$Micron Technology(MU)$ $SanDisk Corp.(SNDK)$  I bought big in both today. These sell offs are usually short lived. There's clearly still a lot of demand for these names.

$SanDisk Corp.(SNDK)$  Shorts are likely under pressure to cover here. The longer they hold off, the more they stand to lose.

$SanDisk Corp.(SNDK)$ For anyone holding shares at a higher price, this looks like a reasonable time to average down. Shorts have substantially oversold it with the earnings report approaching on 10/29. The stock traded above $1,900 less than a month ago. I'm expecting record revenue and profits, along with an additional share buyback announcement. News should be coming.

$SanDisk Corp.(SNDK)$  SNDK is a good example of market manipulation driven by meritless AI claims. The company is doing well, but its current and future financial performance keeps getting ignored.

The 10Y yield has been falling all day along with the market. At this pace, the 10Y yield could break under 5%, which would be great. The PPI report is going to determine where the market goes from here. It looks like a hot PPI is being priced in with the additional market drop. So if PPI comes in line, the market could actually see a recovery rebound. If PPI comes in hot, it could repeat the same kind of drop. $SPDR S&P 500 ETF Trust(SPY)$  $Invesco QQQ(QQQ)$  TNX $iShares Semiconductor ETF(SOXX)$  BTC.X

$SanDisk Corp.(SNDK)$ Eventually we will recover, but for now it feels a little rough.

Anthropic's run-rate outlook is getting disclosed. I ran a probability-weighted scenario analysis for it, and the table covers 7 scenarios. If the number comes in below $76B, that would be bearish. Anything above $88B would be bullish. The expected figure is $86B. $NEBIUS(NBIS)$  $CoreWeave, Inc.(CRWV)$  $NVIDIA(NVDA)$  $Micron Technology(MU)$  $SanDisk Corp.(SNDK)$ 

On $SanDisk Corp.(SNDK)$ , shorts likely need to cover to lock in gains driven by fear-driven news that got treated as fact. There's been too much misleading negativity around semiconductor names, which let shares get taken from weaker holders. The current price looks like an early gift. Back above $1,700 by the earnings report on 10/29, with record earnings and more buyback details still to come.

$Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 2X ETF(GUSH)$ $SPDR S&P 500 ETF Trust(SPY)$  I don't get the bearish sentiment here. Nothing has actually been done to bring fuel prices down, just minor tax cuts and a small deal with Russia that only covers about 1.5 days of supply. This war isn't going to end anytime soon, and things aren't going back to how they were. It could end up making Vietnam look like a very short campaign.

$SanDisk Corp.(SNDK)$ The drop feels unfounded. SNDK is making money at an alarming rate and it looks like that pace can continue for at least 2 years. US companies building out AI need non-Chinese memory in GPUs, so the business isn't going anywhere. Hoping this pre-market red is just a head fake, because the earnings suggest the stock should be much, much higher.

I bought $SanDisk Corp.(SNDK)$  two weeks ago, it dropped 11%, and I nearly panic sold. Then I read that this stock went from $36 to $1,590 in a year. I'm never selling anything again. This is what my financial advisor meant by "volatility is opportunity," right?

$Atomera Inc(ATOM)$ If Atomera's MST technology gets adopted in 33% of the roughly $1.5 trillion global semiconductor market, that implies around $495 billion in MST-enabled product sales. At a realistic royalty rate of about 2% on wafer/device ASP, annual high-margin royalty revenue could reach roughly $9.9 billion. With Atomera's capital-light licensing model and a current operating expense base of about $20 million, this would translate into multi-billion-dollar annual earnings and massive free-cash-flow generation.

$SPDR S&P 500 ETF Trust(SPY)$ The market keeps grinding higher at a slow and steady pace. No point fighting that trend. A low VIX trending market over the next 2 years would be ideal, and a small fortune could be made along the way. An orderly trending market with a low VIX environment is the kind of setup where returns can really add up.

$SanDisk Corp.(SNDK)$  Getting very close to the 1551-1561 area, which includes the Fib .382 retracement and the measured move price projection. Might need to hold there to keep the current pullback corrective.

$SanDisk Corp.(SNDK)$ I can't stress enough that this is a long-term play. Daily or weekly moves don't matter. This is a monster AI play over the long run. I'm not paying much attention to the day-to-day movement and I keep adding on pullbacks. This is 35% of my portfolio, and I plan to keep buying on these dips.

$Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ Big players wanted to get in, so they paid a reporter to put out a fake report that mixes up revenue with net income. They have $70B in revenue and $50B in net income. That figure is also purely from sales and subscriptions, excluding partner-driven revenue. For Anthropic, the $65B includes sales from partners like AWS and Google Cloud.

$SPDR S&P 500 ETF Trust(SPY)$  Guardians won me 1K last time, so I'm going with them again. I don't know anything about this team or anyone on it, just another gut feeling gamble. If Guardians win, the stock market tanks tomorrow and my puts pay off.

$Broadcom(AVGO)$ $SanDisk Corp.(SNDK)$ $SK hynix(SKHY)$ What a gift. This is a great price to go long. All these names will be up 25% EOY from here.

$SanDisk Corp.(SNDK)$ $SK hynix(SKHY)$ These are so undervalued it's nuts. Forward P/E of 6, it's a joke. Super buys here.

SPXThose 7780 calls really paid off. Up over 200%, from $5.50 to above $20. $SPDR S&P 500 ETF Trust(SPY)$