To The Moon

SNDK.$1,600+ on Friday. Blowout earnings, and additional share buybacks to be announced after tomorrow's close.

$SanDisk Corp.(SNDK)$ Traded at $1,906 just five weeks ago. Shorts need to fill that gap. SK Hynix's earnings has set the tone ahead of SanDisk's E.R. "Shorts are facing a triple threat when SanDisk reports on Thursday. Shorts have two sessions to cover." Knowing that SanDisk is going to announce "blowout" earnings and additional share buybacks after tomorrow's close. What do you call someone that sells or shorts shares today?

$SK hynix(SKHY)$ $Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ $Roundhill Memory ETF(DRAM)$ Memory was cyclical after the AI period started taking off. But AI is here to stay and keeps evolving, from AI into agent AI into physical AI, and the pace is accelerating. Memory likely won't go back to its cyclical nature.

$Mobileye Global Inc.(MBLY)$ Shorts are about to get crushed. The party is over. $Intel(INTC)$  $NVIDIA(NVDA)$  $Uber(UBER)$  $Tesla Motors(TSLA)$ 

A lot of forecasts were calling for KOSPI to hit 9,000 by end of year, but I'd be content with just 7,000+. $Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$  $SK hynix(SKHY)$  $Micron Technology(MU)$  $SanDisk Corp.(SNDK)$  $Roundhill Memory ETF(DRAM)$ 

$SanDisk Corp.(SNDK)$  It fell harder and faster than most others, and it's struggling to recover at the same pace. This one's really testing my patience.

$SanDisk Corp.(SNDK)$ Relief rally, maybe followed by an earnings rally this week?

$SanDisk Corp.(SNDK)$ SK Hynix just announced a $12B dividend. Memory demand still looks solid, and this should make for an incredible earnings week for SanDisk.

$SanDisk Corp.(SNDK)$  This company is sitting on $4.7 billion in cash right now. Demand is strong, with large contracts locked in through 2031 at favorable prices, and the forward PE is only 5. I think it's a good time to build a position.

$SanDisk Corp.(SNDK)$ Estimates suggest the company could generate over 100,000M in free cash flow by 2029. If a meaningful portion of that goes toward buybacks, the share count could shrink considerably, which would push earnings per share much higher. The market seems to be pricing in the end of the NAND supercycle, but what if long-term contracts end up sustaining margins and cash generation anyway? The numbers still need to be confirmed, but if Sandisk actually delivers, this could turn into a major revaluation opportunity that the market hasn't fully recognized yet.