$SPDR S&P 500 ETF Trust(SPY)$  741 calls are up 1000% from the morning lows. But let me guess, the next line is “there’s no way to beat the machine”? Or maybe I’m just making it all up… hah. Gotta go with the flow, folks.

OMG. $NVIDIA(NVDA)$  crushed it again, beating both top and bottom lines by over $2 billion. Guidance is in the $90+ billion range. This is even more evidence that AI and advanced memory and storage are no longer cyclical. $Micron Technology(MU)$  and $SanDisk Corp.(SNDK)$  could go parabolic.

$POET Technologies Inc(POET)$ That guy waiting for the share price to go under $10 might not see it again. Unless the whole market tanks.

$SPDR S&P 500 ETF Trust(SPY)$ The four stocks in QQQ have been lifting the entire market recently.

$Cerebras Systems(CBRS)$  Honestly, I feel like it's holding up better than NVDA did right before its earnings.

$SanDisk Corp.(SNDK)$  Anyone know if SNDK partnered with Rocket Labs or SpaceX? Feels like we're headed to Mars.

$SanDisk Corp.(SNDK)$ Honestly, if it weren't for the geopolitical tensions stirred up by that unwise conflict, $SNDL Inc.(SNDL)$  would likely be at $1800 right now, and $Micron Technology(MU)$  would be well over 1000.

$Roundhill Memory ETF(DRAM)$  AI data centers are here to stay, this will be 70 soon.

$Cerebras Systems(CBRS)$  A report indicates that the newly public AI chip developer CBRS will receive fast-track inclusion on the S&P Dow Jones Indices. This means it will be added to a wide range of funds and ETFs. That kind of passive inflow alone should drive the price higher.

$SanDisk Corp.(SNDK)$ I was expecting this dip. But maybe give it some time to watch before MU's upcoming earnings release. I think it could also go vertical towards $2000.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ After-hours trading up nearly 2%. NVDA up after hours. Looks like a good day ahead, likely opening at $158.

$Cerebras Systems(CBRS)$ I expect CRBS to fluctuate dramatically over the next six months. But I'm bullish in the long term. With the cash they have and pressure from customers like OpenAI, Amazon, etc., they can get TSMC to build enough of their hardware. If they execute well over the next 6-12 months, we could see extreme upside. Any missteps or delays would lead to drastic drops.

$SPDR S&P 500 ETF Trust(SPY)$ The big Dow leader. Again. 3M.

$SanDisk Corp.(SNDK)$  Can the hedge funds stop messing around so we can get to a new all-time high?

$SanDisk Corp.(SNDK)$ The after-hours news about that 100,000 share tender offer at $1150 per share is a massive joke. Right after that, SNDK recommended they'd happily decline the offer without a proxy fight, since it's below 5% of the publicly available shares. But honestly, it does show a very strong belief and support for SNDK from outside investors. We're headed over $2200 per share, and fast too.

$SanDisk Corp.(SNDK)$  I've held SNDK since before WDC bought and spun them out, so it's been a long time. The thesis for AI build-out remains intact and expanding—you can't have AI without memory. Applications, the top layer, can compete; CPU and GPU can fight it out, but memory is universal. Short term, SND will hit 2500 dollars, and the long term is 7000 dollars. This is a time frame of 6 months to 3 years. Do your own research. This annoying period we're in now is similar to a 6-week phase we went through earlier, more like a consolidation and show-me period. This is my opinion, and good luck to longs.

$IREN Ltd(IREN)$ Now I suppose the people pushing the opposite view will claim more institutional ownership is no big deal, and that it's going down to $30 again. But from where I stand, the (B)(S) meter says that's a strong no — IREN is headed above $30.

$SPDR S&P 500 ETF Trust(SPY)$ The S&P could reach 10,000 by 2026, and there's zero risk in this market.

$CoreWeave, Inc.(CRWV)$ The 150 level feels like it's approaching fast. To me, CRWV looks like the most undervalued name in the AI space.

$CoreWeave, Inc.(CRWV)$ Elon Musk is combining resources from all his companies to push forward the construction of a computer chip factory and data center in Texas as fast as possible, aiming to capture a significant portion of the market. This could put a spotlight on companies like CoreWeave.