$SPDR S&P 500 ETF Trust(SPY)$ And just like that, it's up after hours, near the highs of the evening, close to 2 points. I'm guessing new highs tomorrow—one step back, two steps forward.
$SanDisk Corp.(SNDK)$ Multiple analysts have already raised their price targets for SNDK, with average estimates around $1400. I expect more analysts to follow suit soon, and as I mentioned earlier, there's still plenty of upside potential ahead.
$SanDisk Corp.(SNDK)$ SNDK's float is only 147 million shares? They'll probably split the stock soon, since SNDK is in the QQQ, with share price over $1,000 and strong demand. What do you think?
$SanDisk Corp.(SNDK)$ Honestly, news articles always seem to try and scare people into selling so the wealthy can scoop up shares. Then next week they post some great news and the stock skyrockets.
$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ 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.
$SanDisk Corp.(SNDK)$ 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.
$Circle Internet Corp.(CRCL)$ There is some serious FOMO here. Even if interest rates go down, circle still stays valuable as its trajectory is undeniable.