$SpaceX(SPCX)$ Make 175 a floor, we're golden.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Looks like every chip stock had earnings reports this morning, and they all crushed estimates and raised guidance since yesterday.

$AXT Inc(AXTI)$ $AXT Inc(AXTI)$ All three, $Lumentum(LITE)$ , $COHERENT(COHR)$ , and $Applied Optoelectronics(AAOI)$ , own their own foundries, achieving vertical integration of discrete InP electro-absorption modulated lasers or continuous-wave InP laser arrays to feed a silicon photonics engine. To fulfill this process, they need to purchase blank InP substrate wafers from AXTI. And the physical number of laser chips or array sizes from $SIVERS SEMICONDUCTORS AB(SIVEF)$  must scale up to deliver the nece

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ First time in three months seeing some strength without a sell-off. Might be a decent play for the next few days.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Pushing for a 40 percent gain today, I'm watching.

$SpaceX(SPCX)$ Just signed a $6.3B compute deal with Reflection AI, and the structure here is what really stands out. $150M/month starting July 1 through 2029 (CNBC). Access to NVIDIA GB300s for frontier model training. A 90-day exit clause after the first 3 months. What's interesting to me is how quickly these deals are stacking up: Anthropic compute deal Google compute deal Cursor compute + acquisition angle Reflection AI latest $6.3B deal It feels less like one-off headlines now and more like a steady pipeline of long-duration AI compute demand being booked in real time. From a trading perspective, this is where it shifts from "news flow" to "order flow visibility."

$SpaceX(SPCX)$ SPCX will be added to the NDX on July 6th. It should revisit $225. Shorting it before that doesn't seem smart.

$Applied Optoelectronics(AAOI)$  $Lumentum(LITE)$ $Cohen & Company Inc.(COHN)$ A 6.4T optical engine uses more Indium Phosphide (InP) material than a 3.2T optical engine. The main reason why 6.4T consumes more InP materials is the increase in total lane count and light source volume required to double the bandwidth from 3.2 Terabits per second to 6.4 Tbps. First, lane count multiplication is needed. To scale up multi-terabit architectures, optical engines rely on multiplying physical lanes or laser wavelengths. A 6.4T engine requires twice the data-carrying capacity of a 3.2T engine. Even when moving to next-gener

For years, AI infrastructure has been the leading theme, and there's no reason to think that has changed. It has only accelerated. Photonics-related names include: $Applied Optoelectronics(AAOI)$  $Silver Verde May Mining Co., Inc.(SIVE)$  $AXT Inc(AXTI)$  $Lumentum(LITE)$  $COHERENT(COHR)$  GLW. The AI infrastructure story is far from over, and photonics is becoming an increasingly important piece of the puzzle. As AI training and inference workloads continue to grow, data movement—not compute itself—is emerging as the next major bottleneck. AAOI, LITE,

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ I think if I can get my average cost down below $6 by the end of July, there's a decent payout waiting.

The biggest returns often come from buying quality when others are looking away. My high-conviction buy zones are: - $ServiceNow(NOW)$  below $100 - $Ondas Holdings Inc.(ONDS)$  below $10 - $Applied Optoelectronics(AAOI)$  below $165 - $Hims & Hers Health Inc.(HIMS)$  below $30 - ZETA below $20 - OSCR below $20 - LMND below $50 - IREN below $50 These aren't predictions, just price levels where I think the risk/reward starts to look attractive. Which ones are already on your watchlist?

$ProShares UltraPro QQQ(TQQQ)$ It's a normal dip at the start of Fed meetings. Happens every time. Wish I had some cash to grab it.

$ProShares UltraPro QQQ(TQQQ)$  Here's the next setup before the upside continues, from a 3-minute perspective. At market open, the bulls quickly took VWAP and broke above the premarket highs. The hourly RSI also remains strong (>50), indicating strength behind this move. We now have a nice consolidation pattern with a breakout in progress as we approach price targets of 85.00, 85.50+.

The reason I stay long $Applied Optoelectronics(AAOI)$  is straightforward. AI isn't just about chips anymore—it's about moving massive data between them fast enough to keep training clusters running. As the industry scales toward mega-factories with 500K+ GPUs, copper starts to become the bottleneck. Optics become the real infrastructure layer. That's where $Applied Optoelectronics(AAOI)$  comes in. They build the optical connectivity powering next-gen AI data centers, the plumbing that keeps inference and training running at hyperscale. Everyone talks about GPUs. Fewer people understand the networking layer behind the AI boom. That's where some of the biggest winners could be.

$Applied Optoelectronics(AAOI)$ AAOI is emerging as a major winner in AI infrastructure. As hyperscalers build out bigger GPU clusters, demand for 800G optical transceivers keeps surging. Reasons investors are watching: • First volume shipments of 800G transceivers are complete • Strong exposure to AI data center spending • Deep relationships with major cloud customers • Positioned for both 800G and future 1.6T upgrades A key advantage is vertical integration. AAOI builds critical optical components in-house, which improves supply chain control and margins. Non-GAAP gross margin improved from 19.4% to 29.2% year-over-year. The AI boom isn't just about GPUs. Massive networking infrastructure is needed to connect them, and AAOI is well position

$Marvell Technology(MRVL)$ With $Micron Technology(MU)$  and $Dell Technologies Inc.(DELL)$  as the examples, I wouldn't be surprised to see hedge and retirement funds loading up.

$IBM(IBM)$ Just sharing some chart/technical info. IBM recaptured the 50-day moving average on May 21st. Then it broke through the 200-day on May 29th (Friday). Both moves were on high volume, and the averages themselves are turning up, which are bullish technical signs. Sure, it might not be as nimble in the quantum space as, say, IONQ, but over a longer time horizon, it could become a dominant force.

$IBM(IBM)$ Quantum Advantage by year end. Beam me up Scottie!

$IBM(IBM)$ It seems like it could run a bit higher for a few more days. Not $20 higher, but maybe $7 to $10.

$NuScale Power(SMR)$ While NVDA $NVIDIA(NVDA)$ stays rock solid, small-cap growth names like SMR (nuclear) are quietly picking up speed. There’s nothing romantic about it—the logic is brutally cold: the AI battle has moved down to the physical layer. Mega-cap tech is entering a phase of “average growth,” while companies like SMR and $Rocket Lab USA, Inc.(RKLB)$ , the so-called “physical AI” plays, are sitting right at the 0-to-1 breakout point. Smart money is clearly rotating, increasing exposure to small caps to hedge against potential fatigue in big tech. Caught this move early—and it’s paying off nicely.