To The Moon

Cathie Wood is not known for sitting on the sidelines. The ARK Invest founder has a long history of making bold bets on disruptive technology, and her latest move is turning heads. Last week, Wood added more than $12 million worth of Baidu (BIDU) stock across ARK Invest's exchange-traded funds. It's a notable call at a time when the competition between artificial intelligence in the U.S. and China is heating up. So what does Wood see in Baidu that others might be missing? Baidu Is No Longer Just a Search Engine Most Americans know Baidu as China's version of Google (GOOGL) (GOOG). But the company has quietly transformed itself into one of China's most comprehensive AI platforms, and its latest earnings results back that up. In the fourth quarter of 2025, Baidu's core AI-powered business ge

Memory and Chips stocks appear artificially manipulated by speculative AI data centre infrastructure demands.  In reality, these stocks are quite volatile and one cycle of oversupply can tilt the equilibrium.  Will buy when there are enough breakthroughs or sustained volume growth.

A Tale of Two Memories: 2026 Global AI Capital Expenditure Restructuring – Short HBM Overcrowding, Long eSSD Value Reversion HBM Overcrowding & Push-outs The HBM (High Bandwidth Memory) trade has become the most overcrowded position across the global semiconductor market. Forward P/E for leading HBM chip suppliers has surpassed historical 90th percentile levels, signaling that market expectations for the next three years are already fully priced in. Global hyperscaler deployments have shifted from parameter-heavy training workloads to large-scale inference operations, reducing the marginal dependence on extreme bandwidth per GPU card. Physical deployment constraints, particularly power limitations in hyperscale data centers and deployment delays in GPU clusters, have triggered order pu

Memory and chip stocks open higher as many other stocks too.  No sure way to time this bottom or next bottom.

🐶💾 Options Puppy View: SanDisk Up 120% — Super-Cycle or Supply Mirage? Memory stocks are famous for one thing: big booms and brutal busts. Now that SanDisk has surged more than 120% year-to-date, the debate is heating up. Some bulls believe we are entering a NAND memory super-cycle, while bears like Andrew Left from Citron Research argue the rally may be built on a fragile foundation. So is this the beginning of a long bull run — or a classic semiconductor cycle peak? The Options Puppy thinks the answer may lie somewhere in the middle. 🐶 ⸻ 🧠📈 The Bull Case: Why Memory Stocks Can Explode Supporters of SanDisk believe the current rally is driven by strong structural demand. NAND flash memory is used everywhere: • AI servers • Cloud storage • Smartphones • Data centers • Gaming systems As glo

Hello everyone! Today i want to share some technical analysis with you! 1. $Tesla Motors(TSLA)$ Back to Elon's buy zone. 🔋 Image 2. $SanDisk Corp.(SNDK)$ error: not enough memory to continue. Image 3. $Duolingo, Inc.(DUOL)$ down 83%. Insider trying to catch the knife. Image 4. $AdvisorShares Pure US Cannabis ETF(MSOS)$ getting higher… structurally speaking. Image 5. $Chipotle Mexican Grill(CMG)$ Wait… buy now, pay later burritos wasn’t bullish? Image For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with unlimited trading on SG

$SNDK 20260306 522.5 PUT$ 

$SanDisk Corp.(SNDK)$  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 think throughout 2026 is confirm beat earnings record as Mag 7 expenditure is huge. However 2027 can Mag 7 maintain its spending is questionable.  So invest on micron/storage should be short term or atleast not all in 1 basket  $Micron Technology(MU)$  $Western Digital(WDC)$  $SanDisk Corp.(SNDK)$  

$SanDisk Corp.(SNDK)$ The partnership between SNDK and SK Hynix, in my view, completely cancels out the Citron short post. I would rather see him lose his bankroll.

$SanDisk Corp.(SNDK)$ What could be the reason for $Western Digital(WDC)$  being up $20 while SanDisk is down? The management ought to issue a strong PR and threaten to sue Citron for potential misinformation.

$SanDisk Corp.(SNDK)$ SanDisk's shares took a brutal hit, plunging 4.2% amid massive $19.29 billion trading frenzy after notorious short-seller Citron Research dropped their bombshell report. 😱 They're labeling the sizzling memory chip rally a total "supply illusion," insisting it's all smoke and mirrors in a wildly cyclical market. But is this the end of the storage surge, or just a dip to load up on? Let's dive deep into the drama and decode if you should short-circuit your portfolio or amp up the bytes! 📉🛡️ First off, Citron's got some spicy takes: They slam SanDisk for trading like it's the next Nvidia, but without that killer moat. "Nvidia innovates; SanDisk peddles commodities," they quip. Ouch! 🌶️ Pointing fingers at Samsung's beast-mode do

Cathie Wood is not known for sitting on the sidelines. The ARK Invest founder has a long history of making bold bets on disruptive technology, and her latest move is turning heads. Last week, Wood added more than $12 million worth of Baidu (BIDU) stock across ARK Invest's exchange-traded funds. It's a notable call at a time when the competition between artificial intelligence in the U.S. and China is heating up. So what does Wood see in Baidu that others might be missing? Baidu Is No Longer Just a Search Engine Most Americans know Baidu as China's version of Google (GOOGL) (GOOG). But the company has quietly transformed itself into one of China's most comprehensive AI platforms, and its latest earnings results back that up. In the fourth quarter of 2025, Baidu's core AI-powered business ge

A Tale of Two Memories: 2026 Global AI Capital Expenditure Restructuring – Short HBM Overcrowding, Long eSSD Value Reversion HBM Overcrowding & Push-outs The HBM (High Bandwidth Memory) trade has become the most overcrowded position across the global semiconductor market. Forward P/E for leading HBM chip suppliers has surpassed historical 90th percentile levels, signaling that market expectations for the next three years are already fully priced in. Global hyperscaler deployments have shifted from parameter-heavy training workloads to large-scale inference operations, reducing the marginal dependence on extreme bandwidth per GPU card. Physical deployment constraints, particularly power limitations in hyperscale data centers and deployment delays in GPU clusters, have triggered order pu

Memory and Chips stocks appear artificially manipulated by speculative AI data centre infrastructure demands.  In reality, these stocks are quite volatile and one cycle of oversupply can tilt the equilibrium.  Will buy when there are enough breakthroughs or sustained volume growth.

🐶💾 Options Puppy View: SanDisk Up 120% — Super-Cycle or Supply Mirage? Memory stocks are famous for one thing: big booms and brutal busts. Now that SanDisk has surged more than 120% year-to-date, the debate is heating up. Some bulls believe we are entering a NAND memory super-cycle, while bears like Andrew Left from Citron Research argue the rally may be built on a fragile foundation. So is this the beginning of a long bull run — or a classic semiconductor cycle peak? The Options Puppy thinks the answer may lie somewhere in the middle. 🐶 ⸻ 🧠📈 The Bull Case: Why Memory Stocks Can Explode Supporters of SanDisk believe the current rally is driven by strong structural demand. NAND flash memory is used everywhere: • AI servers • Cloud storage • Smartphones • Data centers • Gaming systems As glo

Memory and chip stocks open higher as many other stocks too.  No sure way to time this bottom or next bottom.

Hello everyone! Today i want to share some technical analysis with you! 1. $Tesla Motors(TSLA)$ Back to Elon's buy zone. 🔋 Image 2. $SanDisk Corp.(SNDK)$ error: not enough memory to continue. Image 3. $Duolingo, Inc.(DUOL)$ down 83%. Insider trying to catch the knife. Image 4. $AdvisorShares Pure US Cannabis ETF(MSOS)$ getting higher… structurally speaking. Image 5. $Chipotle Mexican Grill(CMG)$ Wait… buy now, pay later burritos wasn’t bullish? Image For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with unlimited trading on SG

$SNDK 20260306 522.5 PUT$ 

$SanDisk Corp.(SNDK)$  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 think throughout 2026 is confirm beat earnings record as Mag 7 expenditure is huge. However 2027 can Mag 7 maintain its spending is questionable.  So invest on micron/storage should be short term or atleast not all in 1 basket  $Micron Technology(MU)$  $Western Digital(WDC)$  $SanDisk Corp.(SNDK)$  

$SanDisk Corp.(SNDK)$ SanDisk's shares took a brutal hit, plunging 4.2% amid massive $19.29 billion trading frenzy after notorious short-seller Citron Research dropped their bombshell report. 😱 They're labeling the sizzling memory chip rally a total "supply illusion," insisting it's all smoke and mirrors in a wildly cyclical market. But is this the end of the storage surge, or just a dip to load up on? Let's dive deep into the drama and decode if you should short-circuit your portfolio or amp up the bytes! 📉🛡️ First off, Citron's got some spicy takes: They slam SanDisk for trading like it's the next Nvidia, but without that killer moat. "Nvidia innovates; SanDisk peddles commodities," they quip. Ouch! 🌶️ Pointing fingers at Samsung's beast-mode do

$SanDisk Corp.(SNDK)$ What could be the reason for $Western Digital(WDC)$  being up $20 while SanDisk is down? The management ought to issue a strong PR and threaten to sue Citron for potential misinformation.

$SanDisk Corp.(SNDK)$ The partnership between SNDK and SK Hynix, in my view, completely cancels out the Citron short post. I would rather see him lose his bankroll.