Q1 earnings season had some real blowouts that caught the market off guard. $SanDisk Corp.(SNDK)$  – up 620% $Rackspace Technology(RXT)$  – up 470% $Hyliion Holdings Corp.(HYLN)$  – up 307% $Wolfspeed Inc.(WOLF)$  – up 275% $DigitalOcean Holdings, Inc.(DOCN)$  – up 271% The lesson I see is that when a company beats, raises guidance, or crushes demand expectations, the first big gap up is rarely the last. The price often consolidates into a tight base after the initial move. The best entry point might be the breakout continuation from that base. Stocks tha

$Micron Technology(MU)$ MU is trading around 9.5x and SNDK around 9.3x. Once you see it, you can’t really unsee it. Semiconductor stocks like these don’t stay ignored forever, especially when the cycle starts to tighten again. The sentiment for these names is still catching up to the underlying setup. I’m not saying they have to re-rate tomorrow, but from a historical valuation perspective, this is the kind of compression that usually doesn’t last when demand improves and the memory cycle turns. It feels like the market is still pricing in caution while the fundamentals are starting to stabilize. That gap is usually where the opportunity sits.

$SanDisk Corp.(SNDK)$  The question is, do bears really want to sell it off here?

$SanDisk Corp.(SNDK)$  Broadcom's earnings after the bell should lift the entire memory sector.

$SanDisk Corp.(SNDK)$  This is undervalued until it hits 2200 at least.

$SanDisk Corp.(SNDK)$ Holding SNDK for the long term. Today's volume is the lowest since Dec-30th-2025.

$SanDisk Corp.(SNDK)$ The gap between 1700 and 1800 was covered on the same day. With the momentum, it could go higher.

$Strategy(MSTR)$ Simply put, if Bitcoin (Big Pie) is China's land resources, then MSTR is like a real estate developer. The total amount of land is limited and very scarce; but the risks of real estate developers come more from banks and policy regulation. MSTR financing is more dependent on the global market, is less affected by a single policy, and depends more on the perspective of international capital. This is the essential difference between the two.

$ProShares Ether ETF(EETH)$ Since late April, when I saw waves of capital flowing into Bitcoin ETFs, I had a feeling this bull run was for real. While people were still stuck on gold, I quietly loaded up on BTC. Now it’s not just beating gold $Gold - main 2506(GCmain)$ ，it’s even passed $Alphabet(GOOG)$ $Alphabet(GOOGL)$ in market cap. Still think it's a bubble? 2025 is the third year in the halving cycle, historically the time when Bitcoin goes vertical. I’m not getting off this ride anytime soon. I don’t need overnight riches，I just know BTC might be the star of this cycle.

$ProShares UltraPro S&P 500(UPRO)$ Compared to $ProShares UltraPro QQQ(TQQQ)$, S&P 500 3X Long-ProShares(UPRO) seems to offer a better bang for your buck! While TQQQ is solid, UPRO offers a broader coverage and feels more stable with higher potential for long-term gains. I’m shifting focus to UPRO for now, it just feels like a safer bet and a more reliable way to profit!

$Direxion Daily TSLA Bull 2X Shares(TSLL)$ Amazing move! Over the past few days, I swapped about 20% of my $Tesla Motors(TSLA)$ shares for TSLL to maximize capital efficiency. Once TSLL surges over 50%, I'll gradually convert it back to TSLA stock—riding the wave for double the gains!

$ZHOU HEI YA(01458)$ My favorite braised food brand didn’t let me down! Locked in some sweet gains—steady and satisfying. Now, Zhou Hei Ya isn’t just about braised snacks; they’re expanding with their new coconut water brand, "Yaya Coconut," in partnership with a Thai company. This diversification is a smart move!

I recently decided to invest in $Tesla Motors(TSLA)$ , mainly because of its pioneering advancements in autonomous driving technology. Tesla’s Full Self-Driving (FSD) system is rapidly progressing, with the expectation that it will be approved at Level 4+ in the U.S. by 2025, and in Europe by 2027. As the technology continues to evolve, Tesla’s position as a leader in the smart vehicle market will only become stronger. This makes me very confident in the company’s future growth. Tesla is not just an automaker; it’s shaping the future of transportation.

$Palantir Technologies Inc.(PLTR)$ Earnings will be fine, people. The entire commercial business has recurring revenue and the total customer count will continue to grow. In other words, the commercial business will continue to snowball. Overvalued? Not for a growth stock. After the earnings announcement, the P/E will jump back to, or below, where it was after last earnings, around 120-150.

$NIO Inc.(NIO)$ $Tesla Motors(TSLA)$ Manipulation, to many big funds missed the boat on the first rally. Now plan is to keep the price low to aquire cheap shares and get more retail to sell. Make it seem like a bad investment before the rally.Nio like TSLA will be a long winner, similar to all the world’s top tech stocks.

$Meta Platforms, Inc.(META)$ Zuck kept the top end of his cap-ex guide last time, but raised thebottom end. If he sticks to those numbers we're going higher.If he can convince analysts that he's seeing return on investment (ROI),then, regardless of the spend, we're flying higher. Should be a very strong report.

$NVIDIA Corp(NVDA)$ $Advanced Micro Devices(AMD)$ Well after the earnings call it’s clear, the fundamentals are all good with the company and growth is there and because there’s no outstanding guidance raise the stock gets beaten down. One thing Lisa needs to work on is how do you get the audience excited about the future!!!!! What will be sad to see is Nvidia holding a higher price in the coming weeks after a recent split 🙈

$Advanced Micro Devices(AMD)$ I've been very bullish for last right years and was hoping it wouldn't shoot up. Looking to get one more big tranche before next year's run. Picked up 850 at 138.00 but kicking myself for not buying more. Looks like I still have a shot.

$NIO Inc.(NIO)$ $15 after the earnings report is a strong possibility in November. The car unit sales are going to be way over forecasted numbers. The revenue number will beat, but with the profit margin smaller on the Mona sales, the ratio of cars sold to profit/loss per share may not be as high, but will beat estimates. Profitable by end of 2025 is very possible. Would love to see a plant or two go up in Europe. Happy long term here, and still believe a market cap of $50+B can be made in the next 12-18 months.

$Palantir Technologies Inc.(PLTR)$ Too high for what, the current EPS/PE? I see the short and long term impact that PLTR is going to have on the world. They dominate the AI software market. They are years ahead of competition. This is why shares are being bought up and the price has risen. It's all a bet that PLTR will be the superstar of AI software. Place your bets now. $45 will be a small fraction of the PLTR share price a few years from now.