$Sandisk(SNDK.US) AI has elevated the importance of computing power and simultaneously raised the strategic position of storage. SanDisk is undergoing a shift from a cyclical logic to a growth logic.
$Sandisk(SNDK.US)Sandisk (SNDK) has been quite a journey so far. The stock has experienced plenty of ups and downs, testing patience along the way, but that’s often how investing works. The path is ra...
$Sandisk(SNDK.US)- Memory is the new diamond
There are no words to describe the ascent of memory and the companies making them and their rise have been astounding. To give a rough idea, barely a year a...
shortage runs to 2030 per the supply commentary, SanDisk +700% ytd, WDC getting a 650 target from MS. this isn't a trade anymore it's a structural cycle
sold my SNDK at 1500 feeling like a genius. it's 2000 now. this is fine 🐶🔥
Apple CEO Tim Cook: Product “price increases are unavoidable” due to the surging costs of memory and storage chips, though, “We’re doing our best to mitigate the huge increases that are being passed t...
$Everspin Tech(MRAM.US) just went heavily long on MRAM. This year's memory stocks like MU, SNDK, WDC, STX have all gone crazy. MRAM is also in the memory business, just on a different track!
$Tradr 2X Long Sndk Daily ETF(SNXX.US)
Semis opened volatile, driving a sharp intraday pullback. For a leveraged vehicle, these swings are part of capturing momentum.
The AI and advanced computing cycle...
the WDC and Sandisk share swap is the interesting bit under the noise. structural stuff happening while everyone watches the daily candle
the memory ETF DRAM just tracks MU and SNDK, so of course it gave back with them today. basket exposure, nothing surprising here