To The Moon

Memory stocks are surging right now. AI demand is running into a tightening memory supply chain, which sets up a strong backdrop for the industry. SK Hynix just posted massive results that show how profitable this cycle could get. Revenue came in at $73B, up 328% YoY. Operating profit was $58B, up 632% YoY. Operating margin hit 80%. DRAM and HBM supply is still constrained, and long term agreements already cover more than 50% of 2027-2028 production capacity. SK Hynix sees DRAM demand growing 25% and NAND demand growing 18% in 2027, with supply constraints potentially lasting through 2030. From where I stand, this is becoming much bigger than just an HBM trade. AI infrastructure is tightening the entire memory supply chain, which creates favorable conditions for

$SanDisk Corp.(SNDK)$ SK Hynix is up 5.5%, Samsung is up 8.8%, and Kioxia is up 7.7%. KOSPI is up sharply as well. Looks like it will be a strong morning for US markets.

$Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$ $Western Digital(WDC)$ $Micron Technology(MU)$ $SK hynix(SKHY)$ $SanDisk Corp.(SNDK)$ For a change, things are looking decent so far, with some help from KOSPI.

$SK hynix(SKHY)$ $Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ $SPDR S&P 500 ETF Trust(SPY)$ Koreans finally seem happy after reading the Anthropic IPO filing. SK Hynix earnings could be interesting going forward.

$SanDisk Corp.(SNDK)$  Thought the share price would be around $1,350 with only three days to go before the earnings report. Was expecting $1,550 to $1,600 before the close on Thursday.

$SanDisk Corp.(SNDK)$ $SK hynix(SKHY)$ Chip stocks are heating up.

$SanDisk Corp.(SNDK)$  I had a dream that SNDK will hit 3000.00 within the next 3 months, so I bought 198 shares. First quarter 2027 is going to be big.

$SPDR S&P 500 ETF Trust(SPY)$ $iShares Semiconductor ETF(SOXX)$ $Advanced Micro Devices(AMD)$ $SanDisk Corp.(SNDK)$  The opening gap has closed. Time to drop the inverse positions and get moving. Bring it up now.

$SanDisk Corp.(SNDK)$  Does anyone who owned this when it traded below $150 actually still hold those shares? I can't imagine not selling once it went above $2,000. I doubt such an individual exists. Prove me wrong.

$SanDisk Corp.(SNDK)$ Just picked up 8 more shares at $1,250. Couldn't help it.