To The Moon

Big gap likely ahead. During a live earnings discussion on $NVIDIA(NVDA)$ , I told my traders that $Micron Technology(MU)$  and $SanDisk Corp.(SNDK)$  were going to pump, and it didn't take long. We were prepared for $NVIDIA(NVDA)$  earnings. Making money in markets comes down to being prepared.

$SanDisk Corp.(SNDK)$ NVDA could push the whole sector sharply higher at the open.

Not sure why so many people are bearish right now. That kind of sentiment just adds fuel to a potential squeeze. With $SPDR S&P 500 ETF Trust(SPY)$  above the moving averages on the daily, a bounce and squeeze feels more likely to me than a drop after the $NVIDIA(NVDA)$  earnings.

$Micron Technology(MU)$ $SanDisk Corp.(SNDK)$  $Invesco QQQ(QQQ)$ $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ I think this chart sums up the tale of QQQ as of late. A market top on 6/3/26. A retrace down 50% of the bull leg to 656.11 on 7/29/26 (3/31 to 6/3/26). A move back up to the upper dash trend line on 8/17/26, then the algos started dumping. QQQ retraced to 50% of its move again between 656 and 748 (6/3 and 7/29/26) early this morning. It seems like a bullish area to be in? SOXL bounced off its 200 day SMA this morning. Is it bullish? QQQ seems rather repres

What is he going to do with all that money at 80 years old? $SPDR S&P 500 ETF Trust(SPY)$ 

Trades at a 5.6 FPE, while $Micron Technology(MU)$  sits at 5.79. By that metric, these are the two most undervalued names in the $Invesco QQQ(QQQ)$ , even though they carry the highest trailing EPS (TTM) and the highest EPS projections for next quarter. $Micron Technology(MU)$  and $SanDisk Corp.(SNDK)$  are also priced as the second and third least expensive stocks in the $SPDR S&P 500 ETF Trust(SPY)$  right now, yet both landed in the top 10 losers today on both exchanges. Meanwhile GM, F, and buyout candidates like FISV get to trade at higher valuation

$SPDR S&P 500 ETF Trust(SPY)$  It's working. They have complete control over the bond market now. The bond market looks scared and is done selling off.

$SPDR S&P 500 ETF Trust(SPY)$ How many 0DTE calls are you buying at the open? I'm getting at least 150 0DTE 770 calls.

$SanDisk Corp.(SNDK)$  High DRAM demand does tend to move alongside strong NAND flash demand in data centers, mainly because of the rapid buildout of AI infrastructure. Even though they handle different technical roles, they are structurally linked in modern data center architecture.

$SanDisk Corp.(SNDK)$ Kioxia's high-performance storage push around Nvidia ecosystems looks like a real positive for SanDisk. The two share a large, long-term joint venture making 3D flash memory in Japan, so Kioxia's moves to target Nvidia's AI servers should feed directly into high-margin NAND and enterprise SSD demand for SanDisk.