$SpaceX(SPCX)$ run like MU & SNDK.

Storage remains one of the cleanest momentum plus re-rating trades in the market right now, especially with earnings catalysts ahead. $Western Digital(WDC)$  - pushing toward ATH momentum, re-rating on supply discipline and pricing power. $Seagate Technology PLC(STX)$  - strong trend continuation, with institutional accumulation still visible. $SanDisk Corp.(SNDK)$  - NAND cycle expansion, plus scarcity premium building in the price action. All three are acting as if the market is still underpricing the duration of this cycle. With $Micron Technology(MU)$  earnings next week, volatility could expand fast

$SanDisk Corp.(SNDK)$ It has put up an unprecedented move, delivering a massive 7,500% rally over the last 14 months. A $14K position in SanDisk last year would now be worth over $1M today, showcasing the absolute maximum velocity and explosive momentum possible in this secular memory expansion cycle.

$SanDisk Corp.(SNDK)$ It rallied from $214 to $2100, and MU from $62 to 1074. The long-term trend for the memory sector continues.

$SPDR S&P 500 ETF Trust(SPY)$  The bears might be fighting the wrong tape here. Market sentiment seems to be shifting, and some trend sectors look poised. Power semiconductors benefit from the 800V acceleration trend. For optics, easing InP supply constraints provide a boost. The success of the SPCX IPO could open the door for more risk-on flows into growth and space names. Lower crude prices and easing geopolitical tensions are bullish for the broader market. Rate hike odds have already collapsed from 65% to 35%, oil is falling, and risk appetite is rising. The market has some momentum. Could be an interesting week ahead.

$SPDR S&P 500 ETF Trust(SPY)$ We might see a significant market move between now and November. With potential stimulus checks and rate cuts, 850 is a possibility. Inflation could reach 10% to 15% in the coming years.

$SanDisk Corp.(SNDK)$ The float is tiny, only 148 million shares, and they're buying back $6 billion. The balance sheet is pristine with zero debt. They keep expenses way down by subcontracting manufacturing.

$POET Technologies Inc(POET)$ This is the only stock I'm confident can deliver a 5-10x return in the next year. The technology is revolutionary, and the only way it doesn't reach that is if management makes a serious mistake. Otherwise, it's $50+ by year end.

$SanDisk Corp.(SNDK)$ One trillion dollars very soon.

$SanDisk Corp.(SNDK)$ This just feels like the next stop on the way up.

Not gonna lie, it's getting really hard for me to stay super bearish here. Too many quality charts still look ready for another leg higher. Some setups catching my eye right now: $Ichor Holdings Ltd.(ICHR)$  → clean flat base $SanDisk Corp.(SNDK)$  → flags keep stacking $Astera Labs, Inc.(ALAB)$  → another tight flag $Acm Research Inc.(ACMR)$  → coiling hard And honestly, the list keeps going: UMC, MRVL, MU, TTMI, TEV, SEZL, CAVA, STM, CEVA, AMBQ, APH. This doesn't feel like a market that's completely breaking down. It feels more like rotation underneath the surface, while traders keep waiting for a b

$SanDisk Corp.(SNDK)$ Looking at the hard numbers, the picture is clear. First, the first three NBM agreements alone have brought in a massive Remaining Performance Obligation of roughly $42 billion in minimum contractual revenues. Second, these five contracts are fully backed by over $11 billion in firm financial guarantees held by third-party financial institutions. If a hyper-scaler misses their quarterly purchase commitment, those financial instruments trigger immediately. Management also disclosed that these agreements already lock up over one-third of SanDisk's entire fiscal 2027 bit production volume. They expect that number to approach or exceed 50% as more enterprise customers convert.

$SPDR S&P 500 ETF Trust(SPY)$ The 0.77 target has now been reached. From here, a strong DCB setup could develop at any moment. There's still room for a move toward the 0.80 zone, which would align with a potential SPY double bottom around the 620-623 area. I'll keep a close eye on price action. (Not financial advice)

$SPDR S&P 500 ETF Trust(SPY)$ The closing candle wick suggests we might open green tomorrow.

$SPDR S&P 500 ETF Trust(SPY)$  What a recovery on SPY. The daily gap has been filled and that key support area I highlighted is back in play. All eyes on CPI tomorrow.

$SanDisk Corp.(SNDK)$ I buy in the 1500s and have an auto sell at 1799. Works every time.

$SanDisk Corp.(SNDK)$  High volume reversal, which is a good sign. I'm glad I picked up more under $1600, even though it wasn't at the absolute low.

$SanDisk Corp.(SNDK)$ Support at $1557, it was very close, but the stock is very strong.

$SanDisk Corp.(SNDK)$  Retail PC builders might have noticed that the 2TB M.2 slot Western Digital Black series now also carries the "powered by Sandisk" label along with the Sandisk trademark. I'm long.

$Micron Technology(MU)$ 1200$ today! For sure. Do not resist.