To The Moon

$SanDisk Corp.(SNDK)$ 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.