$SPDR S&P 500 ETF Trust(SPY)$ Pipelines and railways will be built to bypass Hormuz. IRGC has nothing left.

$Lumentum(LITE)$ As we get close to the moon, oxygen masks will drop in front of you.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ There's a buy signal from the -month MACD. Volume is rising along with the price. That's considered a good technical signal.

$UnitedHealth(UNH)$ Earning should be better than expected, so UNH will bounce to 337.40 before the report. It will be a nice bump.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ I think the market needs to pull back, but I’ll never short. A cash position is good enough. You’ll get destroyed shorting this insane raging bull. Yes, cash is losing 4%, but it's better than shorting.

$Lumentum(LITE)$  Great day. Next stop $1000, but after several more trading dips.

$United States Oil Fund LP(USO)$  A deal is coming together. Iran doesn't want the US to pay for its reconstruction but will charge a $2 million fee for every ship crossing the Strait of Hormuz, to be shared with Oman. Trump probably wants to take over that fee. Anyway, a deal is close, which explains the stock market moving up and the VIX moving down. Israel is threatening to bomb Iran's train network, which would cost a lot to rebuild. Iran is going to give up. The US and Iran will become friends, and Foreign Minister Araghchi is in on it. Iran will allow US oil companies to rebuild Iran's oil infrastructure. Why else would Trump have Witkoff and Kushner negotiating? Trump is only interested in getting money ou

Zacks has issued a Strong Buy rating for $SanDisk Corp.(SNDK)$ , $Western Digital(WDC)$ , and MU. They do not have many strong buys, but these three are on their list. $SanDisk Corp.(SNDK)$  has a price target of $975.

$Circle Internet Corp.(CRCL)$  Let us give credit to our Lord and Saviour for backing us with a green close.

$Hims & Hers Health Inc.(HIMS)$  Give it up, shorts. You are not going to bring this down sub $20. The narrative has changed, and access to GLP1 is no longer an issue.

$Hims & Hers Health Inc.(HIMS)$ Diddy has more oil if shorts need to be lubricated.

$SanDisk Corp.(SNDK)$ Lite and vrt was not affected by oil price… Let's proceed.

$SanDisk Corp.(SNDK)$  It's amusing to see all these eager people, but this is not a penny stock.

$Circle Internet Corp.(CRCL)$  In my view, we are entering a world where tens or even hundreds of billions of AI agents will interact and perform economic functions over the internet.

$iShares Silver Trust(SLV)$ I observe that many view gold and silver as the prime hedge against uncertainty. The Trump Administration's actions create uncertainty for the United States and the world. Moreover, the Japanese yen declined following the Taikichi government's landslide victory, as they are expected to be dovish. Our US SEC nominee is also anticipated to be dovish. From my perspective, these are strong signals that gold and silver will perform very well.

$ProShares Ultra Silver(AGQ)$  The Fed needs to cut interest rates to stabilise the economy.

For those wondering about developments without catching the call, the key point is "demand continues to significantly outgrow supply". Their NAND memory has no competitors in AI infrastructure. They prioritise government contracts until meeting broader demand. Do your due diligence, hundreds of major global orders keep piling up. Cash reserves rose 350% YoY to US$1.5 billion as of Q4 2025. Shares doubled since then. Expansion plans accelerate with 2025 funding surge, no loans required. After 10x growth last year, this year's figures will be unprecedented and not a fluke. $Western Digital(WDC)$  holds 7.5 million $SanDisk Corp.(SNDK)$  shares, up US$3.8 billion YTD on this stake alone—don't overlo

$CoreWeave, Inc.(CRWV)$ The stock is cheap based on growth and fundamentals. Strong buy. A steal at this level.

$SanDisk Corp.(SNDK)$ The target for the gold rush is $2500. No resistance until $1460. The fair value is $1800.

The new official consensus target for $Western Digital(WDC)$  is $410+.