$SanDisk (SNDK.US)$
The main reason SanDisk's stock price has hit an all-time high is the surging demand for flash memory (NAND) driven by the explosive expansion of AI (artificial intelligence) data centers.
SanDisk has moved away from its traditional memory business, which was highly susceptible to economic cycles, and signed long-term supply agreements with customers lasting up to five years, including minimum revenue guarantees totaling approximately $42 billion. Investors have highly praised this shift to an innovative business model, which has dramatically improved the company's future earnings outlook.
In its most recent third-quarter earnings report, SanDisk posted revenue of $5.95 billion, a 251% year-over-year increase, significantly exceeding market expectations. Additionally, its inclusion in the Nasdaq-100 index has triggered substantial institutional buying.
SanDisk is also a strategic partner of Kioxia, jointly operating manufacturing facilities such as the Yokkaichi plant. Given that Kioxia recently reported record-breaking operating profit—doubling year-over-year—in its latest earnings (for the fiscal year ending March 2026), SanDisk’s manufacturing supply chain is exceptionally robust, giving it a dominant supply advantage over competitors.

$Micron Technology (MU.US)$
The Power of Compounding
This discussion assumes a stock with a steadily rising price 📈. While frequent buying and selling can reliably capture profit margins, you lose the dividend yield on the shares you sold to take those profits.
The mechanism that wins is shares held × years (buy-and-hold).
Therefore, you only need to take profits on the number of shares required for living expenses.
Of course, if you have sufficient human capital, you can simply draw from low-interest bank deposits 🏦💴 to cover living expenses without needing to realize gains.
It may seem smart to sell everything all at once and re-enter at a cheaper 💴✨👛 point, but this can actually be quite detrimental to wealth accumulation.
I sincerely hope the day comes when we can pay not in cash, but in Bitcoin or stock prices.
Another solid strategy is to invest profits earned from leveraged or individual stocks into your tsumitate NISA account in S&P 500 or All-Country (MSCI ACWI) ETFs (especially when considering tax rates 🤔)
Individual investors should not imitate the strategies of institutional investors. They can't afford to let time work in their favor—because they need to cash out 💶 at some point to cover living expenses while supporting their families.
The above explains why I buy and hold quality company stocks with a consistent upward trend 📈.

$Micron Technology (MU.US)$ Lots of people are bragging about their day trades, but those who've been holding tight since the end of March are way better off.

$SanDisk (SNDK.US)$ This much is just too much... but if it goes up,
I wanted to take profits, so I set a sell order at 2020 and went to sleep—only to wake up to this!!!
You're amazing—thank you! I'll buy again if it drops.

$Roundhill Memory ETF (DRAM.US)$ Since it's going up, I thought that even if MU doesn't work out today, Kioxia or SanDisk ↗️ might, and DRAM stocks ↗️ could too

$SpaceX (SPCX.US)$
Bought 2 shares, one went from 135 to 160
$25 profit
Hmm?

$Micron Technology (MU.US)$
Put all your eggs (HBM) 🥚 in one basket 🧺!
Jibun Bank 🏦 offers a time deposit rate of 1.2%, while housing 🏠 variable rates (policy rate at 1.35%)—it’s utterly ridiculous!
Time is money 💰💰!

$NVIDIA (NVDA.US)$
Although the stock has risen 1,000% since I became a shareholder, I intend to hold it long-term because I believe the CEO’s management philosophy is outstanding. From presentations like the AI PC launch, I understood that the company isn’t just making AI more convenient—it’s designing its business to prevent privacy abuse and misuse of AI technology, ensuring users won’t be put at risk as AI advances. The company prioritizes genuine convenience and sustainable growth over speculative financial games. I believe this commitment to technological advancement and building a healthy world will remain a crucial competitive advantage, even when challenging times arise in the future. As a pioneer contributing significantly to AI development, the fact that they maintain such a clean and ethical business approach earns my utmost respect. Moreover, the stock’s fundamentals aren’t overvalued—there’s plenty to look forward to ahead.

$SpaceX (SPCX.US)$
I don't think there'll be a breakout, so it might be fine to buy once things calm down 😌