$Nokia Oyj(NOK)$ $GLOBALFOUNDRIES Inc.(GFS)$ $Corning(GLW)$ These are some of the most critical stocks in the photonics space. People think AI's growth is impressive now, but just wait until photonics starts getting integrated into data centers.
$SpaceX(SPCX)$ To be honest, I was also hoping it would at least hit 12. A lot of people averaged down just to get a boost. Honestly, the long weekend, coupled with the S&P, was the main reason they shed most of the gains. Hoping Monday brings a chance for another ride to the top... we're all waiting. Have a good weekend.
$Applied Optoelectronics(AAOI)$ Yes, it's entirely possible for AAOI to hit $1 billion in revenue in 2026, as management has officially raised their full-year guidance to project revenues exceeding $1.1 billion. However, this target depends heavily on successful manufacturing scaling rather than end demand, which is currently estimated to be even higher.
$Nokia Oyj(NOK)$ NOK is in the green now. Earlier when it dipped to 15.35, Evan was out there taunting. Now at 15.70 and higher, I bet Evan will crawl back under his rock until—if ever—NOK has another down tick.
$SPDR S&P 500 ETF Trust(SPY)$ Trump wants Iran to recognize Israel as part of the deal. Next, he’ll probably ask them to sit down and break bread together. Markets would likely rally way higher on that.
$Roundhill Memory ETF(DRAM)$ Why are MU and SNDK stocks surging in overnight trading? According to a preliminary list released by FTSE Russell on Friday, Micron and SanDisk will be added to the Russell 1000 Growth Index.
$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ Is the war over (99%)? From where I stand, the current moment looks interesting. I was never in on this move before, but now? Honestly, it might be time to look for pockets of opportunity. All the CapeX spending and easing inflation will eventually bring the Fed to rate cuts, not tomorrow, but down the line. 500+ is in the cards, though again, not tomorrow.
$Cerebras Systems(CBRS)$ Honestly, I wouldn't be surprised if CBRS moves up 15-20% soon, given its upcoming inclusion in the S&P after Memorial Day. The recent dip looks more like MMs pushing the price down so funds can accumulate cheaper. It's a shady practice, but happens all the time. We could easily see $400 within the next week or so.