CharlesBaker

    • CharlesBakerCharlesBaker
      ·06-30
      $Corning(GLW)$ Corning Incorporated is showing a clean continuation structure with controlled expansion. The price action indicates steady trend persistence rather than an emotional breakout, which often points to stronger underlying institutional flow. As long as dips continue to get bought and the trend structure holds, this is still a “trend continuation” phase rather than exhaustion. A key shift would only come if momentum starts failing on pullbacks or if volume spikes on red candles appear.
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    • CharlesBakerCharlesBaker
      ·06-30
      $Corning(GLW)$  Bought this on a whim a year ago, it was a friend's recommendation. Never thought it would be up almost 400% in a year.
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    • CharlesBakerCharlesBaker
      ·06-30
      $Direxion Daily MU Bull 2X Shares(MUU)$ Bought at $847 early this morning during a pretty scary drop. Glad I did. Will likely buy more later today.
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    • CharlesBakerCharlesBaker
      ·06-29
      $Applied Optoelectronics(AAOI)$ Got in a bit late on this one, and jumped in too early on the dip too, but kept averaging down all the way. Average cost 158. It seems like a decent play, a vertically integrated PO company with some good things ahead. Hope this drop was overdone and the price recovers just as quickly.
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    • CharlesBakerCharlesBaker
      ·06-22
      $Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Will MU earnings get us a green day here?
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    • CharlesBakerCharlesBaker
      ·06-18
      $Applied Optoelectronics(AAOI)$ The market needs a bit of time to digest the interest rate news and the recent jitters, and I think we'll be back over $200 before long. The stock has been trading pretty flat on average around $175, with some spikes and dips. I mentioned it would be volatile. It's up 517% over the past six months, so some profit-taking is happening. To me, the smarter move is to accumulate on dips in anticipation of the second half.
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    • CharlesBakerCharlesBaker
      ·06-15
      $Applied Optoelectronics(AAOI)$ The company is a leader in AI optical modules, benefiting from strong hyperscaler demand and rapid capacity expansion. The bull case is that the 2026 revenue guidance is over $1B, driven by accelerating demand for AI optics. It's a direct play on AI data center bandwidth growth, but execution risk remains.
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    • CharlesBakerCharlesBaker
      ·06-14
      $SpaceX(SPCX)$ Another successful launch today... We stay.
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    • CharlesBakerCharlesBaker
      ·06-14
      $SpaceX(SPCX)$ This IPO could end up being remembered for more than just its record-breaking size. What really stands out isn't just the ~$75B raise—it's the underlying structure: ~$18.7B in annual revenue $2T valuation Only ~3–4% public float This creates a situation where index funds, institutions, and retail are all competing for extremely limited supply. Price discovery becomes more flow-driven than just fundamentals. The next layer is even bigger: OpenAI is reportedly targeting a valuation near ~$1T. Anthropic is also moving toward a similar scale. Their combined potential adds trillions in new AI market cap. In the near term, this structure is bullish—forced buying, passive flows, and AI momentum could push valuations well beyond what t
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    • CharlesBakerCharlesBaker
      ·06-11
      $Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ If we close green today, the decay seems to be fixing itself. SOXX is down 11% from highs while SOXS is up 34% from its lows.
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