$Dell Technologies Inc.(DELL)$ Dell Technologies price target raised to $650 from $575 at Evercore ISI. Evercore ISI lifted its price target on Dell Technologies to $650 from $575 and kept an Outperform rating on the shares. The firm still sees room for further appreciation, with the next phase driven by enterprise AI adoption, higher margin attach, and continued operating expense leverage. The analyst also pointed to an upside EPS scenario where FY27 EPS approaches $30, compared with current Street estimates around $25.88 and the firm's base estimate of $25.54. At $40-plus of EPS and a 25-times forward P/E multiple, the firm sees a path toward $1,000 per share.

$SK hynix(SKHY)$ Ripped 20 points higher in a single session off that breakout call. Might cool off short term after a move like that, but I'm leaning toward more upside continuation from here.

$Bloom Energy Corp(BE)$ Power is the biggest bottleneck in data centers.

$SpaceX(SPCX)$  $Tesla Motors(TSLA)$ I wanted to diversify, so I ended up buying both.

$SpaceX(SPCX)$ At this point the shorts are making a case, but it also feels short lived.

$IREN Ltd(IREN)$  Max pain for this week is 38, so trade with that in mind. There was a big move today getting over the 38.54 fib level without much trouble. Now the focus is on the open and whether price gets taken back under 38.54, which would turn that area into a battleground between support and resistance. If it holds cleanly above, 44.39 is the next level up, but looking at the clouds, momentum is questionable. The shorter time frames are stretched high, while the longer time frame is still under the red global, so there are likely more battles ahead. After hitting 35 twice last week or so, it looked like the market was saying enough is enough. Global politics are causing the dips and rips, but the good ne

$Moderna, Inc.(MRNA)$ The regulatory submission for the melanoma vaccine is getting close, possibly as early as next month. Data should be out soon, and approvals by early 2027 would set things up for a solid launch. Readouts from other cancer products could add more momentum for the oncology platform.

$Moderna, Inc.(MRNA)$  Moderna bulls seem a bit uneasy up here, even though the stock is still trading at elevated levels.

$Applied Optoelectronics(AAOI)$ 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.

$Moderna, Inc.(MRNA)$  Picked up some here. Watching to see if it can make a move toward 200. Could still get interesting from here.

$Moderna, Inc.(MRNA)$  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.

$Moderna, Inc.(MRNA)$ Anyone shorting after hours is going to be covering above $200 tomorrow.

$SK hynix(SKHY)$  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.

$Applied Optoelectronics(AAOI)$ I'd like to see it close above $150.

$Tradr 2X Long SNDK Daily ETF(SNXX)$ 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.

$Applied Optoelectronics(AAOI)$ Volume has doubled over the last 45 minutes, now at 4.75M. Feels like someone might know something.

$SanDisk Corp.(SNDK)$ $Micron Technology(MU)$ $SK hynix(SKHY)$  AI isn't just about chips. It also needs storage, and the memory market is showing signs of recovery. SanDisk is one of the companies I'm keeping a close eye on. The market tends to focus on the leading names in AI, but opportunities often sit further downstream in the supply chain.