$Cerebras Systems(CBRS)$ AWS isn't close to offering Cerebras WSE-3 for general inference customers yet, but the moment they do, it will change the economics of large-scale biotech and scientific compute overnight. I hope to see it happen.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$  Where's the institutional volume on NVDA after hours? Without it, naked-call sellers will do anything to keep the price from taking off until those massive options worth tens of millions expire. I'm still hoping, truly wishing for massive institutional entry after this stellar earnings and outlook report. There's no reason not to. NVDA is the last dominating GPU/CPU/AI player with a reasonable P/E, still 50% short of its lowest targeted price by analysts. In my opinion, it's the only semi company that still has room to grow valuation massively, and for very good reason.

With $NVIDIA(NVDA)$  posting such stellar earnings, $Lumentum(LITE)$  could see a move up next.

$SPDR S&P 500 ETF Trust(SPY)$ Hoping the market likes the interest rate hikes.

$Nokia Oyj(NOK)$ Once again, NOK is holding steady and strong in the mid-to-high 13s. Honestly, how many times have the naysayers tried and gotten nowhere? It's kind of funny. Keep going, NOKIA.

$SPDR S&P 500 ETF Trust(SPY)$ It's almost not fair how straightforward this seems. Can't go down, has to go back up, and there's that end-of-day volume surge.

$SPDR S&P 500 ETF Trust(SPY)$ That grocery store stock trading above $1000 is pushing 52-week highs.

$SPDR S&P 500 ETF Trust(SPY)$  Transports gotta stay up even in a bear market.

$Lumentum(LITE)$ People often ask me: “What can AI do that humans weren’t already doing?” The answer lies in scale, consistency, and cost. For the first time in history, we have technology capable of performing large-scale cognitive work — analyzing information, monitoring systems, making recommendations, coordinating operations, and learning patterns at near-human levels. That changes everything. Because the largest organizations on Earth are not tech companies. They are governments and militaries. Most of their structure exists to process information through millions of human decisions, approvals, reports, reviews, and chains of command. AI introduces the possibility of: higher transparency, stronger accountability, lower corruption, faster

$Applied Optoelectronics(AAOI)$  Assuming no new LTAs are announced before then, either the longs or the shorts are going to get burned at the next earnings report in August. There are valid arguments on both sides. AOI should meet, and maybe even slightly beat, its Q2 guidance, but the Q3 guidance will be the real catalyst. If AOI sticks to its previous statements, the longs will be fine; otherwise, it will be the shorts' day. Based on the confidence in their statements and the fact they're now giving long-term guidance, I'm leaning towards the long thesis.

$SPDR S&P 500 ETF Trust(SPY)$ I'm seeing Anthropic's shadow IPO market already pricing in trillion-dollar valuations.

$Nokia Oyj(NOK)$ There's a very good chance we'll see it in the 15-16 range soon. Good luck to all.

$Applied Optoelectronics(AAOI)$ POET is up during regular trading and also in the aftermarket, while AAOI is down even more? I think it's a good sign that a major reversal to the upside could be near.

$Nokia Oyj(NOK)$ We saw some profit-taking today, which is to be expected. The naysayers always get vocal on down days, but a drop of less than 2% following an 11% run-up the day before is hardly cause for panic. The fundamentals remain intact, and the future looks brighter than ever. The march toward $20 and beyond will continue, likely sooner rather than later.

$Applied Optoelectronics(AAOI)$  Cramer's take on AAOI overlooks the fact that AAOI is one of the only vertically integrated transceiver companies made in the U.S.

$Applied Optoelectronics(AAOI)$ AAOI has leased three additional buildings in Houston, totaling 735,000 square feet. The optional purchase price is $102 million. Do you think they have some insight into future orders? I sense an LTA announcement might be coming.

$CoreWeave, Inc.(CRWV)$ I've watched CRWV's CEO on TV a couple of times. I think he alone gives NBIS a better valuation.

$IREN Ltd(IREN)$ Nvidia trusted them, and that's enough for me. Plus, Iren has massive amounts of power they own, 5gw... they don't rent power like other neo clouds. That's why Nvidia locked them up.

$IREN Ltd(IREN)$ I think that pre-market sell-off based on headline news was just algorithm-driven manipulation. I actually like it when that happens—gives those who understand the situation a chance to pick up more shares. It already turned green briefly during the session, and it should finish the day in positive territory. As always, ignore the noise, know what you own, and understand its potential. Good luck to all longs!

$IREN Ltd(IREN)$ I think it will rise if Bitcoin continues to run up. Target $65.