To The Moon

$SanDisk Corp.(SNDK)$ 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.

$SanDisk Corp.(SNDK)$ $Broadcom(AVGO)$ $Taiwan Semiconductor Manufacturing(TSM)$ $Meta Platforms, Inc.(META)$ Earnings from Alphabet (GOOGL), MSFT, AMZN, Apple (AAPL), and Cadence Design Systems (CDNS) are coming up soon. I'm thinking these names could see some strong moves around their reports next week.

$SanDisk Corp.(SNDK)$  isn't really in free fall. It's being pushed down by forces betting they can do so without running into opposing pressure from the other direction. At some point it will reverse and head the other way. I still think six months from now it will be closer to $2,000 than $1,000.

$SanDisk Corp.(SNDK)$ Companies posting record profits doesn't seem to matter at all. What's the point of these SEC requirements then? The whole setup feels off when the real gains seem to go elsewhere.

$SanDisk Corp.(SNDK)$  The run-up to the earnings report is worth keeping an eye on. Shorts may need to start covering.

$Tesla Motors(TSLA)$ 8 o'clock shift actually buying it up and not selling off

$SanDisk Corp.(SNDK)$ Still bullish here. A lot still hinges on $Meta Platforms, Inc.(META)$ , and it remains the number 2 tech growth stock.

$SanDisk Corp.(SNDK)$ Shorts should cover now and go long. Delaying will only cost you more profits. $1,515 tomorrow and headed higher. Traded at $1,906 on 9/22 before the F.U.D. started regarding CXMT. Back above $1,700 by the E.R. on 10/29. Record earnings and additional stock buyback t.b.a. Bank of America's price target is $2,500 which I think is low.