Aaron Trevelyan
Aaron Trevelyan
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avatarAaron Trevelyan
07-01 02:10
$Amentum Holdings, Inc.(AMTM)$ $SpaceX(SPCX)$  $Tesla Motors(TSLA)$ It will be interesting once investors realize how significant a role Amentum plays in NASA and SpaceX launches. It's still a hidden gem.
These are five stocks I think could be 3-5x winners over the next 5 to 10 years: $SpaceX(SPCX)$  - exposure to SpaceX as private markets keep growing $Advanced Micro Devices(AMD)$  - AI compute and data center growth $Micron Technology(MU)$  - memory demand driven by AI infrastructure $SanDisk Corp.(SNDK)$  - flash storage positioned for the next upgrade cycle $NEBIUS(NBIS)$  - AI cloud infrastructure with significant upside potential No one knows exactly how they'll perform, but these are names I'm comfortable holding through multiple market cycles. Next a
$SpaceX(SPCX)$ Everyone knows it'll eventually hit $500+, it's just a matter of staying disciplined and holding, ignoring the noise.
$ServiceNow(NOW)$ I don't really get why people keep trying to play these small stock swings. The stock has a pattern until it doesn't. I see it more as a long-term buy and hold opportunity.
avatarAaron Trevelyan
07-02 22:39
$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ I think a serious correction in semis could drive this quite high. It feels like $8 or $9 is possible. If your average cost is above $10, though, that's a different story.
avatarAaron Trevelyan
07-02 22:37
$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  I'm not planning to sell until the share price reaches $30.
$Applied Optoelectronics(AAOI)$  In a few weeks, we'll start seeing earnings reports from several major tech companies like MSFT, GOOG, AMZN, and META. These reports should give us a clearer picture of what's happening in the AI sector. Until then, the market is likely to be volatile, reacting to both positive and negative news along the way. My bet is that the hyperscalers will confirm, or even raise, their capex spending targets. AAOI is expected to report around August 6.
It's showing strong continuation characteristics after the recent "blue candle" expansion move, which printed a +35% surge on unusually elevated volume. What stands out isn't just the size of the move, but the follow-through behavior in the subsequent week—volume staying elevated as price consolidates near highs rather than collapsing back. That type of structure often signals institutional participation rather than a one-off retail spike, especially when momentum persists after the initial expansion candle. The last time $Corning(GLW)$  produced this kind of impulse + volume combination, price didn't stall—it extended further. Right now, the tape is acting like it's still in discovery mode.
$Applied Optoelectronics(AAOI)$  Closing above $150 would be a great day after last week's sell-off.
$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Looks like it will surpass $5 today and challenge for $6!

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