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$SanDisk (SNDK.US)$ can everyone just follow my instructions to sell at the peak ? I specifically said sandisk 1780 peak $Lumentum (LITE.US)$
lite 930 peak
lite 930 peak
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Since April, the semiconductor sector has surged. Storage, CPU, and AI infrastructure-related stocks have taken turns rallying hard: SanDisk has more than doubled, Micron is close to doubling, Intel is up over 140%, and AMD has surged more than 70%.
Did you catch this opportunity?
Share your portfolio gains, entry and exit points, options strategies, swing trades, or your views on the key themes driving the rally. When postin...
Did you catch this opportunity?
Share your portfolio gains, entry and exit points, options strategies, swing trades, or your views on the key themes driving the rally. When postin...
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The 78.4% Margin Miracle & Valuation Re-rating via NBM
1. Explosive Financials: Breaking Hardware Limits
Revenue & Profit Surge: Q3 revenue hit $5.95 billion (up 97% QoQ, 251% YoY). GAAP EPS reached $23.41, crushing the market consensus of $14.42.
Software-Like Margins: A 78.4% gross margin is almost unheard of in the hardware industry. These levels are usually reserved for high-end SaaS firms or AI chip leaders like NVIDIA. Even more impressive, the Q4 guid...
1. Explosive Financials: Breaking Hardware Limits
Revenue & Profit Surge: Q3 revenue hit $5.95 billion (up 97% QoQ, 251% YoY). GAAP EPS reached $23.41, crushing the market consensus of $14.42.
Software-Like Margins: A 78.4% gross margin is almost unheard of in the hardware industry. These levels are usually reserved for high-end SaaS firms or AI chip leaders like NVIDIA. Even more impressive, the Q4 guid...
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Afternoon, degenerates.
Yesterday the entire hard drive and NAND mafia dropped earnings so eye-popping they made my portfolio pitch a tent.
Sandisk, Western Digital, and Seagate just printed absolute f*ck- you & the people who made you- money on this AI data hoarding supercycle. $SanDisk (SNDK.US)$
$Western Digital (WDC.US)$
$Seagate Technology (STX.US)$
Sandisk $SanDisk (SNDK.US)$
absolutely smashed it with Q3 re...
Yesterday the entire hard drive and NAND mafia dropped earnings so eye-popping they made my portfolio pitch a tent.
Sandisk, Western Digital, and Seagate just printed absolute f*ck- you & the people who made you- money on this AI data hoarding supercycle. $SanDisk (SNDK.US)$
$Western Digital (WDC.US)$
$Seagate Technology (STX.US)$
Sandisk $SanDisk (SNDK.US)$
absolutely smashed it with Q3 re...
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$SanDisk (SNDK.US)$ As Sandisk prepares to report earnings on Thursday, Wall Street is expecting another blowout quarter powered by strong artificial-intelligence demand. Some on social media are wondering if the report will also bring the announcement of a stock split that brings the high-flying share price back down to earth for retail investors.
A shortage of memory and storage solutions has led shares of Sandisk to rally 3,130% in the past year and trade at $1,064. Up over 350% year to date,...
A shortage of memory and storage solutions has led shares of Sandisk to rally 3,130% in the past year and trade at $1,064. Up over 350% year to date,...
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Morning Movers
Gapping Up
$NXP Semiconductors (NXPI.US)$ gained 19.53% in premarket trading after reporting better than expected Q1 results and issuing Q2 guidance above estimates.
$Bloom Energy (BE.US)$ gained 16.78% in premarket trading after reporting record first quarter results that beat expectations with revenue up 130 percent and raising full year 2026 guidance.
$Seagate Technology (STX.US)$ gained 16.32% in premarket trad...
Gapping Up
$NXP Semiconductors (NXPI.US)$ gained 19.53% in premarket trading after reporting better than expected Q1 results and issuing Q2 guidance above estimates.
$Bloom Energy (BE.US)$ gained 16.78% in premarket trading after reporting record first quarter results that beat expectations with revenue up 130 percent and raising full year 2026 guidance.
$Seagate Technology (STX.US)$ gained 16.32% in premarket trad...
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$SanDisk (SNDK.US)$ is set to report its fiscal third-quarter 2026 earnings on Thursday, April 30, 2026, after the market close.
This is a pivotal moment for the company, as it marks one of its first major quarterly reports since being spun off from Western Digital in February 2025. Following the split, SanDisk has transformed from a legacy storage brand into a high-growth AI infrastructure play, with the stock recently surging nearly 260...
This is a pivotal moment for the company, as it marks one of its first major quarterly reports since being spun off from Western Digital in February 2025. Following the split, SanDisk has transformed from a legacy storage brand into a high-growth AI infrastructure play, with the stock recently surging nearly 260...
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hotdog-72919008 : shorted at 1800 better than you !!!
104918082 hotdog-72919008 : It last broke 1800 the day before yesterday, and only held at 1803 for a minute. So you didn’t make even a cent, did you?