$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ As long as Trump doesn't do anything really stupid, and they keep building data centers—which is creating insane demand for semiconductors from all sorts of companies—this one's a hold. It's a diversified 3x bull ETF, so it kind of resists logical profit-taking reasoning.
$CoreWeave, Inc.(CRWV)$ Strong finish today and finally broke past 120. The next level is to break 125 and hold that. Things look very promising, especially with earnings in a couple of weeks and most likely strong guidance given the $80+ billion backlog and more deals on the way.
$CoreWeave, Inc.(CRWV)$ Vast data is valued at about 30 billion for 2-3 billion in revenue today... Think about it: Coreweave is expected to do 13-14 billion this year and 23-30 billion next year. Both Nebius and Vast are valued at much higher multiples, so based on that, this should be 220-250 right now.
$SanDisk Corp.(SNDK)$ This stock, everyone's been saying it topped out at $250, but it's held the $900 line so well. Honestly, just one catalyst is all it needs to rocket to $1200.
$CoreWeave, Inc.(CRWV)$ Revenue backlog estimates currently range from $66.8B to $90B+, depending on the analyst's methodology. CoreWeave continues to expand its financing capacity: $3.5B in convertible notes, $1.75B in senior notes, and an $8.5B GPU-backed facility. These moves reinforce its ability to fund over $30B in capex for 2026. Bullish. The stock at $300, and then the path looks more open.
The AH dip isn't the real move. These are Limit Sell orders by MMs and Institutions, and just seconds before the market opens tomorrow, all these sell orders will be cancelled. In turn, once the market recognizes the lower share prices around 1-1.5 hours after the open, these same MMs and Institutions will scoop them right back up at major discounts. Meanwhile, those retail investors who sold out of fear will be stuck with losses, watching $SanDisk Corp.(SNDK)$ shoot over $1000+. With all the catalysts ahead, I wouldn't recommend giving up your shares.
$SPDR S&P 500 ETF Trust(SPY)$ In a normal market, when Trump gives positive news at 6pm, it'd typically be a sell-the-news event, since the market's been rallying on the assumption the war is over. But in this market, it'll just surge even more...