To The Moon

$SanDisk Corp.(SNDK)$ $Micron Technology(MU)$ $Seagate Technology PLC(STX)$ $Western Digital(WDC)$ The options market is pricing significant upside potential along with volatility for memory stocks in July, which aligns with the strong AI fundamentals. Micron is the key name to watch—keep an eye on implied moves around important dates.

$SanDisk Corp.(SNDK)$  The sell-off in Kospi and $SK hynix Inc(SKHY)$  is likely more tied to capex in Korea than any meaningful change with SNDK or MU. The lead time on their capacity build-outs is years away, and the impact on NAND pricing is almost non-existent. The only legitimate argument now is that tech giants can't pay their compute bills, which seems a bit far-fetched. It's been a bumpy few weeks, but I'm going to guess that 3k is not out of reach this quarter.

$Invesco QQQ(QQQ)$ Heading into the 4th of July week, seasonality still leans bullish, and we've just seen a clean test of the 50 SMA on both $SPDR S&P 500 ETF Trust(SPY)$  and QQQ. Recent price action shows constructive sector rotation rather than a breakdown—buyers are still rotating under the surface. That said, there's no need to force size until price reclaims the 8/21 EMAs and confirms trend control. For now, the focus is narrowing to strong relative strength names building clean daily bases: $Fortinet(FTNT)$  $MaxLinear(MXL)$  $IBM(IBM)$  Watching

$SanDisk Corp.(SNDK)$  As much as I hate to say it, more inflation might be on the way. SanDisk to $6k. Who would have thought a USB stick company could be this valuable.

$SanDisk Corp.(SNDK)$ No one in their right mind would short this stock. It's not feasible for most people, despite what you might read elsewhere about "shorts." As for put options? Forget about it. No one wants to risk a quarter million betting against a freight train running out of track. The best a bear can do is pick up some spare change with short call spreads. Even then, they're risking too much for the chance to win just pocket change. It's just not worth it. So the train keeps on rolling. What would it take to stop the most overbought stock in history? It won't be me, you, or the retail buying community. It's a force of its own. Let go of your egos. Let the stock be.

$SPDR S&P 500 ETF Trust(SPY)$ I liked it, I was good at it. I did it for me BTC.X

$SanDisk Corp.(SNDK)$  $Micron Technology(MU)$ $SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ Retail investors are now pouring into semiconductor stocks at the fastest pace on record.

$SanDisk Corp.(SNDK)$ $SanDisk Corp.(SNDK)$ $SanDisk Corp.(SNDK)$ $Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ MU just stated that they are booked through 2028 for expensive high bandwidth memory, and they are targeting $100 billion by 2030.

$SanDisk Corp.(SNDK)$ My take on SNDK is that I still see plenty of room for growth. AI models are getting larger and require more storage and memory, and that trend isn't slowing down anytime soon. At the current pace, $3K per share looks possible to me, with even more upside by year-end if AI demand remains strong. There will be pullbacks along the way, but overall I remain very bullish on SNDK.

$SanDisk Corp.(SNDK)$ NAND memory chip shortages could last through 2028.