To The Moon

$CoreWeave, Inc.(CRWV)$ $IREN Ltd(IREN)$ $Applied Optoelectronics(AAOI)$ Manage your risk carefully. If you're using margin, keep a comfortable buffer and use it responsibly. The key point is not to sell these companies at a loss. I'm not great at forecasting, but I do think they'll recover sooner rather than later. Bears can get in your head, and they often have their own motives. Either block them or ignore them, unless they're being rational. Wishing everyone the best.

$Clorox(CLX)$ Money is rotating out of the AI trade and back into solid dividend-paying stocks. $iShares Semiconductor ETF(SOXX)$  $Nike(NKE)$  $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$  $Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ 

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Was not expecting this at all. Sentiment here still looks pretty bearish. 36, really? A 10% pullback and the shirt comes off.

$Micron Technology(MU)$ Micron has become a retail favorite. Even if the thesis is completely right, expect to get played by institutions in every way possible. I'm still buying anyway. A good bit of Micron and quite a lot more of SKHY.

I'm heavily invested in several storage names, including WDC. I've been through every piece of analysis I can find, and I'm convinced storage is here to stay. The boom and bust cycles feel like a thing of the past in an AI-driven world. MU is already booking long-term contracts through 2031. HDD remains the most cost-effective way to store large volumes of data, and AI is going to keep growing data demand exponentially over the long term. I'm holding every share I own of $Western Digital(WDC)$ , $Micron Technology(MU)$ , and $SanDisk Corp.(SNDK)$ , and I'm planning to add some $SK hynix(SKHY)$  to the mi

$Applied Optoelectronics(AAOI)$ Comparing AAOI's YTD chart with COHR, they're virtually identical. The need for optical interconnect hasn't changed. Even with a slowdown, the infrastructure will still get built and backlog might shrink, but it's not going away.

$Applied Optoelectronics(AAOI)$  This is a massive turnaround story scaling rapidly as 400G and 800G optical transceiver demand kicks into overdrive. Top-line revenue surged over 80% to $455M in FY25, pulling gross margins up to 30% and narrowing net losses dramatically. With strong hyperscale partnerships and Wall Street targeting a $163+ price tag, the operating leverage is just starting to ignite.

$SK hynix(SKHY)$ Posted 212% revenue growth and 1073% net income growth last quarter. The stock is down 15% because "memory is cyclical" and "China might catch up." Meanwhile analysts have a $252 target and the stock trades at 10x earnings. Cyclical or not, those numbers don't lie. Holding.

$SpaceX(SPCX)$  Elon came across as modest and a bit nervous during the Q2 earnings broadcast. The past three months have brought a lot of relevant, positive developments, many of which haven't been fully noticed yet. The next earnings report could really surprise Wall Street.

$SK hynix(SKHY)$ Looking at the recent numbers, SK hynix trades at a P/E of 7.6x, while the US Semiconductor group sits at 50.3x and close peers at 61x. That should put this well above $400 per ADR.