$CoreWeave, Inc.(CRWV)$ It'll probably stay in a $105-$115 range until earnings. I'm expecting positive results overall this time, with solid guidance as well. They'll most likely share the details of the Anthropic deal too, which should give it an extra boost as a strategic move for the outlook.
$Lumentum(LITE)$ Lumentum Holdings (LITE) has been a success story on Wall Street this year, up 128.4% in 2026. The stock also shows an outstanding 1,303.2% year-over-year lead and has held support around the $800 level after easing back from its April 9 record high of $960. What's more, the shares are flashing a historically bullish signal ahead of the company's fiscal third-quarter earnings report, which is due after the close on Tuesday, May 5.
$POET Technologies Inc(POET)$ IMO might jump. APH bought a 10 billion Commscope (VISN) asset for AI data centers. POET could be bought out. There's a race to grab AI optical tech. I think any product with AI juice sells at a premium.
$SanDisk Corp.(SNDK)$ It should have a run next week during earnings week. I'm fine with a 3% drop from profit takers. There will likely be a lot of buyers once earnings are reported.
$SanDisk Corp.(SNDK)$ What's impressive is that the entire memory sector is moving up like this – look at MU, also up 8%. So, SNDK's earnings and other good news next week might not even be fully priced in yet.