$Lumentum(LITE)$ All the bears got their shares swiped away. Patience pays.

$Circle Internet Corp.(CRCL)$ 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.

$SanDisk Corp.(SNDK)$  NVDA has shown that AI is profitable and its expansion is beyond anyone's imagination.

$Roundhill Memory ETF(DRAM)$ 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.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ MU's PE is extraordinarily low, and Micron will far exceed $1,000.

$Circle Internet Corp.(CRCL)$ The combination of the Clarity Act as a catalyst plus a short squeeze is a deadly mix for shorts. We've already seen panic selling recently. Covering should follow in the coming days. Price can reach 140+.

$CoreWeave, Inc.(CRWV)$ I think it's only a matter of time before the new IPO Cerebras inks a deal with Coreweave.

$SanDisk Corp.(SNDK)$ Looks like consolidation until we get closer to next quarter's earnings. After that, it should fly above $2,000.

$SPDR S&P 500 ETF Trust(SPY)$ Bobbins falls to the heat of the markets once again, which is quite a sight. He and I have been going back and forth in a duel of bears and bulls for a long time now. Times like these make me want to celebrate. Seeing my SPY shares rise so much since then brings me a lot of joy. These are good times.

$SPDR S&P 500 ETF Trust(SPY)$ The S&P 500 is at its highest-ever run, up 30% for the year. Apparently, things are great in the economy. Just ask around.

$SanDisk Corp.(SNDK)$ I think it could go another $50 higher.

$SanDisk Corp.(SNDK)$ Nothing's really changed fundamentally; they're still making money. If some people want to take profits, that's fine. A 10% drop is okay, it could be up 30% next month.

$SanDisk Corp.(SNDK)$ Trump-related factors might come out and boost the market.

$SanDisk Corp.(SNDK)$ Could test $1485, but sellers aren't really there, and NVDA earnings will keep the fires lit.

$CoreWeave, Inc.(CRWV)$  might have the highest CEO compensation package in the entire stock market.

$Circle Internet Corp.(CRCL)$ HC Wainwright reaffirmed a "buy" rating and set a $15.00 target price for shares of $Actuate Therapeutics Inc(ACTU)$  Actuate Therapeutics in a research note.