$ServiceNow(NOW)$ Broke away from market sell off… extremely bullish and long!

$Dell Technologies Inc.(DELL)$ The RSI is still at 76, so we might see a bit more downside from here. The forward P/E is 31x, so we're not in bad shape. Ignore the doomsdayers who have no idea what they're talking about. This pullback is normal after such a big run, and a drop coupled with some consolidation is healthy before we start moving up again. It will come, but patience is required.

I'm leaning more toward $IBM(IBM)$  acquiring LUMN. $Berkshire Hathaway(BRK.A)$  is also a possibility, as they've started offloading some of their large cash reserves. I'm ready to see if whoever bought all those 13.3k $12 calls expiring Friday turns out to be right. I'd love to see $Lumen Technologies(LUMN)$  pop. The dips have been getting bought up quickly.

$IBM(IBM)$ I actually thought this could be a trillion-dollar stock, and I'm still hoping for that. It's doubled for me, but it's still miles away from the trillion-dollar club. I've been holding for almost six years.

$ServiceNow(NOW)$ Good things come to those who wait. It's only been up for a week, and after seeing the situation with Claude, I think going over 200 here is easy.

$SanDisk Corp.(SNDK)$  Saw this on Motley Fool, citing Gartner's estimates. They're projecting that DRAM and NAND prices will soar by 125% and 234% respectively this year, with no meaningful price relief until late 2027 at the earliest.

$SPDR S&P 500 ETF Trust(SPY)$  Let me put it simply... No deal...market goes up. Maybe a deal...market rips. Rumor of a deal for the 576th time...rips even more. Definitely a deal...rockets up. Will never be a deal...drifts upwards.

$SanDisk Corp.(SNDK)$ Just taking a breather, that's all. Should still end this week above $1600.

$SPDR S&P 500 ETF Trust(SPY)$ Oh look. Bitcoin bounced back a grand. Just like that.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ Wall Street managers are allocating here because they know the greatest potential is in chips and semiconductors. Long-term growth is here.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Looks like the shorts are getting squeezed dry in this one, nothing but skin and bones left. Time for a reverse split to short it to dust again.

$Roundhill Memory ETF(DRAM)$ I guess there's a high chance of DRAM gapping up due to SK and Samsung.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$  The market is heading above 7800. If a bottom can be predicted, it wouldn't be a true bottom. New highs mean much higher levels, and the market has already broken out.

$Nokia Oyj(NOK)$ May surge to $25, similar to how AMD rose recently. Stay tuned.

$SanDisk Corp.(SNDK)$ This memory company looks very strong to me. The revenue growth is really ramping up.

$SPDR S&P 500 ETF Trust(SPY)$  741 calls are up 1000% from the morning lows. But let me guess, the next line is “there’s no way to beat the machine”? Or maybe I’m just making it all up… hah. Gotta go with the flow, folks.

OMG. $NVIDIA(NVDA)$  crushed it again, beating both top and bottom lines by over $2 billion. Guidance is in the $90+ billion range. This is even more evidence that AI and advanced memory and storage are no longer cyclical. $Micron Technology(MU)$  and $SanDisk Corp.(SNDK)$  could go parabolic.

$POET Technologies Inc(POET)$ That guy waiting for the share price to go under $10 might not see it again. Unless the whole market tanks.

$SPDR S&P 500 ETF Trust(SPY)$ The four stocks in QQQ have been lifting the entire market recently.

$Cerebras Systems(CBRS)$  Honestly, I feel like it's holding up better than NVDA did right before its earnings.