$Applied Optoelectronics(AAOI)$ I don't really care if we see another dip in the short term. I know the direction is still up, and we'll be a lot higher by the end of the year. We've gained $161 per share, up 541%, in just six months.

$Applied Optoelectronics(AAOI)$  Again, seriously. Once it becomes clear we're swinging back to the nearest high around 207, you can stop taking profit on every single dollar move. Let the pattern complete: 207, 212, then 233+.

The probability of a rate hike in December has dropped. If a final peace deal is reached within the next 60 days, oil could eventually fall below $70, which would likely drive down the USD and Treasury yields, and the probability of rate cuts would return. I've been bullish throughout this AI super-bull cycle, and this ceasefire only strengthens that view. My highest conviction remains with top-tier chip stocks, especially memory makers and AI infrastructure data center builders for swing trades. For high-risk/high-reward speculative short-term trades, I'm looking at SMR nuclear energy, quantum computing, and space. For long-term investments, I'm focusing on hyperscalers, select enterprise software (particularly in security), the housing sector, and USD stablecoins.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  I've seen this happen many times. Futures surge overnight, but then you check the market by midday the next day and get surprised. I'm not too worried about my position here just because futures are ripping. We'll see.

$Uber(UBER)$ Bullish divergence on the 4-hour chart, could squeeze. $SPDR S&P 500 ETF Trust(SPY)$  $Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  This has to be the cheapest stock I can think of. 16 P/E ratio, $137 billion market cap with a $30 billion buyback program.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Bought 500 shares at $6.84. Also bought 525 earlier today at $6.47. Chasing a bit.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ This can only reject $7 so many times. At some point, it will go up and keep going.

$Applied Optoelectronics(AAOI)$ The YTD chart is looking very strong, more upside to $300 seems likely.

$ServiceNow(NOW)$ Broke away from market sell off… extremely bullish and long!

$Dell Technologies Inc.(DELL)$ The RSI is still at 76, so we might see a bit more downside from here. The forward P/E is 31x, so we're not in bad shape. Ignore the doomsdayers who have no idea what they're talking about. This pullback is normal after such a big run, and a drop coupled with some consolidation is healthy before we start moving up again. It will come, but patience is required.

I'm leaning more toward $IBM(IBM)$  acquiring LUMN. $Berkshire Hathaway(BRK.A)$  is also a possibility, as they've started offloading some of their large cash reserves. I'm ready to see if whoever bought all those 13.3k $12 calls expiring Friday turns out to be right. I'd love to see $Lumen Technologies(LUMN)$  pop. The dips have been getting bought up quickly.

$IBM(IBM)$ I actually thought this could be a trillion-dollar stock, and I'm still hoping for that. It's doubled for me, but it's still miles away from the trillion-dollar club. I've been holding for almost six years.

$ServiceNow(NOW)$ Good things come to those who wait. It's only been up for a week, and after seeing the situation with Claude, I think going over 200 here is easy.

$SanDisk Corp.(SNDK)$  Saw this on Motley Fool, citing Gartner's estimates. They're projecting that DRAM and NAND prices will soar by 125% and 234% respectively this year, with no meaningful price relief until late 2027 at the earliest.

$SPDR S&P 500 ETF Trust(SPY)$  Let me put it simply... No deal...market goes up. Maybe a deal...market rips. Rumor of a deal for the 576th time...rips even more. Definitely a deal...rockets up. Will never be a deal...drifts upwards.

$SanDisk Corp.(SNDK)$ Just taking a breather, that's all. Should still end this week above $1600.

$SPDR S&P 500 ETF Trust(SPY)$ Oh look. Bitcoin bounced back a grand. Just like that.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ Wall Street managers are allocating here because they know the greatest potential is in chips and semiconductors. Long-term growth is here.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Looks like the shorts are getting squeezed dry in this one, nothing but skin and bones left. Time for a reverse split to short it to dust again.

$Roundhill Memory ETF(DRAM)$ I guess there's a high chance of DRAM gapping up due to SK and Samsung.