SNDK
SNDKWho's tracking it
People we track who have mentioned this stock — their take and the move.
An internal Meta memo reveals plans to ramp AI infrastructure: 7GW compute this year, doub
Signed LTA with Meta for memory, benefiting from Meta's AI expansion and demand for memory.
Source: X / @aleabitoreddit ↗The author observes a simultaneous sharp drop (-4% to -10%+) in multiple semiconductor/sto
Indiscriminate selloff from margin liquidations, not fundamentals, may create a buying opportunity if underlying improves.
Source: X / @aleabitoreddit ↗The author laments poor portfolio performance despite strong moves in MU and SNDK, and exp
The author notes SNDK's 'ridiculous performance', indicating a strong positive move.
Source: X / @aleabitoreddit ↗The author reflects that widespread bearish sentiment on memory three months ago preceded
SNDK rose 281.42% from $565 to $2155 in the same period, indicating significant memory sector growth.
Source: X / @aleabitoreddit ↗The author highlights their successful prediction that Micron (MU) would follow Nvidia's t
Author mentions putting 'more concentration into the memory theme like SNDK' in Jan of this year.
Source: X / @aleabitoreddit ↗The author notes that SNDK short sellers have disappeared and the stock is near $2000, ind
Short sellers have exited and the stock price is surging towards $2000.
Source: X / @aleabitoreddit ↗The author notes that the market turned green after Trump cancelled attacks on Iran, imply
Price turned green directly following the Iran news, indicating a positive reaction from geopolitical de-escalation.
Source: X / @aleabitoreddit ↗The author notes the broader market sell-off of -3-4% and contrasts it with SNDK's strong
SNDK is highlighted as not moving in a straight line and bucking the broader sell-off trend, implying relative strength.
Source: X / @aleabitoreddit ↗
