To The Moon

$Intel(INTC)$ $Taiwan Semiconductor Manufacturing(TSM)$ $NVIDIA(NVDA)$ $SanDisk Corp.(SNDK)$  Some of these bears are just out there spreading fear over pennies. It's almost funny. They're like beggars on Wall Street. If you're feeling generous, toss them a few pennies and have a laugh. $Advanced Micro Devices(AMD)$  crossing a $1 trillion+ market cap feels like a real outcome after this earnings report. The numbers were solid and AI demand looks strong. It's better to just focus on the long term and not get distracted by sho

$SanDisk Corp.(SNDK)$ Kioxia and Sandisk just announced new 3D flash memory tech, and they're claiming the industry's highest bit density for QLC NAND. Looks like things could go higher from here.

$SanDisk Corp.(SNDK)$  At least the chart is starting to make sense now.

$SPDR S&P 500 ETF Trust(SPY)$ Watching for a potential Iran deal announcement from Trump. Even if it turns out to be just talk, the immediate market reaction tends to be the same. That kind of headline is often enough to give things a short-term push.

$Virax Biolabs Group Limited(VRAX)$ VRAX is one of the few actual Ebola plays out there. The float is smaller than $GeoVax Labs Inc(GOVX)$ , $Aethlon Medical(AEMD)$ , and CODX. Ebola outbreaks aren't really slowing down, so I'm waiting for some kind of PR from VRAX. If the case counts keep climbing, $SPDR S&P 500 ETF Trust(SPY)$  could start looking shaky. I've put myself in VRAX.

Trying to decide between 2 contracts of $SanDisk Corp.(SNDK)$  1395 calls for this week's play, or selling the news with 300 contracts on $BRC Group Holdings, Inc.(RILY)$  instead. Going bullish on a loose cannon, or bullish on earnings outweighing terrible management. Not an easy call.

$SanDisk Corp.(SNDK)$  I think this one has a real shot at blowing past 34/share. The backlog of contracts past 2028 and the guidance they gave look pretty solid to me. I wouldn't be surprised to see it hit 2250 again short term.

$SanDisk Corp.(SNDK)$  Key events this week. Markets are reacting to Trump cancelling US strikes on Iran. July ISM Manufacturing PMI data is out on Monday. June JOLTS Job Openings data on Tuesday. AMD and SpaceX report earnings on Tuesday as well. July ADP Nonfarm Employment Change data on Wednesday. SanDisk reports earnings on Wednesday. The July Jobs Report drops on Friday. Around 20% of S&P 500 companies report earnings this week. Feels like a pretty big week ahead.

$SanDisk Corp.(SNDK)$ What a ride. Really glad I held onto those shares instead of letting them go when it looked bad. Wasn't easy at all, but at least I can sleep now.

$SPDR S&P 500 ETF Trust(SPY)$  Watching for a possible push toward 740 as SPX tries to hold above 7420.