To The Moon

$SPDR S&P 500 ETF Trust(SPY)$  Everyone thought the market was overvalued before the war. But how about hitting an all-time high during wartime?

$SPDR S&P 500 ETF Trust(SPY)$ My items appear to be headed for a substantial rise.

$SanDisk Corp.(SNDK)$ What a bear-trap. Another good day. 1000+ tomorrow.

$CoreWeave, Inc.(CRWV)$  Anthropic has become a CoreWeave customer, with a multi-year agreement signed to power its Claude models. This means 9 out of the top 10 AI model providers now use CoreWeave infrastructure.

$United States Oil Fund LP(USO)$  Anyone shorting oil based on the Orange Man's ramblings seems like a questionable move to me. Iran isn't looking for peace. This war is the opportunity they've been waiting for, for decades. The chance to punish us and Israel is what they've dedicated their lives to. So, where will they push oil prices to cause maximum disruption?

$United States Oil Fund LP(USO)$  Not to brag, but I called it a month ago: Kids at $165.4.

$CoreWeave, Inc.(CRWV)$ Shorties are beating the drums of market collapse again so they can bail out. It could be the reason I see the market may rally, at least our CW... The so-called WAR has been on and off for a while, now the market may react differently... Remember, this is Wall Street, no waters form the same shape under the same current... Blessings.

$CoreWeave, Inc.(CRWV)$  I've been in the stock since just after the IPO. The knocks against the company were: 1. They depreciate chips over 6 years when they become obsolete faster, but it turns out the chips have a longer life and deliver high margins for longer. 2. They had a small customer base, but they've grown it significantly in 9 months. 3. Their cost of debt is high, yet they've been continually lowering it. 4. They were seen as just a stack rental company, but they've added many value-added features, and their proprietary software running the stack shows strong results. 5. They are highly leveraged. Well, that one is true, but they only borrow against signed contracts. So over the last 9 months, they'

$SanDisk Corp.(SNDK)$ Another ER blowout seems likely by the end of the month.

$Applied Optoelectronics(AAOI)$ Again, an unbelievable day with a 13% increase on huge volume of 14.6M shares. I expected to hit $100 in 2026, but this is far exceeding my expectations, and I don't think we've seen the top yet. My numbers show that with $1B in ttm revenue and a 15% profit margin, we should reach $2 EPS, but we won't achieve that in 2026 since they're not profitable yet. So for AAOI, the PE ratio will be meaningless in the short term, and it's all about revenue growth. NVDA has a P/S of 20, LITE is at 30, and CRDO is at 18. That could justify a P/S of 25 for AAOI or a $25B market cap. With 80M shares outstanding, we're looking at a $312 stock by the end of the year. That's what the numbers say.