To The Moon

$SanDisk Corp.(SNDK)$ SanDisk, once a pure-play leader in flash memory solutions, has long been a bellwether in the data storage industry. Its stock performance has historically mirrored broader trends in consumer electronics, enterprise storage demand, and, more importantly, pricing cycles in NAND flash markets. Over the past several months, SanDisk shares have been volatile—plunging after disappointing guidance before staging a remarkable comeback as optimism returned to the semiconductor sector. Investors are now asking: is the margin rebound enough to warrant a buy, or is the stock running ahead of fundamentals? To answer this, we must take a deeper look at SanDisk’s performance trajectory, financial profile, valuation, and market sentiment, w

$Applied Materials(AMAT)$ Applied Materials, one of the world’s leading semiconductor equipment manufacturers, saw its stock experience its sharpest single-day decline since the pandemic-driven selloff of 2020. Despite reporting quarterly results that were not drastically out of line with Wall Street expectations, shares were hammered as investors grappled with a combination of rising trade-related risks, a murkier demand outlook, and heightened concerns over the U.S.–China tariff battle. The sell-off underscores how vulnerable even industry leaders are to global policy shifts and cyclical market forces. For investors, Applied Materials’ tumble raises the question: is this a temporary overreaction that creates a buying opportunity, or does it sign

. ⸻ 1. How my first got into contra trading I first started contra trading with OCBC bank shares many years ago when the stock was trading in the $7–$8 range. 20 years ago My initial trade was 1,000 shares, and I quickly noticed that small price movements of $0.20 to $0.30 could give me $200 to $300 in profits before deducting transaction costs. I adopted a simple “in-and-out” approach — entering when the price was near a short-term support and selling when it hit my short-term target. This method allowed me to build confidence while keeping my trades manageable in size. Over time, I learned to pair this with strict discipline, always knowing my cut-loss level before entering. That early experience taught me the speed, accuracy, and decisiveness required in contra trading, and it has shape