$Applied Optoelectronics(AAOI)$ It's been about a day and I still don't fully understand the $IREN Ltd(IREN)$ guidance. Part of me thinks it's the most bullish report I've heard, behind $NEBIUS(NBIS)$ and AAOI. The other part of me, the balance sheet side, still has a lot of questions about how they get there. It's a long-term position for me and currently 2% of my portfolio, so I'm not going out of my way to dig into every detail, but I won't be selling.
$Moderna, Inc.(MRNA)$ Something like this maybe? An angled triple bottom is very bullish. Curious if anyone has actual TA with specific points and pattern analysis. I don't think the guy spamming about big pharma has any info I could actually use.
$SpaceX(SPCX)$ I might as well buy the handle on the consolidation cup and handle before it goes to 135. It looks like we're getting one final dip below 132 here.
$SK hynix(SKHY)$ Memory fundamentals haven't suddenly cracked, at least not according to the way analysts are framing it. The industry backdrop still looks stronger than Tuesday's stock moves would suggest. AI data centres keep consuming more high-bandwidth memory, DRAM and flash storage while supply stays constrained. Manufacturers are also signing longer-term customer agreements, which improves visibility compared with previous cycles. ClearBridge Investments portfolio manager Divya Mathur told Reuters earlier this month that the recent volatility in semiconductor stocks appears disconnected from any material change in long-term fundamentals. She added that share prices can react more sharply than the underly
$Applied Optoelectronics(AAOI)$ The pump has cleared out and fundamentals are back in focus. For me, photonics still looks super bullish. What the bagholders do from here is up to them.
$Tradr 2X Long SNDK Daily ETF(SNXX)$ Short sellers had their window over the last two months. Now it feels like the momentum is shifting back in our favor.
$SpaceX(SPCX)$ Bears are out in full force now that it's dipped to 140. These are the same ones who were calling for 65 to 80. You really can't make this stuff up.