$Dell Technologies Inc.(DELL)$  Last earnings it surged $150 in two days, then immediately reversed. This time there's been consolidation over several days instead. The fact that it held 530 is a good sign.

Buyers keep stepping in for $Hewlett Packard Enterprise(HPE)$  around the 50-day moving average. $Dell Technologies Inc.(DELL)$  and $SUPER MICRO COMPUTER INC(SMCI)$  are also showing improving relative strength.

Evercore ISI took Dell Technologies off its Tactical Outperform list after the strong July-quarter results and higher guidance, but the firm is keeping its bullish long-term view intact. Dell stays a top pick there with an Outperform rating and a $575 price target. Revenue came in at $47 billion with EPS of $7.04, well ahead of the $44.9 billion and $4.91 estimates. Revenue was up 58% year over year, helped by a 122% jump in traditional servers and networking, 100% growth in AI servers, 26% growth in storage, and 20% growth in CSG. AI server revenue hit $16.4 billion, and AI server orders climbed to $61 billion, pushing the AI backlog to roughly $95 billion and giving better visibility into future growth. Evercore noted the results show demand broadening beyond cloud AI infrastructure into

$SpaceX(SPCX)$ Institutional investing in SPCX is off the charts. This isn't the kind of stock you want to be short when institutions are scrambling to accumulate every available share. Long SPCX is where I want to be.

$SK hynix(SKHY)$ 50 MA is above the 100 MA on the South Korean side. That looks like a super bullish confirmation. If it moves with the 50 MA, could it crack above that 1,850,000 level? Worth watching.

$SK hynix(SKHY)$ $Micron Technology(MU)$ I don't get why these articles act like a company going public automatically means more memory supply hitting the market.

Not huge, but memories are gaining. $Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$  $SanDisk Corp.(SNDK)$  $Micron Technology(MU)$  $Roundhill Memory ETF(DRAM)$  $SK hynix(SKHY)$ 

$SpaceX(SPCX)$ SpaceX builds rockets. Bears build excuses. While they debate every dip, SpaceX keeps launching, expanding, and executing. You can argue with the valuation. You can't argue with the trajectory. The future doesn't wait for bears to get comfortable.

$Moderna, Inc.(MRNA)$ When you try to give bears their annual flu/Covid booster. $Novavax(NVAX)$ 

$SpaceX(SPCX)$  110% bullish. I want 1,250 shares for 20 years. Every time I read positive news, this is me.

$Applied Optoelectronics(AAOI)$ AAOI Manufacturing Ramp — Key Notes * Current manufacturing capacity Approaching 200,000 units/month for 800G 1.6T. * Capacity nearly doubled from ~100K/month at the end of Q1. * Management says demand is significantly higher than current production capacity. * End-2026 target * Capacity expected to reach >650,000 units/month. * This is more than 3× current capacity. * Most of the incremental capacity is expected to support 800G, given current customer demand. * Production lines can manufacture both 800G and 1.6T with the same basic manufacturing process. 2027 capacity target * Management expects capacity to reach >930,000 units/month by the end of 2027. * More than half of that capacity is expected to co

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ The dollar is moving up, inflation is shooting up everywhere, and the Fed is panic buying in the bond market. AI financing looks exposed. Not a great setup for the market right now.

I only have a small $SK hynix(SKHY)$  position, but it has been a good investment so far. $Netlist, Inc.(NLST)$  will be my money maker.

$Moderna, Inc.(MRNA)$ Moderna protects lives, and it has also made people rich.

$Moderna, Inc.(MRNA)$  All cancers are caused by genetic mutations of cells. The idea behind cancer vaccines is to identify these mutations and train the immune system to attack the mutated cancer cells. The concept itself isn't new, but the positive trial result is. The potential of this recent trial lies in its applications for treating other cancers as well. The scale of that could be enormous. How the mutated Wall Street gamblers react over the coming weeks and months is another story.

$Iovance Biotherapeutics, Inc.(IOVA)$ Our short interest of 23.94% is much higher than MRNA. We need that 160% increase.

$SpaceX(SPCX)$ Back in calls. Stopped out on $SPDR S&P 500 ETF Trust(SPY)$  calls at -40%, but it was all profit anyway. Still green on the day.

$SanDisk Corp.(SNDK)$ $Lumentum(LITE)$ $Applied Optoelectronics(AAOI)$ $Bloom Energy Corp(BE)$ $Palantir Technologies Inc.(PLTR)$ usual suspects acting like the leaders they are.

$Applied Optoelectronics(AAOI)$  LITE just posted fiscal Q4 2026 earnings. Non-GAAP net income came in at $326.3 million on revenue of $1.01 billion, up 109% year-over-year. That's a blowout quarter. The GAAP noise around equitization of certain convertible notes used for debt extinguishment seems to be confusing some people. It doesn't really change the core numbers here.

$Micron Technology(MU)$ $SK hynix(SKHY)$ $SanDisk Corp.(SNDK)$ $iShares Semiconductor ETF(SOXX)$ If we keep printing 5%+ GDP, employment data keeps improving, productivity keeps improving thanks to AI, and inflation comes in better than expected despite elevated energy prices — at some point that consumer is going to stop complaining about everything and go back to their regular weekend shopping binge. That's the historically cyclical part of memory. It would be consumers out buying new laptops and cellphones, replacing their average 13 year old cars. Consumers have been in this hunkering posture over t