To The Moon

$SanDisk Corp.(SNDK)$ SanDisk just delivered a scorching 9.05% surge to $851.57, smashing through an intraday high of $855 and etching a brand-new all-time record as the AI storage narrative gains unstoppable momentum from both media buzz and institutional buying pressure. 😤 Tight NAND flash supply combined with exploding edge-inference demand from AI smartphones and data centers has triggered steady upward revisions in full-year free cash flow estimates, turning what was once a cyclical sector into a structural growth powerhouse. Micron joined the party with a solid 3.63% gain to $421.51, marking its third consecutive session higher and pushing its cumulative three-day advance past 14% — proof that the memory complex is firing on all cylinders. W

$CoreWeave, Inc.(CRWV)$   104 to 111! 

The move we are seeing in SanDisk and Micron Technology is no longer just a cyclical bounce. It is transitioning into a narrative-driven re-rating phase. That changes how you think about “price anchors”. --- 1. SanDisk – where is the next anchor? At this stage, price is not anchored to trailing earnings. It is anchored to forward FCF expectations + scarcity premium. Key zones to think about: Near-term anchor: previous breakout zone (~$780–$800 equivalent range) Momentum extension: $880–$920 if FCF revisions continue Blow-off zone: >$950 if AI storage narrative turns euphoric What will decide the next anchor: NAND pricing discipline (no premature supply ramp) Evidence that edge inference = structural demand, not hype Capex restraint across peers If those hold, dips will be shallow and qu

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Ok

Most people still think of SanDisk as the little USB drive in their desk drawer. The market has a very different view now. SNDK soared 9.05% to $851.57 on April 10, touching an intraday high of $855 to set a fresh all-time record. That extends one of the most extraordinary runs in semiconductor history. From a post-spinoff panic low of $27.89 on April 7, 2025, the stock has returned 30x in exactly twelve months. A $10,000 position at last year's low is worth $305,500 today. MU followed, climbing 3.63% to $421.51 for a third consecutive session with a cumulative 14% gain. The storage bull run is accelerating. Here is everything behind it, and the critical question: how much further can it go? 🏭 The New SanDisk You Need to Understand This is not the thumb drive company anymore. SanDisk separ

Current ceasefire is temporary and risks still remain. Continue to wait for buy-the-dip opportunities in volatile market.

Find out more here:Tiger BOSS Debit Card Epic Rewards Refer More Earn More!

SanDisk Smashes $851 as the AI Storage Cycle Goes Parabolic — Are We Pricing in Perfection? The AI hardware rotation has officially reached the memory and storage sector, and it’s moving with violent, unrelenting speed. SanDisk just ripped 9.05% to close at $851.57, touching a fresh all-time high of $855 intraday. Meanwhile, Micron ($MU) extended its aggressive winning streak, climbing over 3.6% to clear $421 and notching a cumulative 14% gain in just three sessions. With tight NAND flash supply colliding with exploding demand for edge-inference storage,

Maybe next time storage can go into space 

The move in storage is now transitioning from narrative to earnings revision cycle. That is powerful, but also where valuation discipline starts to matter. --- SanDisk – Where is the next anchor? At this stage, price is leading fundamentals, so anchors shift from historical levels to forward expectations: Near-term anchors $800–820: first demand zone (recent breakout base) $900–950: next psychological + momentum extension band What actually defines the anchor now: FY free cash flow upgrades NAND pricing trajectory (contract vs spot) Evidence of sustained AI storage demand, not just a spike If estimates keep rising, the stock can re-anchor higher without pulling back much. If revisions stall, expect a sharp reversion to the $700s. --- Micron Technology – How far can it run? Micron is more l

SanDisk's Next Price Anchor The next psychological and technical anchor for SanDisk is the $1,000 mark. With the stock hitting $851.57 and demonstrating an intraday peak of $855, the momentum is no longer purely speculative. The "tight NAND flash supply" coupled with the explosion of "edge-inference storage" creates a structural deficit that favors premium pricing. SanDisk has effectively decoupled from traditional hardware cycles, transitioning into an AI infrastructure play. Given the steady upward revisions in free cash flow estimates, the market is now valuing the company on its ability to sustain high-margin AI enterprise contracts rather than consumer retail sales.  The Extent of the Storage Bull Run The current storage bull run has significant room to run, likely persisting thr

Yes. It will rise steadily over the next 12 months. Let's see.😊

Yes memory price will rise till 2027, as demand is high but supply is static stagnant (hard to ramp up fast)

Yes Micron is headed for $500 a share I'am very bullish on memory stocks 

Space is the future!  @Iggy1968  @Nyan88  @RL Tiger  @nikki1986  @Loke kin hai  @TigerPM  @Tiger Trade Feed  @pretiming  @Spiders  @Reynor  @MKT

To the moon sokn.  Hope so. 

Tech stocks and other long-duration stocks were sold off excessively at the beginning of the U.S. and Iran war. Their stock prices were definitely overcorrected. With their AI investment now spilling into physical infrastructure, compelling defensive value opportunities present. $Seagate Technology PLC(STX)$ is top pick here with its critical role in AI infrastructure, strong institutional momentum and bullish analyst targets.Thanks @Tiger_comments @1PC @icycrystal @TigerStars

Clearly memory chips are the stocks on play!

Q1: Moderately durable but fragile. The ceasefire supports risk-on short term, yet remains headline-driven. If talks hold, rally continues with volatility. If they fail, risk-off repricing will be sharp. Q2: – strongest fundamentals, AI demand visibility – HBM upside but cyclical – storage beta play – most speculative Q3: Add selectively, not chase. Start partial now, add on dips or post-earnings confirmation.

$SanDisk Corp.(SNDK)$ SanDisk just delivered a scorching 9.05% surge to $851.57, smashing through an intraday high of $855 and etching a brand-new all-time record as the AI storage narrative gains unstoppable momentum from both media buzz and institutional buying pressure. 😤 Tight NAND flash supply combined with exploding edge-inference demand from AI smartphones and data centers has triggered steady upward revisions in full-year free cash flow estimates, turning what was once a cyclical sector into a structural growth powerhouse. Micron joined the party with a solid 3.63% gain to $421.51, marking its third consecutive session higher and pushing its cumulative three-day advance past 14% — proof that the memory complex is firing on all cylinders. W

The move we are seeing in SanDisk and Micron Technology is no longer just a cyclical bounce. It is transitioning into a narrative-driven re-rating phase. That changes how you think about “price anchors”. --- 1. SanDisk – where is the next anchor? At this stage, price is not anchored to trailing earnings. It is anchored to forward FCF expectations + scarcity premium. Key zones to think about: Near-term anchor: previous breakout zone (~$780–$800 equivalent range) Momentum extension: $880–$920 if FCF revisions continue Blow-off zone: >$950 if AI storage narrative turns euphoric What will decide the next anchor: NAND pricing discipline (no premature supply ramp) Evidence that edge inference = structural demand, not hype Capex restraint across peers If those hold, dips will be shallow and qu

$CoreWeave, Inc.(CRWV)$   104 to 111! 

Most people still think of SanDisk as the little USB drive in their desk drawer. The market has a very different view now. SNDK soared 9.05% to $851.57 on April 10, touching an intraday high of $855 to set a fresh all-time record. That extends one of the most extraordinary runs in semiconductor history. From a post-spinoff panic low of $27.89 on April 7, 2025, the stock has returned 30x in exactly twelve months. A $10,000 position at last year's low is worth $305,500 today. MU followed, climbing 3.63% to $421.51 for a third consecutive session with a cumulative 14% gain. The storage bull run is accelerating. Here is everything behind it, and the critical question: how much further can it go? 🏭 The New SanDisk You Need to Understand This is not the thumb drive company anymore. SanDisk separ

Find out more here:Tiger BOSS Debit Card Epic Rewards Refer More Earn More!

SanDisk Smashes $851 as the AI Storage Cycle Goes Parabolic — Are We Pricing in Perfection? The AI hardware rotation has officially reached the memory and storage sector, and it’s moving with violent, unrelenting speed. SanDisk just ripped 9.05% to close at $851.57, touching a fresh all-time high of $855 intraday. Meanwhile, Micron ($MU) extended its aggressive winning streak, climbing over 3.6% to clear $421 and notching a cumulative 14% gain in just three sessions. With tight NAND flash supply colliding with exploding demand for edge-inference storage,

As news of a ceasefire in the U.S.-Iran conflict broke, major stocks rebounded across the board at today’s open, with the memory sector surging in particular. $SanDisk Corp.(SNDK)$ $Roundhill Memory ETF(DRAM)$ But the market is now standing at an extreme crossroads. On one side, Wall Street giants such as Goldman Sachs and Morgan Stanley are collectively calling out: “A value opportunity in tech has emerged.” On the other, Bridgewater founder Ray Dalio dropped a bombshell in his latest post: “We are in a world war that will not end anytime soon.” Who’s right — value opportunity or global turmoil? ⚠️ Goldman’s view: Because the U.S.-Iran conflict briefly priced in higher inflation and higher-for-longer rat

Ok

Current ceasefire is temporary and risks still remain. Continue to wait for buy-the-dip opportunities in volatile market.

Find out more here:Tiger BOSS Debit Card Epic Rewards Refer More Earn More!

The move in storage is now transitioning from narrative to earnings revision cycle. That is powerful, but also where valuation discipline starts to matter. --- SanDisk – Where is the next anchor? At this stage, price is leading fundamentals, so anchors shift from historical levels to forward expectations: Near-term anchors $800–820: first demand zone (recent breakout base) $900–950: next psychological + momentum extension band What actually defines the anchor now: FY free cash flow upgrades NAND pricing trajectory (contract vs spot) Evidence of sustained AI storage demand, not just a spike If estimates keep rising, the stock can re-anchor higher without pulling back much. If revisions stall, expect a sharp reversion to the $700s. --- Micron Technology – How far can it run? Micron is more l

SanDisk's Next Price Anchor The next psychological and technical anchor for SanDisk is the $1,000 mark. With the stock hitting $851.57 and demonstrating an intraday peak of $855, the momentum is no longer purely speculative. The "tight NAND flash supply" coupled with the explosion of "edge-inference storage" creates a structural deficit that favors premium pricing. SanDisk has effectively decoupled from traditional hardware cycles, transitioning into an AI infrastructure play. Given the steady upward revisions in free cash flow estimates, the market is now valuing the company on its ability to sustain high-margin AI enterprise contracts rather than consumer retail sales.  The Extent of the Storage Bull Run The current storage bull run has significant room to run, likely persisting thr

Maybe next time storage can go into space 

Why Samsung's Big Q1 Surprise Matters for Storage Stocks Key Takeaways – Samsung just pre-announced about KRW 133 trillion of Q1 revenue and KRW 57.2 trillion of operating profit, far above market expectations for roughly KRW 40.5 trillion to KRW 40.6 trillion of operating profit.  – For U.S. stocks, the cleanest read-through is Micron, because Samsung's beat points to strong AI memory demand and tight pricing in DRAM and HBM.  – The rally can also spill into Sandisk, Western Digital, and Seagate, though those names sit in different parts of the storage stack and should not be treated as the exact same trade.  – The big risk is simple: storage is still a cyclical industry, so strong pricing today can turn into demand damage or oversupply later if AI spending slows or custome

Micron Jumps, $11M Options Trade Says This Move Isn't Over  Against a backdrop of ongoing Middle East tensions and elevated oil price volatility, the broader market remains in a “high uncertainty + high volatility” regime, with risk appetite yet to fully recover. Within this environment, however, structural opportunities are beginning to emerge in the tech sector—particularly in storage. Following the demand shock triggered by $Alphabet(GOOG)$   $Alphabet(GOOGL)$  's TurboQuant, which raised concerns about reduced memory needs, the sector has rebounded for several consecutive sessions, entering a typical "expectation repair

Probably yes for 2026, but with an important nuance: HBM is not simply “killing” traditional DRAM. It is absorbing wafer starts, engineering effort, and packaging capacity, which tightens conventional DRAM supply and lifts pricing there too. Micron said this year’s DRAM bit supply is constrained by cleanroom limits, long fab lead times, a higher HBM mix, and slower bits-per-wafer gains. TrendForce likewise says suppliers are reallocating capacity toward HBM and server products in 2Q26.  That is why the market is starting to price a better quality upcycle, not merely a short squeeze in memory prices. Samsung’s blowout Q1 outlook and the sharp move in SK hynix reflect investor belief that AI memory demand is broad enough to support stronger pricing for longer, especially as hyperscalers

Tech stocks and other long-duration stocks were sold off excessively at the beginning of the U.S. and Iran war. Their stock prices were definitely overcorrected. With their AI investment now spilling into physical infrastructure, compelling defensive value opportunities present. $Seagate Technology PLC(STX)$ is top pick here with its critical role in AI infrastructure, strong institutional momentum and bullish analyst targets.Thanks @Tiger_comments @1PC @icycrystal @TigerStars

Yes. It will rise steadily over the next 12 months. Let's see.😊

Space is the future!  @Iggy1968  @Nyan88  @RL Tiger  @nikki1986  @Loke kin hai  @TigerPM  @Tiger Trade Feed  @pretiming  @Spiders  @Reynor  @MKT

Yes memory price will rise till 2027, as demand is high but supply is static stagnant (hard to ramp up fast)