$Lumentum(LITE)$ Honestly, the earnings on the latest call were nearly exactly what they forecast on the last call. I, for one, appreciate the great guidance. If this forecast is right again next quarter, we long-term holders will be very happy. These big swings just seem to be part of doing business in this sector. I only wish other companies I hold stock in were as good at forecasting, lol.

$Nokia Oyj(NOK)$ NV, INTC, NOK, AMD, APPLE — looking solid for the foreseeable future.

$SanDisk Corp.(SNDK)$ A period of sideways movement is actually a good thing before the next climb.

$Nokia Oyj(NOK)$  Nokia. Could you start manufacturing phones again? I really want to see phones made in Finland. I sincerely beg you! Android and iOS shouldn't be the main ones.

$Nokia Oyj(NOK)$  Came close to 14. Should get there soon, maybe sooner than some expect. Patience. The old Nokia is history.

$SPDR S&P 500 ETF Trust(SPY)$ Take a look at INTC's max chart... lol, it's the BOAT.

$Circle Internet Corp.(CRCL)$ Anticipation of solid 2026 earnings, combined with positive analyst feedback, has helped restore confidence in the company's revenue growth.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$  SOXL is looking strong here. Semiconductor demand is being fueled by AI, data centers, smartphones, computers, automotive technology, servers, and other advanced electronics. If this momentum continues, SOXL could keep running over the next month or longer. I see it reaching $150 to $200. But that's just my take on it.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ FOMO could kick in soon. With earnings being incredibly strong, retail might get a fair opportunity for the first time in years. Technical pullbacks could create opportunities that generate solid returns.

$SoFi Technologies Inc.(SOFI)$  I know it's frustrating... but Sofi is a good company with solid long-term potential. I'm not a holder right now... but I think I will be soon. Sofi has been very good to me!

$Lumentum(LITE)$ Meta Platforms reported Q1 CY2026 revenue of $56.31 billion, up 33.1% year over year, which came in ahead of Wall Street expectations. The company's guidance for next quarter is around $59.5 billion, close to analyst estimates. Its GAAP EPS of $10.44 beat consensus estimates by 56.8%.

$CoreWeave, Inc.(CRWV)$ I'm getting the feeling CRWV is poised to rocket. There, I said it.

$POET Technologies Inc(POET)$  We're going higher from here. It's nothing but a way for the big players to accumulate shares!

$SPDR S&P 500 ETF Trust(SPY)$  One day, when it reads 13000 instead of 130, will it really sink in?

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ Bears and shorts will most likely have to wait until the S&P 500 hits 7300 before we see a 20% bear market correction, followed by an end-of-the-year rally of a lifetime back up to 7700.

$SanDisk Corp.(SNDK)$  SK Hynix profit rose fivefold. This bodes well for the industry. We'll continue marching towards $1000 and beyond.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ Honestly, this won't end until every short is gone and every weak long is in.

$SanDisk Corp.(SNDK)$ SanDisk is seeing heavy institutional buying today! The Roundhill Memory ETF (ticker DRAM) has reached more than $1b in assets within just 10 trading days. Wow! This ETF is designed to give investors focused exposure to memory semiconductor names, including SNDK. The launch and rapid asset growth highlight rising interest in companies tied to AI-driven memory and storage demand.

$SanDisk Corp.(SNDK)$ Familiar trading pattern: rest a few days, then explode.

$CoreWeave, Inc.(CRWV)$  It's time for the shorts to get burned. If they're smart, they should do the right thing. I've been in this business for too long, and I know what's coming next. How many times has CW hit the sixties? It didn't break. I've saved my best whisky for that day.