$Micron Technology(MU)$ $Roundhill Memory ETF(DRAM)$ $SanDisk Corp.(SNDK)$  Not really paying attention to the bearish noise around the KOSPI being down. It was already down following the US selloff on Friday. Worth keeping in mind the KOSPI doesn't trade Friday night since they are a day ahead. $Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$  is up a decent amount, which looks more like a bullish start to the week versus where they ended last week.

$Micron Technology(MU)$ $SanDisk Corp.(SNDK)$  still doesn't have a confirmed low, but the price action has been getting choppier here. That feels like a decent sign that shorts and bears are starting to hesitate. The MACD histogram is also beginning to show some hints of seller exhaustion. There might still be a few more marginal lows to build cleaner bullish divergences, but these are the levels where things start to look more interesting.

$SanDisk Corp.(SNDK)$ 23 analysts have an average target of $2,217.77, which works out to about 78.79% upside. I think there's a decent chance that target gets hit by the end of the year, driven by rising NAND prices and increasing demand. $Micron Technology(MU)$  $Western Digital(WDC)$  $SK hynix(SKHY)$  $Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$ 

Monster gains in leveraged plays today, led by $IREN Ltd(IREN)$  up 55%, $NEBIUS(NBIS)$  up 55%, $CoreWeave, Inc.(CRWV)$  up 49%, $SanDisk Corp.(SNDK)$  up 47%, and $Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$  up 31%.

$SanDisk Corp.(SNDK)$  Expecting a strong rebound. The setup here reminds me of a burger — bun, lettuce, onion, patty, mustard, bun. Corporate says don't let the pickles touch, the way it was meant to be.

$Tesla Motors(TSLA)$ I find it really interesting that the talking heads aren't even mentioning TSLA at all.

$SanDisk Corp.(SNDK)$  I'm riding this out. Hopefully most people aren't on margin, leveraged, or need the funds this year. I'm working with a 2030 timeline. I think we'll be a lot higher as autonomous and robotics start gaining more traction over the next few years. Long-term contracts should definitely help smooth out revenue. The sector isn't nearly as cyclical as it used to be since the TAM has exploded, and a lot of new supply will take years to come online. Getting cut by more than half absolutely stinks, and I'm down 30% right now. But the thing is, I don't need the money this year or for the next five years. When these bounce back — and they will — they tend to do it in a big way.

$SanDisk Corp.(SNDK)$  I'm stepping away from posting. I still think a sudden reversal is on the table and could come at any moment. A 150 billion market cap feels way too low for what this actually brings to the table. Management has clearly dropped the ball, but the opportunity to fix things is still there. I wouldn't want to be short right now.

$Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ Citadel Advisors dumped 97% of its SanDisk position in the third quarter of 2025, nearly 2 million shares, while adding shares in D-Wave Quantum. That looks like a massive miss from Citadel.

$SanDisk Corp.(SNDK)$ $Bloom Energy Corp(BE)$ STX is looking good. Looks like I might be able to sleep a little tonight.

$Tesla Motors(TSLA)$ Honestly, I wouldn't mind if it just drops to 250 already. I'm trying to pick up more.

$Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ $SK hynix(SKHY)$ $Advanced Micro Devices(AMD)$ Seems like some South Korean traders are just waiting for MU to get back to 1250 so they can sell their houses and go long with 10x leverage.

The market makers are playing their usual games hard ahead of the FOMC meeting on Wednesday, while nothing has really changed with the underlying quality names. Feels like a lot of noise. I prefer the long-term approach — picking up good stocks when dips come around and holding for bigger gains down the line. $Advanced Micro Devices(AMD)$  — I still think this is on track to become a trillion-dollar company by year end. $Intel(INTC)$  — Trump seems to want this as one of the MAGA names, and there is still a lot of room to grow. $Taiwan Semiconductor Manufacturing(TSM)$  — the heart of AI all the way to 2030. $NV

$SanDisk Corp.(SNDK)$  I'm long myself, but I noticed some warning signs of manipulation in the futures over the weekend and gave the bulls a heads-up. If you're not on margin, there's probably no need to stress too much.

$SanDisk Corp.(SNDK)$  $SanDisk Corp.(SNDK)$  Closed at a 6.9 forward P/E on Friday, even with $208 EPS this fiscal year. MU's FY27 EPS estimate sits at 154.67, and FY27 starts in 5 weeks.

$Intel(INTC)$ imagine having big balls and being broke… $SanDisk Corp.(SNDK)$  $Micron Technology(MU)$  stay rich

$SanDisk Corp.(SNDK)$ With hyperscalers expected to raise capex guidance over the next 18 months during the next round of earnings, SNDK looks well positioned to move back above $2,000 over that period. Related names like SOXL, KORU, MU, and SKHY could ride the same tailwind.

$SanDisk Corp.(SNDK)$ I think we could see strong price action next week. The fair value still sits at $4,200.

$SUPER MICRO COMPUTER INC(SMCI)$ $Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ $NVIDIA(NVDA)$ The price action and news flow over the past few trading sessions make it look like dip buyers are stepping back in around these levels. From where I stand, that sets up a move quite a bit higher.

$Tesla Motors(TSLA)$ It's holding steady around the $374 level, with the latest earnings confirming the production ramp is on track. The mass production of the Optimus humanoid robot is officially starting and scaling up quickly, which is backed by clear order signals from suppliers. The shift from being primarily an EV leader to an AI and robotics giant appears to be accelerating, and that seems to be drawing stronger institutional interest. The chart looks like it's coiling up, potentially setting up for its next major move.