To The Moon

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ I think a serious correction in semis could drive this quite high. It feels like $8 or $9 is possible. If your average cost is above $10, though, that's a different story.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  I'm not planning to sell until the share price reaches $30.

$Amentum Holdings, Inc.(AMTM)$ $SpaceX(SPCX)$  $Tesla Motors(TSLA)$ It will be interesting once investors realize how significant a role Amentum plays in NASA and SpaceX launches. It's still a hidden gem.

$Applied Optoelectronics(AAOI)$  In a few weeks, we'll start seeing earnings reports from several major tech companies like MSFT, GOOG, AMZN, and META. These reports should give us a clearer picture of what's happening in the AI sector. Until then, the market is likely to be volatile, reacting to both positive and negative news along the way. My bet is that the hyperscalers will confirm, or even raise, their capex spending targets. AAOI is expected to report around August 6.

It's showing strong continuation characteristics after the recent "blue candle" expansion move, which printed a +35% surge on unusually elevated volume. What stands out isn't just the size of the move, but the follow-through behavior in the subsequent week—volume staying elevated as price consolidates near highs rather than collapsing back. That type of structure often signals institutional participation rather than a one-off retail spike, especially when momentum persists after the initial expansion candle. The last time $Corning(GLW)$  produced this kind of impulse + volume combination, price didn't stall—it extended further. Right now, the tape is acting like it's still in discovery mode.

$Applied Optoelectronics(AAOI)$  Closing above $150 would be a great day after last week's sell-off.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Looks like it will surpass $5 today and challenge for $6!

Early strength is already showing up, with $Micron Technology(MU)$  trading higher in overnight pricing as traders position ahead of key memory sector catalysts. If momentum holds, leveraged exposure like $Direxion Daily MU Bull 2X Shares(MUU)$  could see an amplified move into the session. The real focus, however, is on SK Hynix and Samsung. Their upcoming updates could set the tone for the entire memory complex, including HBM and DRAM expectations. Tonight isn't just about $Micron Technology(MU)$ —it's a read on the next leg of the AI memory trade. Watch the reaction closely, not just the headlines.

$SpaceX(SPCX)$ If you believe SpaceX hits all its targets, by 2030, reaching 647.00 is extremely likely. I bought Tesla in 2019 and made some serious bank by holding. I'll do the same here and ignore the noise.

Added a few names this week where I think the selloff was more sentiment-driven than anything actually changing in the core thesis. $Applied Optoelectronics(AAOI)$  - optical / data center connectivity exposure, still tied directly to AI infra buildout even after the reset in high-beta names. $AST SpaceMobile, Inc.(ASTS)$  - space-based broadband network trying to connect satellites directly to mobile devices, still early but structurally interesting long-term. $NEBIUS(NBIS)$  - AI infrastructure + high-performance compute/data center angle, riding the broader AI capex wave even through volatility. $Ouster Inc