To The Moon

$Micron Technology(MU)$ $SanDisk Corp.(SNDK)$  I bought big in both today. These sell offs are usually short lived. There's clearly still a lot of demand for these names.

$SanDisk Corp.(SNDK)$  Shorts are likely under pressure to cover here. The longer they hold off, the more they stand to lose.

$SanDisk Corp.(SNDK)$ For anyone holding shares at a higher price, this looks like a reasonable time to average down. Shorts have substantially oversold it with the earnings report approaching on 10/29. The stock traded above $1,900 less than a month ago. I'm expecting record revenue and profits, along with an additional share buyback announcement. News should be coming.

$SanDisk Corp.(SNDK)$  SNDK is a good example of market manipulation driven by meritless AI claims. The company is doing well, but its current and future financial performance keeps getting ignored.

The 10Y yield has been falling all day along with the market. At this pace, the 10Y yield could break under 5%, which would be great. The PPI report is going to determine where the market goes from here. It looks like a hot PPI is being priced in with the additional market drop. So if PPI comes in line, the market could actually see a recovery rebound. If PPI comes in hot, it could repeat the same kind of drop. $SPDR S&P 500 ETF Trust(SPY)$  $Invesco QQQ(QQQ)$  TNX $iShares Semiconductor ETF(SOXX)$  BTC.X

$SanDisk Corp.(SNDK)$ Eventually we will recover, but for now it feels a little rough.

Anthropic's run-rate outlook is getting disclosed. I ran a probability-weighted scenario analysis for it, and the table covers 7 scenarios. If the number comes in below $76B, that would be bearish. Anything above $88B would be bullish. The expected figure is $86B. $NEBIUS(NBIS)$  $CoreWeave, Inc.(CRWV)$  $NVIDIA(NVDA)$  $Micron Technology(MU)$  $SanDisk Corp.(SNDK)$ 

On $SanDisk Corp.(SNDK)$ , shorts likely need to cover to lock in gains driven by fear-driven news that got treated as fact. There's been too much misleading negativity around semiconductor names, which let shares get taken from weaker holders. The current price looks like an early gift. Back above $1,700 by the earnings report on 10/29, with record earnings and more buyback details still to come.

$Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 2X ETF(GUSH)$ $SPDR S&P 500 ETF Trust(SPY)$  I don't get the bearish sentiment here. Nothing has actually been done to bring fuel prices down, just minor tax cuts and a small deal with Russia that only covers about 1.5 days of supply. This war isn't going to end anytime soon, and things aren't going back to how they were. It could end up making Vietnam look like a very short campaign.

$SanDisk Corp.(SNDK)$ The drop feels unfounded. SNDK is making money at an alarming rate and it looks like that pace can continue for at least 2 years. US companies building out AI need non-Chinese memory in GPUs, so the business isn't going anywhere. Hoping this pre-market red is just a head fake, because the earnings suggest the stock should be much, much higher.