$SanDisk Corp.(SNDK)$ Leopold Aschenbrenner is reportedly up nearly 700% on his position after disclosing a $12.9M stake.
He initially reported the position back in Nov 2025 when shares were around $250.
The big picture takeaway is that this is another example of how timing and early positioning in semis can massively compound when the cycle expands.
Momentum has clearly been strong since then, but the key question now is how much of the move is already priced in after such a vertical run.
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