$SNDK
Sandisk CorpHow his view evolved
Every substantive take he's posted on $SNDK, newest first — each labelled with the stance he expressed at the time.
- Jun 13, 2026Bullishconviction 3/4
@JaaidevV I personally like $SIVE, usually the same names keep on compounding like $SNDK if they’re important to AI? I’m not selling a share, since it looks like we’re only at the start of the next supercycle.
View on X → - Jun 1, 2026Bullishconviction 3/4
I did say $AAOI was my favorite US optical long... +20.1% today. If you want the next $SNDK, you're looking at it. I think H1 entering H2 2027 will likely be that massive inflection point for photonics players. We're just a tad early entering H2 2026 while everyone is https://t.co/0JuWJFrz32 https://t.co/hymZBrCtE3
View on X → - May 30, 2026Bullish
I still find it funny how all the software bros are happy about a 10-15% recovery with $CRM to $FIG. After getting wiped 25-60% of their portfolio. Meanwhile all the AI names from $SNDK to $AAOI are casually up 200-1000%.
View on X → - May 17, 2026Bullishconviction 3/4
I'm not sure why people look at 13F filings so deeply when all the hedge funds are super behind on names like $JBL, $LITE and others. The most returns come from frontrunning institutions before they figure out the next $SNDK. Not following them 3 months after they file.
View on X → - May 9, 2026Bullish
I feel like all the $FISV, $PYPL, $NVO value/dividend investors went extinct this cycle? Was very popular, even last year… But if you pivoted to semis like $INTC or $SNDK, you would be up 200-400%+ YTD. X feed is just AI bottlenecks now, feel like I helped start a new trend? https://t.co/tj7ykBGMyr
View on X → - May 8, 2026Bullish
Nobody can convince me $SNDK isn’t a meme stock at this point. But as I’ve said, bottlenecks with multi-year visibility like $HPS.A or $LITE tend to perform better. https://t.co/WkjoG1jIYu https://t.co/FFIJkBoIKX
View on X → - May 5, 2026Bullish
I’m just watching everything from $EWY to $SNDK go up enormous amounts… Even $MU is up 12% today. Uhhh… YTD is getting a little ridiculous. https://t.co/FJKQjq8YJk
View on X → - May 2, 2026Bullishconviction 3/4
I had a decent month. Everything from: $AAOI went up 100% to $SOI went up 153.9%. $SNDK +70% or $INTC + 97.7% or $MRVL +54% or $ARM +41.5% were underperformers for me personally. Curious how you all did?
View on X → - Apr 30, 2026Bullish
@iamsattam $SNDK already rose 72.59% the month before earnings... so markets were definitely pricing in a beat. Not sure which way it goes, but if it were a company without much visibility going into earnings. Then they reported those types of numbers, would be up a lot higher.
View on X → - Apr 30, 2026Bullish
@iamsattam I said with memory companies like $SNDK or $MU, the repricing happens before the actual earnings. Not actual earnings. You can estimate it with third party NAND/DRAM Trendforce type price hike reports. Then estimate gross margins off of those. I did it for Micron earlier as an
View on X → - Apr 30, 2026Bullishconviction 4/4
$SNDK earnings are just way too good... Q3 earnings: Revenue: $5.95B vs. ~$4.7B (252% Y/Y growth, 26% beat) EPS: $23.41 vs. ~$14.5 (62% beat) Gross Margin: ~78.4% vs. 67.3% (+1,110 bps vs. Est.) Q4 2024 projections: Revenue: $7.75B-$8.25B vs. ~$6.5B (23% above estimates) EPS: https://t.co/eEdVPcx7m1
View on X → - Apr 28, 2026Bullish
@JapanDeepValue1 Bro we’re in a memory supercycle, 19.95% YTD before this is considered flat! $SNDK is up 300% YTD so I have high expectations for some names
View on X → - Apr 24, 2026Bullishconviction 3/4
Who thought it was a good idea to give Tangerine Peel inspired companies the funds… To short the fastest growing names in photonics and memory? $SNDK and $AAOI have been on a hyperbolic run. And I see names like AAOI continuing to grow as optical transceiver + Made in https://t.co/M2BkraORUe
View on X → - Apr 13, 2026Bullishconviction 3/4
$AAOI and $SNDK: Are the perfect examples why you don’t follow hedge funds named after Tangerine peels… Like if you’re going short, do it with companies with terrible fundamentals. Not two of the largest beneficiaries of the photonics and memory supercycles? I struggle to https://t.co/8fYEirHshk
View on X → - Apr 10, 2026Bullishconviction 3/4
$SNDK is a perfect example why you don’t trust firms named after tangerines. Forward earnings compresses extremely hard with Sandisk and $AAOI. My opinion is that shorts are just fuel to the rally… Since people who took the other end of the trade, show a lack of https://t.co/oZTnqmB2tP
View on X → - Apr 7, 2026Bullish
The nice thing about multi-year bottlenecks from: $HPS.A to $SNDK to $LITE Is that you can sleep a easier despite market volatility like today. Knowing demand will be extreme even 1 year... Even if Trump wants to nuke Bikini Bottom and other companies might be more https://t.co/pw1VCxNY2p
View on X → - Apr 2, 2026Bullishconviction 3/4
Okay chat. I'm curious what your thoughts are on the next 1350%+ 1Y return $SNDK or 2918% 1Y return $AXTI. If you have to choose 1 very high conviction, hyperbolic growth stock... What would it be and why?
View on X → - Mar 30, 2026Bullishconviction 3/4
I think I nailed the institutional bottleneck rotation. -> Caught the tail end of memory name rise with $SNDK, Samsung, SK Hynix, $MU -> Frontran institutions with photonics with names like $AAOI, $AXTI $LITE, $COHR. -> Doing it again now by adding heavily toward SiPh, ELS, https://t.co/Sse9lWy2nz https://t.co/PgBx1LbiT9
View on X → - Mar 25, 2026Bullish
Google's TurboQuant... And it's effect on $SNDK, $MU, SK Hynix, and others: What it does: -> 6x reduction in KV cache memory footprint -> 8x Speedup on H100 GPUs It's a compression algorithm. Now... Will it beat down memory? -> Prob not. Implications might be bullish for https://t.co/NETLABZOCZ
View on X → - Mar 25, 2026Bullish
@Kaizen_Investor Probably strategic for $SNDK, don't think they'd just throw $1B around here and there. Will do some digging and see if there's any larger implications markets are missing.
View on X → - Mar 25, 2026Bullishconviction 3/4
Woah Nanya was my long earlier in the year... Did not expect $SNDK to take a $1B+ stake in it just now. Fact that Sandisk is taking stakes in companies like Nanya, means bottleneck in legacy memory might be bigger / more underpriced than marketes thought. Massive https://t.co/t3D8LpBPtD
View on X → - Mar 25, 2026Bullishconviction 3/4
Woah I've Nanya was my long earlier in the year... Did not expect $SNDK to take a $1B+ stake in it just now. Fact that Sandisk is taking stakes in companies like Nanya, means bottleneck in legacy memory might be bigger / more underpriced than marketes thought. Massive https://t.co/axjzmEQMrd
View on X → - Mar 19, 2026Bullishconviction 3/4
I may have outperformed the index just a tiny bit? It’s as simple as riding the Photonics and Memory Supercycles from $AXTI to $SNDK. Just doing this for fun now. https://t.co/VkzcDTIE85
View on X → - Mar 19, 2026Bullish
@gahhhbor Better question to ask is.. is photonics going to be a major thing in 2028? If it is, $AXTI is probably going to be a major $SNDK like bottleneck, and I’m personally holding. https://t.co/AfCc9iLm81
View on X → - Mar 17, 2026Bullish
Woah, Macronix (TPE: 2337) is out here casually outperforming $AXTI? 201.04% vs. 188% Year to Date return, feels bad. Macronix does look like the mini $SNDK of Taiwan at a $7.89B MC... They're the world’s largest suppliers of NOR flash memory, SLC/MLC NAND. So they get free https://t.co/0AC5mcwzTq https://t.co/6sH2mjiuCd
View on X → - Mar 16, 2026Bullishconviction 3/4
Just a reminder: While the entire community was doomposting about memory names. From $EWY (SK Hynix, Samsung), $MU and $SNDK. during the initial Iran conflict. Sayin “Kospi and memory names would drop 30-40% because of Helium or LNG.” I was one of the only few analysts that https://t.co/Yxql8JFENy https://t.co/Vc4byyYcgD
View on X → - Mar 16, 2026Bullishconviction 3/4
Imagine all the people who sold their memory positions. From SK Hynix, Sandisk, and Micron because of “Helium”? Sk Hynix: +7.03% 1D $SNDK: +31.75% 1W $MU: +19.66% 1W Samsung: +2.83% 1D Look at NAND, DRAM hikes, which were all way beyond estimates. As well as company https://t.co/beRe8zSQe2
View on X → - Mar 15, 2026Bullish
The Memory Cycle. Is probably going to look like this chart? With SK Hynix, $SNDK, Samsung, $MU and others: -> Price Hikes until 2028 -> Demand Increase Permanent -> Price Decreases After 2028 -> Increased Capacity * Increased Demand * lower margin = High Profit Anyway. https://t.co/UfXcN3sv5W
View on X → - Mar 13, 2026Bullishconviction 3/4
Memory Price Market Research from Counterpoint: "There is no scenario where memory prices correct in the second half [of 2027], given that hyperscaler purchasing intent remains unbroken" In regards to $SNDK, $MU, $EWY (Sk Hynix, Samsung), and other memory names. They https://t.co/GkZwYzoxq7
View on X → - Mar 13, 2026Bullishconviction 3/4
Memory Price Market Research from Counterpoint: "There is no scenario where memory prices correct in the second half [of 2027], given that hyperscaler purchasing intent remains unbroken" In regards to $SNDK, $MU, $EWY (Sk Hynix, Samsung), and other memory names. They https://t.co/Rbse1C8KO2
View on X → - Mar 10, 2026Bullishconviction 3/4
NAND prices have now spiraled out of control. Memory companies like $SNDK, $MU, Samsung, SK Hynix stand to benefit the most from inelastic supply and recent NAND price hikes. According to Phison's CEO per Digitimes: "NAND flash prices have surged amid tightening supply, with https://t.co/U6fSGVOUDG
View on X → - Mar 7, 2026Bullish
@pepemoonboy Kept seeing this image pop up a lot so spent a lot of time to make a new one! But it's genuinely true though, most of largest returns came from random bottlenecks in Asia like Nittobo, Macronix, and Nanya Glass to US players like $SNDK and $LITE instead of $NVDA.
View on X → - Mar 7, 2026Bullishconviction 3/4
Markets have got it wrong when they say: "When Everyone Digs for Gold, Sell Shovels" You know why? The real alpha comes from: Bottlenecking the Shovel Sellers. Substrates/EML lasers in photonics from $AXTI and $LITE. to $SNDK to Sk Hynix for NAND/DRAM are those https://t.co/zu0IHyYpof
View on X → - Mar 6, 2026Bullish
"Samsung Electronics (005930) will reportedly double its NAND Flash supply price in the second quarter" - Sedaily The price hike of NAND from Samsung (and likely $SNDK + SK Hynix following) is almost 20 times some analyst expectations and 2-4X others. Per BNP Paribas Analyst https://t.co/TM9kwhgT0m
View on X → - Mar 4, 2026Bullish
Feels like everyone is doom-posting KOSPI saying: > “Look at the chart, it can’t keep going up like this!” > Memory is a black hole for demand ( $SNDK taking 3Y preorders ) > $EWY is basically just two stocks, Samsung and SK Hynix, not a representation of the Korean economy > https://t.co/Ol4UTtAiUz
View on X → - Mar 2, 2026Bullishconviction 3/4
I happened to own every single top individual stock performer this year: From $AXTI and $AAOI in photonics. To $SNDK and SK Hynix in memory. To Nittobo, Macronix, and Unimicron for Asia Bottlenecks. All triple digit returns in 2 months. Year to Date: 501.38% Just lucky I https://t.co/zsE5gn0uJ8
View on X → - Feb 11, 2026Bullishconviction 3/4
Let’s keep it a secret from reporters and algorithms that Samsung HBM4 has nothing to do with $SNDK. “The [Sandisk] pullback came after reports that Samsung plans to begin mass production of HBM4 memory chips later this month.” Ended up buying the 7.8% drop today. https://t.co/jdidpTbJvr
View on X → - Feb 7, 2026Bullishconviction 3/4
@yepyepmf Where did I ever say $SNDK was the weakest link? It’s just the most volatile memory company out the bunch but forward p/e for 2027 looks low, so the growth trajectory looks hilarious. https://t.co/OFhiqtOH4O
View on X → - Feb 7, 2026Bullishconviction 4/4
Portfolio weightings is my most common question. Here’s what my portfolio looks like: 35% Memory Supercycle _ 10% Samsung Electronics 10% Sk Hynix 10% $MU 5% $SNDK 25% Digital Asset exposure _ 10% $IBIT 5% $COIN 5% $HOOD 2.5% $CRCL 2.5% $SOL 15% Fintech/Advertising 5% https://t.co/AuqhvVDT95
View on X → - Feb 6, 2026Bullish
I've been in the memory/AI trade like $MU, $SNDK. But opportunities like this don't come often. Every crypto name has been reset: Bitcoin - $70K from $125k Ethereum - $2.05K from $4k Solana - $88 from $233 $COIN $162 from $415 $CRCL $56 from $240 $GLXY $19 from $40 $ETOR $26 https://t.co/aAoA75QvOL
View on X → - Feb 6, 2026Bullish
I've been in the memory/AI trade like $MU, $SNDK. But opportunities like this don't come often. Every crypto name has been reset: Bitcoin - $70K from $125k Ethereum - $2.05K from $4k Solana - $88 from $233 $COIN $162 from $415 $CRCL $56 from $240 $GLXY $19 from $40 $ETOR $26 https://t.co/edq6xD2AvF
View on X → - Feb 4, 2026Bullishconviction 3/4
@iiiiiiiivanth Imo most undervalued = SK Hynix, fastest growth = $SNDK, safest = $MU, Samsung Big fan of $SNDK. Ssds and later hbf reminds me of initial buildout where everyone was fighting to stack Nvidia GPUs. This feels like dejavu. Growth trajectory is probably the highest out of any
View on X → - Feb 3, 2026Bullishconviction 3/4
Retail on X really need to stop shorting $SNDK. Intel CEO Lip-Bu Tan just said at Cisco's AI Summit: "The reality is that memory is the biggest constraint for AI right now... structural supply crunch with no relief until at least 2028". Intel CEO talking about $MU, SK Hynix, https://t.co/40cCrEJZCt
View on X → - Feb 3, 2026Bullish
$SNDK literally doesn’t know what a red day means. https://t.co/W1SCKBmQLE https://t.co/bwfHyJRkow
View on X → - Feb 3, 2026Bullishconviction 3/4
I'm long shares on $AXTI. We're seeing the HBM/NAND supercycle with $SNDK, $MU, Sk Hynix, and Samsung today. With constant price hikes due to extreme demand. The next? -> Photonics | CPO | Optical Interconnects. Demand scale up looks parabolic. (Lightcounting) My thesis https://t.co/HEdTJQoqyo https://t.co/hAn7wLIhEJ
View on X → - Feb 2, 2026Bullishconviction 3/4
$SNDK - Even after a 16% increase, the forward 2027 p/e is still single digits. That’s how profitable the memory supercycle is with $MU, SK Hynix, Samsung, and others The AI demand + price hikes looks like the new structural norm. https://t.co/6RG14zqEpr https://t.co/nuXiLbgPyW
View on X → - Jan 30, 2026Bullish
Interesting beneficiaries post $SNDK earnings that I own: Phison (TPE: 8299) and Macronix (TPE: 2337). Similar to Nayna (1,035.96% 1Y) that filled legacy dram void from $MU, Sk Hynix, and Samsung: Phison does the same with Sandisk with flash (inventory). And Macronix with https://t.co/tbKU03azS6 https://t.co/OFZ735aCUa
View on X → - Jan 30, 2026Bullishconviction 3/4
@HelixCapital_ Probably Sandisk but no firm opinion, I own both $SNDK and Nanya right now (ended up buying Sandisk after ER, but have Kioxia as Sandisk proxy) They’re both up 1000%+ since last year so hard to complain.
View on X → - Jan 29, 2026Bullishconviction 3/4
Can all the $SNDK short sellers at $500 come out now? I know there were a bunch on X Sandisk ER Reported Q3 guide: - Sales $4.6B vs. est $2.9B - EPS $13.00 vs. est $4.21 (lol this is why) https://t.co/QE1Mc57HRx https://t.co/FT3v4QY4jJ
View on X → - Jan 29, 2026Bullish
@theodore_invest I remember seeing a bunch of $SNDK short sellers at $500 lol. But yeah Kioxia and co will share a lot of the tailwinds with Sandisk.
View on X → - Jan 29, 2026Bullishconviction 3/4
$SNDK: "Sandisk will pay Kioxia USD 1.165 billion for manufacturing services and continued availability of supply". Kioxia and SanDisk together operate one of the world’s largest NAND flash manufacturing sites. Sandisk's earnings looks like a blowout, but many second order https://t.co/aX5FjQOQls
View on X → - Jan 29, 2026Bullish
@LouPariPassu I have $SNDK exposure via Kioxia, but don’t directly own Sandisk right now. I do feel a bit of FOMO though looking at the chart every day.
View on X → - Jan 25, 2026Bullish
@DheerajNam Wow thanks for pointing out that it’s actually more than a 100%+ increase. I missed that. These numbers just break traditional modeling estimates for companies like $MU, $SNDK, SK Hynix, and Samsung.
View on X → - Jan 25, 2026Bullishconviction 3/4
@bombayquant This was just NAND prices that were raised to 100%. DRAM prices were also raised by ~10-15% above estimates. This is a massive gross margin expansion for companies like $SNDK, Samsung, $MU, and SK Hynix. Fwd blended gross margins for $MU might actually be 77%+ from 68%... I
View on X → - Jan 25, 2026Bullishconviction 3/4
Holy crap. This just happened: "Samsung increases NAND prices by 100%" - ETNews Estimates were 33-38% Q/Q growth - Trendforce This is an absolute shock. It's called the "Memory Supercycle" for a reason with $MU, Samsung, and SK Hynix + $SNDK. In simpler terms: That extra https://t.co/dOsxDCdOzo https://t.co/ozmd2ILXCx
View on X → - Jan 23, 2026Bullish
$INTC crashes 17% and finishes the day back at $45. Short dated options are down 95%+ with leaps down 40%+. Intel is the perfect example of “Stocks don’t move in a straight line up” (unless it’s $SNDK). And it’s still up 26% in 1M. If the fundamental thesis hasn’t changed https://t.co/azeOoWnsLR
View on X → - Jan 7, 2026Bullishconviction 3/4
@MacroAINotes Thanks, Credo is personally more of a trade for me though. But it's really hard to time the bottoms when things look like a falling knife ( $CRDO down 35%+ since last month). Much easier to just full port it into $SNDK and $MU and just not touch it. Stuff like $AIRO looked
View on X →