To The Moon

$SanDisk Corp.(SNDK)$  $SanDisk Corp.(SNDK)$  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.