Who mentions $SNDK most on Surfaced?

@thevalueist (TheValueist) mentions $SNDK most — 219 mentions in the past 12 months.

When was $SNDK first mentioned on Surfaced?

The earliest tracked mention of $SNDK in the Surfaced archive was on Sep 26, 2025.

How many voices track $SNDK?

45 FinTwit voices have mentioned $SNDK 2422 times in the past 12 months.

What kind of voices mention $SNDK most?

$SNDK is mentioned most by Long Research voices on Surfaced.

$SNDK — FinTwit mentions on Surfaced

Recent calls

latest 100 of 135

@photonbullJul 18, 2026 · 12:08 AM

Looks just like the $SNDK chart That means that a 40% drop is IMMINENT

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@photonbullJul 17, 2026 · 11:29 PM

All in $SNDK is free money here

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@aleabitoredditJul 15, 2026 · 1:48 AM

$AEHR back up +36.4% today off earnings! 2027 guide: $130-$150m (160-200% growth) from 2026 revenue. Sees opportunity to guide higher (assumes no memory revenue or little to none from newly benchmarked AI customer). Q4 bookings: $60.7M, effective backlog is $100.6M. - Lead AI processor wafer-level burn-in customer is significantly ramping their products. - Engaged with additional AI processor customers who are evaluating wafer-level burn-in. - Benchmark customer, which was a “major supplier of AI accelerators, CPUs and network processors” “exceeded their expectations. From management: The potential revenue opportunity from one of these devices is "significant to Aehr". So another benchmark win for potential HVM in the future. - Wafer level burn-in benchmark with a "global leader in NAND flash completed". Now evaluating a development agreement for HBM/NAND Seems like $SNDK since there was HBF related discussions from last quarter I think. - "Our package level burn-in business for AI processors also gained momentum over the year … from our lead hyperscale customer for Sonoma systems" - Silicon photonics customer already ramping, newer networking customers has forecast additional systems Basically the amount of global semi companies that map to $AEHR is pretty ridiculous across silicon photonics, memory, AI processors, and others. I don’t quite think that $130-$150m guidance is representative of actualized revenue for 2027 if these hyperscalers/semi companies convert to HVM. Typically with these types of qualification into HVM players, markets don’t really judge it by current quarter, but what’s to come. And it looks very positive so far in terms of reactions... $116 -> $60 -> $94 all in the span of a month is pretty insane volatility tho, so good to know what you're holding.

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@moninvestorJul 13, 2026 · 5:38 AM

SK Hynix is now down 12.8%. If you've missed the memory rally, this could be the opportunity you've been waiting for. $SNDK, $MU, $DRAM https://t.co/swFqfXPzFP

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@moninvestorJul 12, 2026 · 10:25 AM

AI needs more compute, more compute needs more memory, more memory needs better packaging, better packaging needs better substrates, and the winners will be the companies that can optimise the whole system. The Memory Trade: $SKHY, $MU, $SNDK & Samsung Read more: Link below/bio. https://t.co/wDZoGV3ZRD

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@tradexwhispererJul 11, 2026 · 6:23 PM

HBM was built for Artificial Intelligence. It's not where data sits. It's where AI thinks. Stupid analysts keep pricing it like a storage commodity cycle. You and I are the contrarians on the other side of that trade. Stay early. Stay right. $MU $SKHY $SNDK

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@yasutaketinJul 10, 2026 · 8:05 PM

$NVDA と $SNDK が強かったしばらく $SOXL でいいんじゃないかな

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@tradexwhispererJul 10, 2026 · 5:53 PM

$MU $SNDK $SKHY Even if they signed 8-year deals, Wall Street Bears would still call them cyclical. Sell Micron at $260. Collect the credibility coupon. Walk away feeling smart. It's like a religion. A ritual. It's a reflex disguised as analysis.

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@kevinvestingytJul 9, 2026 · 11:40 PM

For the record, I expect memory to continue rallying tomorrow. $SNDK $MU $DRAM

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@midascabalJul 9, 2026 · 7:07 PM

This AI bottleneck could be the next 10x runner like $SIVE, $MU and $SNDK. Almost no one is talking about it. Here it is:

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@bullofbritainJul 9, 2026 · 5:26 PM

$SNDK is a $10,000 stock in a $2,000 stock's body.

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@yasutaketinJul 9, 2026 · 3:11 PM

"公開された内部の $META のメモほど面白いものはない。いつも通りAIが急拡大していることを示している：メモリに関してサムスンおよび $SNDK と長期供給契約（LTA）を締結光ファイバーに関して住友電気工業と長期供給契約（LTA）を締結今年は7GWの計算インフラを配備予定で、2027年には倍増今年の設備投資額（capex）は最大1,450億ドル「2027年まで約6ヶ月ごとにチップを投入する計画である」"

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@aleabitoredditJul 9, 2026 · 12:46 PM

Nothing like an internal $META memo getting published. Showing AI ramping as usual: - LTAs signed with Samsung and $SNDK for memory - LTAs signed with Sumitomo Electric for fiber optics - Expected to deploy 7GW compute infra this year, and doubling in 2027. - as much as $145B capex spend this year “It plans to launch a chip about every six months through 2027”

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@stocksavvyshayJul 9, 2026 · 12:09 PM

$META has secured long-term supply deals with $SNDK for flash storage and Samsung for memory as it scales AI infrastructure. Meta plans to deploy 7GW of compute this year and double that in 2027 making locked-in memory and storage supply critical during the chip shortage. https://t.co/nW2ZbwxRq1

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@kevinvestingytJul 8, 2026 · 11:13 PM

Guess who sold most of his $SNDK trading position right before a $50 pump… 😂🤦‍♂️ https://t.co/kSGrIWvDD8

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@almacap114204Jul 7, 2026 · 3:37 PM

Amazon raising $25bn: "https://t.co/3ZDcj7YL6C is looking to raise at least $25 billion through a U.S. dollar bond sale, Bloomberg News reported on Tuesday, ‌in the company's latest push to fund its hefty AI investments." The majority of this will be spent on memory. Samsung Electronics, SK Hynix, $MU, $SNDK, Kioxa. Ignore the noise.

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@landoinvestsJul 7, 2026 · 12:46 PM

I officially bought a piece of $SNDK, only cost $110 🤣🤣 https://t.co/yWkMTZlJgn

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@aleabitoredditJul 6, 2026 · 5:48 AM

Nomura’s report cites $AXTI and $IQE as the leading players. Then regarding ASP updates: - 2in InP substrate price hike 42-76% - 3in InP substrates price hike 78% - 2in EML Epiwafer price hike 50-75% - 3in CW Epiwafer price hike ~40%+ - Prices lower domestically in China as expected. Hyperscalers bottlenecking upstream photonics confirmation validation… on all fronts from pricing, demand, to supply shortages. My personal expectation was that price hikes would keep going up like $SNDK given ramping optical demand. We’ll see if this turns out right given another 2 years of the demand curve.

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@tradexwhispererJul 5, 2026 · 10:48 PM

$MU $DRAM $SNDK Total memory revenue $2,625 billion by 2030 14x growth. Six years. Commodities do not grow 14x in six years. Foundational AI Infrastructure does. Stop asking when the cycle ends. Start asking how much intelligence the world will need. $2.6 Trillions https://t.co/PEvHA0XsWq

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@aleabitoredditJul 5, 2026 · 3:36 PM

Just some consolidated updates on memory: - $MU leads new 1.5T Yen investment in Hiroshima ~$9.3B. (bullish read through for Disco, Advantest, Resonac, Towa) since capex is localized. - Morgan Stanley pointed out NAND will continue to be in short supply into 2027 so $SNDK / Kioxia type players are happy alongisde $SIMO and upstream. - MS remains especially positive on Macronix/Winbond - UBS expects the average price of DDR contracts in the Q3 2026 to increase 32% | 18% Q4, vs. 17% and 12% est. - UBS expects NAND flash to be raised 30% from prev quarter. - Samsung reportedly plans 20% DRAM hike Q3. TrendForce recently forecast DRAM contract prices to rise 13 to 18 percent in the third quarter from the previous quarter, so this hike beats expectations. Something to note: Lot people see 20%... and don't think it's a lot compared to the 70-80% from previous quarters. But if you hike something by 100%, then hike something by 100%, then hike something by 30%, it's a lot more than people estimate since it's compounded. Similar to tracking inflation. I've already made projections going into 2028 from the start of the year on my memory names... I'm just sitting back and watching things play out through all the "memory optimization" and "they can't keep price hiking like this!" noise.

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@yasutaketinJul 5, 2026 · 10:32 AM

【キオクシア高速SSDとSNDKのHBF、何が違う？】 $285A $SNDK $DRAM ・結論：どちらもAI推論時代の「HBM不足」を補う技術だが、立ち位置が違う・キオクシアの高速SSD → SSDを超高速化して、GPUの外側に置く「高速倉庫」・SanDisk・SKハイニクスのHBF（High Bandwidth Flash） → NANDをSSDではなく、HBMに近い「大容量メモリ層」として使う構想・キオクシアは「SSD寄り」 → GPUが直接アクセスできる超高IOPS SSD → KVキャッシュ退避、RAG、ベクトルDB、長文コンテキスト向け・HBFは「メモリ寄り」 → HBMとSSDの中間に置く新階層 → 巨大モデルの重みや推論データを、HBMより安く大容量で支える狙い・たとえるなら、 HBM＝机の上の資料 HBF＝机の横の大型ファイル棚キオクシア高速SSD＝部屋の中の高速倉庫通常SSD＝別室の倉庫・投資目線では、キオクシアは「AI向け高付加価値SSD」路線・SNDKは「NANDをAIメモリ階層に昇格させる」路線・つまり、キオクシアだけが先行しているというより、キオクシア＝SSDをAI用に高速化 SNDK＝NANDをHBM補完メモリ化という別アプローチ・OpenAIのような推論効率化が進んでも、モデル保存・重みロード・KVキャッシュ・長文処理の需要は残る・そのため、AI推論効率化はGPU需要には警戒材料だが、SSD/NAND企業への直接ダメージは比較的小さい可能性がある

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@yasutaketinJul 4, 2026 · 3:37 PM

バンク・オブ・アメリカは、需給の不均衡の拡大を理由に、サンディスク（ $SNDK ）の目標株価を2,100ドルから2,500ドルに引き上げ、買い推奨を維持した。

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@tradexwhispererJul 3, 2026 · 4:06 AM

Global Data Center memory capex ALONE is projected at $1.4 Trillion by 2030. Non-DC capex is excluded. Go ahead. Short $MU $DRAM $SNDK. The math doesn't care. https://t.co/bJegfRbSMq

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@thevalueistJul 3, 2026 · 3:15 AM

$285A $SNDK $MU $000660 $005930 (Bloomberg) -- Kioxia Holdings Corp. has started shipping samples of its next-generation flash memory chips to AI data center operators, seeking to gain ground in the lucrative business against rivals. The Tokyo-based chipmaker’s latest high-density 3D flash memory chips aim to better meet AI data center needs with better efficiency and transmission speeds. The 332-layer 10th-generation chips pack more data into silicon and can store 59% more data compared with its previous flagship 8th-generation chip, the company said Friday. Production will take place at the company’s second manufacturing facility at its Kitakami plant in Iwate prefecture, northern Japan, which began operating in September last year. Kioxia’s shares reversed double-digit percentage losses to rise 8.9% Friday morning in Tokyo. The flash memory market will expand even further with the rise of AI agents and the use of AI to operate robots and other machines, Kioxia Chief Executive Officer Hiroo Ota said at a media event. “We will firmly respond to the market’s growth,” he said. Kioxia’s plant in Kitakami, Iwate Prefecture, Japan. The new product, which will be used in solid-state drives, is key for Kioxia’s bid to capitalize on soaring demand for AI data center storage and lower its reliance on products geared for smartphone manufacturers such as Apple Inc. As in the past, it seeks to break the memory sector’s brutal boom-and-bust cycles with technological breakthroughs to keep future price declines at bay. The company’s share in the NAND flash memory market for data centers trails South Korean companies, which can bundle storage chips with the high-bandwidth memory chips they supply. South Korea’s Samsung Electronics Co. held 40% and SK Hynix Inc.had 30% of the data-center flash market last year, helped by their sales channels developed by their HBM operations, according to Omdia analyst Akira Minamikawa. Kioxia had 10%, he estimated. “Kioxia’s NAND chips are highly superior to their rivals’ in terms of data processing speed, which is what’s most important for US hyperscalers,” Minamikawa said. “The newest 10th generation chips are a big advance on that front, making them very competitive.” The memory chip crunch has helped boost shares of the former unit of Toshiba Corp. up more than 680% this year to become Japan’s biggest company in terms of the market value. But its stock has been volatile as concerns persist over the strength of the AI rush and whether memory price rises are sustainable as Kioxia and its peers ratchet up supply.

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@aleabitoredditJul 2, 2026 · 5:26 PM

@MosheFeins48329 After $AXTI went from $13 to $140, somewhere along the way up they had a massive float expansion along with dilution. Which it got approved, so as I mentioned before, I wasn't as comfortable talking about it if there's excessive dilution on retail investors. But I do think it's undervalued if they weaponize price hikes like $SNDK.

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@michaelsikandJul 2, 2026 · 2:41 PM

2) SanDisk - $SNDK The only pure play NAND flash on a US exchange, and storage sits under every AI workload. Q3 revenue hit $5.95B, up 251% YoY, at a 78.4% gross margin. They repaid all their debt and announced a $6B buyback. It trades at 12.4x forward vs a 20.2x semis median. 40% off.

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@tradexwhispererJun 30, 2026 · 5:09 PM

$MU $DRAM $SNDK 6th type of idiot showed up today: "China will flood the memory supply." Flood it with what? A drought? Sanctions have cut off access to cutting edge equipment. They can't make HBM. Can't make SOCAMM. No Advanced Packaging. No EUV access. No path to leading edge nodes. No advanced AI server memory at scale. Meanwhile, Alibaba, Tencent, ByteDance, and Huawei Cloud are all actively signing long term agreements with Samsung, SK Hynix, and Micron for HBM and advanced server DRAM. Domestic supply cannot support their AI training clusters. If China could flood the market, their own cloud providers wouldn't be raining in Korea and the US. I've spoken

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@firstadopterJun 30, 2026 · 1:07 PM

Bernstein raises $SNDK PT to $3,000 from $1,700: "While these LTA’s do not completely remove risk of future downcycles, they do significantly alleviate downside risk .. We increase SNDK FY27 and FY28 EPS to $243 and $272 respectively in our base case, and $350 and $400 in our bull case. These higher numbers reflect the rising price environment to continue stronger for longer, plus more sustainability and thus less steep blended average prices in a downturn (currently assumed starting in CY28)."

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@photonbullJun 29, 2026 · 7:36 PM

Korea about to take $DRAM $SNDK $MU 5% higher overnight btw

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@tradexwhispererJun 29, 2026 · 2:17 AM

$MU $DRAM $SNDK Holy Shit Now even Chinese CSPs are lining up for Long Term Agreements. A small excerpt from what I shared on Patreon. From a private industry research firm: "Most US CSPs have completed their negotiations on LTAs for either 2026 to 2028 or 2026 to 2030 in 2026, while Chinese CSPs are looking to conclude their LTA talks between late Q2 and Q3 2026, thereby further carving up available capacity among suppliers." Both sides of the Pacific. LTAs. Boom!

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@photonbullJun 28, 2026 · 10:46 PM

The next memory trade is still memory As long as the stocks are still trading at low multiples and the demand remains, there is no need to overcomplicate it Long $MU $SNDK $DRAM

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@ftr_investorsJun 28, 2026 · 5:24 PM

$MU $HXSCL $SNDK Memory prices are expected to surge as AI-driven demand and tight supply persist, with Jefferies forecasting +40–50% in Q3 2026 and +30–40% in Q4. The firm sees little relief until 2028, as long-term contracts continue to limit available supply 💾📈 https://t.co/kvZzOSKRM6

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@tradexwhispererJun 28, 2026 · 4:21 PM

$MU $DRAM $SNDK Nobody is talking about Micron's Automotive/Embedded segment. 71% QoQ growth. $2,708M to $4,634M in one quarter. L2+ vehicles require 5x the memory of an average vehicle. That mix is more than doubling this year to 20%+ and expected to exceed 40% by 2030. Now layer this on top: humanoid robots carry 10x the memory of an L2+ vehicle. That demand cycle begins later this decade and SUSTAINS for multiple decades. 5x for autonomy. 10x for robotics. Physical AI Incoming. Buckle Up

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@moninvestorJun 28, 2026 · 11:25 AM

I think we could see a robotics stock have a $SNDK moment. $OUST could be that stock. The market cap is only $2.6 billion, which is small in the context of a trillion-dollar robotics and automation market in the coming years. https://t.co/amC9ZeuhBN

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@tradexwhispererJun 27, 2026 · 3:41 PM

$MU $DRAM $SNDK Bank of America just put out their 2030 semi TAM. $1.96T total. $900B is memory. Nearly half. And this is almost certainly outdated. It's not pricing in the Agentic AI boom yet. https://t.co/XEWklLCg4L

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@photonbullJun 27, 2026 · 8:17 AM

Could this be a DeepSeek moment for memory stocks👀 We know what to do here if it dips more $MU $DRAM $SNDK https://t.co/yVJ4Eev0ju

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@photonbullJun 26, 2026 · 8:41 PM

TLDR: Names like $SNDK $MU went up too much so large holders have to rebalance their portfolios and are forced to sell some Anytime someone is forced to sell shares into a red day is a good opportunity to add I would say

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@analysisopJun 26, 2026 · 2:29 PM

Prepare yourself anon 😬 That 2024 set up must last until 2030..... Bullish Memory & Storage manufacturers though 🙄 $MU SK hynix $SNDK

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@almacap114204Jun 26, 2026 · 1:55 PM

Feels like the market has bottomed for now, have bought some $SNDK despite space names tempting me

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@rubicon59Jun 25, 2026 · 9:44 PM

$SNDK & $KXIAY thesis in a nutshell: “Relying solely on DRAM (including HBM) to hold context is becoming untenable in the agentic era of inference due to cost and capacity.”

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@wliangJun 25, 2026 · 7:42 PM

Despite $MU crushing earnings, the hawkish macro (PCE, BoA rates, etc.) is overpowering the rest of the market. Happy to see Micron and $SNDK still soaring... their rock solid forward guidance makes them pretty macro-proof here. We should still see a pretty big recovery soon. No way Trump let's the market tank before his Independence Day speech... right?

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@analysisopJun 25, 2026 · 2:49 PM

Memory & Storage prices are going to drive Tech devices prices 📈📈 The ones that were holding like Apple are starting to fall 😤 Other side of the giga bullishness of Memory $MU SK hynix $SNDK

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@itschrisrayJun 25, 2026 · 12:32 PM

I’m not in any memory names. Totally missed the move. Wasn’t ever familiar with the category and didn’t see it coming before it suddenly appeared in front of me. But what if I didn’t miss the move? What if there’s still a long way to go? I honestly don’t plan on buying $MU or $SNDK, so this is more of an interesting thought experiment… We know data centers devour memory - that’s what’s causing the crazy years-long backlogs - but what AI creates, along with the other technological innovations occurring in parallel, will all require more memory. AI has enabled me to build my own websites and SaaS tools that rely on databases that use… memory. Claude Code and similar tools will cause an explosion in digital entrepreneurship that requires storage. In regard to robotics, and humanoids specifically, some people think there could be a billion of them walking around, performing tasks a decade from now. They’ll all require memory. Autonomous vehicles? They may have 2 TB of on-board storage and up to 300 GB of RAM. What about mega constellations and data centers in space? You get the picture. Memory stocks are “supposed to be cyclical,” but there’s a decent argument for the “supercycle” or a breaking of the cyclical nature of the trade altogether. Data centers seem like they may just be the first domino to fall… Again, I don’t have a dog in this fight and still feel like things are too late-stage for me to take a position in one of the top names, but it’s definitely interesting to consider. NFA

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@almacap114204Jun 25, 2026 · 7:09 AM

This was about Samsung in case not obvious. All capital is going into the AI trade - the value creation from AI is just beginning and it is the most obvious trade in the market. You can more that double your money in a year on memory from here alone. Stop overcomplicating things, stop trying to find the next best thing. If someone pushes a stock to you, compare its metrics side by side to memory: > Historic growth rate > Forecast growth rate > Quality of customers > Barriers to entry > Margins > Importance to government / defence > Quality of leadership > Transparency of information $MU, $SNDK, Hynix, Kioxia - FREE MONEY LIQUIDITY IS NOT GOING TO SPACE OR DEFENCE

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@kawzinvestsJun 25, 2026 · 2:51 AM

BOOOM. Kioxia just announced US depositary shares around april or may 2027. $KXIAY $MU $SNDK

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@analysisopJun 24, 2026 · 10:39 PM

Do you think Memory Demand stops at the AI data centers guys?? Look at the required Memory content for L2+ vehicles, the amount of them in the mix expected by year 2030, and now think in the Physical AI: humanoid robots have x10 the Memory & Storage content of a L2+ vehicle! 🔥🔥 $MU SK hynix Samsung $SNDK 🚀🚀

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@almacap114204Jun 24, 2026 · 8:17 PM

Just buy memory stocks, they are trading at the lowest PE multiples, have the best growth potential and have the most transparency of information across the market. DO NOT LET ANY FURU distract you with their shitcos $MU, $SNDK, SK Hynix, Samsung, Kioxia

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@stocksavvyshayJun 24, 2026 · 4:13 PM

If $MU says NAND pricing is still strong, enterprise SSD demand is picking up and AI inference is creating more storage demand then $SNDK should benefit because SanDisk is one of the more direct ways to own that part of the cycle. Hyperscalers are still figuring out the right mix of DRAM, HBM, TLC NAND, QLC NAND and other storage architectures which can keep supply tighter for longer as memory companies are going to be hesitant to add too much capacity before demand becomes clearer. I'm going to be listening closely for Micron’s QLC commentary because QLC NAND for read-heavy inference workloads is the big driver and if Micron calls that out then it would show that the storage side of the AI memory story is still earlier than DRAM.

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@tradexwhispererJun 24, 2026 · 4:11 PM

$MU $DRAM $SNDK The most powerful CEOs on earth are telling you memory is in a structural transformation. 12 most important quotes. "The future of artificial intelligence will be shaped as much by memory as by computing power." -Jensen Huang "Go ahead and build memory fabs; however much capacity you add, NVIDIA will consume it." -Jensen Huang "The whole industry supply chain, everything from wafers to packaging to silicon photonics... everything's in short supply because the demand is so high. It is going to persist for several years." -Jensen Huang "The entire supply chain is challenging this year because demand is so much more. Supply has been growing 100% every year, but demand is going faster than that." -Jensen Huang "I think it will be for quite a few years to come... Demand is so massive." -Jensen Huang "I would say memory in advanced silicon, it's kind of the 25 times 25... From 80 gig to 2 terabytes is 25 times more memory per accelerator. And in that timeframe, you'll have about 25 times more accelerators. So 25 times 25 is 625 times." -Michael Dell (Dell CEO) "Demand is in excess of the supply by quite a lot... So we have a severe shortage in memory silicon and also in some other areas." -Michael Dell (Dell CEO) "As memory per accelerator and system scale expand simultaneously in AI infrastructure, a structure is forming where total memory demand increases by approximately 625 times. We are still in the early stages of technology adoption." -Michael Dell (Dell CEO) "[US Expansion] is a tiny fraction of the memory that's needed, and in fact, even if you take the best case assumptions of the memory makers... it is not enough to meet the demand that is anticipated." -Elon Musk "We see that tightness continuing into 2027, so we see durable industry fundamentals over the foreseeable future, driven by AI demand." -Sanjay Mehrotra (Micron CEO) "AI actually wants to have a lot of HBM, and once you make the HBM...we have to use a lot of wafers... The current shortage could continue until 2030, so we expect more than a 20% shortage of the wafers." -Chey Tae-won (SK Group Chairman) "Without the HBM memory, there is no AI supercomputer." -Jensen Huang What exactly are you waiting for?

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@photonbullJun 24, 2026 · 1:01 AM

$DRAM $SNDK $MU 10% days incoming across the memory names https://t.co/Eh7X3gOCVe

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@midascabalJun 23, 2026 · 5:48 PM

$MU, $SNDK and other semi stocks will cause the largest stock market CRASH in history. These stocks will determine if we are in a bubble or not.

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@rubicon59Jun 23, 2026 · 6:44 AM

Core axis of NAND is shifting from PCs and mobiles to AI data centers. HBF is coming in 1H next year. $SNDK

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@wliangJun 23, 2026 · 1:25 AM

So $MU reports earnings on Wednesday after close, 97% chance it beats. But if $MU follows the $SNDK / $AMD pattern, even a beat could see some short-lived turbulence. Or maybe people have learned their lesson this time around... Imagine selling $SNDK after its earnings volatility (lasted less than a day lol), just to watch it rally another 120%. But regardless, the structural thesis stays intact... HBM4 is ramping 2x faster than HBM3, and capacity is booked for the entirety of 2026, into 2027. Expecting any earnings volatility to be extremely short-lived. And reminder that $MU is a good indicator for AI compute demand...

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@thevalueistJun 22, 2026 · 6:48 PM

$SNDK going non-stop to another big all-time high. I am still long and very strong with calls at numerous strikes and expirations. There is a reason that whenever I post about the GAI infrastructure trade, it almost always includes a reference to $SNDK . Still much much more to go.

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@photonbullJun 22, 2026 · 3:08 PM

Everything is being sold off to buy more memory stocks And with the incredible growth, margins and projections, I doubt anyone can blame them $MU $SNDK $DRAM https://t.co/6xejgzm1Jt

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@jasonschipsJun 22, 2026 · 12:33 PM

Yeah Samsung is ridiculously undervalued. Did we also forget they sell more NAND than $SNDK and Kioxia combined?

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@analysisopJun 21, 2026 · 5:07 PM

$NVDA CMX, the "CXL" for SSDs "The Endpoint BF-4 receives the request, reads from the local NVMe SSDs, and ships the data back. The result is dropped directly into GPU HBM through PCIe peer-to-peer. The host CPU and DRAM never see the transfer" Don't know guys.... this sounds bullish for NAND 😉 $SNDK Notice too that this tech uses PCIe; invest accordingly [Source: blogs.fadu [dot] io/cmx-ssd-for-ai-inference/]

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@ckcapitalxxJun 20, 2026 · 8:09 PM

So true. If the fundamentals of a company look great why wait for an amazing entry point that may never come. An example is when many people avoided $SNDK and $MU because of a huge run up and look at what many people missed it out on. If you study a stock top to bottom you’ll know what the company is worth.

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@intheassemblyJun 20, 2026 · 11:56 AM

I keep seeing posts hyping $SNDK as some low-float short squeeze play. So I went and pulled the actual numbers. Here is what really happened. Back in February 2025, Western Digital split SanDisk off into its own company. Started trading on Nasdaq under SNDK. WDC shareholders got about 1/3 of a SNDK share for every share they had. So now SanDisk is a standalone flash memory and storage company. Not tied to the rest of WDC anymore. That alone let the market price it for what it actually is. Now the share stuff. 148 million shares total. 146 million of those trade freely. Institutions own about 81%. But it trades a ton. Volume runs 10-14 million shares every day. Short interest is around 9.2 million shares. About 6% of the float as of late May. Days to cover is around 1. So no, the float is not locked up. Far from it. Now the business itself. NAND flash pricing is going up and SanDisk is capturing it. Their recent earnings beats have come from selling at higher prices and better product mix. They also locked in big multi-year deals at good rates. You combine that with the fact that the market finally got to price SanDisk on its own, and you get the move. As the price climbed from the low 40s after the split to $2,184 now, every index fund tracking the stock had to keep buying. That kept the move going. What drove this is real demand for high-end storage and a stock finally getting priced on its own. The numbers prove it. At The Assembly, we’re a team of 10 helping you spot great stocks at the earliest stage. Follow us with notifications on so you don’t miss the alerts, this is VERY important. A lot of people will regret not following us.

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@tradexwhispererJun 20, 2026 · 2:45 AM

$MU +66%. $SNDK +63%. In one month Last month you asked "what is next." Next month you will ask again. My answer has not changed since my Bargain of the Century call at $62. $DRAM 9x forward. Everything so far was just a warm up. https://t.co/MISafAsFAN

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@photonbullJun 19, 2026 · 11:22 PM

Long. Memory. It is still the easiest trade/investment here. It did not run up too much. The cycle will not suddenly end with the amount of AI related memory demand. At $300, people said they were looking for the next $SNDK. At $600, they said the same thing. Then at $1000, $1500 and now above $2000. The next $SNDK is $SNDK and the next $MU is still $MU This is not over yet and will not be over for a good while. Plain and simple. $SNDK $MU $DRAM SK Hynix Samsung Kioxia

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@tradexwhispererJun 19, 2026 · 7:54 PM

$MU $SNDK I respect Charlie Bilello, but comparing $MU today to the dot com era is lazy analysis. Here's the breakdown why Industry Structure 2000: 20+ $DRAM players in a commodity knife fight 2026: 3 player oligopoly with pricing power and long term agreements Product Mix 2000: Commodity DRAM for PCs 2026: HBM, SOCAMM, NAND, DRAM across a diversified portfolio End Market 2000: PC dependent 2026: AI Data Center, Automotive, Graphics, Physical AI Business Model 2000: Spot pricing, zero visibility, 2026: Up to 5-year Long term contracts with hyperscalers, structural demand floor

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@aleabitoredditJun 19, 2026 · 12:29 PM

@amandaong23 i personally don't see any chance of oversupply, if anything photonics/lasers will be extremely supply constrained. it would be the same media playbook that went on with YMTC/CXMT earlier in the year with Chinese DRAM/NAND flooding narratives, now $MU, $SNDK, Samsung, and others are ATH.

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@mrmikeinvestingJun 18, 2026 · 10:41 PM

$SNDK is one of the most parabolic names ever seen in the history of the stock market… It has ran +4,500% in the past 12 months alone. That is $10,000 into $450,000. You may now be asking yourself “what’s the next to go?” Look no further than $NBIS. This name will be trading at $500+ before the end of Q1 27’ Don’t miss this obvious opportunity…

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@midascabalJun 18, 2026 · 7:19 PM

People ask what the next $MU and $SNDK is. Its still $MU and $SNDK.

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@bullofbritainJun 18, 2026 · 6:58 PM

Yo guys. When you have $SNDK $MU SK Hynix $Kioxia with 10000B rev every quarter and 1000000% margin. Why the absolute fuck are you buying anything else? ESPECIALLY pre-rev shitcos?

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@photonbullJun 18, 2026 · 5:19 PM

The $MU options trading cycle is almost as fun to watch as the memory supercycle Someone buys calls, stock goes up 50% Someone buys puts, stock goes up another 50% Still don't get why people are out here shorting memory stocks like $MU and $SNDK Even if they seem overextended and due for a pullback, the past few months have shown that this can run for longer than your puts go on

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@aleabitoredditJun 18, 2026 · 2:54 PM

Just a reminder: 99% of X was bearish on memory 3 months ago... Since then: $MU $380 -> $1122 (+195.26%) $SNDK $565 -> $2155 (+281.42%) $EWY $132 -> $219 (+65.91%) SK Hynix 849K -> 2.685M KRW (+215.5%) Samsung 172K -> 362K KRW (+110.7%) If you see a bunch of projections on memory names like Samsung becoming the most profitable company in the world in 2028. Might be a good idea to think independently outside of the narratives at the time like "Oil, LNG, Helium, Iran, etc." Probably same thing now with optical names and their projections into 2027, 2028. I do think photonics and memory are the 2 top themes though, with optics being very early into the supercycle.

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@thevalueistJun 18, 2026 · 2:39 PM

Look at what my friend @HyungsokAhn said 49 days ago. $2000 is already here, 6 months ahead of schedule. $SNDK and the rest of the storage and memory names are totally destroying it. And they will continue to gain from here. The profit pools from the actual utility of GAI in workflows is demonstrably massive and the upstream GAI hardware vendors will share substantially in the economic value created.

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@rubicon59Jun 18, 2026 · 11:32 AM

I know, heresy after such runup, but NAND’s time is yet to come. $SNDK $KXIAY

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@daniel_kossJun 18, 2026 · 10:46 AM

Wait, RJC who wanted to sell $NBIS at $125 is calling me a retard for selling at $284? @RJCcapital, I hope you aren’t mad because I blocked you. I do think you make some funny posts. And congrats on getting into $SNDK early! You did want to sell all your $NBIS shares on October 15, 2025 and go all-in on $FLNC, though. Since then: $NBIS: +120% $FLNC: +10% And if you had read past the headline, you’d know my $284 sale is just a short-term trade, and I reiterated a $500 to $700 price target for end of 2027 in the same post. I've traded Nebius many times and overall outperformed just holding by a wide margin. But yeah, some trades don't work out, maybe you're new to this. In October you asked me via DM: “Doesn’t Nebius have 1/10th the power of IREN?” And you said you thought CoreWeave had more upside than Nebius. You also told me you're uncertain if Nebius has a moat at all. It's weird that you now act like you're the one who always had high conviction in public, but the DMs you sent me tell a different story. P.S. If your YTD is ~160% and I’m at ~340%, does that mean you have less than half the performance of a retard? 🤔

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@photonbullJun 17, 2026 · 7:57 PM

Holy shit $NBIS is the next $SNDK if this plays out

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@tradexwhispererJun 17, 2026 · 3:45 AM

Sanjay Mehrotra founded $SNDK. Took $MU from $26 to $1000 competing against memory giants Samsung & SK Hynix. He is the reason the US still has a memory industry. Not asking for @elonmusk level recognition. But 9x forward PE for what he built? That is disrespectful @MicronCEO

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@rubicon59Jun 17, 2026 · 12:51 AM

Turns out inference revenues are tied to storage just as much as they are tied to power, making demand for NAND nearly infinite. It ain't your father's memory cycle. $SNDK $KXIAY

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@analysisopJun 16, 2026 · 2:53 PM

More weight in the investing case of NAND. $SNDK & Memory Majors 🚀

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@rubicon59Jun 16, 2026 · 6:44 AM

NAND AI demand until recently has been driven primarily by training. But NAND use in inference seems poised for a new kind of explosion. $SNDK $KXIAY

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@tradexwhispererJun 16, 2026 · 12:40 AM

$MU $SNDK Sandisk CEO during a Conference "They [Customers] are coming to the conclusion that having longer term relationships with suppliers of NAND is a very good idea" "Figuring out what's the right concentration of processing power, what's the right concentration of DRAM, HBM, what's the right concentration of NAND. It's very use case dependent. Trying to figure out what the use case is several years in the future is an issue all of its own. I think that as our customers go through that equation and figuring that out, they're coming to the conclusion that having longer term relationships with suppliers of NAND is a very good idea" $DRAM

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@analysisopJun 15, 2026 · 4:05 PM

Day after day more weight into the Memory re-rate thesis 🚀🌛 $MU SK hynix $SNDK

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@bullofbritainJun 15, 2026 · 2:44 PM

Just helped the $SNDK margins some more. Lets ride. (If you see me in the wild, come say hi) https://t.co/4iY7Z7rPMW

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@photonbullJun 15, 2026 · 2:30 PM

$8.8M bet on $SNDK with only a month of time Will probably go ITM as well if this keeps going

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@rubicon59Jun 15, 2026 · 5:18 AM

AI is generatimg NAND demand the way a blackhole generates gravity. $KIAY $SNDK

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@tradexwhispererJun 15, 2026 · 4:10 AM

Talking about $DRAM like it's the same commodity cycle from ten years ago is like talking about your ex (met her at a bar, just another girl) as if she hasn't changed in 10 years. She got a PhD, tripled her income, and has three companies fighting over her. But sure, she's the same girl from 2016. She is not coming back to the bar. $MU $SNDK

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@moninvestorJun 14, 2026 · 8:38 PM

If you're scared to buy $SNDK or $MU, just buy $DRAM. It's one of the best ETFs for gaining exposure to memory stocks. The fund is already up 134.19% in just over two months. Absolutely incredible. https://t.co/ADSSey3Wnd

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@aleabitoredditJun 13, 2026 · 9:26 PM

@JaaidevV I personally like $SIVE, usually the same names keep on compounding like $SNDK if they’re important to AI? I’m not selling a share, since it looks like we’re only at the start of the next supercycle.

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@yasutaketinJun 12, 2026 · 9:44 PM

保有株では $SNDK が稼ぎ頭 https://t.co/PAvMaMvnTj

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@thevalueistJun 12, 2026 · 2:10 PM

$SNDK post-print shorts getting murdered. I am still very long and strong. SNDK is now my largest delta dollar position, greater for me than $NVDA . https://t.co/6jL6R9wCWJ

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@photonbullJun 12, 2026 · 1:05 AM

$MU back above $1000 Next up: $SNDK to $2000 https://t.co/QC1RcGGKOd

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@photonbullJun 11, 2026 · 11:12 PM

Here is the next big memory catalyst Koreans like to gamble They are obviously going to beat Czechia with a 3-0 score They will have a lot of bets on this They win. They cash out. They buy more memory stocks. Bullish for Samsung SK Hynix $MU $SNDK $DRAM https://t.co/i4inH7ZOiz

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@tradexwhispererJun 11, 2026 · 4:49 PM

$MU 8.3x $SNDK 8.7x The entire AI trade runs on memory, and memory trades at 8x. Nomura says $1.4 trillion TAM by 2030 but the market is pricing it like a dying industry. The Bargain of the Century is staring at you. https://t.co/ah1OlJgl53

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@rubicon59Jun 11, 2026 · 1:54 PM

Patience is waiting for inference to spill out of HBM & start consuming HBF (which technically does not yet exist). $KXIAY $SNDK

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@jasonl_capitalJun 11, 2026 · 1:01 PM

9. $SNDK - Sandisk (PEG ~0.4x) Revenue $5.95B, up 251% YoY. Enterprise SSD demand exploding from AI buildout. Signed five multi-year supply agreements with a minimum revenue backlog of $42B and over $11B in enforceable guarantees. Up roughly 40x since the WDC spinoff. https://t.co/0LZvoF1txB

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@alphaticaioJun 9, 2026 · 10:26 PM

SNDK UPDATE: We covered Sandisk at the Mizuho Technology Conference today. The memory thesis is accelerating. Management targets mid to high teens bit growth this year and next year. Data center is now the largest and fastest-growing NAND market segment globally. That is not a forecast. That is the current state. The product roadmap: First revenue from Project Star-d capacity SSDs recognized this quarter. Enterprise SSD revenue mix increasing over the next 12 months. High Bandwidth Flash die available later this year with the controller hardware targeted for H1 2027. BiCS8 transitioning now with BiCS9 capacity buildout planned for next year. The balance sheet tells the story of where this company is in the cycle. All $2 billion in debt has been paid off. $6 billion share buyback program underway. Cash flow funding capex, supply chain investments, and returns to shareholders simultaneously. Five new business model deals signed with a pipeline expanding across data center and edge customers. The monetization structure is shifting from pure hardware sales to recurring engagement. The macro read from management: industry-wide NAND demand is being driven by AI inference and scalable storage requirements. This fits the pattern we have been tracking across the memory complex. MU seeing supply constraints through 2027. LRCX guiding the $40 billion NAND upgrade cycle to complete by end of 2027. SK Hynix partnering with Nvidia on next-gen memory. The memory cycle is not peaking. The data from every company in the supply chain says it is still ramping. SNDK just confirmed it from the NAND side. $SNDK $MU $QQQ

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@yasutaketinJun 9, 2026 · 5:46 PM

緊急メンバーシップ配信してきた。あとでアーカイブ見てね。激リバじゃんわいはナスCFD、 $MU $SNDK $SMH を押し目買いしてた

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@tradexwhispererJun 9, 2026 · 4:07 AM

$SNDK Retrieval-Augmented Generation Bottleneck Susquehanna: $3,250. (Street-high) Cantor Fitz: $1,800 → $2,900. Today. BofA: $1,550 → $2,100. Today. The entire intelligence of Earth will be stored in NAND. $MU https://t.co/x89ZRp0PNP

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@tradexwhispererJun 8, 2026 · 4:34 PM

Rule of 40 $SNDK: 312 SK Hynix: 270 $MU: 265 The vast majority of companies do not even score 70. Memory is not competing with semiconductors. Memory is competing with nobody. $DRAM https://t.co/cikSKGZYOC

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@ckcapitalxxJun 7, 2026 · 3:02 PM

$AAOI could have the next $SNDK type run.

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@bullofbritainJun 7, 2026 · 10:31 AM

$AAOI will be one of those stocks that is completely obvious like $SNDK - it goes up 5,000% and you are wondering what spell was cast on you to not buy it. Im long $AAOI till the foreseeable.

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@almacap114204Jun 6, 2026 · 2:44 PM

AI is a gov level strategic asset. “Winning the AI race is non negotiable” - Marco Rubio “The United States must win the AI race” - David Sacks No surprises for guessing the shortlist here guys: Spacex, openai, Anthropic, $MU, $SNDK, Whatever bag you’re currently holding. https://t.co/qLeQNgWS3w

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@wliangJun 5, 2026 · 4:16 PM

Big correction day across the board. Our favorite mega caps are red. High-beta names are down double digits. But this is normal... and necessary. Corrections reset the setup for the next leg up. Remember... > $NVDA had multiple 20-30% pullbacks on the way to becoming the most valuable company on Earth > $MU's ~9x run had multiple significant drawdowns along the way > $SNDK's 4,000%+ rally wasn't a straight line either Names with real fundamentals bounce right back. The names without get exposed. That's the entire point. Plant your seeds when it's red and harvest heavily when it's green.

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@almacap114204Jun 5, 2026 · 7:39 AM

Have added to my memory positions today, thank you BNP for clearly wrong takes. Ps. Goldmans are extremely bullish if you need an analyst to give you comfort. $MU, $SNDK, SK Hynix, Samsung, Kioxia

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