$Bloom Energy Corp(BE)$ Shorts have been taken out to the woodshed.

$SK hynix(SKHY)$ South Korea is talking about a break above 1,850,000+. I'm really enjoying this. Go blast higher.

$SK hynix(SKHY)$  Trade idea: September 11th 180C. Trigger at 177, target at 188, stop at 174. SKHY closed at 177.00, breaking out of the 166.19 balance with a strong Friday impulse. The stock spent about a month grinding higher lows into that level and finally resolved with range expansion. A break over 177 sets up a move into 188, with 194.80-200 as the bigger targets. Semis had a strong close to the week, and with this being a recent IPO, it has the most squeeze potential.

$SpaceX(SPCX)$ The EU's approach toward Musk seems to be losing control rapidly. That could mean more freedom in Europe and more business for SpaceX.

$SpaceX(SPCX)$ Bears pushed it down 60 cents and they're acting like they just hit the lottery.

$Bloom Energy Corp(BE)$ The market has gone through “interest rate fears,” oil spikes, inflation, and similar scares so many times, only for the same cycle to repeat. It feels like every imaginable fear gets used to short and profit off people. Sometimes the whole system feels like it's built on a tiny straw. I just wish there were a system where manipulation of any kind was actually prohibited. Still holding.

$SpaceX(SPCX)$  A golden cross on the daily chart looks like it's setting up.

Adding to my DRAM and networking/optics exposure after the recent volatility. Bought more shares of $SK hynix(SKHY)$  and $Applied Optoelectronics(AAOI)$  today. I think both are significantly undervalued at their current levels of $163.25 and $107.31, respectively. Memory and networking/optics are two sectors I believe have the highest upside potential for the rest of 2026 and into 2027. DRAM and optical transceiver suppliers could catch a bid in the near future, and will likely see significant growth over the next 16 months through the end of 2027. That view is supported by projections for AI hyperscaler capex spending to finish 2026 at roughly $860 billion, and land somewhere between $1.2 tri

$Applied Optoelectronics(AAOI)$ Fundamentals haven't changed, but the dilution isn't fully priced in yet. Still has some downside... I'll wait.

$SpaceX(SPCX)$ SpaceX shareholders aren't just watching from the sidelines either. They're collecting substantial capital gains along the way.

$SK hynix(SKHY)$ SK Hynix is putting over $4B into an HBM production hub in Indiana, and they have signed an MOU with Purdue. The company held a ceremony for an advanced packaging production facility for AI memory at Purdue's Holloway Gymnasium in West Lafayette, Indiana. The Indiana fab is expected to open its cleanroom by October 2028 and start mass production of HBM in the second half of 2029. Once commercial operations get going, the plan calls for a workforce of around 1,000 people. This is SK Hynix's first HBM production base in the U.S., and the setup is designed to work closely with their production in South Korea. Wafers made by SK Hynix in Korea will be shipped to Indiana for advanced packaging and testing, with the finished Made in

$Applied Optoelectronics(AAOI)$ Any positive news and this rips to 200. Not worth getting caught off guard here.

$Moderna, Inc.(MRNA)$ This is heading to 200. Nothing can stop it. Mark my word.

$SK hynix(SKHY)$  Data center moratoriums will probably keep rising because of power, water, and land constraints, but that doesn't necessarily mean AI hyperscaler investment slows down anytime soon. Hyperscalers are moving toward securing private green energy and off-grid nuclear power instead of pulling back on expansion, so a direct slowdown in chip orders isn't guaranteed. Why moratoriums are increasing: local grids can't handle the electricity demand from AI servers, cooling systems use millions of gallons of water daily, and backup generators plus cooling fans create constant noise for nearby homes. How hyperscalers are adapting: they're investing directly in nuclear, solar, and geothermal power, shifting

$Moderna, Inc.(MRNA)$ I think we close above $200. The gold rush target is still $500.

$Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ $SK hynix(SKHY)$ $Samsung Electronics Co., Ltd.(SSNLF)$ Media reports suggest Samsung Electronics is set to announce a shareholder return programme worth more than $72 billion.

$Applied Optoelectronics(AAOI)$ Looking at the YTD chart, there was a peak in May followed by a drop, and now it's climbing out of a dip from late July. Plenty of volatility over 3 months. I think we'll be higher a month from now as inflation keeps moderating and the war with Iran ends one way or another. UAE has now entered the conflict and is putting immense pressure on Iran, whose leadership will fail. Don't listen to the noise.

$Tesla Motors(TSLA)$ On the daily chart, closing above the bottom of the gap would be a bullish sign. It still has to push through the upper Bollinger Band to fill the gap. For now, the bottom of the gap is acting as the line that needs to hold for the bulls. $SPDR S&P 500 ETF Trust(SPY)$  $Invesco QQQ(QQQ)$  $SpaceX(SPCX)$ 

$Coherent(COHR)$ Watching ALMU closely. The chart has been tightly compressed, and they've brought in key hires from Lite and Intel along with several government grants. A major deal looks like it could be coming.

$Coherent(COHR)$ The market is starting to reverse. This one might be worth holding to play that reversal.