markets are pulling back and then tomorrow you will hear undervalue. If you own a good stock and it goes down imo buy or hold. These 3 above with the exception of $SpaceX(SPCX)$ which I said is pulling back to $150 has. It should bounce and if not great entry at $146 area. I sold, covered and waiting to enter again. The bottom on $Ondas Holdings Inc.(ONDS)$ is in
AAOI ($Applied Optoelectronics(AAOI)$ ): This could be just the beginning. AI infrastructure is expanding fast, and high-speed optical connectivity is becoming mission-critical. AAOI sits right in the middle of that trend. As demand for next-gen optical transceivers keeps picking up, the upside could be significant. The AI boom needs bandwidth, and AAOI could be one of the bigger beneficiaries. If execution holds up, today's volatility may not matter much down the road. I'm bullish on the opportunity and keeping an eye on execution.
$SK hynix(SKHY)$ $Micron Technology(MU)$ People are loading the dip in Korea. I don't think a lot of them understand that institutions are trying to close the trading gap. This is taking a while, and people are probably saying "wtf".
$Applied Optoelectronics(AAOI)$ Closing at the 20 SMA. It's gapping to 108 in overnight trading, which is above the breakout area. Worth keeping an eye on going forward because the risk vs reward looks attractive here. Risking roughly 5 points to make 25 points, so about 5x the reward vs risk.
$BlackBerry(BB)$ $SpaceX(SPCX)$ BlackBerry QNX and SpaceX: The Flight Software Bedrock SpaceX uses a split-OS rocket architecture, where BlackBerry QNX handles hard real-time processing and fault-tolerant operations, while a tailored Linux distribution manages non-critical workloads. QNX's deterministic design makes it a standard for SpaceX and NASA guidance systems where software failure is not an option.