To The Moon

A bit technical, but worth reading for anyone tracking $SanDisk Corp.(SNDK)$  and SKHY. The idea is that HBM-HBF combos could be the way forward. The bottleneck right now is that current GPUs using HBM3e top out at 96GB to 288GB. That forces really large LLMs to either split across hundreds of GPUs or offload data to slower RAM and SSDs. The tech side draws from storage-inspired memory, applying vertical 3D-stacking techniques similar to 3D NAND flash to high-density DRAM and storage-class memory. The breakthrough here is stacking memory 128+ layers high, which could scale on-die GPU capacity to multiple terabytes per chip (1TB to 8TB+), at a much lower cost per gigabyte. The architecture would be tiered. Ultra-fast HBM handles active matrix

$SanDisk Corp.(SNDK)$ I attempted to catch the falling knife in the 1700s and kept adding on the way down. Ran out of cash Wednesday during the drop to 980 and had to use margin, but managed to sell that portion Friday at the close around 1400. Rebought at 1197 after hours with it, planning to sell anything above 1250. Going into earnings, I would actually be in the green on my average now.

$SanDisk Corp.(SNDK)$ $Micron Technology(MU)$ $SK hynix(SKHY)$ $NEBIUS(NBIS)$ $CoreWeave, Inc.(CRWV)$ Reading between the lines, it looks like the Treasury won't allow the yen carry trade to unwind, and the Fed won't let stocks drop. They will print no matter what. I'm loading up on stocks. Don't fight the tape.

$SanDisk Corp.(SNDK)$ Kospi keeps shooting up, around 20%. Anyone who got scared and sold recently probably needs to learn how to hold. The next session could be even crazier than this one.

$SanDisk Corp.(SNDK)$ The decline looks like it was mostly situational fund selling. Other hedge funds probably saw it coming and positioned to ride it down. It doesn't seem tied to fundamentals, demand, the outlook, China competition, or slowing capex. This is a buy-and-hold name, and anyone who bought near 1,000 timed it well.

Citadel spread the FUD to capture that young boy's portfolio for pennies on the dollar, and he didn't even know because he was situationally unaware. $SanDisk Corp.(SNDK)$  $IREN Ltd(IREN)$  $Bloom Energy Corp(BE)$  $CoreWeave, Inc.(CRWV)$  $NEBIUS(NBIS)$ 

$SanDisk Corp.(SNDK)$ This is a face-ripping relief rally. Honestly, even the bears might turn bullish for a minute here.

$SanDisk Corp.(SNDK)$  Kospi is up 6%. The emergency meeting in Korea is set to start soon, and the government is expected to do whatever it takes to support the public. Shorts are likely to get squeezed.

$SanDisk Corp.(SNDK)$  I'm looking at a 2-4 week timeframe targeting the 1300 - 1500 range.

$SanDisk Corp.(SNDK)$ It looks like shorts are working hard to shake out retail holders and grab shares at low prices. As long as someone doesn't sell, there's no actual loss to worry about.