$Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ $SK hynix(SKHY)$ $Invesco QQQ(QQQ)$ 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.
$SanDisk Corp.(SNDK)$ 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.