Don ’ t FoIIow Shradi B fl Ycu Heta Mauoy

BREAKING: SanDisk (SNDK) CEO David Goeckeler said the company has signed five long-term supply agreements worth $42,000,000,000. He also said the company would launch a $6 billion share buyback. The stock has surged more than 360% so far this year, making it the top-performing stock in the S&P 500.

Memory chip supercycle? Samsung, SK Hynix, & Micron are now expected to hit $454B in total operating income in 2026. Estimated FY26 Earnings: Samsung: $209B, +413% SK Hynix: $168B, +593% Micron: $77B, +684%

F.03 can now walk up/down stairs purely using it's onboard camera perception Our robots now walk from manufacturing when built to HQ This is trained end-to-end with reinforcement learning in simulation

Historically, after a 10%+ monthly move, the market tends to transition from a strong trend into a more choppy, range-bound environment. It shifts into a stock picker’s market, where the broader index stalls, but leaders (often semis and Mag7) can still grind higher while laggards play catch-up, making rotation more important than overall direction. Dip buyers remain active, so pullbacks are typically bought, but the upside usually cools off from explosive rallies into a slower, more methodical grind higher.