To The Moon

$Applied Optoelectronics(AAOI)$  LITE's market cap is currently $84.23B. AAOI is performing better financially than LITE did at the same revenue level. In 2027 AAOI will far surpass LITE's expected 2026 revenue of $2.99B. Taking AAOI's likely ~100M shares outstanding in 2027, AAOI stock would be $842 per share at the same market cap as LITE today with less revenue. It's simple math, but anyone who thinks percentage gains don't matter wouldn't understand it.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ What is Bessent doing here? Selling $20 bills for $15. I think his logic is faulty. And when he runs out of ammo... avalanche.

$Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ $SK hynix(SKHY)$ $Invesco QQQ(QQQ)$ Samsung shares are sliding after that $80 billion shareholder return plan underwhelmed. But the top 1% of professional traders, hedge funds, and institutions are buying today. Retail will likely get blamed for the selloff, while the stock is being pushed around by institutions forcing leveraged holders to sell. It looks similar to what happened when the Kospi started selling off at the top. The stock may fully rebound soon, but only after the best investors pick it up at a 10% discount.

This FUDDY thread is full of meaningless, uncontrollable rabbit holes. No point getting dragged into that. $SK hynix(SKHY)$  looks like it is about to fly. $Netlist, Inc.(NLST)$  looks like it is about to soar. If you knew what is about to happen, you would be buying with every cent. Just my opinion, but this feels like a generational setup.

$Applied Optoelectronics(AAOI)$ AAOI is still up over the past 5 days, 1 month, 6 months, 1 year, and 5 years. Things look fine for investors.

$Babcock & Wilcox Enterprises(BW)$ Just the right amount of short interest combined with buying pressure and insane growth. With that kind of growth, it feels more likely than not that they could go on a run similar to AAOI.

$SpaceX(SPCX)$ Terafab alone is a pretty big deal, and it's only one piece of SpaceX.

Price targets are getting interesting. Rosenblatt has it at $320. Cantor Fitzgerald sees AI bit demand staying strong into 2029, while UBS is pointing to agentic AI as another potential demand driver. That's the part I'm watching. If AI infrastructure demand keeps expanding beyond today's hyperscaler buildout, the memory story could have a much longer runway than the market expects. $SK hynix(SKHY)$  is one I'm keeping firmly on the radar.

$SpaceX(SPCX)$  The next tranche comes around late August, about 300 million shares, which should also get absorbed. That's only around 3.9%. The real test likely comes in the October to November window, with the Q3 earnings report and 2 billion shares unlocking.

Space stocks got crushed, but the underlying business didn't. The selloff feels more like capital rotation than a broken space thesis. Contracts are still being signed, demand is still building, and the next earnings wave could expose the disconnect between price action and fundamentals. $SpaceX(SPCX)$  pulled capital toward itself and pressured the rest of the sector. $AST SpaceMobile, Inc.(ASTS)$  launched three massive comm arrays, with 60 carriers and 3 billion subscribers tied to the story. $Rocket Lab USA, Inc.(RKLB)$  booked $663M from Space Force in just 9 days. $Planet Labs Pbc(PL)$  now has a