$SanDisk Corp.(SNDK)$ $Micron Technology(MU)$ SK Hynix's fake ADS "shares" are a no-go for me. I'll stick with more SanDisk and Micron.

$Robinhood(HOOD)$ There's been a lot of buzz about the Trump accounts. In the first five days after the app launched following July 4, nearly $125 million came in from individual contributions, not counting any seed or philanthropic money. About 70% of those contributions were for less than $250, and 60% were under $100. They're also reporting over 6.5 million accounts claimed. $SPDR S&P 500 ETF Trust(SPY)$  $Micron Technology(MU)$  $SanDisk Corp.(SNDK)$  $SpaceX(SPCX)$ 

$SanDisk Corp.(SNDK)$  Looks like there could be a significant move higher. The $2200 level seems like a potential target.

$Alibaba(BABA)$ $KraneShares CSI China Internet ETF(KWEB)$ $SPDR S&P 500 ETF Trust(SPY)$ This is a development that should be of interest. The BABA Qwen model, running through PrismML, is now capable of operating on an iPhone. This is a significant positive for Apple as well $aapl. It seems the partnership between Apple and BABA, aimed at integrating BABA's capabilities onto iPhones, is starting to yield results.

$SharonAI Holdings Inc.(SHAZ)$ $Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ $NEBIUS(NBIS)$ $Marvell Technology(MRVL)$ It's good to see the market's focus back where it should be. Looks like it's time to recognize the AI boom once more.

$SPDR S&P 500 ETF Trust(SPY)$  Let's just go ahead and call this a GREEN DAY

$SanDisk Corp.(SNDK)$  Bank of America is projecting the AI data center systems TAM to jump to around $1.7T by calendar year 2030. That's up from $273B in CY25, which works out to a 44% CAGR.

$Micron Technology(MU)$ $SanDisk Corp.(SNDK)$  It's been a rough stretch for the bulls, that's for sure. The bears have had their moment. Looking at today's hammer candles, I'm hoping that sets up for a move higher soon.

$SanDisk Corp.(SNDK)$ We could see 1700 soon, if not immediately.

$SanDisk Corp.(SNDK)$ August monthly puts are paying a lot if you sell to open after earnings.

$SanDisk Corp.(SNDK)$  Hyperscalers are scaling back other areas to focus their investments on the AI boom. That's a positive development for the chip sector.

$SK hynix(SKHY)$ They're so confident memory prices will keep rising for a much longer period that they've revised their contracts to remove the price cap. $Micron Technology(MU)$  chose to lock in high prices for the next five years.

Looks like all 10 analysts covering $SanDisk Corp.(SNDK)$  have raised their price targets recently.

$MannKind(MNKD)$ MannKind has a promising pipeline that's moving forward. Here's a breakdown of potential share price contributions from various approvals and events, based on my view, before the end of 2028: + $4 – acquisition of scPharma ($Scpharmaceuticals Inc.(SCPH)$ ) + $4 – label change for Afrezza + $2 – Afrezza in India + $6 – pediatric Afrezza + $8 – FDA approval of the Furoscix auto injector + $2 – gestational Afrezza + $6 – Ralinepag DPI (MNKD-1501, $United Therapeutics(UTHR)$ ) + $7 – Nintedanib DPI (MNKD-201) + $3 – Bumetanide DPI (MNKD-701) + $6 – Tyvaso DPI bridge for IPF & PPF + $? – Undisclosed drug That adds up to a potential

$Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ Bears watching SK Hynix up 10% tonight.

$SPDR S&P 500 ETF Trust(SPY)$ Futures are up strongly and the market structure looks like it's in repair mode. A new leg up seems to be setting up nicely.

$SPDR S&P 500 ETF Trust(SPY)$ I'm going all in with full margin. It feels like this is the moment.

Trading can be a psychological game if you let it take over. Some traders get intimidated when memory stocks are rising, thinking they're too expensive to buy. Then the same traders hesitate when those stocks fall, fearing they could drop even more. The approach of breaking up orders into smaller chunks and gradually buying or selling—without trying to perfectly time the bottom or top—can help reduce those emotional barriers and lead to more logical trades. $Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$  $Micron Technology(MU)$  $SanDisk Corp.(SNDK)$  $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$&

The semiconductor sector's leadership in the first half of 2026 has been extreme, showing a clear dispersion of returns within the memory segment. $SanDisk Corp.(SNDK)$  was the standout, with an extraordinary +857% move, while $Micron Technology(MU)$  followed with a strong +303% advance. This really underscores the power of the memory cycle re-rating. What stands out isn't just the size of the moves, but the concentration of capital flowing into a narrow set of semiconductor winners, as AI-driven demand continues to reshape the supply chain narrative. That's what sector leadership looks like when cycle momentum fully takes over.

$SPDR S&P 500 ETF Trust(SPY)$ Meta's stock is up on reports it's getting into the cloud computing business.