$POET Technologies Inc(POET)$ This market cap is only $1.2 billion—that's very attractive.

$POET Technologies Inc(POET)$ Let's remember, Marvel's acquisition of Celestial AI was primarily for POET's Starlight technology, which they codeveloped. We're seeing aggressive negotiations play out publicly, with POET trying to raise its valuation and Marvel trying to lower it. Even if scaling and mass production take time, the technology is worth the investment and the wait. It changes the entire playing field.

$SPDR S&P 500 ETF Trust(SPY)$  SPY reaches 800 by November. War over. Then stimulus checks, then rate cuts.

$SPDR S&P 500 ETF Trust(SPY)$  When a 'deal' is finally announced before the market opens one day, the gap up will probably be at least 2%. Maybe even 3% with a 4% close. Imagine the price at 720, opening above 740 and closing above 750. Then fomo should kick in.

The ceasefire extension was expected. An open-ended one probably wasn't. I think that adds more uncertainty. But there will be another announcement about opening the strait soon. $SPDR S&P 500 ETF Trust(SPY)$  should make new highs.

$SPDR S&P 500 ETF Trust(SPY)$  Noticed a fun market fact: US military cargo flights in the ME over the last 72 hours are at all-time highs. Looks like rally time.

$SPDR S&P 500 ETF Trust(SPY)$  TSLA is up 8% today, and MSFT is up 5%! What a rally! Haha, never before in history! What a market!

$SanDisk Corp.(SNDK)$  When this takes off again, it's going to shoot up like a rocket. Nothing will hold it back for too much longer at this price drop.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ At 7:10 AM, it's starting to look like for the 9th straight trading day, SOXL will repeat the same pattern: starts with a sizable loss in early premarket, improves by the opening bell, and finishes strong in the green.

$SanDisk Corp.(SNDK)$ No matter how many shares you hold, every SNDK investor probably regrets not buying more.

$CoreWeave, Inc.(CRWV)$  I did some research on Meta's need for CRWV. It seems Meta will keep expanding its CRWV contract from here. Here's why: Meta is launching AI tools for all its 3B+ users, not just developers or early testers. The rollout is already underway across Meta's entire ecosystem, with a standalone app expanding access even further.

$CoreWeave, Inc.(CRWV)$ Things are looking good again for the stock.

$SPDR S&P 500 ETF Trust(SPY)$  Crude Oil.....Back to $100......

$SanDisk Corp.(SNDK)$ Wow, breaking the 52-week high before open again. Maybe we'll hit 1000 before earnings.

$Lumentum(LITE)$ Managed to save up quite a bit of cash now! What to do with this whole pile of it!

$United States Oil Fund LP(USO)$ Where is oil headed? It depends on what Iran says, and they have mentioned over $200.

$SanDisk Corp.(SNDK)$ It has been another down day for the market. The upward trend will resume once a positive development occurs.

$SanDisk Corp.(SNDK)$ Congratulations to all my fellow rich retail! Glory to God!

$SanDisk Corp.(SNDK)$ Wall Street appears positioned for all AI stocks to decline, under the assumption the trade is over. I don't quite share that view. I tend to think they could face significant losses as AI stocks move considerably higher.

$SanDisk Corp.(SNDK)$ It’s amusing how the most vocal critics of SanDisk always appear to be those who don’t own a single share. Mark’s over here managing portfolios from a cardboard office and a prepaid phone, all while explaining why a $700 stock is ‘terrible.’