To The Moon

Hello. The weekend is over, and the most striking thing left from Friday's close was a pair of numbers pointing opposite ways: $Advanced Micro Devices(AMD)$ up 6.50 per cent, $Broadcom(AVGO)$ down 5.94 per cent. Both are AI chip names, and they spent the day going in different directions. What the market was reading that day was not results. It was second-quarter position disclosures. Stanley Druckenmiller's 13F showed him loading up on Amazon and AMD while dumping a batch of chipmakers, and a Soros fund was adding AMD too, alongside $Micron Technology(MU)$, $Appli

Of the four, I would choose Micron for the best risk-adjusted exposure, although SanDisk has the most explosive upside. My ranking: Micron > SK Hynix > SanDisk > Western Digital. Micron: My preferred balance of HBM/DRAM exposure, AI demand and valuation. Druckenmiller's Q2 exit is worth noting, but I would not treat one fund manager's portfolio decision as a fundamental signal.  SK Hynix: Probably the strongest pure HBM beneficiary, but you are paying for that leadership. It is less directly exposed to the SanDisk/NAND thesis. SanDisk: Highest upside, highest risk. The Investor Day genuinely changes the story: eight NBM agreements covering roughly half of FY27 and two-thirds of FY28 capacity provide unusually strong demand visibility. Management is targeting mid-to-high-teens

🙌🙌 cool !!!!!!!!

Three weeks ago SNDK was at $1,000. MU was at $705. The narrative was peak cycle, guidance miss, China competition, and NAND euphoria fading. Today SNDK closed at $1,641 after gaining 7.39% on the day. MU closed at $971 after gaining 2.30%. MULL is at $22.62, up 4.67%. The SanDisk Investor Day just delivered the most detailed bull case the memory sector has ever produced in a single presentation. Here is what changed and where this goes next. What the Investor Day Actually Said This was not a cheerleading session. CFO Luis Visoso put specific numbers on the table with full accountability: - Flash market: $300B in 2026, $500B in 2027. Not an analyst estimate. The CFO of the world's largest pure-play NAND company saying this on record. - Supply tight into 2028. Demand continues to outpace Sa

$SanDisk Corp.(SNDK)$’s August 13 investor day presented a long-term financial model that would once have looked implausible for a cyclical flash-memory manufacturer. Management expects mid-to-high-teens annual revenue growth from fiscal 2028 through 2030, adjusted gross margin around 80% and free-cash-flow margin near 50%. The stock surged almost 14%, but those exceptional targets also define how much future success investors now expect. The targets follow an extraordinary fiscal fourth quarter, reported on August 5 for the period ended June 27. Revenue increased 51% sequentially to $8.97 billion, while GAAP and non-GAAP gross margin reached 84.6%. Non-GAAP earnings were $39.25 per diluted share. Approximately two-thirds of the sequential revenue

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SanDisk's 80% Gross Margin Plan Turns Short Sellers Into Rally Fuel $SanDisk Corp.(SNDK)$  's Investor Day blueprint for a sustained 80% adjusted gross margins triggered an immediate wave of short selling—only for those positions to get steamrolled by institutional buying. As management outlined mid-to-high teens revenue growth through fiscal 2030, an enterprise flash total addressable market (TAM) of 1.2 zettabytes by 2030, and adjusted operating margins near 75%, daily short volume more than doubled to 2.34 million shares, the highest since April 17. Traders positioned against the long-term targets. Institutional block buyers responded in force, driving more than $400 million in net inflows and sending the stock jumping 14%. The order flow

$SanDisk Corp.(SNDK)$   Investment Thesis For SanDisk (SNDK) : Sandisk's long-term financial guidance is exceptionally bullish, signaling a structural shift in its business model and strong conviction in the sustained demand driven by the AI infrastructure buildout. The company is projecting industry-leading growth and profitability by securing long-term customer commitments, moving away from the volatile spot market that historically defined the memory industry. Key Information Here is a breakdown of the three major components of Sandisk's announcement: 1. Revenue Growth Outlook: Mid-to-High-Teens CAGR (FY2028-2030) What it means: Sandisk expects its annual revenue to grow at a compound annual growth rate (CAG

$SanDisk Corp.(SNDK)$   Investment Thesis For SanDisk (SNDK) : Sandisk's long-term financial guidance is exceptionally bullish, signaling a structural shift in its business model and strong conviction in the sustained demand driven by the AI infrastructure buildout. The company is projecting industry-leading growth and profitability by securing long-term customer commitments, moving away from the volatile spot market that historically defined the memory industry. Key Information Here is a breakdown of the three major components of Sandisk's announcement: 1. Revenue Growth Outlook: Mid-to-High-Teens CAGR (FY2028-2030) What it means: Sandisk expects its annual revenue to grow at a compound annual growth rate (CAG

$SanDisk Corp.(SNDK)$   Investment Thesis For SanDisk (SNDK) : Sandisk's long-term financial guidance is exceptionally bullish, signaling a structural shift in its business model and strong conviction in the sustained demand driven by the AI infrastructure buildout. The company is projecting industry-leading growth and profitability by securing long-term customer commitments, moving away from the volatile spot market that historically defined the memory industry. Key Information Here is a breakdown of the three major components of Sandisk's announcement: 1. Revenue Growth Outlook: Mid-to-High-Teens CAGR (FY2028-2030) What it means: Sandisk expects its annual revenue to grow at a compound annual growth rate (CAG

$闪迪(SNDK)$  

SNDK can reach $2,200, stay bullish! The bull case is real, but the margin of safety is getting smaller

SNDK can reach $2,200, but I wouldn’t chase it blindly. What makes this rally different is that the story is shifting from simply “NAND prices are going up” to better earnings visibility, supply discipline, long-term contracts and AI inference potential. If management can deliver the targeted margins and FCF while HBF becomes a real product by 2027, the market could start valuing SNDK less like a traditional cyclical memory stock. But after a 467% YTD rally, expectations are already sky-high. At this level, the risk isn’t that SNDK has a bad business—it’s that the business performs well while investors expect perfection. So I’m closer to B: bullish, but waiting for a pullback. For me, $2,200 is achievable, but the next 30–40% won’t come from hype. It has to come from real earnings growth,

I would choose B. Stay bullish, but wait for a pullback. I like SNDK’s $SanDisk Corp.(SNDK)$ long-term story, especially its multi-year contracts, supply discipline and potential for much higher margins. If these can genuinely reduce NAND cyclicality, I understand why Goldman sees US$2,200 as achievable. However, after a roughly 467% YTD rally and another 13.6% jump in one day, I wouldn’t chase it. Expectations are already extremely high, while the 80% margin target and HBF opportunity still need to be proven. I would rather let the market cool down and see whether the fundamentals continue to catch up with the valuation. For me, US$2,200 is possible, but I don’t need to chase it today. I’d rather wait for a meaningful pullback and add if the l

$SanDisk Corp.(SNDK)$ has already been one of 2026’s biggest semiconductor winners. Yet after the stock jumped 13.6% on Aug. 13 to US$1,528.11, Goldman Sachs reiterated its Buy rating and US$2,200 price target, implying roughly 44% further upside. That may sound aggressive after a roughly 467% year-to-date rally, but Goldman’s thesis is no longer just about rising NAND prices. The bigger argument is that Sandisk may be evolving from a highly cyclical flash-memory producer into a business with longer earnings visibility, higher margins, stronger shareholder returns, and a new AI-inference opportunity through High Bandwidth Flash (HBF). The key question for traders is simple: Does Sandisk still deserve to be valued like a traditional

--- SanDisk's 13.67% pop wasn't a beat-and-raise — it was a re-rating on three years of guidance that shouldn't even be possible in memory That's the part worth sitting with. NAND has always been a boom-bust commodity business — pricing power evaporates the moment supply catches up. Nobody guides three years out in this industry because nobody's ever been able to. SanDisk just did anyway: mid-to-high-teens revenue growth through FY2028–30, ~80% adjusted gross margins, ~75% operating margins, ~50% free cash flow margins, and a commitment to return all excess cash to shareholders. Management's argument for why this time is different: demand is outrunning supply into 2028, with the NAND market seen crossing $300B this year and $500B by 2027 on AI-driven storage demand — plus a technology stor

Hello. The last of this week's AI hardware papers came in overnight, and both were sold. $Applied Materials(AMAT)$ earned US$3.50 a share, ahead of forecasts, grew revenue 25 per cent year on year, said AI-related demand hit a record, and guided next-quarter revenue above Wall Street expectations. It closed down 2.48 per cent and fell another 5.13 per cent after hours, to US$507.11. $Coherent(COHR)$ was starker. Its report the previous evening beat on both lines — earnings of US$1.74 a share against US$1.6474 expected, revenue of US$2.046 billion against US$2.025 billion — and it closed down 7.99 per cent yesterday at US$327.23, giving back the whole of the prior day's 8.24

$SanDisk Corp.(SNDK)$   $Micron Technology(MU)$   Investment Thesis For SanDisk and Micron (MU) Analyst Targets Breakdown for MU Individual analyst projections for MU are wide, highlighting the historical volatility and fast-moving nature of the semiconductor memory cycle: Consensus Average: ~$1,500.00 – $1,569. Highest Wall Street Forecast: $2,200.00 (e.g., Cantor Fitzgerald citing long-term contract locked-in pricing) Bullish Targets: $1,750.00 (KeyBanc) and $1,625.00 (UBS) Conservative / Recent Revisions: $1,150.00 (Citigroup lowered from $1,400 on August 6) Lowest Forecast: $361.00📈 Core Growth Drivers & Catalysts AI & High-

$SanDisk Corp.(SNDK)$   SanDisk (SNDK) forecasts fiscal 2027 first-quarter revenue between $10.3 billion and $10.8 billion with an adjusted profit of $44 to $46 per share, driven by heavy AI-fueled demand for enterprise solid-state drives. Wall Street maintains a Strong Buy consensus, projecting a 12-month average price target near $2,145. Financial Guidance & Q1 Projections Revenue Guidance: $10.3 billion to $10.8 billion (midpoint above the $10.47 billion analyst consensus). Adjusted EPS: $44.00 to $46.00 per share (surpassing expectations of ~$43.12). Gross Margins: Anticipated between 83% and 85%. Wall Street Analyst Outlook Consensus Rating: Strong Buy (based on recent brokerage and analyst inputs). Av

Regarding $SanDisk Corp.(SNDK)$ 's recent surge, I'm leaning towards a more optimistic outlook. However, this optimism led to a sharp rise, making it a bit high in the short term. Therefore, I opened a short position in $SNDK. For highly volatile stocks like SanDisk, I now prioritize two things when choosing trading tools: whether I can act immediately upon news releases, and whether I can open a position when I actually need to. I've found MEXC quite convenient. SNDKUSDT allows 24/7 trading, and the position sizes at medium to high leverage levels are quite generous. For US stocks, which often experience sudden news releases and volatility before and after the market opens, I think this is more practical than simply increasing leverage. First, le

Hello. The weekend is over, and the most striking thing left from Friday's close was a pair of numbers pointing opposite ways: $Advanced Micro Devices(AMD)$ up 6.50 per cent, $Broadcom(AVGO)$ down 5.94 per cent. Both are AI chip names, and they spent the day going in different directions. What the market was reading that day was not results. It was second-quarter position disclosures. Stanley Druckenmiller's 13F showed him loading up on Amazon and AMD while dumping a batch of chipmakers, and a Soros fund was adding AMD too, alongside $Micron Technology(MU)$, $Appli

Of the four, I would choose Micron for the best risk-adjusted exposure, although SanDisk has the most explosive upside. My ranking: Micron > SK Hynix > SanDisk > Western Digital. Micron: My preferred balance of HBM/DRAM exposure, AI demand and valuation. Druckenmiller's Q2 exit is worth noting, but I would not treat one fund manager's portfolio decision as a fundamental signal.  SK Hynix: Probably the strongest pure HBM beneficiary, but you are paying for that leadership. It is less directly exposed to the SanDisk/NAND thesis. SanDisk: Highest upside, highest risk. The Investor Day genuinely changes the story: eight NBM agreements covering roughly half of FY27 and two-thirds of FY28 capacity provide unusually strong demand visibility. Management is targeting mid-to-high-teens

$SanDisk Corp.(SNDK)$’s August 13 investor day presented a long-term financial model that would once have looked implausible for a cyclical flash-memory manufacturer. Management expects mid-to-high-teens annual revenue growth from fiscal 2028 through 2030, adjusted gross margin around 80% and free-cash-flow margin near 50%. The stock surged almost 14%, but those exceptional targets also define how much future success investors now expect. The targets follow an extraordinary fiscal fourth quarter, reported on August 5 for the period ended June 27. Revenue increased 51% sequentially to $8.97 billion, while GAAP and non-GAAP gross margin reached 84.6%. Non-GAAP earnings were $39.25 per diluted share. Approximately two-thirds of the sequential revenue

Three weeks ago SNDK was at $1,000. MU was at $705. The narrative was peak cycle, guidance miss, China competition, and NAND euphoria fading. Today SNDK closed at $1,641 after gaining 7.39% on the day. MU closed at $971 after gaining 2.30%. MULL is at $22.62, up 4.67%. The SanDisk Investor Day just delivered the most detailed bull case the memory sector has ever produced in a single presentation. Here is what changed and where this goes next. What the Investor Day Actually Said This was not a cheerleading session. CFO Luis Visoso put specific numbers on the table with full accountability: - Flash market: $300B in 2026, $500B in 2027. Not an analyst estimate. The CFO of the world's largest pure-play NAND company saying this on record. - Supply tight into 2028. Demand continues to outpace Sa

$SanDisk Corp.(SNDK)$   Investment Thesis For SanDisk (SNDK) : Sandisk's long-term financial guidance is exceptionally bullish, signaling a structural shift in its business model and strong conviction in the sustained demand driven by the AI infrastructure buildout. The company is projecting industry-leading growth and profitability by securing long-term customer commitments, moving away from the volatile spot market that historically defined the memory industry. Key Information Here is a breakdown of the three major components of Sandisk's announcement: 1. Revenue Growth Outlook: Mid-to-High-Teens CAGR (FY2028-2030) What it means: Sandisk expects its annual revenue to grow at a compound annual growth rate (CAG

$SanDisk Corp.(SNDK)$   Investment Thesis For SanDisk (SNDK) : Sandisk's long-term financial guidance is exceptionally bullish, signaling a structural shift in its business model and strong conviction in the sustained demand driven by the AI infrastructure buildout. The company is projecting industry-leading growth and profitability by securing long-term customer commitments, moving away from the volatile spot market that historically defined the memory industry. Key Information Here is a breakdown of the three major components of Sandisk's announcement: 1. Revenue Growth Outlook: Mid-to-High-Teens CAGR (FY2028-2030) What it means: Sandisk expects its annual revenue to grow at a compound annual growth rate (CAG

🙌🙌 cool !!!!!!!!

$SanDisk Corp.(SNDK)$ has already been one of 2026’s biggest semiconductor winners. Yet after the stock jumped 13.6% on Aug. 13 to US$1,528.11, Goldman Sachs reiterated its Buy rating and US$2,200 price target, implying roughly 44% further upside. That may sound aggressive after a roughly 467% year-to-date rally, but Goldman’s thesis is no longer just about rising NAND prices. The bigger argument is that Sandisk may be evolving from a highly cyclical flash-memory producer into a business with longer earnings visibility, higher margins, stronger shareholder returns, and a new AI-inference opportunity through High Bandwidth Flash (HBF). The key question for traders is simple: Does Sandisk still deserve to be valued like a traditional

SanDisk's 80% Gross Margin Plan Turns Short Sellers Into Rally Fuel $SanDisk Corp.(SNDK)$  's Investor Day blueprint for a sustained 80% adjusted gross margins triggered an immediate wave of short selling—only for those positions to get steamrolled by institutional buying. As management outlined mid-to-high teens revenue growth through fiscal 2030, an enterprise flash total addressable market (TAM) of 1.2 zettabytes by 2030, and adjusted operating margins near 75%, daily short volume more than doubled to 2.34 million shares, the highest since April 17. Traders positioned against the long-term targets. Institutional block buyers responded in force, driving more than $400 million in net inflows and sending the stock jumping 14%. The order flow

A mild PPI report pushed the S&P 500 to another record close, but the real story overnight was the widening gap within tech. SNDK surged 13.7% after unveiling its long-term growth targets through 2030, lifting WDC and MU with it. Meanwhile, COHR, Cisco and AMAT all delivered solid results—but their stocks were not rewarded. Investors still want AI exposure, but they are no longer paying higher prices for growth that is already widely expected. S&P 500 Hits Another Record as PPI Eases Rate-Hike Fears All three major U.S. indices closed higher overnight: The immediate catalyst was the July U.S. Producer Price Index. Headline PPI was unchanged from the previous month, easing concerns about another inflation rebound. Goods prices declined 0.7%, including a 3.1% drop in energy prices, o

Hello. The last of this week's AI hardware papers came in overnight, and both were sold. $Applied Materials(AMAT)$ earned US$3.50 a share, ahead of forecasts, grew revenue 25 per cent year on year, said AI-related demand hit a record, and guided next-quarter revenue above Wall Street expectations. It closed down 2.48 per cent and fell another 5.13 per cent after hours, to US$507.11. $Coherent(COHR)$ was starker. Its report the previous evening beat on both lines — earnings of US$1.74 a share against US$1.6474 expected, revenue of US$2.046 billion against US$2.025 billion — and it closed down 7.99 per cent yesterday at US$327.23, giving back the whole of the prior day's 8.24

$SanDisk Corp.(SNDK)$   Investment Thesis For SanDisk (SNDK) : Sandisk's long-term financial guidance is exceptionally bullish, signaling a structural shift in its business model and strong conviction in the sustained demand driven by the AI infrastructure buildout. The company is projecting industry-leading growth and profitability by securing long-term customer commitments, moving away from the volatile spot market that historically defined the memory industry. Key Information Here is a breakdown of the three major components of Sandisk's announcement: 1. Revenue Growth Outlook: Mid-to-High-Teens CAGR (FY2028-2030) What it means: Sandisk expects its annual revenue to grow at a compound annual growth rate (CAG

Regarding $SanDisk Corp.(SNDK)$ 's recent surge, I'm leaning towards a more optimistic outlook. However, this optimism led to a sharp rise, making it a bit high in the short term. Therefore, I opened a short position in $SNDK. For highly volatile stocks like SanDisk, I now prioritize two things when choosing trading tools: whether I can act immediately upon news releases, and whether I can open a position when I actually need to. I've found MEXC quite convenient. SNDKUSDT allows 24/7 trading, and the position sizes at medium to high leverage levels are quite generous. For US stocks, which often experience sudden news releases and volatility before and after the market opens, I think this is more practical than simply increasing leverage. First, le

$SanDisk Corp.(SNDK)$   $Micron Technology(MU)$   Investment Thesis For SanDisk and Micron (MU) Analyst Targets Breakdown for MU Individual analyst projections for MU are wide, highlighting the historical volatility and fast-moving nature of the semiconductor memory cycle: Consensus Average: ~$1,500.00 – $1,569. Highest Wall Street Forecast: $2,200.00 (e.g., Cantor Fitzgerald citing long-term contract locked-in pricing) Bullish Targets: $1,750.00 (KeyBanc) and $1,625.00 (UBS) Conservative / Recent Revisions: $1,150.00 (Citigroup lowered from $1,400 on August 6) Lowest Forecast: $361.00📈 Core Growth Drivers & Catalysts AI & High-

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--- SanDisk's 13.67% pop wasn't a beat-and-raise — it was a re-rating on three years of guidance that shouldn't even be possible in memory That's the part worth sitting with. NAND has always been a boom-bust commodity business — pricing power evaporates the moment supply catches up. Nobody guides three years out in this industry because nobody's ever been able to. SanDisk just did anyway: mid-to-high-teens revenue growth through FY2028–30, ~80% adjusted gross margins, ~75% operating margins, ~50% free cash flow margins, and a commitment to return all excess cash to shareholders. Management's argument for why this time is different: demand is outrunning supply into 2028, with the NAND market seen crossing $300B this year and $500B by 2027 on AI-driven storage demand — plus a technology stor

$SanDisk Corp.(SNDK)$   SanDisk (SNDK) forecasts fiscal 2027 first-quarter revenue between $10.3 billion and $10.8 billion with an adjusted profit of $44 to $46 per share, driven by heavy AI-fueled demand for enterprise solid-state drives. Wall Street maintains a Strong Buy consensus, projecting a 12-month average price target near $2,145. Financial Guidance & Q1 Projections Revenue Guidance: $10.3 billion to $10.8 billion (midpoint above the $10.47 billion analyst consensus). Adjusted EPS: $44.00 to $46.00 per share (surpassing expectations of ~$43.12). Gross Margins: Anticipated between 83% and 85%. Wall Street Analyst Outlook Consensus Rating: Strong Buy (based on recent brokerage and analyst inputs). Av

SNDK can reach $2,200, but I wouldn’t chase it blindly. What makes this rally different is that the story is shifting from simply “NAND prices are going up” to better earnings visibility, supply discipline, long-term contracts and AI inference potential. If management can deliver the targeted margins and FCF while HBF becomes a real product by 2027, the market could start valuing SNDK less like a traditional cyclical memory stock. But after a 467% YTD rally, expectations are already sky-high. At this level, the risk isn’t that SNDK has a bad business—it’s that the business performs well while investors expect perfection. So I’m closer to B: bullish, but waiting for a pullback. For me, $2,200 is achievable, but the next 30–40% won’t come from hype. It has to come from real earnings growth,

I would choose B. Stay bullish, but wait for a pullback. I like SNDK’s $SanDisk Corp.(SNDK)$ long-term story, especially its multi-year contracts, supply discipline and potential for much higher margins. If these can genuinely reduce NAND cyclicality, I understand why Goldman sees US$2,200 as achievable. However, after a roughly 467% YTD rally and another 13.6% jump in one day, I wouldn’t chase it. Expectations are already extremely high, while the 80% margin target and HBF opportunity still need to be proven. I would rather let the market cool down and see whether the fundamentals continue to catch up with the valuation. For me, US$2,200 is possible, but I don’t need to chase it today. I’d rather wait for a meaningful pullback and add if the l

I would pick SanDisk > Western Digital > SNXX. SanDisk has the strongest fundamental catalyst. Its FY28–30 model calls for mid-to-high-teens annual revenue growth and ~50% adjusted FCF margins, while multi-year customer agreements are expected to cover roughly two-thirds of FY28 bits. That could make NAND earnings structurally less cyclical than before. WDC is attractive as a secondary beneficiary, but its HDD exposure makes it a less direct play on SanDisk's NAND thesis. I would avoid chasing SNXX after +27%. A 2x leveraged product magnifies the upside, but also the inevitable memory-sector corrections. SanDisk itself has already risen more than sixfold this year, so valuation and expectations are substantial. My choice: SNDK, preferably on a pullback. The Investor Day strengthens t