The ceasefire extension was expected. An open-ended one probably wasn't. I think that adds more uncertainty. But there will be another announcement about opening the strait soon. $SPDR S&P 500 ETF Trust(SPY)$ should make new highs.
$SanDisk Corp.(SNDK)$ When this takes off again, it's going to shoot up like a rocket. Nothing will hold it back for too much longer at this price drop.
$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ At 7:10 AM, it's starting to look like for the 9th straight trading day, SOXL will repeat the same pattern: starts with a sizable loss in early premarket, improves by the opening bell, and finishes strong in the green.
$CoreWeave, Inc.(CRWV)$ I did some research on Meta's need for CRWV. It seems Meta will keep expanding its CRWV contract from here. Here's why: Meta is launching AI tools for all its 3B+ users, not just developers or early testers. The rollout is already underway across Meta's entire ecosystem, with a standalone app expanding access even further.
$SanDisk Corp.(SNDK)$ Wall Street appears positioned for all AI stocks to decline, under the assumption the trade is over. I don't quite share that view. I tend to think they could face significant losses as AI stocks move considerably higher.
$SanDisk Corp.(SNDK)$ It’s amusing how the most vocal critics of SanDisk always appear to be those who don’t own a single share. Mark’s over here managing portfolios from a cardboard office and a prepaid phone, all while explaining why a $700 stock is ‘terrible.’
$SanDisk Corp.(SNDK)$ The short report did not address the new partnership between SNDK and SK Hy to develop new IP for the HBF, so Andrew Left's report is exclusively a scare tactic once again.
I don't know how many times people need to hear this. $iShares Silver Trust(SLV)$ is backed by physical silver. A simple google search or chat gpt will help you understand.
$UnitedHealth(UNH)$ This market volatility panic feels typical. Not optimistic about insurance, but healthcare is sensitive territory to disrupt, especially after immigration issues. Hence I see upside potential in MA's initial proposals. Top-line revenue will take a hit overall, yet Optum operations offer clear pathways to sustain or build EPS. Don't expect a return to 600 highs soon, but recovering the 20% drop plus some gains seems achievable under new leadership.