Gimcangho
07-03
Taking a hard look at the actual numbers on $Micron Technology(MU)$ after it wrapped up the session at 975.56. The massive run-up we saw through the middle of June has completely retraced, which leaves us with a highly volatile setup. My plan from here is completely straightforward. On the upside, buyers have to actively reclaim and hold a spot above 1032 to prove that a real recovery is starting. On the downside, my line in the sand is the major support shelf at $950. If the stock drops and stays below 950, the immediate bullish case is completely broken and I am cutting active positions to protect my capital. Keep it simple and CHECKİNG $SPDR S&P 500 ETF Trust(SPY)$ $Vanguard S&P 500 ETF(VOO)$ $Invesco QQQ(QQQ)$
SanDisk Investor Day Blueprint Sparks 13.7% Surge — Can Memory Accelerate Further?
SanDisk +13.67% Thursday, up ~17% at the high, after its first Investor Day since the Western Digital spin-off. Management's FY28–30 targets: revenue growth of 15–19% a year, adjusted FCF margin held at 50%, and 100% of excess cash returned. The chain followed — Western Digital +7.31%, the 2x product SNXX +27.28%. The catch: last quarter's beat and $14bn buyback still bought two down sessions on soft guidance, and Burry has added memory shorts. SanDisk, Western Digital, or the leveraged ETF?
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