To The Moon

The Philadelphia Semiconductor Index fell 5% on Tuesday, with memory, storage and optical-networking stocks leading the decline. There was no clear deterioration in industry fundamentals. Rising Treasury yields, higher oil prices and profit-taking in crowded AI trades combined to trigger a sharp valuation reset. 1. Semiconductor Sentiment Reversed in One Session On Monday, AI storage was one of the strongest areas of the market: SanDisk gained 8.9% Micron rose 4.1% Western Digital, Seagate and optical-networking stocks also advanced One day later, the trade reversed sharply. Stock Tuesday Segment SNDK −9.0% NAND and enterprise SSDs WDC −7.4% Data-center HDDs MU −7.0% DRAM and HBM AMD −4.3% AI processors AVGO −3.2% Custom chips and networking NVDA −2.3% AI GPUs COHR −12.8% Optical networkin

Hello. Three companies reported on Tuesday. Put the three side by side and no order makes sense. $Fabrinet(FN)$ beat on revenue by about 3.1 per cent and on earnings per share by about 7.5 per cent, both records — and closed down 19.38 per cent at US$482.59. $Home Depot(HD)$ beat on both lines, posted net sales of about US$47.9 billion and its best comparable sales since 2022, and reaffirmed full-year guidance — and closed down 0.12 per cent. $BIDU-SW(09888)$ missed on both revenue and profit, with earnings per share about 22.7 per cent short — and closed down 12.73 per cent. Full marks fell 19 per cent, a pass fell 0.

$SanDisk Corp.(SNDK)$   SanDisk Investor Presentations : SanDisk’s growth is surging as agentic AI and real-time LLM inference shift memory demands toward high-capacity NAND flash and enterprise SSDs. To support long context windows and persistent KV caching, SanDisk secured $93.9 billion in minimum contracted revenue commitments, targeting mid-to-high teens annual revenue growth through 2030. Drivers of Agentic AI Growth Storage Demand: Agentic workflows require continuous, large-scale memory access and rapid retrieval, driving server eSSDs to absorb over half of global NAND bit shipments. KV Cache Offloading: Offloading persistent Key-Value caches to flash memory has become a critical architecture for handlin

$SanDisk Corp.(SNDK)$ $Lumentum (LITE.US)$ if you feel demoralized think twice.  $Lumentum(LITE)$   every rally benefits someone. but someone has to pay. leopard Leopold Aschenbrenner’s AI-focused hedge fund paid. who is next ?

Here for the long run🚀🚀🚀

On August 17, Micron jumped 4.1% and closed back above $1,000 after several strong sessions. But the rally was quickly tested at Tuesday’s open, with shares falling more than 4% as chip stocks pulled back. Congrats to @wywy , who made $122,809 by holding Micron shares. Congrats to @Ping39 , who made $42,518 by trading Micron calls. SanDisk lit the match The latest rally started with SanDisk.At its August 13 Investor Day, SanDisk said it expects revenue to grow at a mid-to-high-teens CAGR from FY2028 through FY2030, while long-term gross margin could stay around 80%. The stock surged 13.7% that day, and Micron quickly followed, gaining 4.23% on August 13, 2.30% on August 14 and anot

$SanDisk Corp.(SNDK)$   On August 17, SanDisk Corp. rose 3.83% in regular trading, trading at $1708.93/share, with turnover of $2.725 billion, extending its recent strong rally. On the news front, regulatory filings revealed that AI-focused hedge fund Situational Awareness substantially increased its SanDisk position to 2,495,344 shares in Q2, with combined holdings in two storage companies totaling approximately $11 billion, representing roughly one-quarter of the fund's net assets. Meanwhile, SanDisk's recent Investor Day long-term financial model continues to fuel bullish sentiment. The company projected mid-to-high double-digit revenue growth for FY2028-2030, non-GAAP gross margins of approximately 80%, ope

I want to take portion of 3T chips, storage ,power data centers

The Real AI Risk Isn’t Spending — It’s Monetization I’d pick A: AI revenue takes too long to materialize. The $3 trillion commitment shows that AI demand is being locked in, but spending does not automatically create returns. Hyperscalers are committing huge amounts to chips, data centers, power and leases before AI revenue fully catches up. Hardware suppliers may benefit first, but eventually investors will ask whether AI revenue can cover depreciation, interest, rent and electricity. If monetization disappoints, CapEx will eventually slow, creating a second wave of pressure across semiconductors, memory and infrastructure stocks. In my view, the biggest AI bubble risk isn’t overspending itself—it’s spending faster than profits can catch up.

Investors closely track Big Tech’s quarterly capital expenditures, but reported CapEx only captures part of the AI buildout. Nine major technology companies reportedly have about $3 trillion in future lease, chip-purchase and infrastructure commitments that are not yet fully reflected on their balance sheets. 1. Where Did the $3 Trillion Come From? According to a Wall Street Journal analysis of financial-statement footnotes, nine major technology companies reported roughly $600 billion in combined CapEx over their latest 12-month periods. However, their broader future commitments approach $3 trillion, including approximately: $1.2 trillion in data-center leases that have not yet commenced; $1.9 trillion in long-term purchase agreements covering chips, memory, power and other infrastructure

Hello. The first thing to move this week was not a set of results. It was policy. The US government spoke up and asked Apple to steer clear of Chinese memory chips. That one request lifted the entire memory chain on Monday. $SanDisk Corp.(SNDK)$ closed up 8.88 per cent at US$1,786.85, and $Tradr 2X Long SNDK Daily ETF(SNXX)$ rose 17.73 per cent in a day. $Micron Technology(MU)$ closed up 4.13 per cent at US$1,011.75, back above US$1,000. $Western Digital(WDC)$ rose 5.35 per cent, $SK hynix(SKHY)$ 3.04 p

$SanDisk Corp.(SNDK)$ awesome!

SanDisk will hit easy 2000

$SanDisk Corp.(SNDK)$  Can we see 1850 and 1900? If yes, next week 2000. Let's go! 🚀🚀🚀 - this is not financial advice

🚀 SanDisk Just Broke $1,700 — Is This Still a Memory Cycle, or a New AI Storage Era? SNDK is becoming VERY hard to ignore. SanDisk has now ripped roughly 35% in just five trading days, pushing from around $1,200 to ~$1,725 today. And this isn’t happening in isolation: 🟢 SNDK: ~$1,725 🟢 MU: ~$1,002 🟢 SK Hynix ADR: ~$172 🟢 WDC: ~$526 The entire memory complex is waking up again — but SNDK is clearly leading the charge. (Barron’s) And after digging into SanDisk’s Investor Day, I think the market is beginning to price in something much bigger than another NAND cycle. 🔒 The BIG story: 2027–2028 capacity is already being spoken for SanDisk has signed eight New Business Model agreements, covering approximately 50% of FY27 bit shipments and around two-thirds of FY28. That’s extremely important. Tr

Good stock. Noted. Buy buy

Hello. The weekend is over, and the most striking thing left from Friday's close was a pair of numbers pointing opposite ways: $Advanced Micro Devices(AMD)$ up 6.50 per cent, $Broadcom(AVGO)$ down 5.94 per cent. Both are AI chip names, and they spent the day going in different directions. What the market was reading that day was not results. It was second-quarter position disclosures. Stanley Druckenmiller's 13F showed him loading up on Amazon and AMD while dumping a batch of chipmakers, and a Soros fund was adding AMD too, alongside $Micron Technology(MU)$, $Appli

Of the four, I would choose Micron for the best risk-adjusted exposure, although SanDisk has the most explosive upside. My ranking: Micron > SK Hynix > SanDisk > Western Digital. Micron: My preferred balance of HBM/DRAM exposure, AI demand and valuation. Druckenmiller's Q2 exit is worth noting, but I would not treat one fund manager's portfolio decision as a fundamental signal.  SK Hynix: Probably the strongest pure HBM beneficiary, but you are paying for that leadership. It is less directly exposed to the SanDisk/NAND thesis. SanDisk: Highest upside, highest risk. The Investor Day genuinely changes the story: eight NBM agreements covering roughly half of FY27 and two-thirds of FY28 capacity provide unusually strong demand visibility. Management is targeting mid-to-high-teens

🙌🙌 cool !!!!!!!!

The Philadelphia Semiconductor Index fell 5% on Tuesday, with memory, storage and optical-networking stocks leading the decline. There was no clear deterioration in industry fundamentals. Rising Treasury yields, higher oil prices and profit-taking in crowded AI trades combined to trigger a sharp valuation reset. 1. Semiconductor Sentiment Reversed in One Session On Monday, AI storage was one of the strongest areas of the market: SanDisk gained 8.9% Micron rose 4.1% Western Digital, Seagate and optical-networking stocks also advanced One day later, the trade reversed sharply. Stock Tuesday Segment SNDK −9.0% NAND and enterprise SSDs WDC −7.4% Data-center HDDs MU −7.0% DRAM and HBM AMD −4.3% AI processors AVGO −3.2% Custom chips and networking NVDA −2.3% AI GPUs COHR −12.8% Optical networkin

Hello. Three companies reported on Tuesday. Put the three side by side and no order makes sense. $Fabrinet(FN)$ beat on revenue by about 3.1 per cent and on earnings per share by about 7.5 per cent, both records — and closed down 19.38 per cent at US$482.59. $Home Depot(HD)$ beat on both lines, posted net sales of about US$47.9 billion and its best comparable sales since 2022, and reaffirmed full-year guidance — and closed down 0.12 per cent. $BIDU-SW(09888)$ missed on both revenue and profit, with earnings per share about 22.7 per cent short — and closed down 12.73 per cent. Full marks fell 19 per cent, a pass fell 0.

Investors closely track Big Tech’s quarterly capital expenditures, but reported CapEx only captures part of the AI buildout. Nine major technology companies reportedly have about $3 trillion in future lease, chip-purchase and infrastructure commitments that are not yet fully reflected on their balance sheets. 1. Where Did the $3 Trillion Come From? According to a Wall Street Journal analysis of financial-statement footnotes, nine major technology companies reported roughly $600 billion in combined CapEx over their latest 12-month periods. However, their broader future commitments approach $3 trillion, including approximately: $1.2 trillion in data-center leases that have not yet commenced; $1.9 trillion in long-term purchase agreements covering chips, memory, power and other infrastructure

Hello. The first thing to move this week was not a set of results. It was policy. The US government spoke up and asked Apple to steer clear of Chinese memory chips. That one request lifted the entire memory chain on Monday. $SanDisk Corp.(SNDK)$ closed up 8.88 per cent at US$1,786.85, and $Tradr 2X Long SNDK Daily ETF(SNXX)$ rose 17.73 per cent in a day. $Micron Technology(MU)$ closed up 4.13 per cent at US$1,011.75, back above US$1,000. $Western Digital(WDC)$ rose 5.35 per cent, $SK hynix(SKHY)$ 3.04 p

On August 17, Micron jumped 4.1% and closed back above $1,000 after several strong sessions. But the rally was quickly tested at Tuesday’s open, with shares falling more than 4% as chip stocks pulled back. Congrats to @wywy , who made $122,809 by holding Micron shares. Congrats to @Ping39 , who made $42,518 by trading Micron calls. SanDisk lit the match The latest rally started with SanDisk.At its August 13 Investor Day, SanDisk said it expects revenue to grow at a mid-to-high-teens CAGR from FY2028 through FY2030, while long-term gross margin could stay around 80%. The stock surged 13.7% that day, and Micron quickly followed, gaining 4.23% on August 13, 2.30% on August 14 and anot

$SanDisk Corp.(SNDK)$   SanDisk Investor Presentations : SanDisk’s growth is surging as agentic AI and real-time LLM inference shift memory demands toward high-capacity NAND flash and enterprise SSDs. To support long context windows and persistent KV caching, SanDisk secured $93.9 billion in minimum contracted revenue commitments, targeting mid-to-high teens annual revenue growth through 2030. Drivers of Agentic AI Growth Storage Demand: Agentic workflows require continuous, large-scale memory access and rapid retrieval, driving server eSSDs to absorb over half of global NAND bit shipments. KV Cache Offloading: Offloading persistent Key-Value caches to flash memory has become a critical architecture for handlin

🚀 SanDisk Just Broke $1,700 — Is This Still a Memory Cycle, or a New AI Storage Era? SNDK is becoming VERY hard to ignore. SanDisk has now ripped roughly 35% in just five trading days, pushing from around $1,200 to ~$1,725 today. And this isn’t happening in isolation: 🟢 SNDK: ~$1,725 🟢 MU: ~$1,002 🟢 SK Hynix ADR: ~$172 🟢 WDC: ~$526 The entire memory complex is waking up again — but SNDK is clearly leading the charge. (Barron’s) And after digging into SanDisk’s Investor Day, I think the market is beginning to price in something much bigger than another NAND cycle. 🔒 The BIG story: 2027–2028 capacity is already being spoken for SanDisk has signed eight New Business Model agreements, covering approximately 50% of FY27 bit shipments and around two-thirds of FY28. That’s extremely important. Tr

Hello. The weekend is over, and the most striking thing left from Friday's close was a pair of numbers pointing opposite ways: $Advanced Micro Devices(AMD)$ up 6.50 per cent, $Broadcom(AVGO)$ down 5.94 per cent. Both are AI chip names, and they spent the day going in different directions. What the market was reading that day was not results. It was second-quarter position disclosures. Stanley Druckenmiller's 13F showed him loading up on Amazon and AMD while dumping a batch of chipmakers, and a Soros fund was adding AMD too, alongside $Micron Technology(MU)$, $Appli

$SanDisk Corp.(SNDK)$’s August 13 investor day presented a long-term financial model that would once have looked implausible for a cyclical flash-memory manufacturer. Management expects mid-to-high-teens annual revenue growth from fiscal 2028 through 2030, adjusted gross margin around 80% and free-cash-flow margin near 50%. The stock surged almost 14%, but those exceptional targets also define how much future success investors now expect. The targets follow an extraordinary fiscal fourth quarter, reported on August 5 for the period ended June 27. Revenue increased 51% sequentially to $8.97 billion, while GAAP and non-GAAP gross margin reached 84.6%. Non-GAAP earnings were $39.25 per diluted share. Approximately two-thirds of the sequential revenue

$SanDisk Corp.(SNDK)$   On August 17, SanDisk Corp. rose 3.83% in regular trading, trading at $1708.93/share, with turnover of $2.725 billion, extending its recent strong rally. On the news front, regulatory filings revealed that AI-focused hedge fund Situational Awareness substantially increased its SanDisk position to 2,495,344 shares in Q2, with combined holdings in two storage companies totaling approximately $11 billion, representing roughly one-quarter of the fund's net assets. Meanwhile, SanDisk's recent Investor Day long-term financial model continues to fuel bullish sentiment. The company projected mid-to-high double-digit revenue growth for FY2028-2030, non-GAAP gross margins of approximately 80%, ope

Three weeks ago SNDK was at $1,000. MU was at $705. The narrative was peak cycle, guidance miss, China competition, and NAND euphoria fading. Today SNDK closed at $1,641 after gaining 7.39% on the day. MU closed at $971 after gaining 2.30%. MULL is at $22.62, up 4.67%. The SanDisk Investor Day just delivered the most detailed bull case the memory sector has ever produced in a single presentation. Here is what changed and where this goes next. What the Investor Day Actually Said This was not a cheerleading session. CFO Luis Visoso put specific numbers on the table with full accountability: - Flash market: $300B in 2026, $500B in 2027. Not an analyst estimate. The CFO of the world's largest pure-play NAND company saying this on record. - Supply tight into 2028. Demand continues to outpace Sa

The Real AI Risk Isn’t Spending — It’s Monetization I’d pick A: AI revenue takes too long to materialize. The $3 trillion commitment shows that AI demand is being locked in, but spending does not automatically create returns. Hyperscalers are committing huge amounts to chips, data centers, power and leases before AI revenue fully catches up. Hardware suppliers may benefit first, but eventually investors will ask whether AI revenue can cover depreciation, interest, rent and electricity. If monetization disappoints, CapEx will eventually slow, creating a second wave of pressure across semiconductors, memory and infrastructure stocks. In my view, the biggest AI bubble risk isn’t overspending itself—it’s spending faster than profits can catch up.

$SanDisk Corp.(SNDK)$ $Lumentum (LITE.US)$ if you feel demoralized think twice.  $Lumentum(LITE)$   every rally benefits someone. but someone has to pay. leopard Leopold Aschenbrenner’s AI-focused hedge fund paid. who is next ?

Here for the long run🚀🚀🚀

Of the four, I would choose Micron for the best risk-adjusted exposure, although SanDisk has the most explosive upside. My ranking: Micron > SK Hynix > SanDisk > Western Digital. Micron: My preferred balance of HBM/DRAM exposure, AI demand and valuation. Druckenmiller's Q2 exit is worth noting, but I would not treat one fund manager's portfolio decision as a fundamental signal.  SK Hynix: Probably the strongest pure HBM beneficiary, but you are paying for that leadership. It is less directly exposed to the SanDisk/NAND thesis. SanDisk: Highest upside, highest risk. The Investor Day genuinely changes the story: eight NBM agreements covering roughly half of FY27 and two-thirds of FY28 capacity provide unusually strong demand visibility. Management is targeting mid-to-high-teens

I want to take portion of 3T chips, storage ,power data centers

$SanDisk Corp.(SNDK)$   Investment Thesis For SanDisk (SNDK) : Sandisk's long-term financial guidance is exceptionally bullish, signaling a structural shift in its business model and strong conviction in the sustained demand driven by the AI infrastructure buildout. The company is projecting industry-leading growth and profitability by securing long-term customer commitments, moving away from the volatile spot market that historically defined the memory industry. Key Information Here is a breakdown of the three major components of Sandisk's announcement: 1. Revenue Growth Outlook: Mid-to-High-Teens CAGR (FY2028-2030) What it means: Sandisk expects its annual revenue to grow at a compound annual growth rate (CAG

$SanDisk Corp.(SNDK)$   Investment Thesis For SanDisk (SNDK) : Sandisk's long-term financial guidance is exceptionally bullish, signaling a structural shift in its business model and strong conviction in the sustained demand driven by the AI infrastructure buildout. The company is projecting industry-leading growth and profitability by securing long-term customer commitments, moving away from the volatile spot market that historically defined the memory industry. Key Information Here is a breakdown of the three major components of Sandisk's announcement: 1. Revenue Growth Outlook: Mid-to-High-Teens CAGR (FY2028-2030) What it means: Sandisk expects its annual revenue to grow at a compound annual growth rate (CAG

$SanDisk Corp.(SNDK)$ has already been one of 2026’s biggest semiconductor winners. Yet after the stock jumped 13.6% on Aug. 13 to US$1,528.11, Goldman Sachs reiterated its Buy rating and US$2,200 price target, implying roughly 44% further upside. That may sound aggressive after a roughly 467% year-to-date rally, but Goldman’s thesis is no longer just about rising NAND prices. The bigger argument is that Sandisk may be evolving from a highly cyclical flash-memory producer into a business with longer earnings visibility, higher margins, stronger shareholder returns, and a new AI-inference opportunity through High Bandwidth Flash (HBF). The key question for traders is simple: Does Sandisk still deserve to be valued like a traditional