$Applied Optoelectronics(AAOI)$ Closing at the 20 SMA. It's gapping to 108 in overnight trading, which is above the breakout area. Worth keeping an eye on going forward because the risk vs reward looks attractive here. Risking roughly 5 points to make 25 points, so about 5x the reward vs risk.
$BlackBerry(BB)$ $SpaceX(SPCX)$ BlackBerry QNX and SpaceX: The Flight Software Bedrock SpaceX uses a split-OS rocket architecture, where BlackBerry QNX handles hard real-time processing and fault-tolerant operations, while a tailored Linux distribution manages non-critical workloads. QNX's deterministic design makes it a standard for SpaceX and NASA guidance systems where software failure is not an option.
Trendforce notes memory supply is still tight with no clear sign of easing. DRAM remains very tight at 20 weeks versus an 8-week balanced level, and shortages are limiting some NAND suppliers' ability to support enterprise SSD solutions. Rising memory prices and tight supply are driving record results for Taiwan's two major memory makers. Nanya Technology and Winbond Electronics both posted record September revenue, extending a streak of more than 12 consecutive months of record monthly sales, while 3Q26 revenue also hit all-time highs. Trendforce also points out DRAM suppliers keep prioritizing advanced-process capacity for high-performance server products, which constrains overall supply. Conventional DRAM contract prices are forecast to rise another +10% to +15% q/q in 4Q26, while NAND
$Applied Optoelectronics(AAOI)$ Really like this stock. I've been trading it both ways and have made 40k so far. Currently holding 1k shares long. I think it will consolidate in the 120-130 range for a bit, then move to the next leg. The ATM overhang is done. Photonics is the new memory.