$SPDR S&P 500 ETF Trust(SPY)$  Oil might spike short term, but the US Navy blocking ships means Iran can't sell its 2 million barrels a day. They lose $200 million daily, which was their only lifeline, leaving no cash to pay troops. Plus, China won't be happy and will tighten the screws. I think they'll come to the table quickly. All Trump has to do is agree to pay more for civilian infrastructure repairs, and I believe they'll deal. SPY should get back to ATHs within a few weeks. Then it depends on the 2nd quarter, inflation, and especially if Asian factories start idling in a few weeks. Those chip plants rely on by-products like helium with no real backup plans.

$Applied Optoelectronics(AAOI)$  Marvell is worth watching for AI chips. NVDA just invested 2 billion in them. There's high institutional interest.

$SPDR S&P 500 ETF Trust(SPY)$ Honestly, the puts holders are angry because they held and thought there wouldn't be a ceasefire. But in what world would it benefit the USA to violate the deal, or even Iran? At this point, I'd rather leave it as is and make a full stable deal than back out. They aren't going to back out at 5 pm. Delusional people, I swear.

$Circle Internet Corp.(CRCL)$ I see tremendous growth next quarter, exceeding $200.

$United States Oil Fund LP(USO)$  So the ceasefire is in effect, but nothing has actually changed. Iran still has the Strait of Hormuz closed unless you pay up big time. That means oil will still hit $200, because that's what they'll charge for passage.

$United States Oil Fund LP(USO)$ So he TACOs and the strait stays closed... oil goes higher. Then he blows up everything and of course the strait stays closed... oil goes higher. So in what imaginary fantasy do you have that Iran just surrenders and oil goes lower?

$SanDisk Corp.(SNDK)$  Western Digital and Seagate are both green now, up 1.5%.

$SPDR S&P 500 ETF Trust(SPY)$ The whole market is waiting for a 'deal' or a taco today. It's kind of like all those trade 'deals' that sparked rallies before. Or maybe just a framework for further discussions, an understanding about a possible deal. None of that has actually happened. Rally time!

$Circle Internet Corp.(CRCL)$  It's amusing that the reason for the price drop wasn't the war but our own government.

$Circle Internet Corp.(CRCL)$ This had run up a lot for a rightful reason. It had blowout earnings.

$Lumentum(LITE)$  My crystal ball indicates it is going to be a 10 for 1, although a 15 for 1 would be rather nice as well.

$SanDisk Corp.(SNDK)$  This is exceptionally bullish in light of what the Fed has revealed.

$Hims & Hers Health Inc.(HIMS)$ Just hold on tight. Avoid doing anything you might regret later. They are simply trying to take your shares away.

$Hims & Hers Health Inc.(HIMS)$ The closing session showed strength again. I believe there is genuine support here. I am positive on Hims.

I have no information, but what happens when $Eli Lilly(LLY)$  also comes to an agreement with $Hims & Hers Health Inc.(HIMS)$  rocket ship. It makes sense that $Hims & Hers Health Inc.(HIMS)$  is winning.

$SanDisk Corp.(SNDK)$  These updates could cover strategy, market trends, and the product outlook, all of which we care about.

$SPDR S&P 500 ETF Trust(SPY)$  This market wants to take off so badly it's not even funny.

$iShares Silver Trust(SLV)$ I tend to think that unless the jobs report is redacted, gold and silver will fly high.

I told you, $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$  will recover. Will we see 20-30% drops occasionally? Absolutely. But semiconductor companies are making billions in profits. This isn't hype.

$Western Digital(WDC)$  is the cheapest AI growth stock. Undervalued by almost 50%. Strong buy.