$Dell Technologies Inc.(DELL)$ Done with Dell for now. Moving on to $Broadcom(AVGO)$  and SNDK.

$SPDR S&P 500 ETF Trust(SPY)$ BTC.XGLD.XDXYBullish divergence shows up as green dots, exhaustion as a yellow dot, pros as white candles, the 10 EMA as a silver line, and the 200 EMA as an aqua line. After exhaustion on the 10 EMA retest followed by bullish divergence on the 200 EMA retest, a move over $99.51 would have things coiled pretty tight for recapturing the century mark.

$SUPER MICRO COMPUTER INC(SMCI)$ Dell just handed Supermicro bulls one of the strongest industry confirmations yet. Dell Q2 numbers: - Revenue $46.97B, +58% YoY - AI server revenue $16.4B, +100% - AI server orders $60.9B - AI backlog $95B - ISG revenue $31.8B, +89% Now compare that with SMCI's latest quarter: - Revenue $11.12B, about +93% YoY - GAAP gross margin 17.5% - Net income $1.18B - More than $60B in new orders during Q4 - Record backlog - FY27 revenue guidance $65B-$72B What matters here: both companies are seeing roughly $60B+ levels of fresh AI infrastructure demand. Dell's results pretty much destroy the "AI server demand is slowing" narrative. Demand is clearly accelerating across the entire ecosystem. And despite being much small

$T-Rex 2X Long SNDK Daily Target ETF(SNDU)$ Bought 5,000 shares at $21.48. Position is in $Dell Technologies Inc.(DELL)$  and SNDK. Hoping this works out.

$SanDisk Corp.(SNDK)$  DELL.Dell jumped more than 30% over two trading sessions when it reported back in May. The next one should be interesting to watch.

$SanDisk Corp.(SNDK)$ Welcome, I think $1,700 is coming very soon. This is a solid stock to own. New all-time highs are likely not far off.

$SanDisk Corp.(SNDK)$ That was a solid way to finish out the day and the month. Nice one for the bulls.

$SanDisk Corp.(SNDK)$ $1,800 is the next target for next month if the short squeeze keeps playing out.

$SanDisk Corp.(SNDK)$ 1600 tomorrow short squeeze will continue

$SPDR S&P 500 ETF Trust(SPY)$ The 2-minute chart needs to hold the 20 SMA at 766.64. If it does, there could be a bounce with a break above 766.81. Failing to hold the 20 SMA would signal possible consolidation.

$Qualcomm(QCOM)$ Samsung and SK Hynix are supporting HBC development as a complement to HBM. HBM works better for AI training since it's write intensive, while HBC fits inferences because it's read intensive, so the two approaches sort of fill different needs. QCOM's HBC is close to $SanDisk Corp.(SNDK)$ 's HPF, but the key difference is that HPF is an open standard that can work with a broader range of GPUs and accelerators, whereas HPC only works with QCOM's accelerator chips. $SK hynix(SKHY)$  $Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$  $Roundhill

$Netflix(NFLX)$ $SPDR S&P 500 ETF Trust(SPY)$  Long way to go, but Netflix has put in a nice move. It's now up 25% since the July low.

$SanDisk Corp.(SNDK)$ Kioxia and SanDisk are set to control 30% of the global NAND market. The Japanese government is funding one-third of the ¥5 trillion joint investment. Both companies look to be on track to become "Number One" together in NAND flash.

$SanDisk Corp.(SNDK)$ Expecting 3 to 5 times the average volume on Monday. This is actually happening.

Big gap likely ahead. During a live earnings discussion on $NVIDIA(NVDA)$ , I told my traders that $Micron Technology(MU)$  and $SanDisk Corp.(SNDK)$  were going to pump, and it didn't take long. We were prepared for $NVIDIA(NVDA)$  earnings. Making money in markets comes down to being prepared.

$SanDisk Corp.(SNDK)$ NVDA could push the whole sector sharply higher at the open.

Not sure why so many people are bearish right now. That kind of sentiment just adds fuel to a potential squeeze. With $SPDR S&P 500 ETF Trust(SPY)$  above the moving averages on the daily, a bounce and squeeze feels more likely to me than a drop after the $NVIDIA(NVDA)$  earnings.

$Micron Technology(MU)$ $SanDisk Corp.(SNDK)$  $Invesco QQQ(QQQ)$ $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ I think this chart sums up the tale of QQQ as of late. A market top on 6/3/26. A retrace down 50% of the bull leg to 656.11 on 7/29/26 (3/31 to 6/3/26). A move back up to the upper dash trend line on 8/17/26, then the algos started dumping. QQQ retraced to 50% of its move again between 656 and 748 (6/3 and 7/29/26) early this morning. It seems like a bullish area to be in? SOXL bounced off its 200 day SMA this morning. Is it bullish? QQQ seems rather repres

What is he going to do with all that money at 80 years old? $SPDR S&P 500 ETF Trust(SPY)$ 

Trades at a 5.6 FPE, while $Micron Technology(MU)$  sits at 5.79. By that metric, these are the two most undervalued names in the $Invesco QQQ(QQQ)$ , even though they carry the highest trailing EPS (TTM) and the highest EPS projections for next quarter. $Micron Technology(MU)$  and $SanDisk Corp.(SNDK)$  are also priced as the second and third least expensive stocks in the $SPDR S&P 500 ETF Trust(SPY)$  right now, yet both landed in the top 10 losers today on both exchanges. Meanwhile GM, F, and buyout candidates like FISV get to trade at higher valuation