$Corning(GLW)$ I'm looking at $Corgi Lithography & Semiconductor Photonics ETF(EUV)$  as a broader play on the optical network and optical chips space. It covers both the legacy players who will build out the new optical infrastructure and the newer companies developing the technology.

$SpaceX(SPCX)$ Potential for a short squeeze in WEN, similar to SPCX, it could move up quickly.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  Loaded more SOXL here. They'll likely run it again next week. Honestly, seeing this bubble burst is a good thing for me, can take all the profits to average down.

$Battalion Oil Corp(BATL)$ $Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ $Sky Quarry Inc(SKYQ)$ $Titan Mining Corporation(TII)$ $TIGO ENERGY INC(TYGO)$ BATL: They're currently taking offers on their holdings. It's either a full asset sale or a company sale... Valued around $6 to $7 per share depending on the details, but the total sale value could go higher given the Permian basin assets are in high demand. SOXS: Nobody wants it, but it's there. The semi bubble is probably nearing its end. This isn't one to hold long-term, but there's an easy 10% t

A Falcon 9 launch off the coast of California. It seems like $SpaceX(SPCX)$  is launching their workhorse rocket from either the West Coast or East Coast every other week. Puts things in perspective.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Expecting a drop after MU's earnings report after hours, then resuming the climb tomorrow. Still holding my small position from last week, up about 2%.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  Time to start covering, many sectors have turned green and positive. This doesn't look like a sell-off. The market is signaling a healthy rotation. The Nasdaq is already up more than 1% from its lows.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Is this the same information everyone is assuming and planning for? The ex-dividend date is this upcoming Tuesday. That means you just need to have the stock purchased by Monday to receive the dividend. If you buy on Monday, you can sell on Tuesday if you want, and still get the dividend payable on June 30th. Semis really seem overbought, and Middle East tensions seem to be flaring up right now. So unless there's a very strong catalyst to pump semis again, SOXS should do well on Monday.

$SpaceX(SPCX)$ Bought 1 share at 174, closed at 185. Up $11. Inching towards $1,000,000.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  Added at $3.58, my largest position yet. Expecting a snapback to the 50s first, then higher on a reversal. This move is for $Advanced Micro Devices(AMD)$ , $Intel(INTC)$ , and memory/storage names like $Western Digital(WDC)$  and STX.

$Applied Optoelectronics(AAOI)$  The swings are insane, it feels like we're looking at weekly chart moves. Nokia just secured a $30M deal, that's something worth keeping an eye on.

Up around 13% today, and I was already positioned. This has been one of those quiet institutional grinders all year. Clean structure, steady higher lows since January, no real breakdowns—just controlled consolidation and absorption. After the May move, price tightened up again into a compressed range… and today we finally got a clean breakout from that coil. This is exactly the type of chart you want to be holding, not chasing. Let the trend do the work. Fundamentally, $Applied Optoelectronics(AAOI)$  sits in the optical/photonic supply chain for data centers and AI infrastructure buildouts. Every scaling AI cluster depends on this layer of connectivity—demand isn’t speculative, it’s structural. Momentum, structure, and theme are still aligne

$Applied Optoelectronics(AAOI)$ Up 13% today. It’s been a steady grinder since January, consolidated nicely after the May run, and delivered a clean breakout today. As a manufacturer of optical components for data centers and fiber networks, it’s an essential backbone for AI infrastructure. I’m holding tight.

$Applied Optoelectronics(AAOI)$ Semiconductors are hitting new highs. The momentum looks set to continue.

$Applied Optoelectronics(AAOI)$ The stock opened in the red, giving a chance to buy, and now it's moving back up. I still like this stock.

$Applied Optoelectronics(AAOI)$ When the market opened this morning and AAOI was over $200, I thought we were going to have a major up day. We've been stalled and trading pretty flat around $180 for about 5-6 weeks now, with big drops and spikes. The volatility is crazy and this drop today really hurts, but I think this is temporary. I hope.

Instead of waiting for a huge crash, there's money to be made in the daily price action. Trade the small flash crashes, use your head. $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$  is moving higher today, around 232 to 245. $Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  is around 4.60 to 4.90.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Profits will be taken.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ They're reloading again cheap into Apple on the sell-the-news dip after that stellar 35% performance Friday. That was just the opening act, with the $11.07 initial gap fill coming. SOX.X $VanEck Semiconductor ETF(SMH)$ 

$IBM(IBM)$  Not gonna lie, this partnership between $Alphabet(GOOGL)$  and IBM is actually significant. They just launched a new practice to help enterprises deploy AI agents across hybrid systems. IBM will use Google Cloud-certified consultants to build industry-specific AI agents for banking, government, retail, telecom, energy, and life sciences. This is exactly the kind of collaboration that quietly accelerates AI adoption across major industries. It feels like one of those setups where the revenue potential is huge, but the market might not notice it right away.