The software sector has already survived the hardest times, including Msft and Pltr.

Now it's storage chips' turn for the hardest time; no one can escape.

GLD/GDXU is also in a gradual pull-up phase. I mentioned the gold opportunity earlier, but on Monday I was just focused on making quick money with QQQ options. After getting used to quick gains, it's hard to stop and deal with such slow-moving assets... No choice, since I missed the boat, I'll just watch for now.

The short interest momentum in storage is strong, making the long positions too weak. SanDisk is so weak that it couldn't even hold above 1450; as soon as it went up, it got dumped back down.

This will likely consolidate for a long time. The root cause is the emotional and capital repair after expectations were too full, plus SK Hynix in the Korean market hasn't hit bottom yet and should fall further. 'Not dead, not comfortable' syndrome.

AAOI, owned by the 'white hairs' (retail investors), is using its earnings report to see if it's just a dead cat bounce.

SPCX had too many shorts earlier. I mentioned looking for a rebound in previous posts, and some capital is here rebounding to squeeze the shorts, bringing Tesla along with it. This stuff has no fundamentals and is very volatile/meme-like; being able to make money from it is a skill in itself.