To The Moon

$Aehr Test(AEHR)$ Aehr Test Systems (AEHR) is reporting earnings after the close, with the Street looking for around $18.7M in revenue and a return to profitability. Hitting both would be a solid sign that backlog is converting. The last report was a rollercoaster: the stock dropped about 5% on a revenue miss, then ran from the low $50s to over $120 in roughly five weeks. Bookings had passed $92M by mid-April. Orders have kept coming, with seven public announcements since January. That includes a couple of recent silicon photonics follow-ons, which might not even be in the backlog for this quarter. Their role in the supply chain is pretty clear: they test optical chips at the wafer level for companies like Coherent (COHR), Lumentum (LITE), an

$Broadcom(AVGO)$  The stock seems to be waiting for preliminary confirmation from TSMC on Thursday. The upcoming Mag7 earnings could serve as a reminder of where all the free cash flow is headed.

$Apple(AAPL)$ Apple's 24% year-over-year growth in China for Q2 is pretty remarkable, especially considering the overall smartphone market there was down 4%.

$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ $Robinhood(HOOD)$ $Broadcom(AVGO)$ I'm still holding my shares, and the recent market moves haven't really changed that for me. For me, it's about staying invested and not getting caught up in short-term noise.

$Broadcom(AVGO)$ $Taiwan Semiconductor Manufacturing(TSM)$ Markets in Japan and Korea were strong recently. That could set up a positive day for US stocks.

$Broadcom(AVGO)$ $Taiwan Semiconductor Manufacturing(TSM)$ These are some of the best stocks in the AI semiconductor space at the moment. I think they could be heading to $500+ fairly soon.

$NVIDIA(NVDA)$ $Broadcom(AVGO)$  $Bloom Energy Corp(BE)$ $Astera Labs, Inc.(ALAB)$ $Micron Technology(MU)$ Looks like most things are moving up after hours.

$Broadcom(AVGO)$ I think it could get back to $490 in about a year, which feels like a pretty conservative timeframe to me.

$Broadcom(AVGO)$  I've been buying a small amount each week, accumulating to 400 shares so far. My average cost is around 430. I'm planning to hold until 2030.

I'm watching $Broadcom(AVGO)$  closely. The institutional flow has shown increased call activity recently, and the chart setup seems to be aligning. From a technical perspective, it's holding weekly and monthly bullish fair value gaps. It broke the daily downtrend after defending the 200-day moving average. Daily momentum is turning positive with higher lows forming, and the price is reclaiming the 9 and 21 EMA structure. The key level I'm watching is a clean break and hold above $400. If that area is reclaimed, the next resistance zones are around $407 and $414. The combination of a strong technical structure and rising options activity makes it one to monitor.