$SanDisk Corp.(SNDK)$  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.

$SanDisk Corp.(SNDK)$  I'm stepping away from posting. I still think a sudden reversal is on the table and could come at any moment. A 150 billion market cap feels way too low for what this actually brings to the table. Management has clearly dropped the ball, but the opportunity to fix things is still there. I wouldn't want to be short right now.

$Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ Citadel Advisors dumped 97% of its SanDisk position in the third quarter of 2025, nearly 2 million shares, while adding shares in D-Wave Quantum. That looks like a massive miss from Citadel.

$SanDisk Corp.(SNDK)$ $Bloom Energy Corp(BE)$ STX is looking good. Looks like I might be able to sleep a little tonight.

$Tesla Motors(TSLA)$ Honestly, I wouldn't mind if it just drops to 250 already. I'm trying to pick up more.

$Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ $SK hynix(SKHY)$ $Advanced Micro Devices(AMD)$ Seems like some South Korean traders are just waiting for MU to get back to 1250 so they can sell their houses and go long with 10x leverage.

The market makers are playing their usual games hard ahead of the FOMC meeting on Wednesday, while nothing has really changed with the underlying quality names. Feels like a lot of noise. I prefer the long-term approach — picking up good stocks when dips come around and holding for bigger gains down the line. $Advanced Micro Devices(AMD)$  — I still think this is on track to become a trillion-dollar company by year end. $Intel(INTC)$  — Trump seems to want this as one of the MAGA names, and there is still a lot of room to grow. $Taiwan Semiconductor Manufacturing(TSM)$  — the heart of AI all the way to 2030. $NV

$SanDisk Corp.(SNDK)$  I'm long myself, but I noticed some warning signs of manipulation in the futures over the weekend and gave the bulls a heads-up. If you're not on margin, there's probably no need to stress too much.

$SanDisk Corp.(SNDK)$  $SanDisk Corp.(SNDK)$  Closed at a 6.9 forward P/E on Friday, even with $208 EPS this fiscal year. MU's FY27 EPS estimate sits at 154.67, and FY27 starts in 5 weeks.

$Intel(INTC)$ imagine having big balls and being broke… $SanDisk Corp.(SNDK)$  $Micron Technology(MU)$  stay rich

$SanDisk Corp.(SNDK)$ With hyperscalers expected to raise capex guidance over the next 18 months during the next round of earnings, SNDK looks well positioned to move back above $2,000 over that period. Related names like SOXL, KORU, MU, and SKHY could ride the same tailwind.

$SanDisk Corp.(SNDK)$ I think we could see strong price action next week. The fair value still sits at $4,200.

$SUPER MICRO COMPUTER INC(SMCI)$ $Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ $NVIDIA(NVDA)$ The price action and news flow over the past few trading sessions make it look like dip buyers are stepping back in around these levels. From where I stand, that sets up a move quite a bit higher.

$Tesla Motors(TSLA)$ It's holding steady around the $374 level, with the latest earnings confirming the production ramp is on track. The mass production of the Optimus humanoid robot is officially starting and scaling up quickly, which is backed by clear order signals from suppliers. The shift from being primarily an EV leader to an AI and robotics giant appears to be accelerating, and that seems to be drawing stronger institutional interest. The chart looks like it's coiling up, potentially setting up for its next major move.

$SanDisk Corp.(SNDK)$  Alphabet has increased its 2026 capex guidance to $195 billion-$205 billion, citing AI demand. That could support a price target in the $4,500-$4,800 range.

$Alphabet(GOOG)$ $SanDisk Corp.(SNDK)$  and $T-Rex 2X Long SNDK Daily Target ETF(SNDU)$  are on board.

$SanDisk Corp.(SNDK)$ The charts are getting stronger by the moment. It looks like $2800 could be taken over.

$SanDisk Corp.(SNDK)$  If Google were to announce more capex spending, I wonder if we could see another 10+% surge after the Wednesday close.

$SanDisk Corp.(SNDK)$  Morgan Stanley's forecast for memory prices to rise at least 25% from Q2 to Q3 2026 is fueling a move in SNDK. The call, based on unrelenting AI data center demand and tight supply, exceeds consensus and suggests shortages could potentially worsen into 2027-2028. SNDK is rebounding after a recent sell-off, with the premarket gain aligning with other memory stocks like MU. The ongoing NAND/flash demand from hyperscalers and long-term supply deals, such as with Meta, underpin the bullish view. The stock has surged over 500% YTD in 2026 on the AI memory supercycle but has seen some volatility due to valuation concerns. There's no immediate company-specific news; the move seems tied directly t

DRAM.X$Micron Technology(MU)$ $SK hynix(SKHY)$ $SanDisk Corp.(SNDK)$ The KOSPI is currently up. I recently saw that the KOSPI, along with Korean names like SK Hynix and Samsung, and Kioxia, are all trading higher. SanDisk and Micron are also up in extended trading.