$SanDisk Corp.(SNDK)$ This move should continue to all-time highs before pulling back. It wouldn't make sense to not get there before a pullback begins.

$SPDR S&P 500 ETF Trust(SPY)$ Seems like everyone is gearing up for the next leg up, trying to keep things quiet, but the energy is barely contained.

$SPDR S&P 500 ETF Trust(SPY)$  I keep thinking the market might try for that 723ish 20-day level. Whether it's before or after Nvidia is the question. But definitely if it's hit, I see a peace deal, framework, understanding, discussion, and roadmap being announced.

$Cerebras Systems(CBRS)$  The AI revolution will need the kind of tech that CBRS offers. It'll have its ups and downs, like everything else. But it seems to be off to a decent start, and committed investors could see it pay off over time.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ The price of NVDA might see a pump closer to earnings, then slide below these levels. A move back to $100 would be an interesting point to watch.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ KOSPI is already back up, thanks to Samsung. I don't think it's the red day everyone is claiming.

$SanDisk Corp.(SNDK)$  This looks like a healthy pullback to me. No need to worry too much, I think it can jump over $1500. Demand for memory is still high.

$Applied Optoelectronics(AAOI)$ I'm quite positive on AAOI's future. It's really been generating nice returns.

$IREN Ltd(IREN)$  Patience... Nvidia has set a floor at $70. We're good here.

$CoreWeave, Inc.(CRWV)$ There's a massive halo effect now from Nebius's valuation. Nebius reiterated a $3-3.4 billion valuation while Coreweave is at $12-13 billion. Nebius's year-end ARR is projected at $7-8 billion... Coreweave's is $17-19 billion. If Nebius holds, it looks underpriced by about $100 or more. Nebius backlog is $50B and Coreweave's is about $100B.

$SPDR S&P 500 ETF Trust(SPY)$ They got it all. Where this market belongs.

$IREN Ltd(IREN)$ With Microsoft and Nvidia secured, IREN appears much more stable now. It has significantly more capacity to onboard additional customers. I feel comfortable with that.

$CoreWeave, Inc.(CRWV)$ The climb to 150 has started. The weak hands have been cleared out. Those small-time option players watching every up and down will be gone. Real wealth comes to those who can withstand Wall Street's shenanigans. Remember who's buying CRWV: Huang, Cathie Wood. Ignore the paid FUD spreaders on this board.

$IREN Ltd(IREN)$  IREN's convertible note is quite something. $2.6 billion of 1.00% convertible senior notes due 2033, upsized from $2 billion, with an extra $400 million option. The very low coupon points to strong demand, giving the company sizable funding at minimal cash interest cost. The initial conversion price is set at about $73.07 per share, a 32.5% premium to the prior $55.15 share price. This pushes potential equity dilution out to higher price levels. Capped call transactions with a $110.30 cap further reduce dilution risk up to a 100% premium. Net proceeds are roughly $2.57 to $2.96 billion after funding the capped calls, earmarked mostly for general corporate purposes and working capital. Future pe

$SanDisk Corp.(SNDK)$ Don't let that 80-point drop scare you; that's been the normal pattern for sndk. It should swing up at least 250 points to a new high going forward. Wouldn't be surprised to see it swing up at least 500 points in a day.

$Circle Internet Corp.(CRCL)$  Just take a moment to look at Circle's performance. The USDC stablecoin in circulation hit $77.0 billion at quarter end, and its on-chain transaction volume jumped 263% to $21.5 trillion. The key point is, we're still in the early days, so there should be significant potential from this price level.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Apparently, oil soaring is great for the pre-IPO frenzy around SpaceX.

$CoreWeave, Inc.(CRWV)$ CRWV appears to have about 49 data centers and plans for 50% more by year end. Nebius plans to have about 16 by year end. That's why CRWV's revenue is about 4 times as much, with more debt. They should tweak capex just enough to decimate the earnings side. That being said, when about 75 AI-dedicated centers are done, the cash flow will be enormous.

$SPDR S&P 500 ETF Trust(SPY)$  It's sad to see some people so blinded by politics that they have absolute vitriol for the current bull market.

$SPDR S&P 500 ETF Trust(SPY)$ Aliens across the galaxy are desperate to invest in US equities. Unlimited intergalactic capital inflows are here.