$Corning(GLW)$ I added to my position early today, though I didn't manage to get a discount. I'm looking to do that tomorrow. I think this one has a strong future, so I'm holding.
$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ I heard on the radio that OpenAI is planning to give 5% of the company to the US government. It makes me wonder if they're hoping that, if things go south, US taxpayers might bail them out since they'd be shareholders. I've also heard a lot of other AI companies were making similar offers to the administration.
$Direxion Daily MU Bull 2X Shares(MUU)$ Call me crazy, but I went all in on a 2x leveraged position in $Micron Technology(MU)$ for this move. I had a strong feeling they would crush earnings, just based on memory prices moving up 2-3x. But hitting 41 billion, which was the high end of next quarter's guidance, in this quarter is something I did not even expect. Those AI models had a 0% probability they would hit 40+ billion this quarter, which is kind of funny.
$Applied Optoelectronics(AAOI)$ If (or when) it breaks below $150, I'm considering picking up a few more shares. If Wall Street is going to throw the baby out with the bathwater, I might just try to catch it.
$T1 ENERGY INC(TE)$ Bounced strongly from the $7.66 area, now up over 16% and trading near $11. $Applied Optoelectronics(AAOI)$ has also moved from the $162 zone to $177, roughly +9%. $IREN Ltd(IREN)$ saw a short-term rebound from $56.95 to $58.30 after a dip. Overall, recent setups have been showing solid follow-through.