$Nokia Oyj(NOK)$ The NYSE, like a venerable institution with impeccable credentials and decades of successful trading experience alongside proprietary indicators refined over time, will be the one to pick up the pieces after market moves. So, while others are scrambling, this seasoned player is already getting ready. See you at Dow 28,000.
$Circle Internet Corp.(CRCL)$ I think Circle could surpass Tether. Wall Street is worth keeping an eye on this. Targeting 150, and I think it could easily go beyond that.
$SanDisk Corp.(SNDK)$ I don’t really get why people who aren’t even investing come here just to be negative towards those actually making real money every day. The outlook this week and going forward is only positive. Sure, we expect some profit-taking, but the overall trend is still set to reach new highs every month.
$Roundhill Memory ETF(DRAM)$ Samsung, one of the three major players in DRAM, has reached a deal with its union. From what I see, they'll sell every memory chip they can produce, and demand still won't be met until 2028.
$SPDR S&P 500 ETF Trust(SPY)$ The lower it closes, the more I lean towards thinking it will attempt to test the 20-day moving average for a near-term bottom. Watching the 723/724 area.
$SanDisk Corp.(SNDK)$ Heads up to all the bulls out there. Catch that interview with Jensen Huang and Michael Dell that aired recently. They talked about the massive demand placed on memory. Huang actually said the cyclicality no longer exists. Memory will be in high demand for many years to come. Plus, he mentioned there will be hundreds of billions of AI agents working around the clock, and all of them must have massive amounts of advanced memory. So yeah, go ahead and short SNDK and MU.
$Roundhill Memory ETF(DRAM)$ An analysis mentioned that MU and SNDK are positioned as the biggest winners in the AI inference era. DRAM holds both. That's an interesting take.