To The Moon

$CoreWeave, Inc.(CRWV)$ It really seems like it wants to break 120. Most likely tomorrow.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ If you want to see a V-shaped recovery since I called the bottom on March 30, just look at SOXX. It's going to make another all-time high today. You don't see semiconductors hitting new highs in a bear market.

$CoreWeave, Inc.(CRWV)$  Money is pouring in because hyperscaler CEOs are at war with each other for computing power. The biggest transfer of wealth in history is going to NVIDIA and AI datacenter factories. They need to change from x86 architecture to GPU. Fun times for those who comprehend it.

$SanDisk Corp.(SNDK)$ Bernstein raised SanDisk's price target to $1,250 from $1,000 and reiterated its Outperform rating, calling it their top short-term pick. In a more aggressive scenario, analyst Mark Newman laid out a blue-sky valuation of $3,000. So who's loving you now, pretty baby?

$UnitedHealth(UNH)$  It should be back to 250 after earnings. You heard it here first. My neighbor is a director, and he already told me it's not good. Maybe the Medicare increase will help in the long term.

$Advanced Micro Devices(AMD)$  and $Intel(INTC)$  raising prices leads to higher stock prices. It is the same for $SanDisk Corp.(SNDK)$  and MU.

Just a note that $Circle Internet Corp.(CRCL)$  received conditional approval to become a bank.

$SanDisk Corp.(SNDK)$ Cost stability. Memory markets are extremely cyclical. DRAM prices can spike 100%+ in a cycle. This deal. It smoothes input costs. It protects margins during upcycles.

$Circle Internet Corp.(CRCL)$  And the beast goes up again. There's no stopping it. Pullbacks do occur. That's a fact. But it always goes back up.

$Hims & Hers Health Inc.(HIMS)$ It ended 7.77% down, you know what that means. Luck is in our favour, gentlemen, godspeed to the moon.