$SPDR S&P 500 ETF Trust(SPY)$ It's hard to see an AI bubble when there's a clear bottleneck in memory and compute. The demand for these components seems to be a real, structural driver. $Micron Technology(MU)$  $SK hynix(SKHY)$  $NVIDIA(NVDA)$ 

It's a common feeling that the AI bull run has already passed, but history might suggest otherwise. Looking at the moves since the October 2022 low: $SPDR S&P 500 ETF Trust(SPY)$  is up about 110% over roughly 3.75 years into this cycle. For comparison, past cycles show: 2002–2007: +101% over ~5 years 2009–2020: +400% over 11 years 2020–2022: +114% over ~2 years What could make this cycle distinct? There's real earnings growth underway, massive investment flowing into AI infrastructure—hundreds of billions into chips, networking, software, and data centers—and companies are already generating real revenue and cash flow from it. Pullbacks are a normal part of any major bull market. The focus isn't on avoiding volatility, but on managing ris

$Micron Technology(MU)$ $SanDisk Corp.(SNDK)$  It looks like the bearish phase might have ended without much explanation needed, considering the reversal we're seeing.

$SanDisk Corp.(SNDK)$ It needs to break above the resistance at 2800. The fair value is still around $4200, and there's a longer-term Gold Rush target of $8500. There's a sell order placed at 9200.

$SanDisk Corp.(SNDK)$ $Micron Technology(MU)$ The potential for a short squeeze in the coming weeks looks significant.

$SPDR S&P 500 ETF Trust(SPY)$  730. Before you say it's impossible, I've seen crazier things happen within a day.

$SPDR S&P 500 ETF Trust(SPY)$  It's a bit ironic to see people criticize tech companies using the very devices they produce. Given how fast the world is changing, I don't see the tech and AI sectors just fading away anytime soon.

$Oracle(ORCL)$ The price is testing a major historical support zone, which is a level I'm watching closely. The RSI is showing deeply oversold conditions. Looking back at previous times Oracle reached similar areas, buyers stepped in and created some impressive recoveries. However, this setup is bigger than just ORCL. Oracle is a major piece of the AI infrastructure puzzle. If buyers defend this level and the stock starts turning higher, it could become a catalyst for the broader AI trade. It's worth keeping an eye on related AI names like $NEBIUS(NBIS)$ , $Micron Technology(MU)$ , and SNDK. Key levels often create the biggest opportunities.

$SanDisk Corp.(SNDK)$ $Micron Technology(MU)$ $NEBIUS(NBIS)$ $Marvell Technology(MRVL)$ From an event-trading perspective, there's potential for significant gains if Warsh lowers rates this year. The conditions appear to be aligning for a move by year-end, possibly sooner.

$SPDR S&P 500 ETF Trust(SPY)$ It sounds like Rocket is getting ready for liftoff.

$Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ $SPDR S&P 500 ETF Trust(SPY)$ From the price movement, it looks like some short covering might be happening. There's a chance it could open around $900 or higher in the next session.

$Advanced Micro Devices(AMD)$ $Intel(INTC)$ $NVIDIA(NVDA)$ $SanDisk Corp.(SNDK)$ It seems like the market is testing weaker hands again, likely trying to get shares at a lower price before earnings season really kicks off. This pattern feels similar to what we saw back in March. For those not using leverage or margin, the current price levels could be appealing for a long-term view.

$UnitedHealth(UNH)$ Quite a few tech names that look overvalued are down double digits in a market that's only off 1%. Could see more money shifting to value plays like UnitedHealth before long. It's worth noting UNH was above $600 last year when the Nasdaq was around 44% lower than its current level near 29,192. $SanDisk Corp.(SNDK)$  $NEBIUS(NBIS)$  $FuelCell(FCEL)$  $Bloom Energy Corp(BE)$ 

$SanDisk Corp.(SNDK)$ Looking at the current low bearish weekly volume compared to the previous bullish weekly volume. If bearish volume stays low, it could bounce back up.

$CoreWeave, Inc.(CRWV)$ Looking at the charts, a few of them point to a potential bottom forming in the $66-$72 range. It would be surprising to see it drop below that without a significant change in the fundamentals. $NEBIUS(NBIS)$  $iShares Semiconductor ETF(SOXX)$  $SPDR S&P 500 ETF Trust(SPY)$  $Invesco QQQ(QQQ)$ 

Things are getting interesting around the current levels. Following the recent pullback, the stock has been holding a key demand zone, with buyers stepping in. If this area continues to hold, I wouldn't be surprised to see another momentum move back toward $2,000+. That said, strong stocks rarely move in a straight line. The next phase is about confirmation—watching volume, buyer strength, and whether $SanDisk Corp.(SNDK)$  can reclaim important resistance levels. Fundamentally, the memory cycle is still tied to major AI infrastructure demand, including high-performance memory and data center expansion. The market will be watching to see if that demand can support the next leg higher. For traders, the goal isn't necessarily catching the exact

$SanDisk Corp.(SNDK)$ Most analysts seem to be targeting between $2,500 and $3,200. The last three out of four have called for $3,000, $3,100, and $3,200. It's hard to imagine they'll all be wrong. The path to $3,000, and then a stock split, seems plausible.

$SPDR S&P 500 ETF Trust(SPY)$ Chips are back on the menu. $SanDisk Corp.(SNDK)$  $Micron Technology(MU)$  $Sky Harbour(SKYH)$ 

$SanDisk Corp.(SNDK)$  I think TSMC could push SNDK to $2500.

$SPDR S&P 500 ETF Trust(SPY)$  I'm thinking $760.00 is a definite possibility.