$SPDR S&P 500 ETF Trust(SPY)$  $Invesco QQQ(QQQ)$ 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.

$SanDisk Corp.(SNDK)$  MU has a one-year trend range of $163 to $1,085. HBM/DRAM chip shortages tied to AI are expected to run through 2027, and that should keep supporting the setup. Q4 2026 earnings and Q1 2027 forward guidance land after the close on Wednesday. This looks favorable for MU and SNDK. Back to 2300.

$SanDisk Corp.(SNDK)$ 60Drop off on low volume. It will recover very soon.

$Cypherpunk Technologies Inc.(CYPH)$ Holding since August 20. I'm always early. $NVIDIA(NVDA)$  $Advanced Micro Devices(AMD)$  $SanDisk Corp.(SNDK)$  $Amazon.com(AMZN)$ 

$SanDisk Corp.(SNDK)$ Unlike a Ponzi scheme, which uses money from new investors to pay off older ones, SanDisk generates billions of dollars in actual revenue and net income. In 2026, the company reported massive multibillion-dollar quarterly earnings and secured tens of billions in minimum contracted revenue from major data center customers.

$Roundhill Memory ETF(DRAM)$ A relative sent me a photo from the San Jose Sharks vs Las Vegas Golden Knights pre-season hockey game, knowing I'm heavily bullish on $SanDisk Corp.(SNDK)$  and that nearly 70% of my portfolio is in it. I've been holding $SanDisk Corp.(SNDK)$  since the $200s and haven't sold a single share, even through the July chip sector selloff. That's how much conviction I have in the company. Staying bullish on $SanDisk Corp.(SNDK)$  for at least the next 2-3 years, and I'm long. I think there's a real chance we see a new all-time high above $2,354.39 by the end of 2026, after the

$SanDisk Corp.(SNDK)$ $Micron Technology(MU)$ $SK hynix(SKHY)$ I'm holding 100 shares of the 2x ETF for each of these three names. I'm thinking about selling the underperformer in the group. After that, either adding another 50 shares to MU and SanDisk, or just going all in on SanDisk. Haven't decided yet. It's a nice spot to be in.