Pullback, Not Broken 🔥
$SNDK is down ~2% today, and yeah… that stings after the recent rally.
But I’m not looking at today’s red candle in isolation.
SNDK is trading around $1,751, after reaching roughly $1,834 intraday.
The chart still looks constructive to me.
The key is that orange resistance line. If bulls can reclaim and break through it with volume, the technical structure could open the door to another major move higher.
#SNDK #SanDisk #AI #NAND #Semiconductors #AIStocks #TechStocks #Stocks #WallStreet 🔥
$MU is quietly having another strong AI-memory day. 🔥
Micron is trading around $1,037, after reaching roughly $1,064 intraday, while the broader semiconductor sector is also catching a bid.
The technical setup is interesting:
• MA5: $977.61
• MA20: $963.29
• MA50: $928.48
• Intraday high: ~$1,064
My take: the trend remains constructive as long as MU stays above the $960–980 zone.
The next major challenge is the $1,064 area. Above that, I needs memory. MU is one of’m watching the previous high near $1,255.
AI needs memory. MU is one of the names I’m watching closely.
#MU #Micron #AI #HBM #Semiconductors #AIStocks #Memory #TechStocks #NASDAQ
AMD is no longer just an NVIDIA story. 🔥
$AMD just broke into the $1T market-cap club, hitting an intraday record of $613.92 and trading around $610, +9% today.
R
Reuters
The fundamental shift is what interests me most:
AMD’s Data Center revenue hit $6.7B, up 107% YoY, driven by EPYC CPUs and Instinct GPUs.
A
Advanced Micro Devices, Inc.
My take: the AI trade is broadening beyond one dominant GPU name.
AMD is becoming a full-stack AI infrastructure story.
#AMD #AI #NVIDIA #Semiconductors #AIStocks #TechStocks #WallStreet #Stocks
Momentum / Breakout
$INTC is moving fast today. 🔥
Trading around $118.73, +9.33%, Intel has pushed well above its short- and medium-term moving averages.
My take: momentum is clearly back, but after a move this sharp, I’d watch $120–$126.50 closely. A clean break above that zone could put the previous $142.35 high back on the radar.
I’m watching price action, not chasing candles.
#INTC #Intel #Semiconductors #AI #Stocks #Nasdaq #TechStocks
As Bitcoin breaks past $85,000, Strategy's BTC holdings have once again swung into massive unrealized profit.
Strategy currently holds approximately 845,050 BTC with an average cost basis of around $75,412; at current prices, its unrealized profit has reached roughly $8.07 billion.
Even more dramatic is the fact that just a few weeks ago, this position was sitting on an unrealized loss of approximately $10 billion.
The market made the swing from -$10 billion to +$8 billion in a very short span of time.
#Bitcoin #BTC #Strategy #MSTR #Cryptocurrency #Crypto
UnitedHealth Group $UNH, after a rough two years, is seeing some noteworthy changes.
Q2 revenue reached US$112 billion, with adjusted EPS of US$6.38. The company also raised its full-year adjusted EPS guidance for 2026 to US$19.50-20.00.
The stock price has also recovered significantly this year.
What really deserves attention is: Can the Q3 financial report on October 13 continue to verify this main line of "profit repair"?
#UnitedHealth #UNH #USStocks #USStockInvestment #MedicalStocks #FinancialReport #Stocks
How much capital do you need to generate $15,500 in monthly passive income?
The answer depends on the yield:
12% → $1.55 million
6.2% → Approx. $3 million
3.5% → $5.31 million
But what really matters isn't just how high the yield is—it's whether the income can keep pace with inflation.
High yield ≠ High income in the long run.
#Investing #Dividends #PassiveIncome #RetirementPlanning #FinancialFreedom #Dividend
Cocoa prices plummeted to 7-week lows today on the outlook for ample near-term supplies. Cocoa prices have been under pressure over the past two weeks on signs of higher cocoa output in the Ivory Coast. The Ivory Coast cocoa regulator, Le Conseil du Café Cacao, reported on September 2 that Ivory Coast harvested 2.06 MMT of cocoa from June 2025 to June 2026, up +30% from 1.58 MMT a year earlier.
Earlier this summer, I thought the memory trade had run its course. The stocks had gone vertical, the July chip selloff pushed Micron, Samsung and SK Hynix into bear-market territory, and it looked like the easy money was gone.
I've changed my mind. Not only because the stocks bounced, but because the numbers underneath them keep getting stronger. When you put this shortage in context, it isn't a normal memory cycle. It's one of the biggest supply squeezes the chip industry has seen, and reviewing the setup can help elucidate why it may be a prolonged cycle.
The BOJ raised its policy rate by 25 basis points to 1.25%, its highest since 1995, just three months after its previous hike.
Despite the faster pace, the yen weakened, the 10-year Japanese government bond yield slipped and the Nikkei 225 gained.
Analysts pointed to two dissenting votes and the absence of updated economic forecasts. Another hike could come around December, but experts disagree over where rates will ultimately peak.
As the third quarter of 2026 nears its end, the selloff in pure-play quantum computing stocks is increasingly looking like a valuation and commercialization reset. Since reporting second-quarter results, IonQ IONQ shares have declined 7.3%. The company's direct peers Rigetti Computing RGTI and D-Wave Quantum QBTS have lost 10.6% and 16.2%, respectively.
The weakness is notable because the period has brought a steady stream of positive developments, including IonQ's SkyWater integration, its new Superion 256 platform and expanded commercial agreements.