To The Moon

$SanDisk Corp.(SNDK)$ Data center revenue jumped 1,682% from a year ago to $4.8 billion, coming in above the $3.98 billion analysts were looking for, per FactSet. And that's just one quarter. Full-year EPS estimates now sit at $216.6, with next year at $250.6, though both are likely to get revised after the double beat and raised guidance. Stunning numbers and a stunning quarter.

$SanDisk Corp.(SNDK)$ After hours usually doesn't mean much. The real test comes when we see whether support breaks or price bounces sharply back above it. My guess is the bounce.

SNDK.$1,600+ on Friday. Blowout earnings, and additional share buybacks to be announced after tomorrow's close.

$SanDisk Corp.(SNDK)$ Traded at $1,906 just five weeks ago. Shorts need to fill that gap. SK Hynix's earnings has set the tone ahead of SanDisk's E.R. "Shorts are facing a triple threat when SanDisk reports on Thursday. Shorts have two sessions to cover." Knowing that SanDisk is going to announce "blowout" earnings and additional share buybacks after tomorrow's close. What do you call someone that sells or shorts shares today?

$SK hynix(SKHY)$ $Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ $Roundhill Memory ETF(DRAM)$ Memory was cyclical after the AI period started taking off. But AI is here to stay and keeps evolving, from AI into agent AI into physical AI, and the pace is accelerating. Memory likely won't go back to its cyclical nature.

$Mobileye Global Inc.(MBLY)$ Shorts are about to get crushed. The party is over. $Intel(INTC)$  $NVIDIA(NVDA)$  $Uber(UBER)$  $Tesla Motors(TSLA)$ 

A lot of forecasts were calling for KOSPI to hit 9,000 by end of year, but I'd be content with just 7,000+. $Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$  $SK hynix(SKHY)$  $Micron Technology(MU)$  $SanDisk Corp.(SNDK)$  $Roundhill Memory ETF(DRAM)$ 

$SanDisk Corp.(SNDK)$  It fell harder and faster than most others, and it's struggling to recover at the same pace. This one's really testing my patience.

$SanDisk Corp.(SNDK)$ Relief rally, maybe followed by an earnings rally this week?

$SanDisk Corp.(SNDK)$ SK Hynix just announced a $12B dividend. Memory demand still looks solid, and this should make for an incredible earnings week for SanDisk.