To The Moon

$Applied Optoelectronics(AAOI)$ Astera Labs doesn't need to raise capital, it's the gold standard in connectivity, and it has an optical kicker on top of that.

$SK hynix(SKHY)$ Current PE is 4, forward PE is 3, and there's a large share buyback in progress that's eliminating 3.5 percent of existing shares. Win-win for shareholders. Could see a massive rise in the stock price soon.

$NVIDIA(NVDA)$ $Taiwan Semiconductor Manufacturing(TSM)$ $SUPER MICRO COMPUTER INC(SMCI)$ $Samsung Electronics Co., Ltd.(SSNLF)$ $SK hynix(SKHY)$  Samsung is planning up to $79B in shareholder returns, according to Bloomberg.

$SpaceX(SPCX)$ 140The foundation here looks solid. Trying to push it lower doesn't seem like a winning move. From here, the direction feels more like up.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Last week someone here with a large following told me I was making a mistake by adding shares and averaging down. Right now that position is green. Blocking that person turned out to be the right call.

$SK hynix(SKHY)$  $Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ $Invesco QQQ(QQQ)$ SK Hynix spent roughly 36 billion on buybacks this morning. That seems cheap for 3.3% of the company. The company had about $49 billion in cash, and it's expected to generate another $11 billion next quarter. Free cash flow is supposed to increase every quarter for the next 4 years. I'd expect buybacks to keep happening quarterly alongside capex.

$SpaceX(SPCX)$  When everyone is shorting, the short covering can kick in faster than anyone expects. $250-300 is possible. Gold Rush target remains.

$SpaceX(SPCX)$ There is a lot of money flowing into this. Valuations and technicals don't really seem to matter much here. History has shown that big money tends to win out. That's just how the US stock market works.

$SpaceX(SPCX)$  The support level seems pretty clear. Looking forward to gradually building this position over time. Pretty much every bit of income that isn't going to basic living costs and bills is being put straight into SpaceX. No real spending on entertainment, just staying focused on work, gym, and following the markets. That's been the routine.

$Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ $SK hynix(SKHY)$  DRAM.XIt barely dipped after that big breakout. The way it's holding up, it feels like there's room for continuation, and a short squeeze could come into play. I'm holding.