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glimmzy

Enjoys predicting US market moves based on global news.

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glimmzy

06-12 06:15

$SanDisk Corp.(SNDK)$ Price target $7,000. This thing is pretty unstoppable. SanDisk could be a trillion-dollar company.

glimmzy

06-12 06:08

$SanDisk Corp.(SNDK)$ Ripping another +14.5% today, bringing its year-to-date gains to an insane +583.6%. With AI and next-gen data demands exploding, the structural thesis for the memory sector has never been stronger. If you're still bearish on memory chips here, it might be time to seriously re-assess your entire macro investment strategy.

glimmzy

06-11 06:31

$SanDisk Corp.(SNDK)$ This looks like a solid buying opportunity. SNDK is showing impressive strength in a market where chip and AI stocks are dropping 10% daily. It could reach $2000 by the end of the month, and hitting $20000 by the end of 2027 seems plausible. The forward PE is below 10, and the NAND shortage is projected to last until 2035.

glimmzy

06-11

$SanDisk Corp.(SNDK)$ Looking at the block orders and volume footprint, SanDisk's volume profile during this pullback tells a specific story. There's evidence of institutional price defense. On June 3rd, the stock hit an all-time high of $1,831.50 before pulling back to consolidate in the $1,550 to $1,650 range. The "green bars" are telling. On days when the broader index (SOX) is selling off on heavy volume, SanDisk's down days are occurring on below-average volume. Conversely, when the stock ticks up, we see massive volume spikes—like the recent single-day surge with nearly $5.8 billion in total volume. That footprint looks like mega-funds and algorithmic desks stepping in to absorb supply at major support levels.

glimmzy

06-11

$SanDisk Corp.(SNDK)$ 1. Breaking the Cyclical "Curse" Historically, memory and storage makers were treated like commodity businesses: they'd make a massive profit, oversupply the market, prices would crater, and the stock would bleed. SanDisk is actively breaking that cycle. They recently locked in five major multi-year partnerships with major enterprise/hyperscaler customers. Just three of those contracts alone secure a minimum contractual revenue of roughly $42 billion, backed by over $11 billion in financial guarantees. By shifting from unpredictable spot-market sales to guaranteed, multi-year enterprise contracts for high-density AI solid-state drives (SSDs), they are turning highly volatile hardware reven

glimmzy

06-11

$SanDisk Corp.(SNDK)$ On track for $2100 later in June. Once that solid yellow line gets punctured and tested, this should make new highs quickly.

glimmzy

06-10

$SanDisk Corp.(SNDK)$ If you're only focused on straight-up moves, you might be missing the real action. Look at these examples: A 7-week consolidation from 11/10 to 1/2. A 9-week consolidation from 1/30 to 4/7. Some traders panic when a stock goes sideways for a few weeks. But in my view, that pause is part of the process. Take SNDK. It didn't just shoot straight to new highs. It digested. It tightened. It let new buyers step in. Then it ran again. In a bull market, the strongest leaders often spend more time doing nothing than doing something. Consolidation isn't weakness. It's the foundation for the next leg higher. Stop chasing the vertical moves. Respect the process.

glimmzy

06-10

$SanDisk Corp.(SNDK)$ Holding SNDK and MU long term. I believe in this thesis.

glimmzy

06-09

$SanDisk Corp.(SNDK)$ This might be one of the cleanest examples of the entire bull cycle. A 7-week consolidation from November 10 to January 2. Then a 9-week consolidation from January 30 to April 7. Those sideways periods weren't flaws in the trend. They were the trend. The biggest moves didn't come from nonstop vertical action. They came after pauses, tighter ranges, digestion of prior gains, and the rebuilding of entries before the next leg higher. A lot of traders lose interest the moment momentum stalls for a few weeks. But strong leaders often spend a surprising amount of time doing nothing. Consolidation isn't weakness. In many cases, it's the structure that allows the next expansion to happen.

glimmzy

06-09

$SanDisk Corp.(SNDK)$ Nobody seems to be factoring in Flash taking DRAM share and revenue from SanDisk's HBF platform. SanDisk is actually moving further up the stack inside the GPU, right next to HBM where Micron sits. If you saw Apple's Siri announcement, you'd realize the demand for NAND is about to explode.

glimmzy

06-09

$SanDisk Corp.(SNDK)$ KORU...the South Korean memory giant...includes Samsung and SK Hynix plus much more. Going to leave WDC in the dust...at least for today.

glimmzy

06-09

$SanDisk Corp.(SNDK)$ BofA raised its fiscal 2027 revenue and EPS estimates for Nvidia to $44 billion and $188, from prior forecasts of $37.7 billion and $154.

glimmzy

06-09

$SanDisk Corp.(SNDK)$ June 8th: Mizuho raised SanDisk's price target to $2,200 from $1,825, maintaining an Outperform rating. They continue to see AI as the driving force behind the supply-demand imbalance in the memory market, noting that increasing demand in 2027/28E could add further pressure. Within NAND, eSSD is noted as the key driver of demand. They estimate 2026/27E total NAND demand growing 18%/18% y/y, while wafer starts are estimated down 5%/up 3% y/y, with no significant supply expected online until 2028E.

glimmzy

06-05

$Micron Technology(MU)$ At 9.5x and $SanDisk Corp.(SNDK)$ at 9.3x… the more I look at those valuations, the crazier it feels. Maybe I'm missing something, but it honestly feels like the market is still treating these companies as if memory demand is dead forever, while AI server and data center spending are exploding in the background. That disconnect just doesn't make sense to me. Everyone's busy chasing whatever's already gone vertical, meanwhile some semiconductor names are priced here like nobody wants them. Feels weirdly familiar… usually that's when the best opportunities show up. I keep thinking this could end up being one of those trades people look back on later and say, "wait… it was re

glimmzy

06-04

$Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ The only chart that matters in times like these. Falling in line! Very good.

glimmzy

06-04

$SanDisk Corp.(SNDK)$ Hitting a new all-time high. Just look at that chart... pure strength and continuation mode.

glimmzy

06-03

$SanDisk Corp.(SNDK)$ My other stocks had a strong run yesterday... $Broadcom(AVGO)$ $Western Digital(WDC)$ $Micron Technology(MU)$ $Vertiv Holdings LLC(VRT)$ all went up. I guess they got all the money because volume here was low.

glimmzy

06-03

$SanDisk Corp.(SNDK)$ Low volume. Traders are on MRVL, AVGO, and HPE. This one is lagging. Will catch up.

glimmzy

06-02

$SanDisk Corp.(SNDK)$ Volume today is nearly half of the usual level, which suggests buying conviction is extremely strong. I think it could reach $2330 by mid-July.

glimmzy

2023-08-28

XPEV stock analysis

The Xpeng $XPeng Inc.(XPEV)$ stock price gained 8.21% on Friday, 25th Aug 2023, rising from $16.20 to $17.53. It has now gained 3 days in a row. It will be exciting to see whether it manages to continue gaining or take a minor break for the next few days. During the last trading day the stock fluctuated 7.20% from a day low at $16.40 to a day high of $17.58. The price has been going up and down for this period, and there has been a 7.68% gain for the last 2 weeks. Volume has increased on the last day along with the price, which is a positive technical sign, and, in total, 8 million more shares were traded than the day before. In total, 19 million shares were bought and sold for approximately $338.38 million.The stock lies in the lower part of a ve

XPEV stock analysis

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