@amitisinvestingMay 15, 2026 · 7:45 PM

STANLEY DRUCKENMILLER SELLS $GOOGL AND BUYS $SNDK SANDISK IN RECENT 13F FILING Well, looks like even some of the big guys are ditching their Mag 7s for the AI infrastructure plays… https://t.co/sK52vhWys0

@amitisinvestingApr 28, 2026 · 5:38 PM

@EdenBastion Either you believe in the memory names or you don’t. Hard to buy $SNDK up 3000% but it is still technically cheap Either someone takes that risk and jumps in or just stays on the sidelines but memory really is divided by how much you believe those multiples deserve to go higher

@amitisinvestingJan 29, 2026 · 10:11 PM

$SNDK so sandisk just beat EPS by 75% and revenue by 12% EPS is up 4x YoY and revenue is up 63% YoY stock is up 10x over the past year and was the best performing name in the S&P 500 last year, this year its up 130% YTD is anyone continuing to buy the momentum in memory? obviously cyclical but if the cycle continues… it’s just really, really hard to buy into the strength even though the forward multiples are not necessarily expensive at all one thing is true — all this demand for memory should be very, very bullish for $NVDA and the street giving premiums to the memory names but not Nvidia feels like that could change after the next earnings when all this memory demand further proves that Nvidia can continue to beat and raise $SNDK +12% after hours