Trading Strategies: NBIS& SNDK
Hello everyone! Today i want to share some trading ideas with you!
1.
$SanDisk Corp.(SNDK)$ is one of those names most people think they understand: USB sticks, memory cards, commodity business. End of story. But that’s lazy thinking.
Sandisk sits right in the middle of one of the most important structural shifts in tech: data growth.
AI workloads, edge computing, automotive systems, industrial IoT, they all need fast, reliable storage. And in massive, recurring volumes!
Long shares in the investing account.
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2.
$NEBIUS(NBIS)$ is building real AI infrastructure: massive GPU clusters, cloud platforms, developer tools, and services that help power generative AI workloads across the U.S., Europe and beyond. That’s exactly the part of tech where demand keeps outpacing supply pretty dramatically.
Nebius has delivered triple-digit revenue increases recently and analysts still see significant upside ahead, with average 12-month targets implying roughly 45-55% potential gains from current levels.
Long shares in the investing account.
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