$Nokia Oyj(NOK)$ Nokia's scope includes Space Force, military contracts, and presence in Europe, the US, Australia, Canada, the UAE, and India. It has strengths in speed and low power, plus ties to Nvidia's AI, all linked to 6G. It really looks like a potential powerhouse for strong revenue generation.
$SanDisk Corp.(SNDK)$ A view suggests an easy double from this level. I previously mentioned Sandisk SNDK for long-term focus. Charles Schwab's report shows last four quarters earnings: 0.93, 1.22, 6.20, 23.41, total 31.76. Next four quarters estimated earnings: 31.98, 38.29, 43.10, 40.05, total 153.42, five times last year. 5,000 seems likely.
$SPDR S&P 500 ETF Trust(SPY)$ Man, what a time to be alive with new amazing technologies like “Hard Disk Drive” and “Dynamic Random Access Memory.” Sky is the limit. We can achieve autonomous everything.
$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ Dram went from 27 to over 50, that was a solid move. EUV is newly launched around 27, covering photonics. The timing for this ETF looks good, still seems reasonably priced.
$Futu Holdings Limited(FUTU)$ I think this is oversold. It could run up into earnings once the company addresses the regulation issues, which only apply to 13% of its revenue stream.
$SPDR S&P 500 ETF Trust(SPY)$ The market tried to go down in October, November, December, January, February, and March, but couldn't. It feels like it's time to go up for a few months now. Then the bears will have their turn again.
$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ I've been wrestling with whether to make a big bet on NVDA earnings or skip it. Over the past 2-3 years, its post-earnings performance shows a sell-off to pop ratio of about 5:3, which isn't ideal betting odds, though every pop ranged from 10% to over 20%. For me, diving deep into the data, NVDA's setup going into this earnings looks very compelling. It's the only undervalued GPU/CPU/AI stock that missed the historical semiconductor/memory rally from March through May, and it's currently trading about 40% below even the most conservative analyst target price, while its peers are above their targets. I don't get why the biggest true winner, NVDA, is lagging, w