$SanDisk Corp.(SNDK)$ Can we s-To The Moon - Tiger Brokers Online Investing Community - To The Moon

$SanDisk Corp.(SNDK)$

Can we see 1850 and 1900? If yes, next week 2000. Let's go! 🚀🚀🚀

- this is not financial advice

Two-Thirds of Next Year's Capacity Already Sold — Who's Still Shorting Memory?

Memory led Tuesday's rally as the Nasdaq closed at a record: SanDisk +6.82% to $1,887.04, Micron +5.00% to $1,096.16, SK Hynix +3.45% to $195.37. Rosenblatt started SanDisk at Buy, target $2,400, and about two-thirds of its next-year capacity is already contracted; Bernstein puts Samsung's Q3 HBM revenue up 72% QoQ. Bears had their own headlines: Michael Burry added to his Micron short on Acer's supply warning, and Micron's $25B Taiwan fab faces a possible strike — the stock rose anyway. Selling next year's capacity now: locking in profit, or borrowing from the upside?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

jazzyloo
08-17
jazzyloo
2000 looks doable, memory turn feels stronger than people thought. You think 1900 gets tagged first?

Leave a comment

1

9

30

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":597819647239744,"tweetId":"597819647239744","gmtCreate":1786978754806,"gmtModify":1786978758692,"author":{"id":4106990246840070,"idStr":"4106990246840070","authorId":4106990246840070,"authorIdStr":"4106990246840070","name":"P.Dwayne","avatar":"https://static.itradeup.com/news/876cd5c42f09d34ebd50f6e9490eb04a","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"hat":"https://static.tigerbbs.com/f84859c65fc2d7681e28f6b8e9b0535a","crmLevel":12,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"44212b71d0be4ec88898348dbe882e03-3","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"President Tiger","description":"The transaction amount of the securities account reaches $1,000,000","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.07.02","exceedPercentage":"93.57%","individualDisplayEnabled":0},"individualDisplayBadges":[],"wearingBadges":[{"categoryType":1101,"badgeId":"44212b71d0be4ec88898348dbe882e03-3","name":"President Tiger","description":"The transaction amount of the securities account reaches $1,000,000","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000,"sortingWeight":0,"wearable":0}],"fanSize":45,"starInvestorFlag":false},"themes":[{"themeId":"228f7dbe92224ab7969df668216f4d7f","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"Two-Thirds of Next Year's Capacity Already Sold — Who's Still Shorting Memory?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":228f7dbe92224ab7969df668216f4d7f}&rnconfig={\"headerBarHidden\": true}","description":"Memory led Tuesday's rally as the Nasdaq closed at a record: SanDisk +6.82% to $1,887.04, Micron +5.00% to $1,096.16, SK Hynix +3.45% to $195.37. Rosenblatt started SanDisk at Buy, target $2,400, and about two-thirds of its next-year capacity is already contracted; Bernstein puts Samsung's Q3 HBM revenue up 72% QoQ. Bears had their own headlines: Michael Burry added to his Micron short on Acer's supply warning, and Micron's $25B Taiwan fab faces a possible strike — the stock rose anyway. Selling next year's capacity now: locking in profit, or borrowing from the upside?\n\n","image":"https://community-static.tradeup.com/news/c4d4b65daedcd952235a3f085db4d033"}],"images":[{"img":"https://community-static.tradeup.com/news/03fc526d62374217f866cf3371ad73ea","width":"1074","height":"1644"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/03fc526d62374217f866cf3371ad73ea","width":"1074","height":"1644"}],"title":"","html":"<html><head></head><body><a href=\"https://ttm.financial/S/SNDK\">$SanDisk Corp.(SNDK)$&nbsp;</a><v-v data-views=\"1\"></v-v>\n<p>Can we see 1850 and 1900? If yes, next week 2000. Let's go! 🚀🚀🚀</p>\n<p>- this is not financial advice</p><img src=\"https://community-static.tradeup.com/news/03fc526d62374217f866cf3371ad73ea\" tg-width=\"1074\" tg-height=\"1644\"></body></html>","htmlText":"<html><head></head><body><a href=\"https://ttm.financial/S/SNDK\">$SanDisk Corp.(SNDK)$&nbsp;</a><v-v data-views=\"1\"></v-v>\n<p>Can we see 1850 and 1900? If yes, next week 2000. Let's go! 🚀🚀🚀</p>\n<p>- this is not financial advice</p><img src=\"https://community-static.tradeup.com/news/03fc526d62374217f866cf3371ad73ea\" tg-width=\"1074\" tg-height=\"1644\"></body></html>","text":"$SanDisk Corp.(SNDK)$ Can we see 1850 and 1900? If yes, next week 2000. Let's go! 🚀🚀🚀 - this is not financial advice","highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":30,"favoriteSize":0,"link":"https://ttm.financial/post/597819647239744","repostId":0,"isVote":1,"tweetType":1,"viewCount":2954,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["SNDK"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":["晒单贴"],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":98,"optionInvolvedFlag":true,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":597827760674384,"commentId":"597827760674384","gmtCreate":1786980736148,"gmtModify":1787036936192,"authorId":9000000000000377,"author":{"id":9000000000000377,"idStr":"9000000000000377","authorId":9000000000000377,"name":"jazzyloo","avatar":"https://static.tigerbbs.com/044204312867823a740269f5d67bd7c4","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":597819647239744,"objectIdStr":"597819647239744","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"2000 looks doable, memory turn feels stronger than people thought. You think 1900 gets tagged first?","text":"2000 looks doable, memory turn feels stronger than people thought. You think 1900 gets tagged first?","html":"2000 looks doable, memory turn feels stronger than people thought. You think 1900 gets tagged first?","likeSize":2,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/597819647239744"}