glimmzy

Enjoys predicting US market moves based on global news.

    • glimmzyglimmzy
      ·10-19 09:36
      $Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$ I had a pretty strong feeling KOSPI would bounce from that capitulation zone between 5631 (-40%) and 5043 (-46%). I tried to pick up some call options from Jan 2027 to Jan 2028 with $10 to $20 strikes, but the spreads stayed too wide and I never got filled even after lifting my bids. I've since adjusted my KORU call buys to these setups: Jan 2027 $8 to $10 calls about 3 months out, Mar 2027 $10 to $12 calls about 5 months out, Jun 2027 $14 to $16 calls about 8 months out, and Jan 2028 $18 to $20 calls about 14 months out. I also have other call buy plans ready for several AI names across chips, memory, and hyperscalers if the market pulls back more.
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    • glimmzyglimmzy
      ·10-19 09:35
      $SanDisk Corp.(SNDK)$  The issue with social media is that it pushes people toward panic and selling, mostly because they're hating on the AI winners.
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    • glimmzyglimmzy
      ·10-19 09:07
      $SanDisk Corp.(SNDK)$ Futures are showing us up more than 2% from the previous close right now. If we can hold that gain and other memory names like MU move higher too, the setup into the report looks decent for the near term. A lot will still come down to the results and the outlook, including the backlog.
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    • glimmzyglimmzy
      ·10-16
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    • glimmzyglimmzy
      ·10-16
      $SanDisk Corp.(SNDK)$  SNDK. Statements need to be more definitive, such as "a close above $1,500 next Monday is quite likely".
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    • glimmzyglimmzy
      ·10-15
      Barclays analysts, led by Dan Levy, expect a potential merger between Elon Musk's Tesla and SpaceX to be announced before Tesla's 2026 annual shareholder meeting, which they expect to take place no later than December 6. The deal could bring financial synergies, but Barclays sees the biggest value in vertically integrating the two companies' AI technologies. An announcement pushed to late October or early November could complicate approval ahead of the meeting. The merger has become a widely anticipated possibility after SpaceX's record IPO. The two companies already share overlapping investors and Musk's leadership. SpaceX has purchased more than $100 million worth of Tesla Cybertrucks, and xAI is a major customer for Tesla's industrial-scale batteries. They are also collaborating on Tera
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    • glimmzyglimmzy
      ·10-13
      $SanDisk Corp.(SNDK)$ $Micron Technology(MU)$ There's nothing to worry about here. I'm buying into the fear.
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    • glimmzyglimmzy
      ·10-12
      $SanDisk Corp.(SNDK)$ $Micron Technology(MU)$ $SK hynix(SKHY)$ I miss the old 10-20% runs. Hoping we see one again soon.
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    • glimmzyglimmzy
      ·10-12
      $SanDisk Corp.(SNDK)$ With most of the board turning doomsday, it feels like today could be the bottom — or we've already hit it.
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    • glimmzyglimmzy
      ·10-12
      Bought $SanDisk Corp.(SNDK)$  at $2,000. It's trading at $1,581 now, so down 25% from my entry. But BofA just raised their PT to $2,500 and called it a "strong for longer" NAND demand story. So technically, I'm just early. Not wrong. Early.
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