$Moderna, Inc.(MRNA)$ With the recent good news, including the bond issue and FDA approvals, I think Moderna may close green and get past the usual Friday selling pressure. Believe what fits your own investing approach, but I'm still comfortable with a $200 plus price by end of year. New announcements and the cancer trial results should be solid stepping stones. Good luck either way.
$Applied Optoelectronics(AAOI)$ This is the growth shareholders are paying for. Seems like a fair trade off. It is either being saddled with debt or a line of credit from shareholders for massive and quick expansion to meet these numbers. I'm not going to predict the movement on Monday, but nothing has changed if you were bullish before the announcement. Not even a half a day of volume if it was done all at once, which it can't be. The stock was down 13% on Friday and 30% for the week. Seems like some were frontrunning it and there is a good chance it comes back up quickly. It should be an interesting week especially with NVDA reporting.
$Applied Optoelectronics(AAOI)$ Back to where we were two weeks ago, but still up 253% YTD. The whole sector and most AI names are pulling back after the big run in 2026. AMD is down, INTC is down. NVDA is flat because it hasn't moved much in months. This will pass and these stocks will come back into favor. Current demand still far exceeds supply for optical interconnects. Even with datacenter buildout delays, there should be a shortage for years. AAOI is building to supply those parts and should be a significantly larger player in a year. Revenue $1B+ by EOY, $4.5B next year. I'll wait.
$Coherent(COHR)$ Nothing in the AI sector is going to move higher as long as the 10-year and 30-year yields keep rising. Even the best company on earth won't be enough to offset that.
$Applied Optoelectronics(AAOI)$ Down today, up tomorrow, down again, up again. The volatility has been running like this for the past few months. But the broader trend is clearly up as revenue soars. The stock is up 33% in the past month and 420% in the past year, so the short-term moves don't mean much. AAOI just posted their first profitable quarter since Q4 2023, and next quarter is expected to be profitable again. Revenue is growing in leaps and bounds, and if you can weather this volatility, it could pay off by EOY.
$Tradr 2X Long SNDK Daily ETF(SNXX)$ That must have been about 8m in shorting volume to push it down this low. Sheesh. Feels like it's time for shorts to cover and let this move back up.