$SanDisk Corp.(SNDK)$ What a ride. Really glad I held onto those shares instead of letting them go when it looked bad. Wasn't easy at all, but at least I can sleep now.

$SPDR S&P 500 ETF Trust(SPY)$  Watching for a possible push toward 740 as SPX tries to hold above 7420.

$NEBIUS(NBIS)$ $IREN Ltd(IREN)$ $APPLIED DIGITAL CORP(APLD)$ $Keel Infrastructure Corp(KEEL)$ $SanDisk Corp.(SNDK)$ The heavy selloff is starting to make more sense now. Citadel signaled rate hikes were coming, which pressured the market. That selloff apparently pushed Leopold's fund into an overleveraged position, and he wasn't able to raise enough capital to cover the margin. At that point, Citadel stepped in and picked up the Situational Awareness fund at a massive discount.

$NEBIUS(NBIS)$ $SanDisk Corp.(SNDK)$  $SK hynix(SKHY)$ $VistaShares Artificial Intelligence Supercycle ETF(AIS)$ $Invesco PHLX Semiconductor ETF(SOXQ)$ I've been holding through all the noise over the past few weeks and adding to my position along the way.

$SanDisk Corp.(SNDK)$  The South Korean market could see a big bounce. The government just stepped in, and there seems to be quite a bit happening behind the scenes. Other world leaders don’t want this to unfold.

$Coeur Mining(CDE)$ $iShares Silver Trust(SLV)$ $SPDR Gold ETF(GLD)$ $SPDR S&P 500 ETF Trust(SPY)$  Very bullish metals action here. I mentioned near the panic lows that I suspected this would go right back up. Looks like we may have finally bottomed in precious metals. For stocks, I don't think we have much more downside. Maybe SPX gets to 7,000, but gotta be careful. Seasonality points to a bottom sometime in August and a rip up over the following two months. Expecting something along those lines.

$SanDisk Corp.(SNDK)$ The company's execution has been solid, and the results speak for themselves — pretty phenomenal. What bothers me is more about the communication and fiduciary side from upper management. They need to demonstrate some real confidence and support for their investor base, whether through a stock split, a share buyback program that meaningfully exceeds the current one, or some major insider purchases.

$SPDR S&P 500 ETF Trust(SPY)$ If KOSPI were up 10% we would probably be up 20%, and now KOSPI is down 10% while we are down only 0.10%. That is a pretty wild contrast.

$Invesco QQQ(QQQ)$ $SPDR S&P 500 ETF Trust(SPY)$ Green close today. I think this is the dead cat bounce coming. Six days red is as good of a time as any. Good luck to all.

$SPDR S&P 500 ETF Trust(SPY)$  Seems like market makers are pushing hard to get this into the green by the morning.

$SanDisk Corp.(SNDK)$  Looking for a move up toward 1200.

$SanDisk Corp.(SNDK)$ If you look up SNDK's top 5 customers, 4 of them report this week, which should confirm that spending is still happening. Then SNDK earnings next week.

$SanDisk Corp.(SNDK)$  Korean markets are pointing to more upside for today.

$Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ $SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ The price looks set to push past $1,000, with Nasdaq futures showing real strength lately and dips getting bought up pretty quickly.

$Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ $SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ Futures are up significantly, which is rough for anyone holding puts right now.

$Micron Technology(MU)$ $SanDisk Corp.(SNDK)$  Earnings don't lie. Patience is key here. The demand for compute, memory, and storage isn't going to fade anytime soon, regardless of Wall Street's hand-wringing, and it may never really slow down in a meaningful way. For most companies, hardware generally follows a 5-7 year replacement cycle. But when demand spikes the way it has with AI buildouts, all bets are off on how elevated those computing needs could stay.

$SanDisk Corp.(SNDK)$  TRADR2X Long SNDK Daily ETF heading into the week before earnings. There has been a lot of posturing by hedge funds, and while it feels like we are getting squeezed, I think they are actually accumulating at this point.

$SanDisk Corp.(SNDK)$ SNDK looks set for a positive start to the week. SK Hynix perpetual contracts are up over 3%, and there are quite a few positive headlines driven by fundamentals.

$SPDR S&P 500 ETF Trust(SPY)$ $Apple(AAPL)$ $Exxon Mobil(XOM)$ With the peace efforts over the weekend, oil is down about 5% and the Dow is surging. Some shorts are clearly feeling the heat right now.

$SPDR S&P 500 ETF Trust(SPY)$ Less farmland and more of these visual beauties.