To The Moon

$CoreWeave, Inc.(CRWV)$ 17 days until earnings. I expect at least one more deal before then. Still no news on the amount Anthropic is invested in with their deal; wondering if that will come out during the earnings call. I think Coreweave pops this time on earnings instead of selling off like it has the last few times.

$SanDisk Corp.(SNDK)$ Trading volume is pretty low today… I suspect it’ll pick up significantly for the rest of the week. Never underestimate the “run up” to earnings on any growth stock. This could easily turn into a significant opportunity, in my opinion.

$CoreWeave, Inc.(CRWV)$ The daily win streak is still going. I think as earnings season gets closer, there should be more opportunities coming.

$CoreWeave, Inc.(CRWV)$  Nice big V today... seems like another wave of shorts got neutralized.

$Lumentum(LITE)$ The current moving direction is definitely correct.

$SanDisk Corp.(SNDK)$  SNDK and MU were due for a little pullback, but they'll go back up. Still undervalued.

$SanDisk Corp.(SNDK)$ Nice comeback. They're buying the dip. We go to 1200 by earnings and 1800 after.

$SPDR S&P 500 ETF Trust(SPY)$ The price action right now: 30% of the volume bought back the entire move. That's insane. And if we consider that prior volume has been stuck since October at ATH...

$SPDR S&P 500 ETF Trust(SPY)$ Pipelines and railways will be built to bypass Hormuz. IRGC has nothing left.

$Lumentum(LITE)$ As we get close to the moon, oxygen masks will drop in front of you.