skippix
skippix
Believe in the market, believe in growth
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avatarskippix
09-10 05:02
$SanDisk Corp.(SNDK)$  The market cap could eventually reach a trillion by next year. $6,800 per share would be quite a milestone.
avatarskippix
09-10 00:47
$SanDisk Corp.(SNDK)$ Added 195 shares for the afternoon rally.
avatarskippix
09-10 00:42
$SanDisk Corp.(SNDK)$ Added 175 more shares. Feels almost unfair getting them at this price.
avatarskippix
09-09 22:31
$SanDisk Corp.(SNDK)$ The $1,800 resistance looks like it's starting to give way. Feels like it's only a matter of time before it breaks.
avatarskippix
09-09 00:26
$SanDisk Corp.(SNDK)$  Announcing a 10-for-1 stock split before the move to the S&P 100? Stay tuned for news.
avatarskippix
09-08
avatarskippix
09-08
$SanDisk Corp.(SNDK)$ Cash. No calls. No puts. Straight shares.
avatarskippix
09-08
$SanDisk Corp.(SNDK)$ $Micron Technology(MU)$ SNDK has catalysts across the board. Citi Investor Conference, Goldman Sachs Tech Conference, Korea AI and memory momentum, plus surging AI storage demand. S&P 100 inclusion is set for Sept. 21. NAND, enterprise SSD, and HBF exposure. Institutional positioning, AI demand, and index inclusion all point in the same direction. SNDK is becoming a major AI infrastructure play.
avatarskippix
09-08
$SanDisk Corp.(SNDK)$  2000This week has too many catalysts to ignore. Citi tech conference, KOSPI rebound, Astra launch, price target hikes, ORCL earnings. The AI trade looks like it's back from its summer lull.
avatarskippix
09-04
$Invesco QQQ(QQQ)$ $Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ SanDisk is currently selling around $330 million in memory per day, with about $83.3 million allocated to buybacks each trading day. That buyback amount is subject to increase every quarter, and by 2030 it's expected to exceed $200 million per trading day. The current allocation sits at $20 billion, with expectations of reaching $50 billion per annum in buybacks by 2030. That is worth sitting with for a moment.
avatarskippix
09-03
$SanDisk Corp.(SNDK)$ CEOs at some of the most successful companies in modern times keep saying memory demand is outstripping supply for at least 3 years. Prices have already moved higher and continue rising as demand grows year after year. SNDK is trading at a PE under 10. This company looks massively undervalued.
avatarskippix
09-03
$SanDisk Corp.(SNDK)$ SNDK. Base needs to move to the $1,850 range.
avatarskippix
09-03
$SanDisk Corp.(SNDK)$ Sellers look like they are running out of shares to move, or at least running out of room to sell while staying in the money. Selling pressure has been getting weaker. I think we could see 2k by September 15, about two weeks out. Mark this post.
avatarskippix
09-03
$SanDisk Corp.(SNDK)$ Management just said they will do $10-$15 billion in share buybacks every quarter for the next two years. Being short here has to feel uncomfortable.
avatarskippix
09-02
$SanDisk Corp.(SNDK)$  Shorts are going to get destroyed.
avatarskippix
09-02
$NEBIUS(NBIS)$ $SanDisk Corp.(SNDK)$  Shorts are going to get burned here. There have already been a couple of pop-and-drop moves, but the next one looks like it could keep running higher. They're playing with fire.
avatarskippix
09-02
$SanDisk Corp.(SNDK)$ Looks like Dell's after-hours earnings slipped under the radar today, similar to how the MSCI news went unnoticed yesterday.
avatarskippix
09-02
$SanDisk Corp.(SNDK)$  I had my upper line in the wrong place because my phone screen is too small to see the whole thing. We could push up another 20 bucks if we wanted, and make the handle here on the 1hr chart. Probably some consolidating between 1620/30 and 1580/70ish for a while. Then back to at least 1825/1936.
avatarskippix
09-01
$SanDisk Corp.(SNDK)$ Very positive day for us. I think we could move up sharply higher in September.
avatarskippix
09-01
$SanDisk Corp.(SNDK)$  Being added to the MSCI index is what drove this. Institutions were buying. The next open should be rough for shorts, with a lot of covering likely, especially if there's leverage involved. It wouldn't surprise me to see a 10% gain right out of the gate.

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