To The Moon

$Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ Bears watching SK Hynix up 10% tonight.

$SPDR S&P 500 ETF Trust(SPY)$ Futures are up strongly and the market structure looks like it's in repair mode. A new leg up seems to be setting up nicely.

$SPDR S&P 500 ETF Trust(SPY)$ I'm going all in with full margin. It feels like this is the moment.

Trading can be a psychological game if you let it take over. Some traders get intimidated when memory stocks are rising, thinking they're too expensive to buy. Then the same traders hesitate when those stocks fall, fearing they could drop even more. The approach of breaking up orders into smaller chunks and gradually buying or selling—without trying to perfectly time the bottom or top—can help reduce those emotional barriers and lead to more logical trades. $Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$  $Micron Technology(MU)$  $SanDisk Corp.(SNDK)$  $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$&

The semiconductor sector's leadership in the first half of 2026 has been extreme, showing a clear dispersion of returns within the memory segment. $SanDisk Corp.(SNDK)$  was the standout, with an extraordinary +857% move, while $Micron Technology(MU)$  followed with a strong +303% advance. This really underscores the power of the memory cycle re-rating. What stands out isn't just the size of the moves, but the concentration of capital flowing into a narrow set of semiconductor winners, as AI-driven demand continues to reshape the supply chain narrative. That's what sector leadership looks like when cycle momentum fully takes over.

$SPDR S&P 500 ETF Trust(SPY)$ Meta's stock is up on reports it's getting into the cloud computing business.

$Invesco QQQ(QQQ)$ It feels like this could be about to take off for $SanDisk Corp.(SNDK)$  and $SPDR S&P 500 ETF Trust(SPY)$ , at least from where I stand.

$SanDisk Corp.(SNDK)$ At least today it's showing a steady increase, which is good.

$SanDisk Corp.(SNDK)$  What a ride this has been. It's like printing money.

$SanDisk Corp.(SNDK)$ Institutions aren't selling into strength. The price increase is sustaining, so it should continue into the next session.