$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ If you want to see a V-shaped recovery since I called the bottom on March 30, just look at SOXX. It's going to make another all-time high today. You don't see semiconductors hitting new highs in a bear market.

$CoreWeave, Inc.(CRWV)$  Money is pouring in because hyperscaler CEOs are at war with each other for computing power. The biggest transfer of wealth in history is going to NVIDIA and AI datacenter factories. They need to change from x86 architecture to GPU. Fun times for those who comprehend it.

$SanDisk Corp.(SNDK)$ Bernstein raised SanDisk's price target to $1,250 from $1,000 and reiterated its Outperform rating, calling it their top short-term pick. In a more aggressive scenario, analyst Mark Newman laid out a blue-sky valuation of $3,000. So who's loving you now, pretty baby?

$UnitedHealth(UNH)$  It should be back to 250 after earnings. You heard it here first. My neighbor is a director, and he already told me it's not good. Maybe the Medicare increase will help in the long term.

$Advanced Micro Devices(AMD)$  and $Intel(INTC)$  raising prices leads to higher stock prices. It is the same for $SanDisk Corp.(SNDK)$  and MU.

Just a note that $Circle Internet Corp.(CRCL)$  received conditional approval to become a bank.

$SanDisk Corp.(SNDK)$ Cost stability. Memory markets are extremely cyclical. DRAM prices can spike 100%+ in a cycle. This deal. It smoothes input costs. It protects margins during upcycles.

$Circle Internet Corp.(CRCL)$  And the beast goes up again. There's no stopping it. Pullbacks do occur. That's a fact. But it always goes back up.

$Hims & Hers Health Inc.(HIMS)$ It ended 7.77% down, you know what that means. Luck is in our favour, gentlemen, godspeed to the moon.

$Circle Internet Corp.(CRCL)$ There is some serious FOMO here. Even if interest rates go down, circle still stays valuable as its trajectory is undeniable.

$SanDisk Corp.(SNDK)$ What could be the reason for $Western Digital(WDC)$  being up $20 while SanDisk is down? The management ought to issue a strong PR and threaten to sue Citron for potential misinformation.

$SanDisk Corp.(SNDK)$  A secondary public offering normally isn't offered to the public. $WEC Energy Group Inc(WEC)$  will release however many shares they decide, buy these shares from their balance sheet, and hold the cash for reasons that aren't public. When strong companies with little debt do this, it's for mergers, M&A, expansion plans, or acquisitions without diluting their investors. It's a very good thing.

$SanDisk Corp.(SNDK)$ I think Samsung's HBM news concerns DRAM and AI-specific memory, not SanDisk's NAND product line.

$SanDisk Corp.(SNDK)$  Personally, I expect SP to rise significantly, but I've rarely seen such volatility. I'm hanging tough... a confident long. Good luck to all.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$  is back at $63.40. $NVIDIA(NVDA)$  is getting hit hard though.

$iShares Silver Trust(SLV)$  The market is deep red. You know what it means. Trump TACO. Watch it go up, including silver and gold. His Fed Chair pick.

$CRITICAL METALS CORPORATION(CRML)$ I'll bounce back. It's just an excuse to bring down mining stocks. So what if price floors are set or not. The price can be high or low, but in the end, they still make money.

Assistant Secretary Audrey Robertson informed executives that the government invested in $USA Rare Earth Inc.(USAR)$  as it stands independently. The CEO noted on the call that a price floor was unnecessary. $USA Rare Earth Inc.(USAR)$  sells heavy rare earths priced at thousands per kilogram, whereas $MP Materials Corp.(MP)$ 's materials are valued at $110 per kg and require a price floor. The government has significant plans, including milestones like securing MOUs with semiconductor users. $USA Rare Earth Inc.(USAR)$  operates on a different level compared to $MP

Melisa Lee from Fast Money said $CoreWeave, Inc.(CRWV)$  has a higher short interest than $GameStop(GME)$  or AMC.

$iShares Silver Trust(SLV)$  Longs just need to relax when you see a pullback like this. The bond market crashing is another signal on top of many signals why we should be hoarding silver or gold. I love silver because it's honest. Yikes.