This is going to move higher fast. I think we are about to see a lot of short covering. It will be interesting to watch the bears get squeezed. $Invesco QQQ(QQQ)$  $SPDR S&P 500 ETF Trust(SPY)$  $Micron Technology(MU)$  $NVIDIA(NVDA)$  $SanDisk Corp.(SNDK)$ 

$Nike(NKE)$ At this point, even an increase in profit won't bring confidence back in NIKE. They would need Sydney Sweeney to save them.

$SanDisk Corp.(SNDK)$ There's an ascending wedge forming, and this doesn't look like a false breakout. It should push through 1800 and then run to 2000 this month.

$Wal-Mart(WMT)$ I know some people will see this as negative, but I actually like how it's setting up going into the next session. The Adobe forward-thinking news was a nice cherry on top as well. I really do think we got a true bull flag today, so I'm watching for a gap up. First target is 105-106, then 110 if it can get there. $SPDR S&P 500 ETF Trust(SPY)$  $Invesco QQQ(QQQ)$  saw some money moving around on the option chain. $Cboe Volatility Index(VIX)$  is still on my radar. I'm watching for the next VIX spike — it looks ready, though the markets still appear strong. It doesn't 100% correlate with

$SanDisk Corp.(SNDK)$ The bears are back to pushing for a sell again. Kind of entertaining to watch.

$SanDisk Corp.(SNDK)$ $Micron Technology(MU)$ Sold. Happy with the profits. Will buy again on the next dip. Rinse and repeat. Thank you MU and SNDK.

$SPDR S&P 500 ETF Trust(SPY)$  $Invesco QQQ(QQQ)$ SPY has been down 6 of the last 7 sessions, and 13 of the past 18 days overall. These stretches tend to even out, so it feels due for a run of green days.

$SanDisk Corp.(SNDK)$ Sandisk has turned into a lean, efficient money-making operation.

$Atomera Inc(ATOM)$ The new generation Super Intelligence Memory gets a performance boost along with better manufacturing yields through a proprietary process. $Micron Technology(MU)$  $SanDisk Corp.(SNDK)$  $Invesco QQQ(QQQ)$  $SPDR S&P 500 ETF Trust(SPY)$ 

$SanDisk Corp.(SNDK)$ Micron Tech (MU) Q4-26 Earnings/Q1-27 Guidance stats

$SanDisk Corp.(SNDK)$ I had the dates mixed up earlier — the reversal I mentioned isn't tomorrow, it's the day after. My 11/20 2000 strike call is up, but there's no point in risking it for less than a 30% gain. Otherwise it's just too much stress.

$SPDR S&P 500 ETF Trust(SPY)$  On the 10 min chart, the bulls are trying to take intraday control with the close above the 20 SMA at 763.21. If this level holds, the bounce can continue. It is hard to stay bearish if the 20 SMA is acting as support on the 10 min. VWAP at 764.34 is the key level to break. If that fails, the bounce could stall. Bullish above it.

$SanDisk Corp.(SNDK)$  In the AI era, this could be a surprisingly important shift. Previously, AI basically meant GPU + HBM. But as AI inference workloads keep growing, a broader memory and storage hierarchy could become increasingly important: GPU + HBM + HBF + high-speed SSDs + high-capacity NAND. Sandisk is also pointing in this direction. The company has noted that as KV cache expands with AI inference, data center storage requirements are rising as well. So when comparing SNDK with Micron or SK hynix, the focus shouldn't only be that SNDK lacks HBM. The more relevant question is how far SNDK can move NAND up the AI memory hierarchy.

$SanDisk Corp.(SNDK)$ Gut feeling and the technicals suggest it will retest 1,660 before we move higher. I was counting on the 1,640s to 1,620s range, but we will see. Limit buys are still open.

$SanDisk Corp.(SNDK)$ Current projections show 2027 EPS at $213.31, up from $70.88 in 2026. For 2028, projected EPS is $252.80. That is without buybacks. They are also setting HBF standards with SK Hynix. Memory demand will outgrow all planned new capacity additions by a large margin every year through at least 2032, according to new research from Citi's memory analyst. Do the math.

$SanDisk Corp.(SNDK)$ Positive, but Chinese chips can kill the momentum big time.

$SanDisk Corp.(SNDK)$  This drop is tied to the Iran war news. It should recover before long. I've seen this pattern play out many times, so it looks like a good opportunity to add.

$SPDR S&P 500 ETF Trust(SPY)$ Found strong support below $756. Looks like we're set up to rally into the end of September. If you're looking at an option play, give yourself time - at least 3 weeks. I'll share when I enter my own calls. That said, the quarterly open should have a lot of people cautious. We're extended and trading close to ATH, which is where corrections tend to start. For now, $800+ looks like the target until the market gives a proper sell signal.

$SPDR S&P 500 ETF Trust(SPY)$  Trump said a record amount of oil was moved through the strait recently, with the navy and air force competing over who moves the most oil. Monday rally?

$TG Therapeutics(TGTX)$ $Spdr S&P Biotech Etf(XBI)$ $iShares Biotechnology ETF(IBB)$ $SPDR S&P 500 ETF Trust(SPY)$ Aside from probably one or two Big Pharma names that likely can't get involved because of antitrust concerns, what's still most underappreciated is Briumvi's patent protection out to 2042, with very little biosimilar threat on the horizon.