$SanDisk Corp.(SNDK)$ I'm riding this out. Hopefully most people aren't on margin, leveraged, or need the funds this year. I'm working with a 2030 timeline. I think we'll be a lot higher as autonomous and robotics start gaining more traction over the next few years. Long-term contracts should definitely help smooth out revenue. The sector isn't nearly as cyclical as it used to be since the TAM has exploded, and a lot of new supply will take years to come online. Getting cut by more than half absolutely stinks, and I'm down 30% right now. But the thing is, I don't need the money this year or for the next five years. When these bounce back — and they will — they tend to do it in a big way.
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