Reddit Posts
Apple and the new AI-Siri: My thesis on AAPL
Alright degenerates, memory just got taken to the woodshed on June 5. SOX down 10%+ in a day, MU/MRVL/SNDK 11-17%. Now what?
NVIDIA CEO Has Good News for Micron and SanDisk Investors: “The Memory Shortage to Continue for Several Years”
BREAKING: We just caught some interesting new stock trades. Representative Josh Gottheimer just filed purchases of: - SanDisk, $SNDK - Micron, $MU - AMD, $AMD - Palo Alto Networks, $PANW Gottheimer sits on the House Subcommittee on AI. Full trade list up on StockInsider App.
Increased AI bear sentiment and rotation into defensives is a contrarian bull signal, not confirmation of a top
Everyone around me is rotating out of AI into dividend stocks. That means we haven't even started.
Alright regards, the time to buy Kioxia is now and DRAM is under exposed
Alright regards, the time to get into Kioxia is now and DRAM is under exposed
The time for Kioxia is now and DRAM isn’t going to cut it
Alright regards, the time to buy Kioxia is now and DRAM is under exposed
SNDK: Zero-Cost Collar Opportunity on a Momentum Leader
how are they still going up after such runs?
Is it normal for semiconductor and AI infrastructure stocks to 10x in such a short time?
SLS, NBIS or SNXX for this coming week
SNDK, Forecasts are running wild, and analysts are predicting that SanDisk will surpass $2,299 (Barclays analyst Tom O’Malley)! Could it happen?
My contribution for the past two months performance.
Real portfolio alpha comes from conviction: When that "nice profit" actually turns into a 10-bagger
Anthropic and OpenAI together are worth $2T, but NVIDIA says Physical AI is worth $50T, what’s the chip play there?
AI storage is waking up, and NTAP just gave the market a receipt
The most unnecessarily autistic thing I’ve ever built.
I bet that Trump will attack Iran during the week-end, be ready!
Yes, I held my $MU $160k yolo back at $110/share (for most of the run) 1,058% 1y return.
footage of bulls for🐂🐂 MU, SNDK & HY9H 📈📈📈📈
All the bros who told other bros to buy Mu & SNDK during dips
Can someone explain the investment thesis behind space stocks?
1st option trade making $100K -- THANK YOU SNDK
SNDK stock split announcement any time soon?
Quantum stocks are moving, but I think the market is reacting faster than the fundamentals.
MU set up for NVDA like revenue growth
Memory prices tipped to fall as China starts flooding the market with DRAM and NAND chips
Quantum computing catalyst drives capital into semiconductor infrastructure leaders
Could SpaceX IPO suck out value from other high volatility stocks?
Analysis: SNDK massive call buying today resulting in gamma squeeze
I have a weird feeling MU is going to do something crazy tomorrow. $20k YOLO
Leopold Aschenbrenner just filed his Q1 2026 trades with the SEC His tracker's been live since March 5th It's up ~78%, even with the delay Today the portfolio was rebalanced to match his latest trades. Screenshot from: Stock Insider App
19 MAY 2026, WHAT ARE THE BIGGEST LOSERS AND WHY ?
Ppl who buy MU at 700 and SNDK at 1400 because the generational run is about to begin
Kioxia Holdings (285A) beat earnings -- and by a wide margin.
$NBIS the most misunderstood AI company, and also the next AI company to go to the moon
People keep asking how to find the next AMD/MU/SNDK. Its literally right in front of you $NBIS
Intel Grandma is eating good this year
ChatGPT thinks my CSCO gains are literally impossible
We literally tanked over a Korean facebook post btw
What kind of due diligence would have led me to buy SNDK before it ran?
Do you think we'll soon reach the new top price for SNDK?
Need opinions on selling most of my stocks to buy another. NVida vs SNDK
More details for yesterday's post. Also, how long is all this gonna last!?💵
Is Celestica ($CLS) still a value/growth opportunity after strong earnings but recent price weakness?
Is Celestica ($CLS) still a value/growth opportunity after strong earnings but recent price weakness?
Is the current AI-driven memory cycle different this time, or are stocks like SNDK still likely to follow the usual boom-bust pattern?
Lost half my port on NVDA calls in March, finally clawed my way back
Talk to me about DRIV, QCLN, ICLN please. Anyone trade them?
Sandisk is up over 4000% in a year! What is your exit strategy?
SNDK 1365c 08May expiration: $10K -> $3K -> $16.5K
SNDK Stock : AI Storage Boom Faces Valuation Risks Ahead
SNDK Gamma Sqeeze continuing in a weekly fashion mode (seemingly)
Mentions
I’ll never forgive myself for not full porting SNDK a year ago
Especially with the recent tech boom, it really is apparent. So many companies out there who also have great earnings across longer period timeframes are significantly undervalued or on the decline in stock prices despite a clean record of fundamentals, but the tech and AI boiz have just been running too rampant as of the previous two quarters. Looking at higher timeframe volume profile, you see guys like MU and SNDK trading in the high hundreds to over a thousand and while it's true that the fundamentals look good, but they're seriousy overvalued. Hell, NVDA, which has proven itself more for years now with high tier fundamentals is still a fraction of the price as those chip manufacturing companies, and that's just in tech alone and not looking at other sectors. A lot of stocks are just trading too far above fair value and some have honestly rode so high beyond value area high that it seems as if they are flying on the wings of Icarus. I won't say that there is a bubble as massive as the dotcom era, since a lot of these companies are still printing hella money unlike many of the gambles on random dotcom companies back in ye old days, and short of some Enron fiasco, we probably won't see a disaster like that again. That being said, I do believe that several of them likely should be trading at much lower values and I wouldn't mind them getting to the points they are today had it been on a slower and steady growth over a period of years rather than just a few quarters. That's when it begins to look a bit too scary, even for someone like me who's generally bullish.
Position sizing... I have 1% of my port in google and I don't even look at it day to day. Makes it easy to buy and hold long term. Zoom out on the chart. I'm still up 🤷♂️ I also know the market just hates google, it has to really do a lot to get noticed. It doesn't run 30% on vibes like SNDK. Give her time to cook, google is smart.
Really good to hear! Your thoughts on SNDK? Do you have this too?
Damn it, trapped myself again. Went long, profit. Saw a drop and went short, then of course it mooned (SNDK).
Why is SNDK absolutely pumping again?
Meh and I thought buying calls on SNDK at open looked so certain to be free money glitch ugh
I should've just been buying more sandisk stock and calls this entire time tbh in hindsight. If I just yolo'd TSM or SNDK, I'd be lit
How is MU losing to SNDK when we have HBM and a lower PE???
$SNDK up $100+ premarket holy shrek cock
SNDK calls at open might be free money if this pump is not fake
$SNDK please gigapump to $2000+ ty
as someone who missed all of MU, and SNDK, and, AMD, and INTC... man i'll ride this bih to the ground. If MRVL actually hits $1T and I didn't get a single piece, I got nobody but myself to blame.
$SNDK growing to be over a quarter of my port has turned my portfolio from spinning cups into kingda ka.
$SNDK pumped almost +$100 since its lows in after hours 🚀🚀🚀🚀🚀
$SNDK up over $50+ after hours now LMAOOO lfggg
Is memory pump really gonna stick? This is nuts lol MU and SNDK narrowing in a on few % from all time highs
seems like SK Hynix is dragging MU and SNDK up overnight
$SNDK doesn’t give a FUCK about market dump, shit is greening after hours
thats the second large tech company in 2 weeks to raise money for data center. That is combined 120billion between them and google. Not including Microsoft, Amazon, Meta, hyperscalers, etc. Semi hardware is on sale right now, you're going to feel like a dumbass if you miss out. Specifically $LITE, $MRVL, $INTC, $NVDA, $AVGO, $MU $SNDK $WDC ton others that I'm missing but for real they are telling you they are raising Capex. That money is going to companies.
everybody that missed NVDA, AMD, MU, SNDK, WDC, STX, \*name literally any AI stock here\* are all fomoing into SMCI because its like the only AI-adjacent stock that people think hasn't run yet but should, when clearly that is really not at all the case
*Delay for Sam to get there first? Remember SPCX is the biggest ever. ORCL, GOOG already diluting. Soon every insanely valued tech stock from SNDK & STX to MU and AMD are going to be lining up for Muppet money.*
I think Trump will tone down the Iran rhetoric and the market will soar tomorrow on hopes of a new deal. Sandisk will gain 100+ points at some point during the day. SNDK held up really well today (down 0.20% during regular market hours) and if the market does decent tomorrow then it will move up nicely.
true. true. SNDK up 3800% even after this massive drop
Looking at SNDK moves, not that cooked Wait for earnings
$MU eating ass while $SNDK holding steady like a girthy erect cock
Threw my remaining $12k into $SNDK August calls
Dare I say INTC and SNDK performing weirdly good today
SNDK is showing weirdly regarded strength compared to the rest of semis
8 attempts to take Nasdaq up failed - momentum has shifted fm MU and SNDK - both not rising as much as they used to - Remeber PLTR, COIN and MSTR - another rotation here
Petition to have SNDK named changed to MU2. Bet Asia would really be foaming at the tits for that one.
why is MU such a fucking piece of shit compared to SNDK?
If i were not a pussy i would buy SNDK puts. Now , before it dips.
Done trying to trade this bullshit gay ass $SPY choppiness, just gonna park $10k into $SNDK
SNDK doesn't want to join the broke stock gang. This shits hitting 2k when the V happens
Just push SNDK to red already
Only way to make money is puts or buying boring stocks like Eli Lilly, McDonalds, Coke, and Sampson's Dick (SNDK).
SNDK is still green and showing micro v from downward momentum. We go back up
hAHA nah its fine guys. It really doesnt mattter than the fabric of the entire financial system is unwinding, we can shart squeeze Mu and SNDK every day and cuck puts. Everything will be fine and the shart squeeze never ends 😄
SNDK is that free money printer 🤑🤑🤑
I'm betting SNDK under 1900 on Friday close... What do you think?
SNDK up 6%, MU up 0.5%, come on man
Almost straight vertical on SNDK, holy shit
Poor lil SNDK up 600% YTD, when will they ever see a green day again
SNDK call prices are fucking insane lol.
my lovely SNDK, I never doubted in you
Just need SNDK to hit $1800 before EOW to breakeven on my SNDK weeklies 💀
Are we back to MU -> SNDK now??
sorry SNDK is up today so MU needs to wait for its turn
holy SNDK, Omega green dick again LMAO
loaded up on puts and shorts. Mainly MU, SNDK and TSLA. Have stoploss. Today will make liberation day look like nothingburger.
I dumped both my airline stocks and SNDK close to the top. Thank God. Bought back some airline stocks at the bottom, sold them again making another couple percent when I saw the news about Trump going to retaliate.
Got emotionally invested in a stock that did very well for me in the prior year and I banked a great gain along the way. The market moved away from it, but I stubbornly hung onto nostalgia. I took smaller losses in year two, but the bigger regret is what returns I might have had with that capital deployed elsewhere (spoiler: I was way late into SNDK and MU this year).
Interesting. I'll keep it on my radar. Patiently waiting to exit my $MU and $SNDK positions to build up some cash.
Institutional buying volume on SNDK and MU just before close speaks for itself 😉😉😉 🚀🚀🚀
I was really in the red with my SNDK stock that I bought too high. Today's rally I sold at the high, minimizing my losses from 12% to 3%. I'll make thay up in no time elsewhere.
I meant to sell my SNDK stock on May 19th. E\*trade switched it to a buy and I doubled it instead. Being dumb and lucky can be a strategy
SNDK just hit $2000 tomorrow so my calls can be saved ty
Wen my $3,000 SNDK calls going to PRINT?
I mean it has been a good day overall to recover a little bit but TSLA and SNDK are still at outrageous prices and i'm not back in the green yet. Its frustrating.
I love to watch MU loyalists & SNDK loyalists bitching & fighting each other I just own both lol
Only SNDK can drop 200$ in 2 hours and then rebound 100$ in 20 mins
Considering SNDK was over $1800 at one point this morning, no doubt it'll get bought up below $1600. The memory shortage didn't just go away. Same applies for MU
God I'm worried about the puts I sold on SNDK in the 1400s... My 1200 ones I think are safe but jeeze. Really hope SNDK shoots back into the 1600s+ tomorrow
MU SNDK earnings can’t come soon enough
I wish their macro people would align with their stock analysts. They've got 100% upside targets on NVDA SNDK and others.
Are you new here? Have you seen $MU, $SNDK, etc.? Is this sub full of regards now?
SNDK was up 8% at one point today lol
My SNDK calls are good until Sept. I have over three months for it to run.
To think SNDK started over 8% to 0 damn
How in the fuck is SNDK still in the green
Saved SNDK bulls by shorting it... you are welcome
Shorting SNDK to save my bullssss
SNDK gives no fucks
$SNDK is a free money glitch
SNDK creating another fresh wave of bagholders
As long as SNDK green candle holds , market will go up
Portfolio swinging $100k on SNDK options doesn't feel great...
Why can't MU go up 6% like SNDK?
Why did SNDK moon then everything else dump
SNDK to $2000 when?
How the fck is SNDK still up big??
I kept seeing the SNDK ticker mentioned here months ago and never bought because I thought it was SNEDDICK. If someone told me it was sandisk I could have 4x my money in shares.