$CoreWeave, Inc.(CRWV)$ It'll probably stay in a $105-$115 range until earnings. I'm expecting positive results overall this time, with solid guidance as well. They'll most likely share the details of the Anthropic deal too, which should give it an extra boost as a strategic move for the outlook.
$Lumentum(LITE)$ Lumentum Holdings (LITE) has been a success story on Wall Street this year, up 128.4% in 2026. The stock also shows an outstanding 1,303.2% year-over-year lead and has held support around the $800 level after easing back from its April 9 record high of $960. What's more, the shares are flashing a historically bullish signal ahead of the company's fiscal third-quarter earnings report, which is due after the close on Tuesday, May 5.
$POET Technologies Inc(POET)$ IMO might jump. APH bought a 10 billion Commscope (VISN) asset for AI data centers. POET could be bought out. There's a race to grab AI optical tech. I think any product with AI juice sells at a premium.
$SanDisk Corp.(SNDK)$ It should have a run next week during earnings week. I'm fine with a 3% drop from profit takers. There will likely be a lot of buyers once earnings are reported.
$SanDisk Corp.(SNDK)$ What's impressive is that the entire memory sector is moving up like this – look at MU, also up 8%. So, SNDK's earnings and other good news next week might not even be fully priced in yet.
$CoreWeave, Inc.(CRWV)$ CoreWeave has a massive $88 billion revenue backlog. That could be why the stock might 10x in 5 years. But it looks like she wrote this before the Jane Street $6B contract. Story by Harsh Chauhan.
$SPDR S&P 500 ETF Trust(SPY)$ I guess the war is over for Wall Street, and everyone has the all-clear. Now let's focus on the everyday narrative that the economy is growing at a gangbusters pace.
$SanDisk Corp.(SNDK)$ This company is the highest-performance secure portable data storage provider for AI and content creation. They're also supplying high-bandwidth flash and memory cards for the 2026 FIFA World Cup, and the price still looks cheap.