Davo112
05-14

I'm out of MU it's gone up so fast since 1 May

David Tepper Adds 281K SanDisk! Every Dip is a Buy?
SanDisk (SNDK) surged 10.75% today on dual catalysts: a broad memory sector revival and billionaire David Tepper's newly disclosed purchase of 281,250 shares — initiated even as the stock has already rallied 535% year-to-date. Tepper, one of hedge funds' top macro traders, signals strong conviction in sustained HBM/NAND demand amid H2 AI infrastructure expansion. With Seagate's CEO issuing a supply warning the same day, SNDK's scarcity premium could widen further. Tepper is buying at up 535% — are you following or sitting this one out?
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