$Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$ The recent sell-off in FLST wasn't too severe, which is a bit of a relief. I was concerned about another significant drop. It seems like the heavy selling might be over, and there's a chance the price could start to recover from here.
$Applied Optoelectronics(AAOI)$ Sometimes you have to repeat the same point because there are new people joining the discussion every day, and some just don't seem to get it. The numbers speak for themselves. Revenue has doubled two years in a row and will double again in 2026. Maybe someday they'll understand what that means.
$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ It's pretty remarkable how MU's quarter has shifted sentiment. I know it helps confirm the DRAM cycle is intact and they remain cheap if the cycle holds. It did look like SMH might try to test the 50-day moving average into quarter-end, but I guess not now.
$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ From what I'm seeing, selling pressure is building up, but dip buyers aren't backing down. In my opinion, we might see around 4.50 by the close. Will I hold overnight? Probably not, but this move has some legs.
This isn't just about growth potential anymore—it signals a structural shift in demand. Management raised full-year revenue guidance to around $1.1B, up about 141% year-over-year from $456M in FY25. But the real story isn't the headline number; it's the trajectory behind it. The mid-2027 framework implies roughly $471M per month from data center transceivers alone. Annualized, that's a multi-billion dollar run-rate, even before factoring in CATV exposure. On top of that, FY26 is expected to turn the corner with around $140M in non-GAAP operating income—the first real profitability inflection in this cycle. Wall Street is starting to adjust, with major analysts upgrading their targets. But the real repricing only happens if execution matches the guidance. If