AaronJe

    • AaronJeAaronJe
      ·06-16 12:48
      $SpaceX(SPCX)$ run like MU & SNDK.
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    • AaronJeAaronJe
      ·06-16 07:52
      $SPDR S&P 500 ETF Trust(SPY)$ This market looks overbought, but I think the payday is on its way. And it could very well be a lot of money.
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    • AaronJeAaronJe
      ·06-16 07:40
      Storage remains one of the cleanest momentum plus re-rating trades in the market right now, especially with earnings catalysts ahead. $Western Digital(WDC)$  - pushing toward ATH momentum, re-rating on supply discipline and pricing power. $Seagate Technology PLC(STX)$  - strong trend continuation, with institutional accumulation still visible. $SanDisk Corp.(SNDK)$  - NAND cycle expansion, plus scarcity premium building in the price action. All three are acting as if the market is still underpricing the duration of this cycle. With $Micron Technology(MU)$  earnings next week, volatility could expand fast
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    • AaronJeAaronJe
      ·06-16 06:14
      $SanDisk Corp.(SNDK)$ It has put up an unprecedented move, delivering a massive 7,500% rally over the last 14 months. A $14K position in SanDisk last year would now be worth over $1M today, showcasing the absolute maximum velocity and explosive momentum possible in this secular memory expansion cycle.
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    • AaronJeAaronJe
      ·06-16 01:03
      $SanDisk Corp.(SNDK)$ It rallied from $214 to $2100, and MU from $62 to 1074. The long-term trend for the memory sector continues.
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    • AaronJeAaronJe
      ·06-15
      $SPDR S&P 500 ETF Trust(SPY)$  The bears might be fighting the wrong tape here. Market sentiment seems to be shifting, and some trend sectors look poised. Power semiconductors benefit from the 800V acceleration trend. For optics, easing InP supply constraints provide a boost. The success of the SPCX IPO could open the door for more risk-on flows into growth and space names. Lower crude prices and easing geopolitical tensions are bullish for the broader market. Rate hike odds have already collapsed from 65% to 35%, oil is falling, and risk appetite is rising. The market has some momentum. Could be an interesting week ahead.
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    • AaronJeAaronJe
      ·06-15
      $SPDR S&P 500 ETF Trust(SPY)$ We might see a significant market move between now and November. With potential stimulus checks and rate cuts, 850 is a possibility. Inflation could reach 10% to 15% in the coming years.
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    • AaronJeAaronJe
      ·06-15
      $SanDisk Corp.(SNDK)$ The float is tiny, only 148 million shares, and they're buying back $6 billion. The balance sheet is pristine with zero debt. They keep expenses way down by subcontracting manufacturing.
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    • AaronJeAaronJe
      ·06-15
      $POET Technologies Inc(POET)$ This is the only stock I'm confident can deliver a 5-10x return in the next year. The technology is revolutionary, and the only way it doesn't reach that is if management makes a serious mistake. Otherwise, it's $50+ by year end.
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    • AaronJeAaronJe
      ·06-15
      $SanDisk Corp.(SNDK)$ One trillion dollars very soon.
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