$Sandisk(SNDK.US)
Baby u never wait for me too fast UP
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$Sandisk(SNDK.US)
Baby u never wait for me too fast UP

$Sandisk(SNDK.US)
What a pullback high beta tech has been having. It’s like as if the AI infrastructure buildout never happened or is not happening.
Funny thing is the buildout is still ongoing and the essential components like memory are still much in demand and there is still not enough of them being produced.
Well that is sentiment for you and what unwinding of leverage does to the market. Buy when the discount is still on and stocks are available. 😄
@Captain's Treasure

There's a lot of stupid commentary around Leopold raising funds. After names like $Bloom Energy(BE.US), $Sandisk(SNDK.US), $SharonAI(SHAZ.US), and others all had very sharp drawdowns in July.
Just remember... here's a man in finance that's1. 6'52. Blue Eyes3. Hedge FundProbably better looking than you, and was up 439% through June YTD. Regarding the drawdown, Aschenbrenner acknowledged that the fund had "not been immune" to the market turmoil, particularly in Asia. FT separately reported that leverage amplified both its extraordinary gains and recent losses.He described the sell-off as potentially the best buying opportunity since early 2025I'd agree with him and hope he succeeds with the raise.Since a lot of the current selloff looks like it overshot its mark through forced deleveraging.$Micron Tech(MU.US)
AND
$Sandisk(SNDK.US)
Aggresively crashed DOWNTRENDS.
Esp MU my big baby will you still heading down towards $300 Level which I have last purchased early this year.
Please provide me more signals later and on Friday!!
I have rightfully predicted the price BUT better be prudent, in case this time you are just teasing me again?
Hello Hello Baby I am coming after you for sure I love riding on you! ❤️❤️🎢🎢🎯🎯
📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Samsung expects chip shortages to deepen in 2027, persist into 2028 - $Micron Tech(MU.US) $Sandisk(SNDK.US) $SK Hynix(SKHY.US) $Western Digital(WDC.US) $Seagate Tech(STX.US)
Samsung Electronics said chip supply shortages will worsen in 2027 versus this year and are likely to persist through 2028. The company warned near-term supply cannot be materially increased because it takes more than 3.5 years to move from new fabs to wafer production, so even higher industry capex is unlikely to produce a large supply uplift before 2028. Samsung also said the spread of generative AI has driven a surge in token consumption, sharply boosting memory demand for AI servers and lifting general-purpose server memory requirements to unprecedented levels, leaving industry capacity well short of customer needs.Amazing for Apple to briefly touched a $5 trillion market cap intraday. However, SanDisk is down due to oversupply, Hynix briefly fell, and Corning plunged. Surprisingly, Coca Cola and Boeing rose. Meta and BlackRock build data centre.
Singapore Airlines reported net loss due to fuel cost. Hope the war can cease.
Good news that the three local banks do well.
Wish the every company can do well.
☕️ [Task Coins Giveaway] Daily Market Talk — Apple Touches $5 Trillion as Chip Stocks Crack
$Apple(AAPL.US) just hit a number no one saw coming this fast. Apple briefly touched a $5 trillion market cap on Tuesday, only the second company ever to get there, and closed up 0.94% near $4.99 tril...
War on Iran has no sign of ending. now I understand that to defeat a country with war alone is very difficult especially if you are acting alone. Do you agree?
☕️ [Task Coins Giveaway] Daily Market Talk — Apple Touches $5 Trillion as Chip Stocks Crack
$Apple(AAPL.US) just hit a number no one saw coming this fast. Apple briefly touched a $5 trillion market cap on Tuesday, only the second company ever to get there, and closed up 0.94% near $4.99 tril...
The discount in AI tech stocks continue while stocks last. The same names that everyone raved about and buying when they were double the price now is being sold here.
☕️ [Task Coins Giveaway] Daily Market Talk — Apple Touches $5 Trillion as Chip Stocks Crack
$Apple(AAPL.US) just hit a number no one saw coming this fast. Apple briefly touched a $5 trillion market cap on Tuesday, only the second company ever to get there, and closed up 0.94% near $4.99 tril...
Add
☕️ [Task Coins Giveaway] Daily Market Talk — Apple Touches $5 Trillion as Chip Stocks Crack
$Apple(AAPL.US) just hit a number no one saw coming this fast. Apple briefly touched a $5 trillion market cap on Tuesday, only the second company ever to get there, and closed up 0.94% near $4.99 tril...
$SpaceX(SPCX.US)
This morning my coffee ☕️break will talk about the extreme pessimistic stock where I shall named as Alien or on a positive note shall say Gen Z investment. Knowing it isn’t for immediate or near term returns. It could span over 2 years to turn from red to green.
Next,
Cause vs Effect Mindset Change💭🤔
Last session it is a near miss for $Micron Tech(MU.US)
And that of $Sandisk(SNDK.US)
What will be my mean of re-entry I have already crunched its nos. Since they are heading towards downtrend, for once, no room for negotiation they need to meet my nos this first time.
Revenue growth trajectory: if growth remains strong despite price drops the sell off may be sentiment driven.


$Apple(AAPL.US) just hit a number no one saw coming this fast. Apple briefly touched a $5 trillion market cap on Tuesday, only the second company ever to get there, and closed up 0.94% near $4.99 tril...
$SK Hynix(SKHY.US) SK Hynix missing earnings was not what we needed today in an already high levered memory trade lol
to be fair, the misses were a few billion on revenue and operating profit and had nothing to do with demand as both metrics are still up 2.5x and 5.5x YoYunfortunately taking down the other memory names after hours $Micron Tech(MU.US) $Sandisk(SNDK.US) oil hitting $83 afterhours as we head into FOMC...just ugly headlines back and forth now july has exhausted everyone 😂Source: amit
Three checklist items if you want to buy a stock.
1. Identify your favorite name2. Draw Avwap from Jan 1st of the current year(YTD Avwap)3. If its above then bulls are in control, if its below then bears are in control. Buy the bullish ones, ignore the rest. Examples: $Sandisk(SNDK.US) almost at entry, $Corning(GLW.US) gave up.

Current market sentiment is absolutely unhinged.
1. Do you do anything related to AI? — Sell!2. Do you not do anything to do with AI? — Buy!Brutal market open with semis like $Aehr Test(AEHR.US), $Sandisk(SNDK.US), $Lumentum(LITE.US), $Coherent Corp.(COHR.US) and $Applied Optoelectronics(AAOI.US) all down -10% so far.Rough!$Sandisk(SNDK.US)
If let say dips further Down to $1000, I will get ready to re enter again

So much happening at the same time. Market will have indigestion and become volatile
☕️ [Task Coins Giveaway] Daily Market Talk — Apple Retakes the Crown as Nvidia, SK Hynix Slide
Nvidia's biggest bet is looking shaky. Nvidia (NVDA) sank about 5%, its worst day since February, on fears its reported $250B OpenAI financing guarantee is circular financing in disguise, handing Appl...
I love discounts! Don’t everybody? People rush to buy things (that they can’t even sell back most of the time!) So when there is a discount of the world’s best companies that are valuable and are tradable, what do you do? 😊
☕️ [Task Coins Giveaway] Daily Market Talk — Apple Retakes the Crown as Nvidia, SK Hynix Slide
Nvidia's biggest bet is looking shaky. Nvidia (NVDA) sank about 5%, its worst day since February, on fears its reported $250B OpenAI financing guarantee is circular financing in disguise, handing Appl...
$Micron Tech(MU.US) $CXMT(688825.SH) CXMT (688825.SH) became one of the most closely watched semiconductor listings in China.IPO price: RMB 8.66First-day close: RMB 49.00First-day gain: about 465.82%Market ca...

This is one of those weeks where staying patient may be the best trade. FOMC, GDP, PCE, and Big Tech earnings all land within days of each other. Volatility can spike in both directions, so I’d rather protect capital than force new positions. Sometimes doing nothing is the smartest move.
☕️ [Task Coins Giveaway] Daily Market Talk — Apple Retakes the Crown as Nvidia, SK Hynix Slide
Nvidia's biggest bet is looking shaky. Nvidia (NVDA) sank about 5%, its worst day since February, on fears its reported $250B OpenAI financing guarantee is circular financing in disguise, handing Appl...
For many who hop on to ride the US tech AI driven rally, they felt invincible and kept pushing the expectations higher and higher. Now it seems that "Mr Market" has become a turn coat and the easy money is not to be made at this point in time for their familiar narratives until the Wall Street sets the next narrative they prefer for the run.
☕️ [Task Coins Giveaway] Daily Market Talk — Apple Retakes the Crown as Nvidia, SK Hynix Slide
Nvidia's biggest bet is looking shaky. Nvidia (NVDA) sank about 5%, its worst day since February, on fears its reported $250B OpenAI financing guarantee is circular financing in disguise, handing Appl...