Top 10 Influencers in 2025
Likes ReceivedConservative estimate 1200, optimistic estimate 1500, beyond that it's unclear. It needs to be measured by combining the expansion plans of peers in the next few quarters and the capital expenditure plans of the giants.
Based on past carbon-based cycles, the peak of the sector occurs 3-8 months before the aforementioned fundamental changes, happening every three to five years. But this is the first silicon-based cycle, and no one can say for sure if it will last longer.
Let's take it one step at a time. At least the financial reports given by several peers are very strong. Let's enjoy the process for now 😄
$Sandisk(SNDK.US) trend is bullish!
Last night, I saw the storage sector had a significant correction, which is a chance to average down. Since I'm already heavily invested in SanDisk, I decided to enter a short-term CALL option, betting on a big rally. It's well-known that Seagate Technology and SanDisk's earnings reports exceeded expectations. The key is to bet on how the market perceives it. I'm mentally prepared for a 50% loss, but if it rallies big, the profit could be over 200%.
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