$Roundhill Memory ETF(DRAM)$ 24/7 Wall St. has a price target for NVIDIA at $272.19, implying a 21.8% upside from $223.47. They rate the shares a buy with 90% confidence, the highest tier in their framework.

$SanDisk Corp.(SNDK)$  Just look at that chart, a thing of beauty. The expiration of the tender offer is definitely helping.

$POET Technologies Inc(POET)$ Capacity expanding tenfold. That's the key takeaway we needed. Go POET.

$Nokia Oyj(NOK)$ To the naysayers – your predictions of Nokia's demise are way overblown. It's green now!

$Cerebras Systems(CBRS)$ I think this company has the potential to be huge. The real question for me is how long it will take.

$SPDR S&P 500 ETF Trust(SPY)$  What a rally! Stocks went parabolic in the afternoon, erasing much of the day's phony decline. The government keeps pumping that 10 billion a week into the market. QE to infinity and beyond!

$SPDR S&P 500 ETF Trust(SPY)$  Restaurants everywhere are packed, feels like Americans just have too much money to spend.

$Nokia Oyj(NOK)$ Deutsche Bank raised their price target to €13.5. It looks like analysts are starting to update their estimates—hopefully more optimistic ones will follow.

$IREN Ltd(IREN)$ A 20% short interest is pretty significant for IREN. Hold on to your shares. With NVDA's $2.1 billion deal, the Clarity Bill passing, and NVDA buying at $70… I think all this could trigger panic buying from shorts and drive IREN up big time.

$Nokia Oyj(NOK)$  Nokia looks like the best and safest pick on the market for the price, with a bright future ahead. IMHO.

$SanDisk Corp.(SNDK)$ A 14% dip from the all-time high is really nothing. That's what investing is about. I think it'll turn green soon enough — just watch.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$  With a bit more volume toward the close, this should break 190.

$IREN Ltd(IREN)$ The usual comparison in the neocloud space focuses on revenue, backlog, and contracts. But the durable moat in this business is secured, grid-connected power. Multi-year permitting timelines and finite utility capacity make power — not GPUs, not contracts — the actual rate-limiter for the AI buildout. The asset base tells a different story than the market caps suggest. IREN has 5 GW of secured power at an $18B market cap. Nebius has 4.2 GW (including the new Pennsylvania site) at $45B. CoreWeave has 3.5 GW contracted at $43B. That's roughly $3.6B per GW for IREN, $10.7B for NBIS, and $12.3B for CRWV. IREN trades at about a third of its peers' per-GW valuation while holding the largest secured portfolio. The obvious counter-ar

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ With AI, we'll be able to produce everything domestically — cars, furniture, the whole lot. Looking at about 4-5 years!

$SPDR S&P 500 ETF Trust(SPY)$  Honestly, it feels like even if Iran bombed the whole Middle East, Trump would still come out and say “very positive peace talks with great Iranian leaders” just to keep his precious SPY at a PE of 41.2.

$Nokia Oyj(NOK)$ Nice little rally into the close on heavy volume. That usually bodes well for what comes next. We'll see how it plays out.

$SanDisk Corp.(SNDK)$  The bullish talk around Sandisk is gaining some traction. Recently, Harsh Chauhan from Motley Fool floated a fresh target—$4,000 per share within a year. Tight supply, rising NAND prices, and new customer deals could help maintain the momentum.

$Lumentum(LITE)$  Earnings are out, and the stock dropped initially. It recovered quickly, but not before shorts piled in. The stock then went over $1,000, and the shorts started sweating, with the price yo-yoing between $960 and $990. They're already asking for directions to the nearest soup kitchen. Whoever previously mentioned holding at $950 was absolutely right. Shorts jumped onto the message boards as they watched their positions at $940 vanish almost instantly. No pity for them at all. When you come onto a board to bash a winning stock just to cover your short, you've already lost. Chicken noodle and minestrone for those wondering... better get there early.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ The move in chip stocks has effectively rendered all puts worthless. Somebody clearly made a huge amount of money on calls.

$SPDR S&P 500 ETF Trust(SPY)$  Exactly. No matter how bad the economy gets, this thing will skyrocket. I love that.