$Applied Optoelectronics(AAOI)$ The company is a leader in AI optical modules, benefiting from strong hyperscaler demand and rapid capacity expansion. The bull case is that the 2026 revenue guidance is over $1B, driven by accelerating demand for AI optics. It's a direct play on AI data center bandwidth growth, but execution risk remains.

$SpaceX(SPCX)$ Another successful launch today... We stay.

$SpaceX(SPCX)$ This IPO could end up being remembered for more than just its record-breaking size. What really stands out isn't just the ~$75B raise—it's the underlying structure: ~$18.7B in annual revenue $2T valuation Only ~3–4% public float This creates a situation where index funds, institutions, and retail are all competing for extremely limited supply. Price discovery becomes more flow-driven than just fundamentals. The next layer is even bigger: OpenAI is reportedly targeting a valuation near ~$1T. Anthropic is also moving toward a similar scale. Their combined potential adds trillions in new AI market cap. In the near term, this structure is bullish—forced buying, passive flows, and AI momentum could push valuations well beyond what t

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ If we close green today, the decay seems to be fixing itself. SOXX is down 11% from highs while SOXS is up 34% from its lows.

Setups for the week ahead. Optics and memory are showing strong daily bases with impressive relative strength. AI demand is pushing SK Hynix to double its wafer capacity over five years—memory is the bottleneck. Watching these names for potential big moves: $Applied Optoelectronics(AAOI)$  $Credo Technology Group Holding Ltd(CRDO)$  $Veeco Instruments(VECO)$  $COHERENT(COHR)$  This kind of setup could work out if momentum continues, with early entries into strong bases.

$NVIDIA(NVDA)$ $Dell Technologies Inc.(DELL)$ $Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ $Cerebras Systems(CBRS)$ Needham, Rosenblatt, Wedbush, UBS, TD Cowen, Barclays, Morgan Stanley, and Citi have all initiated coverage on Cerebras Systems with Buy or equivalent ratings, with price targets ranging from $250 to $340.

$ServiceNow(NOW)$  Hoping to recoup all of Friday's losses and head to 120 plus.

$SPDR S&P 500 ETF Trust(SPY)$ To me, the real catalyst here is a once-in-a-lifetime level of deregulation and favoritism for the wealthy. That's the whole story. That's the driver. Other factors like Iran or economic numbers aren't touching the markets right now. Honestly, all the noise about oil, bonds, the carry trade, inflation... it just doesn't matter at the moment. You need to look beyond that.

Looking at the 3-month chart, the recent movement has been normal backing and filling. The uptrend remains intact and should resume soon once this phase is over. Stock prices go up and down – $Nokia Oyj(NOK)$  is no exception. Keep the faith and stay positive.

60I still think it's too cheap for what's been the hottest growing ETF in history. Reaching $100 higher seems pretty doable in the coming period.

$Lumentum(LITE)$ Where else can you find optical lasers of this quality today? Coherent is okay, and AAOI is smaller and riskier. The big money is going to Lite.

$SPDR S&P 500 ETF Trust(SPY)$ Another $200 rally for the NAS... solid market fundamentals. Kind of funny.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ At this pace, it looks like it could hit 1000 in a month.

$Nokia Oyj(NOK)$ Trading volume is high. Nokia looks like the future for 6G communications and sophisticated CPU data transfer. Practically, it's the ground where all that futuristic AI and robotics will play out. It has turned out to be the top performer in this space. I believe Nokia can reach $20.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$  Earnings for the semis were substantial, that much is concrete. I'm still leaning towards SOXL. As for that useless hype on Intel with a target of 80, not really buying it. LOL.

$Roundhill Memory ETF(DRAM)$ Semiconductors seem to be performing very well in the markets that are open.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$  Deal or no deal, who really knows. Volatility is going to be our friend in the near term.

$SanDisk Corp.(SNDK)$ This move should continue to all-time highs before pulling back. It wouldn't make sense to not get there before a pullback begins.

$SPDR S&P 500 ETF Trust(SPY)$ Seems like everyone is gearing up for the next leg up, trying to keep things quiet, but the energy is barely contained.

$SPDR S&P 500 ETF Trust(SPY)$  I keep thinking the market might try for that 723ish 20-day level. Whether it's before or after Nvidia is the question. But definitely if it's hit, I see a peace deal, framework, understanding, discussion, and roadmap being announced.