$SanDisk Corp.(SNDK)$ Feeling good about Apple being down and hoping for a green day, but I wouldn't get too excited. Nothing really changes unless the memory companies take control of their own situation. The answer is aggressive buybacks, using every spare dollar until there's nothing left. Let the market feel the memory supply squeeze and hold off on expansion.
$SanDisk Corp.(SNDK)$ SNDK's earnings report had nothing wrong with it at all. Good to see PLTR and AAPL providing the inflection point for a turn. Long overdue.
$SanDisk Corp.(SNDK)$ Bought another 50 shares at 1080. A growth company trading at a P/E of 4. Earnings and forecasts are spectacular, and that isn't changing no matter the FUD. Brain dead newb traders everywhere.
$SanDisk Corp.(SNDK)$ June 2026 this was $2,300 and now $1,100? More than 50% of the stock has been shaved down. Need a big time catalyst to move this thing back up.
$Tesla Motors(TSLA)$ Friday's selloff was a blessing for new longs who are interested in getting into these securities at a discount. AI models suggest the drop will be halved on Monday and back to baseline on Wednesday. Money is getting ready to print and there has never been a better time to be in these then now. On Starship's next launch, $SpaceX(SPCX)$ hits $300, and then the Christmas bounce gets both to $500 by year's end. Warren Buffett agrees. Investing is about the future, and the critics on this site need to stop living in the past.
$SanDisk Corp.(SNDK)$ Data center revenue jumped 1,682% from a year ago to $4.8 billion, coming in above the $3.98 billion analysts were looking for, per FactSet. And that's just one quarter. Full-year EPS estimates now sit at $216.6, with next year at $250.6, though both are likely to get revised after the double beat and raised guidance. Stunning numbers and a stunning quarter.
$SanDisk Corp.(SNDK)$ After hours usually doesn't mean much. The real test comes when we see whether support breaks or price bounces sharply back above it. My guess is the bounce.
$SanDisk Corp.(SNDK)$ Traded at $1,906 just five weeks ago. Shorts need to fill that gap. SK Hynix's earnings has set the tone ahead of SanDisk's E.R. "Shorts are facing a triple threat when SanDisk reports on Thursday. Shorts have two sessions to cover." Knowing that SanDisk is going to announce "blowout" earnings and additional share buybacks after tomorrow's close. What do you call someone that sells or shorts shares today?