$Sandisk(SNDK.US)
SanDisk’s share price fell after the market opened, just as I expected—and I actually see that as a good thing. We need to remember: lower prices have their advantages, while higher prices come with greater risks.
I’m already considering selling my Micron Technology position and rotating the capital into SanDisk. If SanDisk drops back into the 1600 range again, I think I’ll make that move.
I’m really looking forward to this week’s AI chip conference.
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