To The Moon

$Corning(GLW)$ Mizuho's price target for Corning has been raised to $270 from $220, with the Outperform rating maintained. Analyst John Roberts notes that as part of a Q2 earnings preview, the firm lowered targets for most basic chemical coverage but raised them for four technology materials stocks. The view is that recent declines in oil futures have reduced the expected natural gas advantage for many basic chemicals, while continued downstream investment in advanced computing should extend the period of strength for tech materials.

$SpaceX(SPCX)$  Anyone seriously posting that this will go down is joking, those are just fake hate comments. This is the most exciting stock I've ever seen, just hold it.

$Rocket Lab USA, Inc.(RKLB)$ Just got another strong institutional signal—Roth raised the price target to $130 from $100 while maintaining a Buy rating. The core thesis here is shifting from "launch provider" to full-stack space infrastructure. With the Iridium network/service angle, Rocket Lab is no longer just launching payloads. It's moving toward owning both the hardware and spectrum layer, which opens up recurring revenue applications in space-based services. That's the real re-rating story: launch, manufacturing, and communications stack converging into a more durable platform model. Relative positioning versus SpaceX and Amazon satellites is starting to look less theoretical and more structural.

$Applied Optoelectronics(AAOI)$ AAOI's quantum bandwidth. Waiting for the AMD deal to push this to ATH.

$Applied Optoelectronics(AAOI)$ You saw me keep buying from $170 all the way down to $155, and then it dipped to $137. But you're not shaking me out. I've got a case of "double down syndrome." What you might not realize is that I'm fully committed and will ride this to zero if it comes to that. Want to send us to hell? That just adds more fuel to the fire.

$Micron Technology(MU)$ $GraniteShares 2x Long MU Daily ETF(MULL)$ $Direxion Daily MU Bull 2X Shares(MUU)$  I might sell my MUU at 1400. And keep my MULL as it splits 25-1. I have 350 shares of it.

$SpaceX(SPCX)$  It's one of those stocks where it's better to get in early and take a small loss than to jump in later and lose a lot of profits. I know it's overvalued and overhyped, but so was and still is Tesla, and we've seen the potential and gains that one delivered. I'll keep adding small amounts on red days.

$SpaceX(SPCX)$ I was at the beach recently and some friends told me SPCX is going down, it was all hype. Hearing that made me even more confident in my own view.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Unlimited money flowing into semis - how much capital do these players have?

I've been building positions around three core themes for a while now: Neoclouds, Photonics, and Memory. It's interesting to see how these themes are starting to play out across names like $Applied Optoelectronics(AAOI)$ , $iShares MSCI South Korea ETF(EWY)$ , and NBIS. The rotation feels more theme-driven than single-stock driven at this point. Even some of the risk assessments have played out—$IREN Ltd(IREN)$  is still dealing with constant ATM supply pressure (around a $6B overhang), while $NEBIUS(NBIS)$  pushes to new highs. That divergence says a lot about positioning versus narrative. Ultimately,