$SanDisk Corp.(SNDK)$ It's hard to imagine Sandisk doesn't use this week's investor day to put out something positive to lift the stock. This could set things up for a strong move in the second half.

$United States Oil Fund LP(USO)$ $Sky Quarry Inc(SKYQ)$ $Battalion Oil Corp(BATL)$ $SPDR S&P 500 ETF Trust(SPY)$ $Trump Media & Technology(DJT)$ Honestly, they might all belong in a maximum security prison for the criminally insane. But at the end of the day, they still sell the best used cars in the good old USA.

$Applied Optoelectronics(AAOI)$  is trading strong around $135.63 right now. $SanDisk Corp.(SNDK)$  is trading strong around $1,212.21 right now. If optics ends up getting the same legendary treatment as memory stocks, $Applied Optoelectronics(AAOI)$  is the next $SanDisk Corp.(SNDK)$ , with expected revenue projected to skyrocket from $500M to $3B annually over the next 3 years. True market veterans don't follow the noise — we position early when structural industry cycles undergo a massive paradigm shift. With explosive momentum building, avoid chasing green highs blindly and scale into key support

It looks seriously mispriced if even part of this cash flow strength is sustainable. The company just generated roughly $7.1B in quarterly FCF, or about $45.70 per share. And yet $SanDisk Corp.(SNDK)$  is still trading nearly 50% below its recent high. That's the disconnect I'm watching. If even a fraction of this FCF durability continues, the current valuation starts looking very difficult to ignore. Massive cash flow + huge drawdown = a setup worth watching closely.

$SPDR S&P 500 ETF Trust(SPY)$ Another session wrapped up and the structure held, despite a lot of hostile order flow poking at it. Charm stayed in play throughout, and put drift never really got going. Net GEX did soften a bit, but the 7700 support level held. Instead of reacting to every move, I just let the process play out. Ended up capturing roughly 90% of the max available profit. Keeping an eye on it going forward.

$SPDR S&P 500 ETF Trust(SPY)$ A wide-open 12-hour chart flagging here, looks like it should reject downside by the open. A pretty aggressive surge upward expected. $Invesco QQQ(QQQ)$ 

$SanDisk Corp.(SNDK)$ This is now the 2nd most undervalued company.

$SanDisk Corp.(SNDK)$  Earnings reactions can be a wild ride, and sometimes they create serious buying opportunities. Both sides can make money in this kind of setup. Looks like the stock is on track to close green, and it's already been a solid week with a 15% move higher so far.

$Bluejay Diagnostics Inc(BJDX)$ With 60% of the float still short, the short percentage just keeps climbing. The short fee is also at 500%. If this keeps up, there could be another wild move. $YXT.COM GROUP HOLDING LIMITED(YXT)$  profit at $15 — for those who held above $20+, congrats. Quite a day for the bulls. $SPDR S&P 500 ETF Trust(SPY)$  also had quite a run.

$SanDisk Corp.(SNDK)$ Patience. Support at this price should end up being quite strong.

$Intel(INTC)$ $Taiwan Semiconductor Manufacturing(TSM)$ $NVIDIA(NVDA)$ $SanDisk Corp.(SNDK)$  Some of these bears are just out there spreading fear over pennies. It's almost funny. They're like beggars on Wall Street. If you're feeling generous, toss them a few pennies and have a laugh. $Advanced Micro Devices(AMD)$  crossing a $1 trillion+ market cap feels like a real outcome after this earnings report. The numbers were solid and AI demand looks strong. It's better to just focus on the long term and not get distracted by sho

$SanDisk Corp.(SNDK)$ Kioxia and Sandisk just announced new 3D flash memory tech, and they're claiming the industry's highest bit density for QLC NAND. Looks like things could go higher from here.

$SanDisk Corp.(SNDK)$  At least the chart is starting to make sense now.

$SPDR S&P 500 ETF Trust(SPY)$ Watching for a potential Iran deal announcement from Trump. Even if it turns out to be just talk, the immediate market reaction tends to be the same. That kind of headline is often enough to give things a short-term push.

$Virax Biolabs Group Limited(VRAX)$ VRAX is one of the few actual Ebola plays out there. The float is smaller than $GeoVax Labs Inc(GOVX)$ , $Aethlon Medical(AEMD)$ , and CODX. Ebola outbreaks aren't really slowing down, so I'm waiting for some kind of PR from VRAX. If the case counts keep climbing, $SPDR S&P 500 ETF Trust(SPY)$  could start looking shaky. I've put myself in VRAX.

Trying to decide between 2 contracts of $SanDisk Corp.(SNDK)$  1395 calls for this week's play, or selling the news with 300 contracts on $BRC Group Holdings, Inc.(RILY)$  instead. Going bullish on a loose cannon, or bullish on earnings outweighing terrible management. Not an easy call.

$SanDisk Corp.(SNDK)$  I think this one has a real shot at blowing past 34/share. The backlog of contracts past 2028 and the guidance they gave look pretty solid to me. I wouldn't be surprised to see it hit 2250 again short term.

$SanDisk Corp.(SNDK)$  Key events this week. Markets are reacting to Trump cancelling US strikes on Iran. July ISM Manufacturing PMI data is out on Monday. June JOLTS Job Openings data on Tuesday. AMD and SpaceX report earnings on Tuesday as well. July ADP Nonfarm Employment Change data on Wednesday. SanDisk reports earnings on Wednesday. The July Jobs Report drops on Friday. Around 20% of S&P 500 companies report earnings this week. Feels like a pretty big week ahead.

$SanDisk Corp.(SNDK)$ What a ride. Really glad I held onto those shares instead of letting them go when it looked bad. Wasn't easy at all, but at least I can sleep now.

$SPDR S&P 500 ETF Trust(SPY)$  Watching for a possible push toward 740 as SPX tries to hold above 7420.