🌟🌟🌟Are you running with the Bulls on $Sandisk(SNDK.US)or standing with the lone bear Michael Burry?
Team Wall Street : Data is the new oil thesis.
$NVIDIA(NVDA.US)super chips are the brains but those brains are useless if they have no where to store their massive AI datasets.
Right now, there is a huge global memory shortage. SanDisk has unprecedented pricing power because hyperscalers are desperately lining up at their door, waving blank cheques just to secure fast enterprise SSDs.
Wall Street looks at this setup and sees a multi year cash machine.
Team Burry: The Mirage
Burry is warning that memory producers are hitting ridiculous prices fueled by AI hype. To Burry, the US stock market looks like the 2000 dotcom bubble. When the cycle turns, everything will plummet.
My Take: I am running with the Bulls for now, but keeping one foot firmly planted right next to the emergency exit.
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