$Lumentum(LITE)$ Where else can you find optical lasers of this quality today? Coherent is okay, and AAOI is smaller and riskier. The big money is going to Lite.
$Nokia Oyj(NOK)$ Trading volume is high. Nokia looks like the future for 6G communications and sophisticated CPU data transfer. Practically, it's the ground where all that futuristic AI and robotics will play out. It has turned out to be the top performer in this space. I believe Nokia can reach $20.
$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ Earnings for the semis were substantial, that much is concrete. I'm still leaning towards SOXL. As for that useless hype on Intel with a target of 80, not really buying it. LOL.
$SanDisk Corp.(SNDK)$ This move should continue to all-time highs before pulling back. It wouldn't make sense to not get there before a pullback begins.
$SPDR S&P 500 ETF Trust(SPY)$ I keep thinking the market might try for that 723ish 20-day level. Whether it's before or after Nvidia is the question. But definitely if it's hit, I see a peace deal, framework, understanding, discussion, and roadmap being announced.