To The Moon

Q1 earnings season had some real blowouts that caught the market off guard. $SanDisk Corp.(SNDK)$  – up 620% $Rackspace Technology(RXT)$  – up 470% $Hyliion Holdings Corp.(HYLN)$  – up 307% $Wolfspeed Inc.(WOLF)$  – up 275% $DigitalOcean Holdings, Inc.(DOCN)$  – up 271% The lesson I see is that when a company beats, raises guidance, or crushes demand expectations, the first big gap up is rarely the last. The price often consolidates into a tight base after the initial move. The best entry point might be the breakout continuation from that base. Stocks tha

$Micron Technology(MU)$ MU is trading around 9.5x and SNDK around 9.3x. Once you see it, you can’t really unsee it. Semiconductor stocks like these don’t stay ignored forever, especially when the cycle starts to tighten again. The sentiment for these names is still catching up to the underlying setup. I’m not saying they have to re-rate tomorrow, but from a historical valuation perspective, this is the kind of compression that usually doesn’t last when demand improves and the memory cycle turns. It feels like the market is still pricing in caution while the fundamentals are starting to stabilize. That gap is usually where the opportunity sits.

$SanDisk Corp.(SNDK)$  The question is, do bears really want to sell it off here?

$SanDisk Corp.(SNDK)$  Broadcom's earnings after the bell should lift the entire memory sector.

$SanDisk Corp.(SNDK)$  This is undervalued until it hits 2200 at least.

$SanDisk Corp.(SNDK)$ Holding SNDK for the long term. Today's volume is the lowest since Dec-30th-2025.

$SanDisk Corp.(SNDK)$ The gap between 1700 and 1800 was covered on the same day. With the momentum, it could go higher.

$Strategy(MSTR)$ Simply put, if Bitcoin (Big Pie) is China's land resources, then MSTR is like a real estate developer. The total amount of land is limited and very scarce; but the risks of real estate developers come more from banks and policy regulation. MSTR financing is more dependent on the global market, is less affected by a single policy, and depends more on the perspective of international capital. This is the essential difference between the two.

$ProShares Ether ETF(EETH)$ Since late April, when I saw waves of capital flowing into Bitcoin ETFs, I had a feeling this bull run was for real. While people were still stuck on gold, I quietly loaded up on BTC. Now it’s not just beating gold $Gold - main 2506(GCmain)$ ，it’s even passed $Alphabet(GOOG)$ $Alphabet(GOOGL)$ in market cap. Still think it's a bubble? 2025 is the third year in the halving cycle, historically the time when Bitcoin goes vertical. I’m not getting off this ride anytime soon. I don’t need overnight riches，I just know BTC might be the star of this cycle.

$ProShares UltraPro S&P 500(UPRO)$ Compared to $ProShares UltraPro QQQ(TQQQ)$, S&P 500 3X Long-ProShares(UPRO) seems to offer a better bang for your buck! While TQQQ is solid, UPRO offers a broader coverage and feels more stable with higher potential for long-term gains. I’m shifting focus to UPRO for now, it just feels like a safer bet and a more reliable way to profit!