To The Moon

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ I got in a bit too early, and the recent drop was rough. I noticed that even though this isn't a stock and isn't supposed to move like one, it did hit a "double bottom" recently – the ~$3.30 range was tested once before on 6/22. The following day was a cooldown, similar to the previous pattern. At some point, though, the cooldown phase will need to last longer than just a day. I think we might be entering that part of the cycle. I don't expect these semiconductor companies to lower their CAPEX anytime soon, as that's what's been significantly inflating their price targets. Banks and private credit are already slowing down on AI loans, and I believe those loans could start seeing defaults wi

$AT&T Inc(T)$ Just bought 7000 shares. I'm not buying the narrative that $SpaceX(SPCX)$  is a ponzi scheme that's going to replace my phone, corporate phone, or fiber internet. Looking forward to that fat dividend check tonight, $277 per 1000 shares.

$Corning(GLW)$ New Bollinger Band breakout signal for GLW. Alert price 233.45, stop 212.42. BB width 9.1%, RSI 54.32, relative strength 92.5. SMA200: 86.4% above. Market cap $190.2B, Beta 1.16. Options: OI PCR 0.81, Flow 0.78, IV 86%. Gamma: GEX +13M, flip at 210 (above), watching 250C/150P walls. Whale activity: P200 9.6x, C235 2.7x, P190 2.1x. Market context: Bull pullback, mixed signals. I managed to take a small position. Best of luck to the bulls.

$SpaceX(SPCX)$  The stock could be back above $160 next week.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Higher lows. My call for a bottom at 3.3 is still holding after all the FOMO today with $SanDisk Corp.(SNDK)$  and MU. Good sign.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  T is correct, we're still in a bull market, but volatility creates opportunities.

$Applied Optoelectronics(AAOI)$  The Street is still heavily debating this, mostly due to trust issues with the company's execution history. But if you strip out the emotion and just look at the model they've laid out: management is guiding toward roughly $471 million per month in datacenter revenue by mid-2027, across 100G/400G (~$90M), 800G (~$217M), and 1.6T (~$164M). That annualizes to about $5.6 billion per year from datacenter alone, before any cable revenue. Compare that to the total FY2026 guidance of around $1.1 billion today, and you're looking at a potential 5x scale-up in roughly 18 months. The bear case is valid: execution has been lumpy and credibility isn't clean, which is exactly why the stock st

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ SanDisk, AMD, and Micron are getting hit hard today. Finally. SanDisk down nearly $300. Micron down over $100. A Micron financial report miss or lower-than-expected guidance would be devastating for them and the chip sector. SOXS will be the beneficiary. Let's at least get back to $10 soon (before the split).

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Basically, we need an AI bubble where every company needs a PE around 100 to match the 2000 narrative. We're not there yet. If we do get there, I could see SOXX going up another 500%.

I'm tracking some valuation gaps that look interesting. Here's where a few macro targets stand versus current spot prices: $NEBIUS(NBIS)$ : Target $800 | Trading at $285 $Amazon.com(AMZN)$ : Target $500 | Trading at $240 $SpaceX(SPCX)$ : Target $50 | Trading at $180 $Reddit(RDDT)$ : Target $500 | Trading at $175 Watching these structural deviations closely.