$SanDisk Corp.(SNDK)$ Wall Street appears positioned for all AI stocks to decline, under the assumption the trade is over. I don't quite share that view. I tend to think they could face significant losses as AI stocks move considerably higher.
$SanDisk Corp.(SNDK)$ It’s amusing how the most vocal critics of SanDisk always appear to be those who don’t own a single share. Mark’s over here managing portfolios from a cardboard office and a prepaid phone, all while explaining why a $700 stock is ‘terrible.’
$SanDisk Corp.(SNDK)$ The short report did not address the new partnership between SNDK and SK Hy to develop new IP for the HBF, so Andrew Left's report is exclusively a scare tactic once again.
I don't know how many times people need to hear this. $iShares Silver Trust(SLV)$ is backed by physical silver. A simple google search or chat gpt will help you understand.
$UnitedHealth(UNH)$ This market volatility panic feels typical. Not optimistic about insurance, but healthcare is sensitive territory to disrupt, especially after immigration issues. Hence I see upside potential in MA's initial proposals. Top-line revenue will take a hit overall, yet Optum operations offer clear pathways to sustain or build EPS. Don't expect a return to 600 highs soon, but recovering the 20% drop plus some gains seems achievable under new leadership.
$iShares Silver Trust(SLV)$ Banks aren't shorting, they're clearly manipulating price action. Whether short or long, banks suppress prices with large orders and potential spoofing. Most governments are buying, and banks are too, though they profit less if prices surge 12-15% in a day. This game persists. Regulation fails amid unchecked volatility. Yet governments ARE buying. Exercise patience – buy LEAPS or shares and hold, as this is a one-way trajectory.