To The Moon

$SpaceX(SPCX)$ I think next week could see some strong momentum. Personally, I'm looking for a move toward $200.00.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Building a solid position takes time, whether you're long or short. But if you're on the right side of the trend, the payoff can be enormous.

$SpaceX(SPCX)$ Haters might hate, but this is being added to index funds, which will drive demand. Insiders know the potential and will be taking a bullish stance. I think it could reach above $180 by October.

$Applied Optoelectronics(AAOI)$ I bought some more, speculating on a big jump from Micron's numbers. Good luck to the longs.

$Rumble Inc.(RUM)$ The TeraFab theory. Intel, Tesla/SPAC XAI need power, land, and real-world AI workloads to soak up TeraFab silicon. Former Intel vet Mike Masci and Quack AI bring exactly that: data centers, power, and GPU customers like Together AI. Rumble could become the TeraFab "off-campus" AI cloud – hosting TeraFab chips, running Starlink/video/AI workloads, and giving Intel a flagship US customer outside the big 3 clouds.

$Applied Optoelectronics(AAOI)$  The market is gradually pricing in a structural shift: data center interconnects are moving from copper-heavy to photonics as AI bandwidth demand explodes. This isn't a hype cycle—it's infrastructure evolution. The thesis is straightforward: bandwidth bottlenecks aren't solved with software. They're solved with physics. Early capital is already rotating. The question is who's late to the shift.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  Bought 1000 shares at $3.39, just for fun.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  Down on my puts today as well, but staying calm. The focus is now on just 2-3 chip stocks and 2 memory stocks, very concentrated. Micron's earnings could be the top, as the saying goes: "The best news always marks the market top."

$SpaceX(SPCX)$ $SanDisk Corp.(SNDK)$ there's only 1 rule in the jungle, the survivor write the rules $Reddit(RDDT)$  $Meta Platforms, Inc.(META)$ 

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ There's a nice 10% gain. If you've been buying on dips and selling during rallies over the past few weeks, you've likely locked in some decent profits.