$SPDR S&P 500 ETF Trust(SPY)$ The lower it closes, the more I lean towards thinking it will attempt to test the 20-day moving average for a near-term bottom. Watching the 723/724 area.
$SanDisk Corp.(SNDK)$ Heads up to all the bulls out there. Catch that interview with Jensen Huang and Michael Dell that aired recently. They talked about the massive demand placed on memory. Huang actually said the cyclicality no longer exists. Memory will be in high demand for many years to come. Plus, he mentioned there will be hundreds of billions of AI agents working around the clock, and all of them must have massive amounts of advanced memory. So yeah, go ahead and short SNDK and MU.
$Roundhill Memory ETF(DRAM)$ An analysis mentioned that MU and SNDK are positioned as the biggest winners in the AI inference era. DRAM holds both. That's an interesting take.
$Circle Internet Corp.(CRCL)$ The combination of the Clarity Act as a catalyst plus a short squeeze is a deadly mix for shorts. We've already seen panic selling recently. Covering should follow in the coming days. Price can reach 140+.
$SPDR S&P 500 ETF Trust(SPY)$ Bobbins falls to the heat of the markets once again, which is quite a sight. He and I have been going back and forth in a duel of bears and bulls for a long time now. Times like these make me want to celebrate. Seeing my SPY shares rise so much since then brings me a lot of joy. These are good times.
$SPDR S&P 500 ETF Trust(SPY)$ The S&P 500 is at its highest-ever run, up 30% for the year. Apparently, things are great in the economy. Just ask around.