$SanDisk Corp.(SNDK)$ Feeling

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$SanDisk Corp.(SNDK)$ 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.

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LoganKillian
·11-03
这看起来像是大规模运行后的获利了结，而不是基本面崩溃。人工智能/数据中心的顺风依然存在，但随着美光和SK海力士的内存竞争加剧，执行风险也随之上升。
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