To The Moon

$SanDisk Corp.(SNDK)$ $Micron Technology(MU)$ $SK hynix(SKHY)$ I miss the old 10-20% runs. Hoping we see one again soon.

$SanDisk Corp.(SNDK)$ With most of the board turning doomsday, it feels like today could be the bottom — or we've already hit it.

Bought $SanDisk Corp.(SNDK)$  at $2,000. It's trading at $1,581 now, so down 25% from my entry. But BofA just raised their PT to $2,500 and called it a "strong for longer" NAND demand story. So technically, I'm just early. Not wrong. Early.

$Micron Technology(MU)$ $Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$ $SanDisk Corp.(SNDK)$  South Korea likes that diesel deal

$SanDisk Corp.(SNDK)$ Bears here seem clueless. Did anyone even understand why it dropped? The dust is settling and the truth is coming out. Turns out OpenAI met estimates when you include third-party sales. This drop had nothing to do with Kospi or Samsung earnings.

$SanDisk Corp.(SNDK)$  I'm expecting a retest of the recent high going forward. It would need to break through to see the 1800s. I'll be watching for that.

$Micron Technology(MU)$ Samsung just posted roughly $80 billion in operating profit for one quarter, which is the largest quarterly operating profit ever reported by a company by a very large margin. The global memory shortage is still driving the result. $SPDR S&P 500 ETF Trust(SPY)$  $SK hynix(SKHY)$  $SanDisk Corp.(SNDK)$ 

$SanDisk Corp.(SNDK)$ The Fed meeting came out positive. Feels like things are ready to move.

$Micron Technology(MU)$ After a brief dip, it's right back into the rally zone.

$Penguin Solutions, Inc.(PENG)$ PENG's market cap is 3.29 billion versus 1.5 billion in revenue, which is about 2.2 times. SNDK's market cap is 243 billion versus 20.25 billion in revenue, that's 12 times. So PENG looks way undervalued by comparison.