$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ The biggest semiconductor beneficiary from the Xi-Trump meeting is NVIDIA. I expect NVDA to run at least into earnings. The stock hasn't moved much during the March-April semiconductor wave, and with earnings approaching, the setup is straightforward: if the stock had already exploded the month before, the earnings numbers would be scrutinized heavily; when it hasn't run much compared to peers in the prior month, earnings typically pop. The past NVDA earnings pop-versus-bust ratio is 5:3 over the last eight quarters. That's because the stock had 3 consecutive bust earnings quarters due to massive run-ups the month before. This quarterly earnings could be set up nicely for a run. No guarante
$Lumentum(LITE)$ Institutional front-runners, arbitrage desks, and options market desks building positions ahead of inclusion could force Lumentum's stock price over 1200+ before the close. Something to watch.
$SanDisk Corp.(SNDK)$ Look into MRAM. It tries to do both: as fast as RAM, keeps data without power like SSD, uses less electricity, extremely durable, and instant startup.
$IREN Ltd(IREN)$ The “dilution” argument really just comes down to this: 10% of a watermelon is still far bigger than 100% of a grape. Once that note is fully priced in, the stock is going to rip and not look back this time around. That’s my take on it.
$SPDR S&P 500 ETF Trust(SPY)$ Tesla's retail sales in China fell 10% year-over-year in April 2026 to 25,956 vehicles, according to the CPCA. This marked the second consecutive month of year-over-year decline after March's 24% drop, and was down 53.7% from March's 56,107 units sold. But honestly, who cares about that... did you see the news that Elon is going to China with Trump? They're friends again! TSLA looks parabolic on that news! Woot woot. The momentum.
$Circle Internet Corp.(CRCL)$ The market is beginning to wake up to what Circle represents. It's found a sweet spot thanks to a sound business strategy. I could see this reaching $1,000 within 5 years, maybe sooner.