$NVIDIA(NVDA)$  Bears and clowns, what did I tell you about NVDA. With those earnings and guidance, the floor keeps getting raised. The ceiling, on the other hand, hasn't been touched yet.

$NVIDIA(NVDA)$ NVDA is truly one of a kind. Everyone wants to be the next NVDA. I'm just glad to be part of this moment rather than watching from the sidelines.

$NVIDIA(NVDA)$ A couple of gaps got filled, and price is back at the 100 DMA and the 50% Fib retracement. Not a bad spot to try some earnings lotto calls.

$NVIDIA(NVDA)$  There is a lot of market noise right now. AI spending and demand keep increasing, and Nvidia's stock price should follow. Four years and counting.

$Kohl's(KSS)$ Maybe a sneaky play for the week: $Toast, Inc.(TOST)$ , $ProQR Therapeutics NV(PRQR)$ , BRZE. And of course, $NVIDIA(NVDA)$  earnings.

$NVIDIA(NVDA)$  Nvidia is expected to report stronger-than-anticipated quarterly sales next week, with Citi raising its revenue forecasts on improved shipments of AI networking components and a continued ramp-up of Blackwell chips. Citi sees July-quarter revenue around $93 billion, roughly $1 billion above the Wall Street estimate, helped by a strong ramp of B300 systems. For the October quarter, Citi forecasts $105 billion, about $1.5 billion above consensus, which would be a 13% sequential increase.

$SUPER MICRO COMPUTER INC(SMCI)$ Comeback of the century? Is Charles the Tom Brady of AI infrastructure? $Advanced Micro Devices(AMD)$  $SPDR S&P 500 ETF Trust(SPY)$  $NVIDIA(NVDA)$ 

$Western Digital(WDC)$  This is exactly what I was talking about. It's one of just four stocks where I bought the dip recently. Appreciate the pullback.

$Western Digital(WDC)$ $SK hynix(SKHY)$ $SanDisk Corp.(SNDK)$ $Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$ $Micron Technology(MU)$ Memory and storage has been holding up pretty well so far.

$Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ $Roundhill Memory ETF(DRAM)$ $SK hynix(SKHY)$ $Western Digital(WDC)$ $Micron Technology(MU)$ Micron's Chief Business Officer confirmed they've essentially killed the traditional memory cycle. Customers got so anxious about securing multi-year AI-related supply that Micron pioneered Strategic Customer Agreements, binding 3-5 year LTAs with floor pricing. They were the first in the industry to work on this with customers, and they believe they've signed the most SCAs.

$SanDisk Corp.(SNDK)$ There's an investor day and a major announcement scheduled for this morning, which looks like a big moment both for the company and the broader space. The setup feels very bullish.

$Western Digital(WDC)$  Volume came in at just 1.4 million after the bell, same pattern as the last two days. Feels like they are slowly walking it back toward 500.

$Western Digital(WDC)$ Our upcoming and cutting-edge technology revenue suggests we should be at a higher market cap than Seagate. We have less debt, are still in turnaround status, and surpass Seagate revenues with the best technology, including the superior upcoming High Bandwidth Technology that solidifies our position as the top HDD AI company. So we should be trading about 25% higher, or roughly $112 higher right now. That would put it above $572.

$Western Digital(WDC)$ The crowd seems to want this at 500 and isn't selling before that. We're moving up on volume, and it looks like they're walking it up. Make them pay the price.

$Western Digital(WDC)$ A million in volume during the regular session sends it flying, like what we saw Monday, but those after-hours million-volume prints don't have the same effect. Pretty clean timing on the entry. That's also two days in a row now where a 1 million volume candle shows up right at 4 pm.

$Western Digital(WDC)$ CRWV and SMCI seem to be giving pretty clear signals on AI data center demand, along with all the infrastructure that feeds into them.

$Western Digital(WDC)$ WDC at $440 per share, Sandisk at $1,375. SNDK will probably climb to $2,000 over the next few months, possibly as soon as Dec. 2026. WDC, if it gets lucky, might break to $500 by Dec. 2026.

Anthropic just signed a $9.1 billion deal with Riot Platforms, the Bitcoin miner that recently started moving into AI data center capacity. Riot shares jumped 25% in after-hours trading on the news. Riot will supply 191 megawatts of computing from its Rockdale, Texas campus, which is roughly enough to power 143,000 homes. The contract runs for 20 years, through June 2048, with the option to extend twice by five years each. That could push total sales as high as $16.1 billion. $Riot Platforms(RIOT)$  $HIVE Digital Technologies Ltd(HIVE)$  $Bitdeer Technologies Group(BTDR)$  $Western Digital(WDC)$ 

$Western Digital(WDC)$  Someone was calling for a full walk back to $370. If that actually happens, I'd likely load up heavily. The whole setup feels pretty wild right now.

$Western Digital(WDC)$ Sentiment on this board has been swinging back and forth — bullish, then bearish, then bullish, and now bearish again.