To The Moon

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  If you give up your recent strength now because of this NVDA earnings report showing major debt from circular financing, plus NBIS's major debt convertible financing, I'm going to die laughing.

$NVIDIA(NVDA)$ With great power comes great responsibility (and a leather jacket). Alright, now I'm done. $AXT Inc(AXTI)$  $Applied Optoelectronics(AAOI)$  $Credo Technology Group Holding Ltd(CRDO)$  $Astera Labs, Inc.(ALAB)$ 

$Applied Optoelectronics(AAOI)$ The rest of the week is going to be all about NVDA, which reports after the close today. If NVDA disappoints, it will be taken as an AI slowdown and AI stocks will probably drop. If NVDA surprises to the upside, AI stocks could do very well the rest of the week. Either way, AAOI is growing revenue and the stock will follow. And it's still up 220% YTD.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ $Philadelphia Semiconductor Index(SOX)$ $Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  $VanEck Semiconductor ETF(SMH)$ Behavioral patterns pointed to a wave 2 correction after that recent surge. In my view, the bull tends to shake everyone out so they miss the intermediate long move. I added at 115.50 average on the 3x ETF side, doubling up.

$SK hynix(SKHY)$  Not worried about the vote. Note that this was not about wages, but about profit sharing bonuses. Rejection of a tentative labor deal is not unprecedented at SK Hynix. The union previously rejected initial management-union agreements in both 2023 and 2024. In both cases, management and labor resumed discussions and reached a revised deal without triggering a production stoppage or full-scale strike. The most likely scenario is a peaceful renegotiation, with an 80-85% probability. Both sides return to the bargaining table to adjust the cash-to-stock ratio for the performance bonus, such as increasing the cash allocation to 60-80%. A second tentative agreement is put to a vote and passes.

$SpaceX(SPCX)$  The bears really can't stand seeing so much bullish sentiment around. They've been pretty irritable about it.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  High inflation can suddenly flip into deflation, not just disinflation. When consumers simply refuse to pay, everything rockets to the bottom. Gold, silver, real estate, stocks, crypto. All of it.

$Applied Optoelectronics(AAOI)$  I don't normally trade this on the long side. But this selloff seems overdone. Went long into the close.

$SpaceX(SPCX)$ $Direxion Daily SpaceX Bull 2X ETF(LOFF)$ This is just the start. There are still a lot of revenue streams ahead. I'm bullish.

$Tesla Motors(TSLA)$ There is also activity happening at a Tesla Semi truck factory not too far away.