But I've been seeing the most bullish flow ever, which really makes me want to keep the risk on. Especially when I can't think of a better investment for my calls. I'll put the $15K profits from my margin trade into either $SanDisk Corp.(SNDK)$ or DRAM. Either way, the memory trade has a lot longer to run. People don't get it. Tim Cook coming out and saying what he said about memory recently has the normies and more conservative fund managers capitulating and FOMO-ing in. This thing could 100% gamma squeeze if we get good earnings.
$SanDisk Corp.(SNDK)$ Between this and $Micron Technology(MU)$ , I might not look at anything else for trading. I was closing out trades as fast as I could punch in the orders today. The price action on both of these is just ridiculous, they're such wealth generators.
For me, one of the biggest edges in this market is simple: don't fully exit your winners too early. Names like $NVIDIA(NVDA)$ , $SanDisk Corp.(SNDK)$ , $NEBIUS(NBIS)$ are exactly the kind of leadership stocks that tend to persist across cycles. Why? Because strong performers don't just run once—they get structurally embedded into index flows over time. Inclusion and weight increases in $SPDR S&P 500 ETF Trust(SPY)$ / $Invesco QQQ(QQQ)$ mean passive capital keeps buying them every single cycle, regardless of sentiment. That creates a continuous bid u
$SanDisk Corp.(SNDK)$ Looking forward to MU's earnings next week. Picked up some more today, seems like an easy buy at this level. The daily chart closed with a decent pattern. Reminds me of those after-hours traders scooping up cheap shares that retail sold off to take profits. But they might miss the bigger move coming up.
Everyone is watching the AI race. But few are paying attention to where all that AI data is going to live. $SanDisk Corp.(SNDK)$ isn't selling a luxury. It's selling the digital real estate that AI can't function without. The Street is debating whether it's worth $265B or $460B. The market usually settles those debates one earnings report at a time.