SNDK

Wow, STX hitting a home run for storage stocks at the top of the 1st. Wouldn't be surprised if STX, WDC, SNDK, MU, etc are all up by 100 a share by EOW.

Free money opportunity. MU is much cheaper than SNDK. Honestly, don't know why it isn't already at 15 forward PE.

Don’t know, I don’t have any STX. Just tuned into their earnings because I have MU, SNDK and WDC calls and wanted to get a feel for what to expect with the other memory/storage producers. I imagine most of these are going much higher this year.

STX holy fuck! Hopefully see similar from MU, SNDK, WDC.

SNDK $1000 by EOY

If sndk dumps would that bring down mu or would mu become a flight to safety / quality play? And obvious if sndk beats and pumps mu will get a sympathy pump. Possible free money opportunity brewing..

They barely raised their forecast.  Kind of underwhelmed.    Holding up nicely.   Could support MU and SNDK.

I'm balls deep.  I will be hedging with puts.  It may have some volatility after SNDK reports.   If it drops ill buy the dip.  This easily has a lot of room to run.  I'm not trimming until $520, which I hope is late spring, early summer.  $26 TTm at that point x 20.  Could be higher. 

Sndk can go down 2% i'll allow it

Who had calls on stx? Sndk gonna do the same on thurs

Looks like my bet on STX will be money lost. Doesn't bode well for SNDK and MU.

How we feeling about SNDK earnings this week? They have to beat and have strong guidance, right? I’m needing them to pump another like 20% or am I labubu?

$SNDK earnings Thursday They are going to giga beat imo

Bro $SNDK, $WDC, $APLD MADE GENERATIONAL WEALTH INSANE

SNDK will be $1000 before the end of the year

Up $900 today after being down $300 yesterday so net positive for the week so far. Could get some bigger gains if SNDK would get off its ass and blast through 500 instead of insta rejecting there…

Yeah my MU calls doing well, SNDK not so much.

Can we get sum juice $SNDK

New MAG 7, mu, sndk, slv, gld, gdx, usar, asts.

MU rock hard, SNDK limp

Another lack luster day for SNDK at least my $500 banbet hit!

i love sndk puts fuck!

I’m super bullish on all of those but IV crush is going to be insane for SNDK and MU on Friday. Godspeed

Grabbed SLV, SNDK, MU and a few 700c for SPY for eow today. Going to see how these play out

Why did I buy SNDK near the top 🤦‍♂️

We not gonna talk about the SNDK short squeeze potential? - Total shares outstanding at 146.55M - 83.39% institutional ownership of shares - Shares short by year end of 2025 at 8.82M when it was at 275 Total SNDK float is 24M shares, and shares short are at 8.82: 33% of the float at EOY 2025, and SNDK hasn't exactly been dropping since the year has started due to the memory supercycle.

Ah yes as usual sndk and mu go for ath while rest of market drops

Scalped 5k from sndk, mu today. I have no idea what to invest in long term though atm

MU, SNDK, STX and WDC all pumping today, easy leg up for memory/storage like always, its the one and only play for 2026 still imo

These SNDK 500 Calls for the end of the week earnings report got me sweatin, Fam. But we do seem to be in bool mode.

Need MU and SNDK to keep pushing.

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SNDK VERTICAL

hoily sheet SNDK

Holding SNDK through earnings (easiest -20% I’ve ever seen)

Sold sndk for a loss yesterday and now it's pumping

$SNDK puts was a bad idea

Why SNDK no pump like MU?

STX WDC and SNDK earnings this week, probably all are gonna crush it, and then including MU this entire sector legs up again

SNDK and MU finally embarking the right direction, straight to Neptune 🚀🚀

Think SNDK has topped. If they have pre sold all their 2026 capacity, their revenue is priced in. Only way for them to have good guidance is to increase price, or announce HBF.

Gf: What are you thinking about? # Me: I’ve decided to hold my MU calls through SNDK earnings this week and 🥭 pumped them even more with tariffs on S. Korea which hurts their competitors Samsung and SK Hynix. It’s pretty crazy lol # Gf: You’re not thinking about my roommate Cindy are you? 😡 # Me: 🫩

could use a +$40 day for MU and SNDK before STX earnings aftermarket tomorrow.

You probably have SNDK and MU calls too..

no, i didnt read about any tariffs on memory specifically, the tariffs only apply to specific sk exports. it's really just a momentum play fueled by the memory shortage. also sndk reports earnings in 3 days so expect some volatility.

im only playing mu and a tiny bit of sndk but i think western digital and seagate are alternatives

I’m bought SNDK calls Friday and had to average down today. I knew it was a bad idea but fully committed now

SNDK too

SNDK Thursday

Goddamn i held my sndk for too long and sold my spy calls too early. Holding my losers too long and holding my winners for too short seems to be the problem