$SPDR S&P 500 ETF Trust(SPY)$ To me, the real catalyst here is a once-in-a-lifetime level of deregulation and favoritism for the wealthy. That's the whole story. That's the driver. Other factors like Iran or economic numbers aren't touching the markets right now. Honestly, all the noise about oil, bonds, the carry trade, inflation... it just doesn't matter at the moment. You need to look beyond that.

Looking at the 3-month chart, the recent movement has been normal backing and filling. The uptrend remains intact and should resume soon once this phase is over. Stock prices go up and down – $Nokia Oyj(NOK)$  is no exception. Keep the faith and stay positive.

60I still think it's too cheap for what's been the hottest growing ETF in history. Reaching $100 higher seems pretty doable in the coming period.

$Lumentum(LITE)$ 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.

$SPDR S&P 500 ETF Trust(SPY)$ Another $200 rally for the NAS... solid market fundamentals. Kind of funny.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ At this pace, it looks like it could hit 1000 in a month.

$Nokia Oyj(NOK)$ 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.

$Roundhill Memory ETF(DRAM)$ Semiconductors seem to be performing very well in the markets that are open.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$  Deal or no deal, who really knows. Volatility is going to be our friend in the near term.

$SanDisk Corp.(SNDK)$ This move should continue to all-time highs before pulling back. It wouldn't make sense to not get there before a pullback begins.

$SPDR S&P 500 ETF Trust(SPY)$ Seems like everyone is gearing up for the next leg up, trying to keep things quiet, but the energy is barely contained.

$SPDR S&P 500 ETF Trust(SPY)$  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.

$Cerebras Systems(CBRS)$  The AI revolution will need the kind of tech that CBRS offers. It'll have its ups and downs, like everything else. But it seems to be off to a decent start, and committed investors could see it pay off over time.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ The price of NVDA might see a pump closer to earnings, then slide below these levels. A move back to $100 would be an interesting point to watch.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ KOSPI is already back up, thanks to Samsung. I don't think it's the red day everyone is claiming.

$SanDisk Corp.(SNDK)$  This looks like a healthy pullback to me. No need to worry too much, I think it can jump over $1500. Demand for memory is still high.

$Applied Optoelectronics(AAOI)$ I'm quite positive on AAOI's future. It's really been generating nice returns.

$IREN Ltd(IREN)$  Patience... Nvidia has set a floor at $70. We're good here.

$CoreWeave, Inc.(CRWV)$ There's a massive halo effect now from Nebius's valuation. Nebius reiterated a $3-3.4 billion valuation while Coreweave is at $12-13 billion. Nebius's year-end ARR is projected at $7-8 billion... Coreweave's is $17-19 billion. If Nebius holds, it looks underpriced by about $100 or more. Nebius backlog is $50B and Coreweave's is about $100B.