$SanDisk Corp.(SNDK)$ Hit the macro target at 1,481 last night as expected. The 4H printed a massive expansion candle, breaking out of the macro downtrend line that's been intact since June 30. Bias remains strictly bullish. Watching now to see if price can consolidate and hold the mid-body of that breakout candle at 1,477. Given the aggressive vertical expansion, I'd expect some higher-level churn and order absorption during the session. Waiting patiently for the 30/60 EMAs to catch up—not a time to blindly catch top shorts. Long Trigger Alert: 1,583 | Bullish Invalidation: 1,402 Short Trigger Alert: N/A | Bearish Invalidation: N/A (Shorts off the table)
$SPDR S&P 500 ETF Trust(SPY)$ If Americans are maxing out their credit cards, that could end up looking very bullish for retail numbers. They removed gas from the PPI, but they'll almost certainly keep fuel sales in the retail figures. 790 open.
$SPDR S&P 500 ETF Trust(SPY)$ There's a pattern worth paying attention to when it comes to the AI chip trade. Whenever it catches a strong intraday momentum move, the Mag 7 and a few other names tend to get hit as traders sell, short, and chase. It's repeated every time, so it looks like a quant-driven move. That's almost money falling from the sky if you can stomach going against the intraday trend instead of following the crowd. I'm seeing dips in MSFT, BABA, META, CRM, and a few others. Not sure why some find this hard to act on, but it's been a winning trade every time.
$Frontier Nuclear and Minerals(FNUC)$ Price has been tightening and coiling while institutions have been loading up heavily. Volume has also picked up over the last few trading sessions, and I'm watching for a breakout from the downtrend. The float is tight, with shorts at around 10% and roughly 6 days to cover. The company is making progress on its activity, and an MRE is due soon. Uranium spot price is tightening and starting to break out slightly. It looks poised for a significant increase. Good buy in my opinion. NFA. $Oklo Inc.(OKLO)$ $Uranium(UEC)$ $SPDR S&P 500 ETF Trust(SPY)$
$SanDisk Corp.(SNDK)$ Starting to get its mojo back. We all know how this can run if the CPI report comes in strong and there's some news at the event on Thursday.
$SanDisk Corp.(SNDK)$ Expecting some major news soon. It seems odd for management to schedule an Investor's Day on the 13th, a date a lot of people still see as unlucky, unless they had something significantly positive to announce. Asking for a friend. $1,600 on Friday.
$SanDisk Corp.(SNDK)$ It's hard to imagine Sandisk doesn't use this week's investor day to put out something positive to lift the stock. This could set things up for a strong move in the second half.
$Applied Optoelectronics(AAOI)$ is trading strong around $135.63 right now. $SanDisk Corp.(SNDK)$ is trading strong around $1,212.21 right now. If optics ends up getting the same legendary treatment as memory stocks, $Applied Optoelectronics(AAOI)$ is the next $SanDisk Corp.(SNDK)$ , with expected revenue projected to skyrocket from $500M to $3B annually over the next 3 years. True market veterans don't follow the noise — we position early when structural industry cycles undergo a massive paradigm shift. With explosive momentum building, avoid chasing green highs blindly and scale into key support
It looks seriously mispriced if even part of this cash flow strength is sustainable. The company just generated roughly $7.1B in quarterly FCF, or about $45.70 per share. And yet $SanDisk Corp.(SNDK)$ is still trading nearly 50% below its recent high. That's the disconnect I'm watching. If even a fraction of this FCF durability continues, the current valuation starts looking very difficult to ignore. Massive cash flow + huge drawdown = a setup worth watching closely.
$SPDR S&P 500 ETF Trust(SPY)$ Another session wrapped up and the structure held, despite a lot of hostile order flow poking at it. Charm stayed in play throughout, and put drift never really got going. Net GEX did soften a bit, but the 7700 support level held. Instead of reacting to every move, I just let the process play out. Ended up capturing roughly 90% of the max available profit. Keeping an eye on it going forward.
$SanDisk Corp.(SNDK)$ Earnings reactions can be a wild ride, and sometimes they create serious buying opportunities. Both sides can make money in this kind of setup. Looks like the stock is on track to close green, and it's already been a solid week with a 15% move higher so far.
$Intel(INTC)$ $Taiwan Semiconductor Manufacturing(TSM)$ $NVIDIA(NVDA)$ $SanDisk Corp.(SNDK)$ Some of these bears are just out there spreading fear over pennies. It's almost funny. They're like beggars on Wall Street. If you're feeling generous, toss them a few pennies and have a laugh. $Advanced Micro Devices(AMD)$ crossing a $1 trillion+ market cap feels like a real outcome after this earnings report. The numbers were solid and AI demand looks strong. It's better to just focus on the long term and not get distracted by sho