$POET Technologies Inc(POET)$ Photonics looks like the next supercycle. $Applied Optoelectronics(AAOI)$ is right at the start of the AI build-out. The bigger picture, at least to me, is that the endgame seems to be making money obsolete. Governments just keep printing their way out of debt, and I don't see how long people can ignore that. It feels like they'll keep printing until money holds no real value and AI is doing the work for humans. $SPDR S&P 500 ETF Trust(SPY)$
$SpaceX(SPCX)$ Short interest collapsed because the ones who actually had money on the line got forced to cover. The massive sell pressure that was predicted turned into a short squeeze and FOMO rocket instead. The company wasn't really analyzed. It was just the same lazy lockup equals sell the news meme that works on garbage IPOs, not on one with Starlink scale, launch monopoly economics, and actual demand that swallowed the float whole. The market already showed how that story ends.
$Micron Technology(MU)$ $SK hynix(SKHY)$ SK ended the day up $11.60, and it's not too far from its IPO price now. That feels like one of those catalysts that could set off a bigger move. SK was up 8.3% in Korea, while the KOSPI gained 5% and hit the circuit breaker.
$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ I'm holding for now. Jim Cramer was talking about a $1 trillion boom pushing stocks to record highs, and honestly, it's one of the most exciting moments I've been in.
$ProShares UltraPro QQQ(TQQQ)$ There are some big-name earnings reports scheduled for today and tomorrow, and three key jobs reports this week. Curious to see if AMD can spark a fresh rally in SOXL. For the long term, I still like SPCX, but I'm not touching it until the IPO selling pressure clears up sometime in early to mid December. TQQQ DRAM