$Corning(GLW)$  Oppenheimer raised its price target on the stock to $230, up from the previous $215.

$Micron Technology(MU)$ $Direxion Daily MU Bull 2X Shares(MUU)$ $GraniteShares 2x Long MU Daily ETF(MULL)$ $Micron Technology(MU)$ $GraniteShares 2x Long MU Daily ETF(MULL)$ $Micron Technology(MU)$ Bears seem to be fighting the wrong battle here. It's true Korea just announced around $3.5 trillion in new memory capex, and Meta is selling excess compute. The market took both as oversupply signals, but Nomura argues that's backwards thinking. Building new fabs takes years, not quarters. Korea's Yongin cluster was an

$SpaceX(SPCX)$  SpaceX is raising the price of its Starlink Business Aviation plans by 100%.

$SpaceX(SPCX)$ Oppenheimer has raised its price target on SPCX from $190 to $250.

At this point, the main issue with $Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  seems to be greed. It looks like a good instrument to take advantage of an unhealthy market environment, but I think expectations need to be kept in check. It could potentially bring 5x, but I'd be satisfied with 3x and would sell all. At key resistance points, the index tends to bounce back sharply, which could erase all the gains from SOXS. So when it reaches the $13-15 range, I'm done. I'd then move everything to gold and wait for 18-24 months before starting to accumulate stocks like Adobe, Microsoft, and AMD.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ I got in a bit too early, and the recent drop was rough. I noticed that even though this isn't a stock and isn't supposed to move like one, it did hit a "double bottom" recently – the ~$3.30 range was tested once before on 6/22. The following day was a cooldown, similar to the previous pattern. At some point, though, the cooldown phase will need to last longer than just a day. I think we might be entering that part of the cycle. I don't expect these semiconductor companies to lower their CAPEX anytime soon, as that's what's been significantly inflating their price targets. Banks and private credit are already slowing down on AI loans, and I believe those loans could start seeing defaults wi

$AT&T Inc(T)$ Just bought 7000 shares. I'm not buying the narrative that $SpaceX(SPCX)$  is a ponzi scheme that's going to replace my phone, corporate phone, or fiber internet. Looking forward to that fat dividend check tonight, $277 per 1000 shares.

$Corning(GLW)$ New Bollinger Band breakout signal for GLW. Alert price 233.45, stop 212.42. BB width 9.1%, RSI 54.32, relative strength 92.5. SMA200: 86.4% above. Market cap $190.2B, Beta 1.16. Options: OI PCR 0.81, Flow 0.78, IV 86%. Gamma: GEX +13M, flip at 210 (above), watching 250C/150P walls. Whale activity: P200 9.6x, C235 2.7x, P190 2.1x. Market context: Bull pullback, mixed signals. I managed to take a small position. Best of luck to the bulls.

$SpaceX(SPCX)$  The stock could be back above $160 next week.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Higher lows. My call for a bottom at 3.3 is still holding after all the FOMO today with $SanDisk Corp.(SNDK)$  and MU. Good sign.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  T is correct, we're still in a bull market, but volatility creates opportunities.

$Applied Optoelectronics(AAOI)$  The Street is still heavily debating this, mostly due to trust issues with the company's execution history. But if you strip out the emotion and just look at the model they've laid out: management is guiding toward roughly $471 million per month in datacenter revenue by mid-2027, across 100G/400G (~$90M), 800G (~$217M), and 1.6T (~$164M). That annualizes to about $5.6 billion per year from datacenter alone, before any cable revenue. Compare that to the total FY2026 guidance of around $1.1 billion today, and you're looking at a potential 5x scale-up in roughly 18 months. The bear case is valid: execution has been lumpy and credibility isn't clean, which is exactly why the stock st

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ SanDisk, AMD, and Micron are getting hit hard today. Finally. SanDisk down nearly $300. Micron down over $100. A Micron financial report miss or lower-than-expected guidance would be devastating for them and the chip sector. SOXS will be the beneficiary. Let's at least get back to $10 soon (before the split).

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Basically, we need an AI bubble where every company needs a PE around 100 to match the 2000 narrative. We're not there yet. If we do get there, I could see SOXX going up another 500%.

I'm tracking some valuation gaps that look interesting. Here's where a few macro targets stand versus current spot prices: $NEBIUS(NBIS)$ : Target $800 | Trading at $285 $Amazon.com(AMZN)$ : Target $500 | Trading at $240 $SpaceX(SPCX)$ : Target $50 | Trading at $180 $Reddit(RDDT)$ : Target $500 | Trading at $175 Watching these structural deviations closely.

$SpaceX(SPCX)$ SPCX moving from $135 to $200 in just a few trading days isn't that bad actually.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ It's not even all the semis. More like five semiconductor stocks and two memory stocks are deciding the direction of the entire market. They're adding 5-10% daily, all at or approaching $1 trillion valuations...

$Direxion Daily MU Bull 2X Shares(MUU)$  Jumped in this morning at $890, which seemed like a decent entry price. It's at $941 now and climbing. Glad I made that move. I'll put in some orders below $890 and pick up a bit more.

$Applied Optoelectronics(AAOI)$ I don't really care if we see another dip in the short term. I know the direction is still up, and we'll be a lot higher by the end of the year. We've gained $161 per share, up 541%, in just six months.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  Time for a reversal. SPY and QQQ are heading down, but Micron (MU) is going straight up. Still holding this.