$SanDisk Corp.(SNDK)$ A view suggests an easy double from this level. I previously mentioned Sandisk SNDK for long-term focus. Charles Schwab's report shows last four quarters earnings: 0.93, 1.22, 6.20, 23.41, total 31.76. Next four quarters estimated earnings: 31.98, 38.29, 43.10, 40.05, total 153.42, five times last year. 5,000 seems likely.
$SPDR S&P 500 ETF Trust(SPY)$ Man, what a time to be alive with new amazing technologies like “Hard Disk Drive” and “Dynamic Random Access Memory.” Sky is the limit. We can achieve autonomous everything.
$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ Dram went from 27 to over 50, that was a solid move. EUV is newly launched around 27, covering photonics. The timing for this ETF looks good, still seems reasonably priced.
$Futu Holdings Limited(FUTU)$ I think this is oversold. It could run up into earnings once the company addresses the regulation issues, which only apply to 13% of its revenue stream.
$SPDR S&P 500 ETF Trust(SPY)$ The market tried to go down in October, November, December, January, February, and March, but couldn't. It feels like it's time to go up for a few months now. Then the bears will have their turn again.
$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ I've been wrestling with whether to make a big bet on NVDA earnings or skip it. Over the past 2-3 years, its post-earnings performance shows a sell-off to pop ratio of about 5:3, which isn't ideal betting odds, though every pop ranged from 10% to over 20%. For me, diving deep into the data, NVDA's setup going into this earnings looks very compelling. It's the only undervalued GPU/CPU/AI stock that missed the historical semiconductor/memory rally from March through May, and it's currently trading about 40% below even the most conservative analyst target price, while its peers are above their targets. I don't get why the biggest true winner, NVDA, is lagging, w
$Roundhill Memory ETF(DRAM)$ The Samsung strike should be positive for DRAM, and prices are likely to rise. That's because it lowers memory supply, so other DRAM makers can charge more.