AaronJe
AaronJe
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avatarAaronJe
10:28
$SanDisk Corp.(SNDK)$  SNDK is a good example of market manipulation driven by meritless AI claims. The company is doing well, but its current and future financial performance keeps getting ignored.
avatarAaronJe
00:25
$SanDisk Corp.(SNDK)$ Eventually we will recover, but for now it feels a little rough.
avatarAaronJe
10-14 06:46
Anthropic's run-rate outlook is getting disclosed. I ran a probability-weighted scenario analysis for it, and the table covers 7 scenarios. If the number comes in below $76B, that would be bearish. Anything above $88B would be bullish. The expected figure is $86B. $NEBIUS(NBIS)$  $CoreWeave, Inc.(CRWV)$  $NVIDIA(NVDA)$  $Micron Technology(MU)$  $SanDisk Corp.(SNDK)$ 
avatarAaronJe
10-14 02:32
On $SanDisk Corp.(SNDK)$ , shorts likely need to cover to lock in gains driven by fear-driven news that got treated as fact. There's been too much misleading negativity around semiconductor names, which let shares get taken from weaker holders. The current price looks like an early gift. Back above $1,700 by the earnings report on 10/29, with record earnings and more buyback details still to come.
avatarAaronJe
10-13 00:26
$Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 2X ETF(GUSH)$ $SPDR S&P 500 ETF Trust(SPY)$  I don't get the bearish sentiment here. Nothing has actually been done to bring fuel prices down, just minor tax cuts and a small deal with Russia that only covers about 1.5 days of supply. This war isn't going to end anytime soon, and things aren't going back to how they were. It could end up making Vietnam look like a very short campaign.
avatarAaronJe
10-12
$SanDisk Corp.(SNDK)$ The drop feels unfounded. SNDK is making money at an alarming rate and it looks like that pace can continue for at least 2 years. US companies building out AI need non-Chinese memory in GPUs, so the business isn't going anywhere. Hoping this pre-market red is just a head fake, because the earnings suggest the stock should be much, much higher.
avatarAaronJe
10-12
I bought $SanDisk Corp.(SNDK)$  two weeks ago, it dropped 11%, and I nearly panic sold. Then I read that this stock went from $36 to $1,590 in a year. I'm never selling anything again. This is what my financial advisor meant by "volatility is opportunity," right?
avatarAaronJe
10-12
$Atomera Inc(ATOM)$ If Atomera's MST technology gets adopted in 33% of the roughly $1.5 trillion global semiconductor market, that implies around $495 billion in MST-enabled product sales. At a realistic royalty rate of about 2% on wafer/device ASP, annual high-margin royalty revenue could reach roughly $9.9 billion. With Atomera's capital-light licensing model and a current operating expense base of about $20 million, this would translate into multi-billion-dollar annual earnings and massive free-cash-flow generation.
avatarAaronJe
10-12
$SPDR S&P 500 ETF Trust(SPY)$ The market keeps grinding higher at a slow and steady pace. No point fighting that trend. A low VIX trending market over the next 2 years would be ideal, and a small fortune could be made along the way. An orderly trending market with a low VIX environment is the kind of setup where returns can really add up.
avatarAaronJe
10-12
$SanDisk Corp.(SNDK)$  Getting very close to the 1551-1561 area, which includes the Fib .382 retracement and the measured move price projection. Might need to hold there to keep the current pullback corrective.
avatarAaronJe
10-09
$SanDisk Corp.(SNDK)$ I can't stress enough that this is a long-term play. Daily or weekly moves don't matter. This is a monster AI play over the long run. I'm not paying much attention to the day-to-day movement and I keep adding on pullbacks. This is 35% of my portfolio, and I plan to keep buying on these dips.
avatarAaronJe
10-09
$Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ Big players wanted to get in, so they paid a reporter to put out a fake report that mixes up revenue with net income. They have $70B in revenue and $50B in net income. That figure is also purely from sales and subscriptions, excluding partner-driven revenue. For Anthropic, the $65B includes sales from partners like AWS and Google Cloud.
avatarAaronJe
10-09
$SPDR S&P 500 ETF Trust(SPY)$  Guardians won me 1K last time, so I'm going with them again. I don't know anything about this team or anyone on it, just another gut feeling gamble. If Guardians win, the stock market tanks tomorrow and my puts pay off.
avatarAaronJe
10-09
$Broadcom(AVGO)$ $SanDisk Corp.(SNDK)$ $SK hynix(SKHY)$ What a gift. This is a great price to go long. All these names will be up 25% EOY from here.
avatarAaronJe
10-09
$SanDisk Corp.(SNDK)$ $SK hynix(SKHY)$ These are so undervalued it's nuts. Forward P/E of 6, it's a joke. Super buys here.
avatarAaronJe
10-09
SPXThose 7780 calls really paid off. Up over 200%, from $5.50 to above $20. $SPDR S&P 500 ETF Trust(SPY)$ 
avatarAaronJe
10-08
$SPDR S&P 500 ETF Trust(SPY)$  Incredible moves this month for MSFT.
avatarAaronJe
10-08
$SK hynix(SKHY)$ $Micron Technology(MU)$ $SanDisk Corp.(SNDK)$  $Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$ Most people are really bad at math. 80 billion is just a number to people who don't understand it. They're making $1 billion profit per day. That's 30% higher than any other company has ever reported in history. That is a parabola. This will last for decades.
avatarAaronJe
10-08
$SanDisk Corp.(SNDK)$  Samsung's report had some relevant NAND commentary. Conventional NAND pricing and high-capacity enterprise SSD demand also contributed to the quarter. AI data centers need dense, high-tier storage to handle massive training datasets, so enterprise QLC NAND demand has rebounded sharply. That supports solid pricing tailwinds for Kioxia's core enterprise SSD lineup.
avatarAaronJe
10-08
$SPDR S&P 500 ETF Trust(SPY)$ I don't get what's so hard to understand here. There are endless buyers, everyone's sitting on money and keeps pouring it into markets. The 10-year is irrelevant. There's endless printing, endless injections, and endless upside. Nonstop spam calls all day, every day, and people just keep getting richer. It's basically one big casino that only goes up.

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