SNDK can reach $2,200, stay bu

SNDK can reach $2,200, stay bullish! The bull case is real, but the margin of safety is getting smaller

SK Hynix Surges 4% — Who Picks Up the Baton in Memory Earnings Week?

Micron rose 2.46% and SK Hynix 4.05% Friday, while SanDisk fell 1.82%, signaling divergence ahead of memory earnings. Seagate and SK Hynix report first; SanDisk follows Thursday after hours, with consensus revenue near $10.85B. Bulls cite AI demand for HBM, enterprise SSDs, and high-capacity HDDs alongside disciplined supply. Bears warn tight HBM alone cannot sustain NAND and HDD margins. What pricing and inventory trends would confirm the upcycle is broadening beyond HBM?

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fishhhh
08-14
fishhhh
Gross margin is exactly why I added to my short. Bulls really fine with that squeeze?

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