To The Moon

$SanDisk Corp.(SNDK)$ crashed 14%, but had the best earnings results ever. Here's why it'll 5x-10x from here: 12 reasons: 1. They beat the high end of their own guide on everything. Revenue $8.97B. Gross margin 84.6%. EPS $39.25 vs $34.51 consensus. Record revenue, record margin, record EPS. All three above guidance. 2. The "bad" guidance is +17% revenue growth. Q1 FY27 guide: $10.3–10.8B revenue, $44–46 EPS. The Street sold a stock guiding to another sequential record because the midpoint missed a number some analyst typed into a spreadsheet. 3. You're paying ~7x forward earnings. $45 EPS × 4 = ~$180 annualized run rate. Stock around $1,270. Seven times. For a business compounding revenue 372% YoY. 4. $93.9B in minimum contracted revenue at FLOOR

$NVIDIA(NVDA)$ closed Thursday at $218.99, essentially flat on the session, and yet the average Wall Street price target sitting above it hasn't budged from the low $300s. That's a roughly 38% gap between where the stock trades today and where 61 analysts think it's headed over the next twelve months. Before SPR's technical coverage on NVDA updates next week, here's the fundamental picture worth understanding first: where the analysts stand, what earnings could bring, whether the valuation still makes sense after this year's run, and the China policy questions still hanging over the stock. The News Behind the Move Picture a company that spent most of 2025 absorbing one export-control headline after another — a $5.5 billion inventory charge here, a

Closing my short-term $SpaceX(SPCX)$ long here. I still believe $170 is absolutely on the table, but at this point I want to see a pullback before adding again. The move has been strong, and I don’t want to chase price after such a sharp run. I’m already exposed through several other space-sector names, so I’m comfortable taking some short-term risk off the table and waiting for a better setup. If the pullback comes, I’ll be watching closely for another entry. If it never happens and $SPCX continues higher without giving me a chance to get back in, that’s fine too. I’d rather miss an entry than force a trade at the wrong price. Well done to everyone who traded this move and stayed disciplined. A lot of people thought we were crazy for buying $SPCX

There are three drives of share price appreciation: ● Multiple expansion - turning revenue growth into even higher FCF growth ● Buybacks - turning FCF growth into even higher FCF per share growth ● Multiple expansion - turning FCF per share growth into even higher share price growth Here are the $S&P 500(.SPX)$ and S&P 400 companies that are leading the charge. Take a look at $Cintas(CTAS)$ ● Margin expansion turned 9% revenue growth into 26% FCF growth ● Buybacks turned 26% FCF growth into 27% FCFps growth ● Multiple contraction meant that the 27% FCFps growth only produced 22% share price growth, suggesting that this cash generating machine is now undervalued. Other examples on the list are: - <

$ULURU Inc.(ULUR)$ Stabilizes +0.99% at $124.73: Deep Value Emerges as Bulls Defend Support, Targeting $149 Resistance 📊 Latest Close Data $LULU closed at $124.73 (+0.99%) on August 7, 2026. Price is consolidating well above the 52-Week Low of $104.44 but remains significantly below the 52-Week High of $225.98, highlighting a deep value gap. 📰 Core Market Drivers Sentiment is mixed after Truist Securities downgraded the stock to "Sell" with a $94 target, citing growth concerns. Offsetting this, LULU expanded its Board with two new independent directors, signaling a governance refresh. The stock showed resilience amidst broader market choppiness. 🛠️ Technical Analysis The MACD showcases a bullish "Zero Line Crossing" with DIF at 1.4

$Berkshire Hathaway(BRK.A)$ $Berkshire Hathaway(BRK.A) +1.07%: All-Time Highs Hit as Momentum Builds, $788K Resistance Breache Latest Close Data: BRK.A closed at a record $786,000 on August 7, 2026, gaining +1.07% (+$8,304). This marks a decisive breakout past the previous 52-week high of $788,294.90, with the stock hitting $788,294.90 intraday. Core Market Drivers: The surge was fueled by a rally in Berkshire's top holdings and a bullish analyst note. UBS recently raised its BRK.A price target from $854,596 to $877,848, maintaining a "Buy" rating and citing an ~8% discount to intrinsic value. Strong performance in key portfolio stocks over the past week has also powered the breakout. Technical Analysis: Volume was 162 shares, with a volume ratio

$Qualcomm(QCOM)$ $Qualcomm(QCOM) +1.82%: Chip Giant Rebounds from Oversold Lows, Eyes $162 Pivot Breakout 🚀📈 Latest Close Data: QCOM closed at $160.39 (+1.82%), bouncing from the session low of $155.22. The stock remains -38.3% below its 52-week high of $259.92, attempting to establish a floor. Core Market Drivers: QCOM surged despite mixed tech sentiment, fueled by dip-buying after recent pressure. The market is digesting the Q3 fiscal report where net profit slid 25% YoY due to memory cost surges, but revenue slightly beat expectations. The announced September 1st price hikes are seen as a potential catalyst to restore margins. Technical Analysis: The rebound is supported by a contracting MACD death cross, with the histogram narrowing to -0.40,

$Pfizer(PFE)$ $Pfizer(PFE) Rallies +1.51% to $26.20: Pharma Giant’s Momentum Builds, Eyes $26.74 Resistance 📈 Latest Close Data: PFE closed at $26.20 on Aug 7, up +1.51%. The stock is trading 8.9% below its 52-week high of $28.75, showing strong recovery momentum from its $23.58 low. Core Market Drivers: Defensive healthcare plays saw inflows as broader market volatility persisted. The stock shrugged off a recent BofA Securities target cut to $26, breaking above the $26 level. Robust institutional backing from BlackRock (8.74%) and Vanguard provides a solid floor. Technical Analysis: The breakout is validated by volume of 51.07M shares, exceeding the average. MACD shows a powerful bullish crossover, with the histogram expanding to 0.163, while the

$Chevron(CVX)$ $Chevron(CVX) Gains +1.51%, Energy Titan Stabilizes Near $189: Watching $195 Resistance for a Breakout Recovery 🛢️📈 Latest Close Data: $Chevron (CVX) closed at $189.23 on Aug 7, 2026, gaining +1.51% (+$2.82). The stock is bouncing from its recent support but remains -11.87% below its 52-week high of $214.71. Core Market Drivers: CVX is stabilizing as the White House extends the Jones Act waiver to lower gasoline prices, potentially easing refining spread pressures. Energy sector sentiment remains mixed, balancing macro demand fears with constrained supply. A recent Bank of America price target adjustment to $227 (from $210) reinforces bullish institutional conviction in the company's capital discipline. Technical Analysis: Price acti

$Verizon(VZ)$ $Verizon (VZ) +1.12% Rebound: Verizon Defends $46 Support, Dividend Yield Nears 6% — $48.40 Resistance in Focus Latest Close Data: VZ closed at $46.99 on Aug 7, 2026, posting a gain of +1.12%. The stock is currently trading -9.1% below its 52-week high of $51.68, showing a mild recovery from the recent dip. Core Market Drivers: Telecom stocks staged a relief rally following a sector-wide sell-off earlier this week. Positive sentiment spilled over from the recent Q2 beat where VZ raised its full-year EPS guidance to $4.99-$5.04. However, macro pressure persists as SpaceX’s Starlink expansion poses a rising competitive threat to traditional carriers, keeping institutional sentiment cautious. Technical Analysis: The reboun

$Roku Inc(ROKU)$ $Roku Inc.(ROKU) +2.12% Surge Hits 52-Week High, $220B Fox Deal Ignites Breakout Momentum 🚀📈 Latest Close Data: Roku closed at $150.07 on Aug 7, up +2.12% ($3.11). This marks a fresh 52-Week High ($150.61 intraday), confirming a powerful breakout above the previous resistance ceiling. 📊 Core Market Drivers: The rally is fueled by blockbuster Q2 earnings showing net profit surged over 15x YoY, marking the 5th consecutive profitable quarter. 📈 Platform revenue jumped 25% to $1.22B. The looming $22 billion acquisition by Fox Corporation is the primary catalyst, with Roku shareholders set to hold ~27% of the combined entity. 🤝 Technical Analysis: Volume came in at 3.84M shares, showing steady conviction. The RSI(6) is at 86.01, deeply

$Ambarella(AMBA)$ $Ambarella (AMBA) Closes +2.37% at $83.79: Edge AI Momentum Building, $86 Breakout Imminent 🚀 📊 Latest Close Data: AMBA closed at $83.79 (+2.37%). The stock surged to an intraday high of $86.19, just 13.3% below its 52-week high of $96.69, signaling strong recovery momentum. 🔥 Core Market Drivers: The edge AI chip leader rode the semiconductor sector wave. Industry sentiment is shifting "from model competition to industrial implementation," boosting demand for real-time edge computing in robotics and ADAS. A prior long-term edge AI deal with Hanwha (potential $800M+ revenue) and BofA's target upgrade to $96 reinforce the bullish narrative. 📈 Technical Analysis: Volume was 1.21M, below average, suggesting controlled accumulation.

$Microsoft(MSFT)$ $Microsoft (MSFT) Surged +2.54%: AI Monetization Engine Roars, $500 Psych Barrier Reclaimed! 🚀 Latest Close Data: MSFT closed at $499.86, up +2.54% (+$12.40). The stock is now just 9.7% away from its 52-week high of $553.72, decisively reclaiming the $490 handle. Core Market Drivers: Sentiment remains euphoric following last week’s blowout earnings. Azure growth accelerated to 43% YoY, and M365 Copilot seats surpassed 30M, easing prior fears about AI capex returns. 📈 Additionally, reports that OpenAI may account for 70% of Microsoft’s AI-related revenue highlight its deep integration. Technical Analysis: The breakout is backed by strong momentum. MACD shows a massive bullish expansion with DIF at 25.45 and MACD histogram at 24.03

$AT&T Inc(T)$ $AT&T (T) +2.82%: Dividend Giant Reclaims Momentum, $23.71 Close Sets Bullish Tone, $24.50 Target in Sight Latest Close Data: AT&T closed at $23.71, up +2.82% with a robust volume of 47.69M shares. The price is distancing from the 52-week low of $19.89, but remains 20.4% below its 52-week high of $29.79. 📈 Core Market Drivers: The stock rebounded sharply despite recent pressure from SpaceX’s Starlink expansion threats, which had previously dragged telecom peers lower. Today’s surge reflects a rotation into value and high-dividend plays, supported by a massive 4.68% dividend yield. Capital flow data shows strong buying interest, with a 1-day net inflow of $26M in large orders. 💰 Technical Analysis: The MACD shows a bullish co

$Walt Disney(DIS)$ $Walt Disney(DIS) +2.87% Surges Past $104 as Q3 Earnings Beat Reignites Magic, Eyeing $106.69 Resistance 🏰✨ 📊 Latest Close Data DIS closed at $104.68 on Aug 7, a solid +2.87% jump. This breakout pushes the stock further from its 52-week low of $92.19, now challenging mid-term resistance levels as it recovers toward the $119.78 52-week high. 📰 Core Market Drivers The surge is fueled by a stellar Q3 earnings beat, with adjusted EPS hitting $2.06 vs. the $1.86 consensus. Deutsche Bank raised its target to $135, reinforcing bullish sentiment. Strong momentum in domestic parks and steady streaming growth are overriding macro noise. 📈 Technical Analysis A powerful bullish signal: the MACD histogram has flipped to positive (0.458) with

$PayPal(PYPL)$ $PayPal (PYPL) +3.19% Rally: Fintech Giant Breaks Resistance, $60-$62 Target Zone in Sight 🚀 Latest Close: $59.78 (+3.19%) 💰 PayPal roared higher, closing near the session high of $59.79. The stock is now decisively above its recent swing high, targeting a re-test of the $60 psychological barrier. It remains -24.5% below its 52-week high of $79.22. Core Market Drivers 📈 Bullish momentum is fueled by strong Q2 results (Revenue $8.68B, Adj. EPS $1.38 beat) and subsequent analyst target upgrades. The Street is digesting inorganic growth plays, with a recent report highlighting Stripe and Advent's $60.50/share acquisition interest, adding a floor to valuation. Technical Analysis 🔍 The breakout is confirmed by volume of 10.75M shares (Vo

$Uber(UBER)$ $Uber (UBER) Bounces +3.36%: Dip Buyers Step In at $68 Support, Eyes on $75 Resistance Recovery 🚗 📈 Latest Close Data Uber closed at $70.47 (+3.36%), staging a strong technical recovery. The stock is rebounding from its recent 52-week low of $65.41, but remains significantly below its 52-week high of $101.99. 🚀 Core Market Drivers The bounce is attributed to technical remediation after a two-day sell-off triggered by Q2 revenue slightly missing estimates and weak Q3 guidance. CEO Khosrowshahi clarified the miss was due to an accounting change in the UK, emphasizing healthy consumer spending. Analysts remain overwhelmingly bullish despite Oppenheimer (from $100 to $90) and DA Davidson (from $107 to $100) trimming targets. 📉 Technical A

Color Legend 🔴 Red: Broke above/below the forecast range, or broke above/below the simulated strike alternative. 🟠 Orange: Briefly broke above/below the range, but closed within the strike range. I. This Week's Simulation Results: ✅ All 4 Trades Profitable TSLA Sell Call: 8/7 expiry 340 — Note: Ample buffer on the upside. AAPL Sell Put: 8/14 expiry 290 — Note: No material negative surprises from earnings. AMD Sell Put: 8/14 expiry 400 — Note: Sustainable (roll to next week's 400 Put). INTC Sell Put: 8/14 expiry 90 — Note: Sustainable (roll to next week's 90 Put). The seller environment was broadly favorable this week, but there is an important risk reminder in the broader market section below. II. Broader Market Assessment (SPY & QQQ) Coordinated U.S.-Japan FX intervention + surging eq