$Sandisk(SNDK.US)$Tesla(TSLA.US) According to the weekend talk,

1. It's highly likely that Tesla has found good support here at 337 after filling the gap.

2. Please see the active capital ranking chart attached. Usually, the top two are NVIDIA and Tesla, but now SanDisk and Micron are consistently in the top few.

This indicates that the funds previously speculating on Tesla have moved to storage. If the capital activity is here, then we should follow the money. Go long if we should go long, and don't short if the trend isn't broken. If the trend breaks, follow and go short (suggest not SNDK, choose MU, MU is relatively weak).

3. The US stock market only has a few big opportunities each year, and these big opportunities are reflected in the active list, such as SanDisk and Micron. Tesla is definitely going to have a run this year.

There are also those that intermittently make the list, like CRWV.

4. Last week's analysis said that IGV would rebound this week, with constituents including Microsoft/PLTR, etc. Semiconductors will have to wait for AMSL and TMS earnings before rising again.

5. The market has long since priced in the war, so I wrote in the morning analysis not to be too bearish. I'm at least not shorting anymore.

Small prediction: The market will be quite boring this week, with no major fluctuations. But a few hot stocks will be very exciting. If the market slowly corrects to 6715-6600 over the next few days, it's a healthy shakeout. But if it doesn't fall and holds on stubbornly, there might be a bit too many short positions by Friday or next week, and a sharp drop to fill the gap isn't out of the question. Being careful doesn't hurt.