$Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ Earnings don't lie. Patience is key here. The demand for compute, memory, and storage isn't going to fade anytime soon, regardless of Wall Street's hand-wringing, and it may never really slow down in a meaningful way. For most companies, hardware generally follows a 5-7 year replacement cycle. But when demand spikes the way it has with AI buildouts, all bets are off on how elevated those computing needs could stay.
$SanDisk Corp.(SNDK)$ TRADR2X Long SNDK Daily ETF heading into the week before earnings. There has been a lot of posturing by hedge funds, and while it feels like we are getting squeezed, I think they are actually accumulating at this point.
$SanDisk Corp.(SNDK)$ SNDK looks set for a positive start to the week. SK Hynix perpetual contracts are up over 3%, and there are quite a few positive headlines driven by fundamentals.