$Bloom Energy Corp(BE)$  If you missed the buy-in below 220, there may still be a chance. The S&P 500 trade wasn't the real signal. There's legislation around data centers having to provide their own energy source, and it will most likely get approved. Once that happens, this stock could run to 400-500 within that year.

Bank of America upgraded SK Hynix to Buy with a $250 price target, pointing to accelerating AI-driven memory demand and the company's strong HBM positioning. The upgrade lands as the stock trades near its 52-week high of $194.80. The bullish case also leans on SK Hynix's shareholder-return plan, which includes roughly 40 trillion won in buybacks and cancellations approved back in August. Management also raised its target to return more than 50% of cumulative free cash flow from 2025-2027. On top of that, Kioxia passing on deeper manufacturing cooperation removes a potential antitrust overhang, while the sharp rise in NAND prices suggests memory supply is getting tighter. The stock's push higher came even as the broader market struggled, with the S&P 500, Nasdaq and Dow all lower on geo

$Bloom Energy Corp(BE)$  The swing account and the long-term position added in the 160s have been working out. Day trade setups were clean too, with targets getting hit. 300 could come soon. Similar move on $Reddit(RDDT)$  with the S&P addition, similar setup. Do you see anything different in this chart or candles?

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ It's pretty clear what's happening to the market, but I have to say thanks to the current bunch in charge because I'm making money every week from it. Back into this at $42.78, probably holding for the rest of the week.

The 520-40 bounce played out, so from here I'm guessing we head down toward 350-400. It might need to touch 530-40 first in normal hours though. Kind of annoying because I was supposed to time that snap back after the move under 500, but it only lasted a few minutes during normal hours. Hard to do while travelling, so I won't get max percentage gains, but I'm pretty sure it heads downhill soon. Still have a uranium play that offset 75% of the Friday drop from SOXS. Might sell it and put everything into $Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  to ride it down from the 530 level. Highly doubt it goes above 540 before visiting 350-400 before midterms. Oil is rampant.

$SK hynix(SKHY)$ Not financial advice. Once South Korea breaks above 2,000,000, it will be too late for the shorts in the US. A recovery at 210? I'll sleep on that golden thought. Enjoy the run. See you at 210+.

$Bloom Energy Corp(BE)$ Bloom Energy got added to the S&P 500, with the change taking effect before the market opens on Sept. 21. UBS analyst Manav Gupta also raised his price target to $325 from $300, keeping a Buy rating.

$SK hynix(SKHY)$ Rhee argued that the complex ownership structure and the potential separate listing are key factors behind SK hynix's severe stock market undervaluation. Bringing in outside capital and listing Solidigm separately could shift value away from SK hynix shareholders. Lee said SK hynix could announce plans for a Solidigm IPO alongside a shareholder return program in August or by early September at the latest, and that a sizable shareholder return package is expected to help ease investor concerns.

$SK hynix(SKHY)$ Kospi gap fills have been tidy. Friday took out the gap from Thursday, and Thursday closed the gap going back to last Tuesday. That Tuesday session also filled the gap from Wednesday, 8/12. The KOSPI index has done a solid job cleaning up day to day gaps while holding its value, even with single stock leveraged ETF trading down 94% since July. Consolidation has really been the theme.

$Applied Optoelectronics(AAOI)$ On AOI, the key point is capacity versus demand. Demand is not the limiting factor here. Production capacity and component availability are the constraints. Management says forecast demand for 800G and 1.6T exceeds production capacity through mid-2027. CEO Thompson Lin stated that customer demand is roughly 20-40% higher than the capacity AOI is currently building. That suggests the 650K/month target may not fully satisfy demand. On the Texas manufacturing expansion, AOI now has over 1.6 million square feet of manufacturing-related real estate in the Houston area. A new 210,000 square foot facility is expected to begin initial production in late Q3 2026. The new facility is dedicated to 800G and 1.6T transceive

$Applied Optoelectronics(AAOI)$  LITE's market cap is currently $84.23B. AAOI is performing better financially than LITE did at the same revenue level. In 2027 AAOI will far surpass LITE's expected 2026 revenue of $2.99B. Taking AAOI's likely ~100M shares outstanding in 2027, AAOI stock would be $842 per share at the same market cap as LITE today with less revenue. It's simple math, but anyone who thinks percentage gains don't matter wouldn't understand it.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ What is Bessent doing here? Selling $20 bills for $15. I think his logic is faulty. And when he runs out of ammo... avalanche.

$Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ $SK hynix(SKHY)$ $Invesco QQQ(QQQ)$ Samsung shares are sliding after that $80 billion shareholder return plan underwhelmed. But the top 1% of professional traders, hedge funds, and institutions are buying today. Retail will likely get blamed for the selloff, while the stock is being pushed around by institutions forcing leveraged holders to sell. It looks similar to what happened when the Kospi started selling off at the top. The stock may fully rebound soon, but only after the best investors pick it up at a 10% discount.

This FUDDY thread is full of meaningless, uncontrollable rabbit holes. No point getting dragged into that. $SK hynix(SKHY)$  looks like it is about to fly. $Netlist, Inc.(NLST)$  looks like it is about to soar. If you knew what is about to happen, you would be buying with every cent. Just my opinion, but this feels like a generational setup.

$Applied Optoelectronics(AAOI)$ AAOI is still up over the past 5 days, 1 month, 6 months, 1 year, and 5 years. Things look fine for investors.

$Babcock & Wilcox Enterprises(BW)$ Just the right amount of short interest combined with buying pressure and insane growth. With that kind of growth, it feels more likely than not that they could go on a run similar to AAOI.

$SpaceX(SPCX)$ Terafab alone is a pretty big deal, and it's only one piece of SpaceX.

Price targets are getting interesting. Rosenblatt has it at $320. Cantor Fitzgerald sees AI bit demand staying strong into 2029, while UBS is pointing to agentic AI as another potential demand driver. That's the part I'm watching. If AI infrastructure demand keeps expanding beyond today's hyperscaler buildout, the memory story could have a much longer runway than the market expects. $SK hynix(SKHY)$  is one I'm keeping firmly on the radar.

$SpaceX(SPCX)$  The next tranche comes around late August, about 300 million shares, which should also get absorbed. That's only around 3.9%. The real test likely comes in the October to November window, with the Q3 earnings report and 2 billion shares unlocking.

Space stocks got crushed, but the underlying business didn't. The selloff feels more like capital rotation than a broken space thesis. Contracts are still being signed, demand is still building, and the next earnings wave could expose the disconnect between price action and fundamentals. $SpaceX(SPCX)$  pulled capital toward itself and pressured the rest of the sector. $AST SpaceMobile, Inc.(ASTS)$  launched three massive comm arrays, with 60 carriers and 3 billion subscribers tied to the story. $Rocket Lab USA, Inc.(RKLB)$  booked $663M from Space Force in just 9 days. $Planet Labs Pbc(PL)$  now has a