$Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$ KOSPI is hovering around a 3 to 3.5% gain, with the top 10 KOSPI market cap stocks all rising. Samsung is up 3.72% and SK Hynix is up 5.71%. $Roundhill Memory ETF(DRAM)$  $Micron Technology(MU)$  $SanDisk Corp.(SNDK)$  $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ 

The midday long setup on $SanDisk Corp.(SNDK)$  was highlighted after the dip and swipe, with $1,200 psych as the key level to reclaim. As price held the 5/12 and pushed higher, momentum strengthened with the $1,300 target getting hit. Stops were managed higher as price continued, with the 5/12 holding the bounce and a breakout above $1,300 setting up for further upside. Clear plan. Strong trend. Disciplined execution.

$Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ $Roundhill Memory ETF(DRAM)$ $SK hynix(SKHY)$ $Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$ I'm waiting for Asian markets to open so I can trade Kioxia, and possibly SK Hynix as well.

$SPDR S&P 500 ETF Trust(SPY)$ Just declare AGI on Tuesday, cook the CPI number on Friday, and we can still party like it's 1929.

$Dell Technologies Inc.(DELL)$ 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.