To The Moon

$IREN Ltd(IREN)$ All the garbage comments from shorts don't bother the bulls. The macro picture right now is completely messed up. Without the current people in power, IREN would jump into the 70s. The shorts' inevitable end will come, that's for sure.

Which company is going to lock in a deal with $Intel(INTC)$ ? $SK hynix(SKHY)$  might be reconsidering their options since the last time they spoke.

$SK hynix(SKHY)$ Korean names can still lift US semis even when the broader tech tape is red. Hopefully there's some appetite for risk today.

$NVIDIA(NVDA)$ Short sellers keep calling the top on NVDA. If you look back at your own posts from a year or two ago, you were probably saying the same thing back then. $Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ 

$Moderna, Inc.(MRNA)$ The recovery looks like it's underway. I was eyeing the 137s, but I had to wait for a reversal signal, so I ended up with 139.

$Applied Optoelectronics(AAOI)$ Seeing some heavy call flow here. $1.3M in the 10/16 $115 calls. Price is currently bouncing off the $104 support level, with $121 as the target.

$SpaceX(SPCX)$  Short sellers can do whatever they want with this one. Just a friendly reminder about Mr. Musk. Tesla was wild, right? Just watch SpaceX. Could be the kind of move that pays off a house, gets you a new Lambo, or covers your kids' college.

$Valion Bio Inc(VBIO)$ An orphan drug is being worked on with the Department of War for GI issues from radiation exposure. If it moves forward, it would be the first of its kind. $SPDR S&P 500 ETF Trust(SPY)$  $Trump Media & Technology(DJT)$  $SpaceX(SPCX)$ 

$Moderna, Inc.(MRNA)$  Imagine waking up and seeing MRNA at $200. It sounds crazy, but it could happen sooner than people expect. MRNA just surged 177% in one day after its Phase 3 personalized cancer vaccine met its key melanoma endpoints. This isn't just another early-stage biotech headline, it's a potentially major validation of Moderna's mRNA platform beyond COVID. During the COVID era, MRNA eventually climbed all the way to an all-time closing high of $484.47.

$Applied Optoelectronics(AAOI)$ Let's see where it goes from here. This has worked out well so far. I'm all cash with my average down to $40. Yes, $40. I'm not worried at all until it gets above $300.