To The Moon

Feels like it... was hoping it will go up! 

$Lumentum(LITE)$  not trying to brag but.. big boys having party on yacht and popping champagne now. $SanDisk Corp.(SNDK)$ . Follow me for more signals. Insiders know it best 

How do you think of the recent price surge of Sandisk? Is it still bullish with the current price or it's going down soon?[Smile]  

$Jazz Pharmaceuticals PLC(JAZZ)$   Jazz Pharma (JAZZ) soars 5.53% pre-market and now has breached the $230 price. The significant upward movement appears driven by the company's release of better-than-expected first-quarter 2026 financial results. Jazz Pharmaceuticals reported adjusted earnings per share of $6.34, substantially beating the analyst consensus estimate of $4.57. Quarterly revenue reached $1.07 billion, a 19% year-over-year increase that also surpassed expectations. The company highlighted strong growth from its key products, including Xywav, Epidiolex, and Zepzelca. Furthermore, management reaffirmed its full-year 2026 revenue guidance of $4.25 billion to $4.5 billion, providing confidence in its

$SanDisk Corp.(SNDK)$ $Lumentum (LITE.US)$ congrats to all who saw 1000 as the sell signal. couldn't break 3 times Insiders know it best 

$SanDisk Corp.(SNDK)$  Steam has ran out after injecting 300 mill Third time hitting 1400 but rejected  Bearish engulfing 

$Lumentum(LITE)$  bearish engulfing . Steam has ran out after injecting 300 mill   Third time hitting 1000 but rejected spells trouble 

Really interesting read here.  The substance of the topic is great, more profit for investors. The earlier movers getting the benefit. 

$Lumentum(LITE)$  as I predicted. Bearish once hit 1000 twice. Ai trading bots signal 

$Lumentum(LITE)$  $Lumentum (LITE.US)$ I repeat again. hitting 1000 is . B E A R S I S H

SanDisk Corporation (SNDK) reported strong Q3 FY2026 earnings on April 30, 2026 (fiscal quarter ended ~April 3), with a massive beat, but the stock saw classic post-earnings volatility including an initial “sell the news” dip before rebounding.

SanDisk Corporation (SNDK) reported strong Q3 FY2026 earnings on April 30, 2026 (fiscal quarter ended ~April 3), with a massive beat, but the stock saw classic post-earnings volatility including an initial “sell the news” dip before rebounding.

$Lumentum(LITE)$  I have sold what about you . Sandisk already teach you sell on news. 

SanDisk (SNDK) tops the S&P 500 for the highest return in 2026 YTD. The stock was already the best performer in 2025, and it has continued this year. We’re only four months in, and it’s already more than tripled. SanDisk was a spinoff from Western Digital just last year. It was loss-making initially, but Q3 FY2026 saw net profits soar to $3.6 billion. Revenue was up 251% year-on-year. From zero to hero, quite literally. Western Digital reported 45% revenue growth year-on-year. But what’s more impressive is that its gross margin expanded 10 percentage points—from 40.1% in Q3 FY2025 to 50.5% in Q3 FY2026. That’s a sign WDC is raising prices as it sells more storage. Supply shortages are driving up prices, and these companies are the direct beneficiaries. Finally with AI, cloud growth exp

$Micro WTI Crude Oil - Jun 2026(MCL2606)$ shooting up next week. Huat ar. Short squeeze for oil is coming. 

$Lumentum(LITE)$  $SanDisk (SNDK.US)$ sell the news buy the rumour.  big boys know it best. liquidity. is . the . key . word. $Lumentum (LITE.US)$  sell an$SanDisk Corp.(SNDK)$  d buy back lower . do not fomo

Sandisk Earnings Review: A Stunning $42B RPO, But Margins May Be Peaking The quarter was a blowout. Revenue was $5.95 billion, up 97% QoQ and 251% YoY. Non-GAAP gross margin reached 78.4%, far above the prior guide of 65% to 67%. Non-GAAP EPS was $23.41, compared with prior guidance of $12 to $14.  Free cash flow quality was also strong. Adjusted free cash flow was $2.955 billion, equal to a 49.7% margin. Operating cash flow was $3.038 billion, while net cash capital spending was only $83 million. Fiscal Q4 guidance implies the cycle is still accelerating Fiscal Q4 guidance was very strong: revenue of $7.75 billion to $8.25 billion, non-GAAP gross margin of 79% to 81%, and non-GAAP EPS of $30 to $33. That implies another large sequential revenue step-up and sustained gross margin near

My read: this looks more like a short-term shakeout than a clean trend reversal. Why: 1. The quarter was objectively strong SanDisk beat on revenue, EPS, and guidance. Datacentre revenue surged over 3x YoY, management signed multi-year supply agreements worth tens of billions, and announced a US$6B buyback. Fundamentally, that is not reversal behaviour.  2. Expectations became extreme After Seagate Technology reset sector expectations higher, the market priced perfection into SanDisk. Even a strong beat can disappoint when positioning is crowded. 3. AI storage thesis remains intact Enterprise SSD demand, NAND pricing power, and AI data-centre storage intensity are still trending up. This is a broad stack tailwind, not a one-company story.  Key level: US$1,000 Holds ~US$1,000: hea

Let's put this in perspective first. SanDisk just reported the most dominant earnings beat in the S&P 500 this quarter. Revenue came in at $5.95 billion against a $4.68 billion consensus, a 27% beat. EPS hit $23.41 against a $14.43 estimate, a 63% beat. Q4 guidance of $7.75 to $8.25 billion in revenue crushed the $6.35 billion Street estimate. Gross margin expanded to 78.4% from 22.5% a year ago. The company launched a $6 billion share buyback. CEO David Goeckeler called it "a fundamental inflection point." The stock fell 7.5% in after-hours trading to around $1,015. So what happened? The Numbers Were Historic Start with the scale of what SanDisk delivered. Revenue of $5.95 billion was up 251% year on year and up 97% sequentially. That is not a typo. Revenue nearly doubled from one qua

HDD and NAND are different technologies, but they share the same demand driver: AI data center capex from hyperscalers Seagate just told the market: Demand is not just growing — it is already pre-booked into next year Pricing power can be sustained under intentionally constrained supply

$Lumentum(LITE)$  not trying to brag but.. big boys having party on yacht and popping champagne now. $SanDisk Corp.(SNDK)$ . Follow me for more signals. Insiders know it best 

$Jazz Pharmaceuticals PLC(JAZZ)$   Jazz Pharma (JAZZ) soars 5.53% pre-market and now has breached the $230 price. The significant upward movement appears driven by the company's release of better-than-expected first-quarter 2026 financial results. Jazz Pharmaceuticals reported adjusted earnings per share of $6.34, substantially beating the analyst consensus estimate of $4.57. Quarterly revenue reached $1.07 billion, a 19% year-over-year increase that also surpassed expectations. The company highlighted strong growth from its key products, including Xywav, Epidiolex, and Zepzelca. Furthermore, management reaffirmed its full-year 2026 revenue guidance of $4.25 billion to $4.5 billion, providing confidence in its

Feels like it... was hoping it will go up! 

How do you think of the recent price surge of Sandisk? Is it still bullish with the current price or it's going down soon?[Smile]  

$SanDisk Corp.(SNDK)$ $Lumentum (LITE.US)$ congrats to all who saw 1000 as the sell signal. couldn't break 3 times Insiders know it best 

$Lumentum(LITE)$  bearish engulfing . Steam has ran out after injecting 300 mill   Third time hitting 1000 but rejected spells trouble 

$SanDisk Corp.(SNDK)$  Steam has ran out after injecting 300 mill Third time hitting 1400 but rejected  Bearish engulfing 

Really interesting read here.  The substance of the topic is great, more profit for investors. The earlier movers getting the benefit. 

$Lumentum(LITE)$  as I predicted. Bearish once hit 1000 twice. Ai trading bots signal 

$Lumentum(LITE)$  $Lumentum (LITE.US)$ I repeat again. hitting 1000 is . B E A R S I S H

SanDisk Corporation (SNDK) reported strong Q3 FY2026 earnings on April 30, 2026 (fiscal quarter ended ~April 3), with a massive beat, but the stock saw classic post-earnings volatility including an initial “sell the news” dip before rebounding.

SanDisk Corporation (SNDK) reported strong Q3 FY2026 earnings on April 30, 2026 (fiscal quarter ended ~April 3), with a massive beat, but the stock saw classic post-earnings volatility including an initial “sell the news” dip before rebounding.

$Lumentum(LITE)$  I have sold what about you . Sandisk already teach you sell on news. 

$Seagate Technology PLC(STX)$ released its earnings last night. Goldman Sachs analysts raised their price target from $385 to $700 on the same day — an 82% increase within three hours, with normalized EPS estimates revised from $17.50 to $32.00.$SanDisk Corp.(SNDK)$ earnings are about to be released on April 30th.Seagate beat across the boardRevenue: $3.11B (+44.1% YoY), +5.5% above StreetGross margin: 47.0%, +230bps vs StreetEPS: $4.10, +16.8% above StreetQ2 revenue guidance (midpoint): $3.45B, +10.3% vs StreetThe most critical strategic signal: Management explicitly stated they do not plan to increase capacity. Keeping supply tight = deliberately maintaining pricing power.Why Seagate’s results directly i

Sandisk Earnings Review: A Stunning $42B RPO, But Margins May Be Peaking The quarter was a blowout. Revenue was $5.95 billion, up 97% QoQ and 251% YoY. Non-GAAP gross margin reached 78.4%, far above the prior guide of 65% to 67%. Non-GAAP EPS was $23.41, compared with prior guidance of $12 to $14.  Free cash flow quality was also strong. Adjusted free cash flow was $2.955 billion, equal to a 49.7% margin. Operating cash flow was $3.038 billion, while net cash capital spending was only $83 million. Fiscal Q4 guidance implies the cycle is still accelerating Fiscal Q4 guidance was very strong: revenue of $7.75 billion to $8.25 billion, non-GAAP gross margin of 79% to 81%, and non-GAAP EPS of $30 to $33. That implies another large sequential revenue step-up and sustained gross margin near

$SanDisk Corp.(SNDK)$ is set to report its fiscal third-quarter 2026 earnings on Thursday, April 30, 2026, after the market close. This is a pivotal moment for the company, as it marks one of its first major quarterly reports since being spun off from Western Digital in February 2025. Following the split, SanDisk has transformed from a legacy storage brand into a high-growth AI infrastructure play, with the stock recently surging nearly 260% year-to-date. Fiscal Q3 2026 Guidance & Estimates Expectations are exceptionally high heading into this print. Management's guidance for the quarter is aggressive: Revenue Guidance: $4.4 billion – $4.8 billion. Non-GAAP EPS Guidance: $12.00 – $14.00. Market Context: The stock was recently added to the Nasd

Let's put this in perspective first. SanDisk just reported the most dominant earnings beat in the S&P 500 this quarter. Revenue came in at $5.95 billion against a $4.68 billion consensus, a 27% beat. EPS hit $23.41 against a $14.43 estimate, a 63% beat. Q4 guidance of $7.75 to $8.25 billion in revenue crushed the $6.35 billion Street estimate. Gross margin expanded to 78.4% from 22.5% a year ago. The company launched a $6 billion share buyback. CEO David Goeckeler called it "a fundamental inflection point." The stock fell 7.5% in after-hours trading to around $1,015. So what happened? The Numbers Were Historic Start with the scale of what SanDisk delivered. Revenue of $5.95 billion was up 251% year on year and up 97% sequentially. That is not a typo. Revenue nearly doubled from one qua

As of April 29, approximately 27.6% of S&P 500 companies have reported Q1 results. Current earnings season snapshot: 79% beat analyst expectations Blended earnings growth: +13.2% YoY Marks the 6th consecutive quarter of double-digit earnings growth While headline numbers remain solid, market reaction has become increasingly selective. In Q1 2026, earnings beats alone are no longer sufficient. The decisive factor is now forward guidance. Stocks are no longer being priced on what companies delivered last quarter, but on whether management can confidently signal continued outperformance. Below is a breakdown of this earnings season’s three major groups. 🚀 Group 1: Real Winners Beat + Raise = Repricing Higher These companies delivered both strong earnings and stronger forward outlooks, res

$Seagate Technology PLC(STX)$ explodes 18% pre-market. Is the "Structural New Era" of AI storage here? One-sentence summary: Q3 earnings demolished expectations + Q4 guidance dazzled the market + CEO announced 2027 capacity is fully sold out. Seagate is transforming from a "cyclical stock" into an "AI infrastructure must-have." This isn't just a solo rally for STX—the combined market cap of the four storage giants surged by $60 billion after-hours. Company After-Hours/Pre-Market Gain $Seagate Technology PLC(STX)$ +18% $Western Digital(WDC)$ +10%+ $SanDisk Corp.(SNDK)$ +4-5% $Micron Techn

Wall Street closed at fresh records today, but the action was driven by a clear AI infrastructure rotation amid mixed signals. Tesla pared gains after Elon Musk warned of heavy capex spending even as the company lifted 2026 plans by a quarter to fund AI and robotic dreams. Memory names exploded — Micron and SanDisk jumped 8% while AMD soared 7% on AI boom tailwinds — while Avis Budget crashed 38% on its own profit warning. Intel landed Tesla as its first major customer for 14A chip technology, SK Hynix reported a five-fold Q1 profit surge to record highs on AI demand, ServiceNow flagged Middle East deal delays, and IBM’s slower revenue growth fanned fresh AI worries. The Tiger Daily captures the selective strength in semiconductors and AI plays against broader caution. Emerging markets sho