$Micron Technology(MU)$ $SanDisk Corp.(SNDK)$  $SK hynix(SKHY)$ $Invesco QQQ(QQQ)$ There is a fake article going around claiming CXMT has gained 10% market share in the DRAM market, but that isn't quite right. A lot of those statistics are being pulled from Chinese sponsored data sites that are dubious at best. CXMT's own prospectus from its IPO stated it only had 5% market share in the worldwide DRAM market and no market share in HBM. The article also claims CXMT is supplying Xiaomi with LPDDR6 DRAM for the 18 Fold phone. What it doesn't mention is that supply is only expe

$SanDisk Corp.(SNDK)$ SNDK's forward PE finally updated to 7. Once it slips below 6, SNDK could buy back its entire company. At this price it's basically free money. My midterm PT is still $30,000.

$SanDisk Corp.(SNDK)$  Imagine shorting a stock where management keeps announcing an additional $15 billion share buyback program every quarter for the next two years.

$SanDisk Corp.(SNDK)$ Hard to see why anyone would be selling A.H. around $1,530 today. It should be back above $1,560 soon.

$SanDisk Corp.(SNDK)$  War-driven decline. Nothing to worry about. It will recover soon enough.

$SanDisk Corp.(SNDK)$ The day trade worked out, but I have no idea why it happened.

$SanDisk Corp.(SNDK)$  I don't even want to comment. It feels like Wall Street is watching, and any time I celebrate, they dump it.

$SanDisk Corp.(SNDK)$ CXMT and YMTC are set to take significant DRAM and NAND market share from SNDK and Micron over the next 12 months. I'm fully convinced on this one.

$SanDisk Corp.(SNDK)$  Why are analysts so focused on how much it ran up last year? I thought the market always looks forward. The PE is cheap, growth and margins look very strong until at least 2030, with 80% margins, and all cloud companies are increasing budgets for 2027. I don't expect a 500% rise, but 100% from here seems easily possible.

$SanDisk Corp.(SNDK)$ Short term, there may be plenty of negativity around this one, but over the long term I think it can reach $3,500-$5,000, and I plan to stick around for it.

$SanDisk Corp.(SNDK)$  Expecting 3 to 5 times the average volume on Monday.

Strong Buy Alert: Memory and NAND $Micron Technology(MU)$  $SanDisk Corp.(SNDK)$  $Roundhill Memory ETF(DRAM)$  $SK hynix(SKHY)$  Memory and NAND names are gearing up for their next leg up, offering a great risk-to-reward entry point here. $NVIDIA(NVDA)$ 's revenue forecast of 70% YoY growth for FY28 (calendar year 2027) confirms AI hardware demand is inflecting, and management explicitly called out rising memory pricing as a key reason for their gross margin decline. When Nvidia is forced to pay up for memory to build out AI servers, it proves suppliers l

$Tesla Motors(TSLA)$ Price is still holding within an upside range on the 4-hour chart.

$SanDisk Corp.(SNDK)$  Substantially oversold and undervalued.

$SanDisk Corp.(SNDK)$ Bearish chart on a bullish stock. What usually happens in that setup? Bears load up on puts or go short until the bulls pile in and run them over. SanDisk's buyback program allows the company to repurchase as many as 10 million shares under a $15.5 billion program if the price holds around these levels. After accounting for institutional ownership, professional investors, and retail holders, there are less than 200 thousand shares actually available for SanDisk to buy back. Institutions do short their own positions in a weak market, so SanDisk ends up buying those shares and retiring them as well. At some point that creates a squeeze. Regardless of what the chart indicators say or how bearish the setup looks, the squeeze

$SanDisk Corp.(SNDK)$ An analyst from Lynx Equity Research thinks this panic is overblown. The argument is that the threat isn't as big as people think for two reasons. First, China can't actually produce the chips at the quality Apple needs. CXMT has only been approved to supply one low-volume Mac model and hasn't been approved for iPhones at all. More importantly, CXMT's yield rate on the high-speed memory Apple needs is too poor for CXMT to supply Apple at meaningful scale. Second, China doesn't have spare supply anyway. YMTC hasn't been qualified to supply Apple any products, and it's already allocated its latest chips to domestic use, including Android phones, electric vehicles, and Lenovo. The bottom line is that even if Washington give

$Tesla Motors(TSLA)$ Funny how bears get cocky after one good day.

$SanDisk Corp.(SNDK)$ Just wondering, for anyone selling NVDA ahead of its report after the close on Wednesday, what's the thinking there?

$SanDisk Corp.(SNDK)$ 1700 after Nvidia earnings. They'll likely raise price and revenue guidance, citing memory shortage and all that.

$Tesla Motors(TSLA)$ Bullish here. When $21 billion of daily turnover is chasing 8,000 Vegas robotaxis at a 300x P/E, momentum has clearly put arithmetic on hold. I'm enjoying the ride, but keeping an eye on the exit.