Skip to content
archive

Content from Sandisk Corp

Stocks · · 1 min read · x.com ↗

Quick recap on some of our recent setups, in different layers of the same supercycle.

Nailed the $SNDK rally, alongside $MRAM as a proxy which ran from ~$13 to ~$51 at peak. Nailed the $AMD thesis shortly after, before the next leg up.

$SNDK earnings (datacenter revenue +233%