$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ For those who might not be aware, SK Hynix's IPO debut today doesn't automatically add it to major semiconductor ETFs. The stock doesn't get included right away. If there's any rotation out of the key semiconductor names into SKHY, which we can reasonably expect, that could give it a boost. It's something to keep in mind.

$SpaceX(SPCX)$ A friend mentioned she was grateful for getting into SpaceX at $145 recently. It's a positive move.

$SpaceX(SPCX)$ About 30-40% of the float is sold short, and earnings are just around the corner.

$Corning(GLW)$  Meta is building a $9B data center in Canada, and Corning (GLW) sold off on no news. It feels like this could head back to $270 pretty quickly.

$SpaceX(SPCX)$ Everything eventually bounces back. I'm trying to stay positive.

$SpaceX(SPCX)$  166.17Broken through the $176 level, hoping it keeps pushing higher.

$SpaceX(SPCX)$ Do you think a SpaceX and Tesla merger will actually happen? Obviously yes.

$Corning(GLW)$ According to AI analysis, there's clear same-day news flow explaining GLW's strong bid today. The main driver is its major index reclassification into the FTSE Russell growth indexes, which triggered substantial passive and active institutional buying, reinforced by AI-infrastructure partnerships and recent dividend affirmation.

Pullbacks are where portfolios get built, not where conviction fades. While sentiment swings toward fear, I'm watching for dislocations, not the headlines. $Ondas Holdings Inc.(ONDS)$  - exposure to defense and comms robotics, still under-owned. $Energy Fuels(UUUU)$  - uranium play for the nuclear restart cycle. $One Stop Systems(OSS)$  - edge and AI hardware, high beta but with an asymmetric setup. $T1 ENERGY INC(TE)$  - Tier 1 energy, early-stage positioning for the energy transition. $Applied Optoelectronics(AAOI)$  - optics cycle tied to AI infrastructu

$Direxion Daily MU Bull 2X Shares(MUU)$  If $Micron Technology(MU)$  sells off further, I might pick up some shares. I think there could still be some upside in the next few months, with the potential for another 30% to 50% gain on a long-term hold.

$Planet Labs Pbc(PL)$ Other than $SpaceX(SPCX)$ , this is probably the best long-term space stock play out there. Best data package, also a satellite builder. Huge domestic and international contracts for data and satellites. AI in space is already operational, and they're working with Google on more. This company seems to be the one leading the way.

$SpaceX(SPCX)$ The Tesla Cybertruck is the only pickup truck to earn IIHS's highest safety rating this year.

$Applied Optoelectronics(AAOI)$  Stocks go up and down, but what people aren't factoring in is that management is projecting a billion in revenue this year and $400 million a month by the middle of next year. If those numbers are hit, this will look like the steal of the century. Notice how the bears only appeared when the pressure started coming in, while it's really just rebalancing in a volatile, high-growth name. I'm here for the fundamentals. I started building a position at $40 over a year ago. The photonics story is gaining momentum, and the AI trade isn't done, not even close.

$Applied Optoelectronics(AAOI)$ Most of the volatility this week, including today, is due to the rebalancing or reconstitution of the Russell 2000 Index. AAOI will be reindexed from the 2000 to the 1000 index, moving to large cap, next Monday. Larger investors will likely be buying next week. It's a matter of patience.

$Adobe(ADBE)$ Another thing to note, that last hour was straight up ridiculous. We might as well be $Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  because we move in tandem. The algo is running this big time. But hey, it could be worse. Give it a few months!

$Applied Optoelectronics(AAOI)$  Volatility is still there. Just on AAOI alone, I'm up over half a million dollars today. COHR is knocking on a new all-time high, and AMD made a new one today.

$Micron Technology(MU)$ $GraniteShares 2x Long MU Daily ETF(MULL)$ $Direxion Daily MU Bull 2X Shares(MUU)$  This thing has been flying lately, up another 35% from its low. Even if it beats earnings and gives good guidance, I think it might still sell off. Classic sell the news.

$Applied Optoelectronics(AAOI)$  It was a good ride, but I sold yesterday with the closing price below the 50-day moving average. EPS growth is still very high, but the charts like OBV and MACD keep dropping. I'm still bullish, but I need those red flags to disappear.

$SpaceX(SPCX)$ Heading toward 400-500 by year-end, I'll keep buying on dips. This looks like a long-term move to me. Never bet against Elon.

$SpaceX(SPCX)$ I've been buying a lot on the dip. I'm holding for $1000. No rush.