Micron Plunges 10%! Is Memory Now Overvalued?

17:47

US Stocks Under a Strong Dollar: Defensive Positioning with Options and Short Strategies

In a stock market environment with ambiguous directionality and persistent consolidation, capital flow data often serves as the primary reference indicator for traders because these data are more authentic than sentiment. In last week's market liquidity data, we discovered: capital is accelerating its flight from US stocks, especially the seven major tech stocks tracked by Goldman Sachs, where the traces of institutional capital withdrawal are already quite clear. Moreover, the overall net capital flow of individual US stocks is once again showing an expanding outflow. In the latest weekly data of institutional capital inflows and outflows for major seats compiled by Goldman Sachs, massive amounts of capital are fleeing US tech stocks, particularly the 7 star tech stocks:

US Stocks Under a Strong Dollar: Defensive Positioning with Options and Short Strategies

TigerOptions

18:14

Why Micron Crash Testing Ai Trade

$Micron Technology(MU)$ just did something rare: it beat earnings by one of the widest margins in its history, ripped 15%+ higher on the print — and then handed almost the entire move back within days. On Wednesday, the stock fell more than 10% in a single session. It wasn't alone. $SanDisk Corp.(SNDK)$ dropped a similar amount. $Advanced Micro Devices(AMD)$ lost close to 7%. $Intel(INTC)$ fell 9%. $Applied Materials(AMAT)$ dropped 10%. The VanEck Semiconductor ETF, a basket of the industry's biggest names, shed over 5% in one day. And by Thursday morning, the damage had jumped con

Why Micron Crash Testing Ai Trade

Ken TAN

18:30

check this out, value for money

Young on stocks

07-01 21:09

Why Does Bernstein Think $SNDK Could Be Worth $4,400? The Price Target Isn't the Most Interesting Part.

Bernstein just released what I think is one of the most important research notes on the memory industry this year. $纳指100ETF(QQQ)$ $闪迪(SNDK)$ Most headlines focused on one number: A Bull Case valuation of $4,400 for SanDisk. But in my opinion, that's not the real takeaway. The report spends far more time explaining why this memory cycle may be fundamentally different from every cycle before it. A year ago, when SanDisk was trading a fraction of today's valuation and most investors still viewed NAND as a deeply cyclical commodity business, Bernstein was one of the very first firms on Wall Street to publish a $1,000 price target. Back then, many thought it was far too aggressive. Looking back, they were simp

Why Does Bernstein Think $SNDK Could Be Worth $4,400? The Price Target Isn't the Most Interesting Part.

Pinkspider

07-01 12:33

TRADE PLAN for Wednesday 📈 $SPX closed right near the 7500 resistance. It looks like SPX new all time highs in play in July if it can breakout above 7500. SPX July 1 7530C can work above 7500 $SNDK 2500 coming, massive move today.. up 200+ points.. $MU next if it can get through 1160+. MU July 2 1250C can work above 1160 $QQQ winding up for all time highs at 748.. We should see QQQ 800 and SPX 8000 on the next leg higher in the market.

Gehlot

06-30 11:44

$SanDisk Corp.(SNDK)$ $SNDK’s Turnaround Has Been Nothing Short of Extraordinary Just over a year ago, $SNDK was viewed as a low-end NAND memory business facing weak demand. After being spun off from $WDC with an initial valuation of around $5 billion, expectations were modest. Fast forward to Q2 2026, and the landscape has changed dramatically. Explosive AI-driven demand for memory has fueled a sharp rise in NAND pricing, sending the stock soaring by an astonishing 5,708%. At the same time, the company has delivered an exceptional 61% net profit margin, highlighting the strength of its transformation. Today, $SNDK commands a market capitalization of approximately $310 billion, making it one of the most remarkable AI-driven turnaround

ginnifer

07-01 00:36

$Tradr 2X Long SNDK Daily ETF(SNXX)$ 1 day snipe w jason the G

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Is Memory Now Overvalued?","tweetAmount":14,"imageIsDefault":false,"aiDerivativeIssues":[]},"tab":"essen","allList":[{"id":581460360787208,"gmtCreate":1782988204063,"gmtModify":1782988207021,"author":{"id":"4207187837998612","authorId":"4207187837998612","name":"Ken TAN","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4207187837998612","idStr":"4207187837998612"},"themes":[],"title":"","htmlText":"check this out, value for money","listText":"check this out, value for money","text":"check this out, value for money","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/581460360787208","isVote":1,"tweetType":1,"viewCount":45,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":581456558744856,"gmtCreate":1782987275966,"gmtModify":1782988453490,"author":{"id":"3572212908677301","authorId":"3572212908677301","name":"TigerOptions","avatar":"https://community-static.tradeup.com/news/20925853481806adc78dcdfe25f2fe89","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572212908677301","idStr":"3572212908677301"},"themes":[],"title":"Why Micron Crash Testing Ai Trade","htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> just did something rare: it beat earnings by one of the widest margins in its history, ripped 15%+ higher on the print — and then handed almost the entire move back within days. On Wednesday, the stock fell more than 10% in a single session. It wasn't alone. <a href=\"https://ttm.financial/S/SNDK\">$SanDisk Corp.(SNDK)$</a> dropped a similar amount. <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> lost close to 7%. <a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a> fell 9%. <a href=\"https://ttm.financial/S/AMAT\">$Applied Materials(AMAT)$</a> dropped 10%. The VanEck Semiconductor ETF, a basket of the industry's biggest names, shed over 5% in one day. And by Thursday morning, the damage had jumped con","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> just did something rare: it beat earnings by one of the widest margins in its history, ripped 15%+ higher on the print — and then handed almost the entire move back within days. On Wednesday, the stock fell more than 10% in a single session. It wasn't alone. <a href=\"https://ttm.financial/S/SNDK\">$SanDisk Corp.(SNDK)$</a> dropped a similar amount. <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> lost close to 7%. <a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a> fell 9%. <a href=\"https://ttm.financial/S/AMAT\">$Applied Materials(AMAT)$</a> dropped 10%. The VanEck Semiconductor ETF, a basket of the industry's biggest names, shed over 5% in one day. And by Thursday morning, the damage had jumped con","text":"$Micron Technology(MU)$ just did something rare: it beat earnings by one of the widest margins in its history, ripped 15%+ higher on the print — and then handed almost the entire move back within days. On Wednesday, the stock fell more than 10% in a single session. It wasn't alone. $SanDisk Corp.(SNDK)$ dropped a similar amount. $Advanced Micro Devices(AMD)$ lost close to 7%. $Intel(INTC)$ fell 9%. $Applied Materials(AMAT)$ dropped 10%. The VanEck Semiconductor ETF, a basket of the industry's biggest names, shed over 5% in one day. And by Thursday morning, the damage had jumped con","images":[{"img":"https://community-static.tradeup.com/news/0fb7dfe587676ab5d563105ce90bc637","width":"1024","height":"1024"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/581456558744856","isVote":1,"tweetType":1,"viewCount":625,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},{"id":581447331213432,"gmtCreate":1782985671785,"gmtModify":1782995088266,"author":{"id":"3491416357875149","authorId":"3491416357875149","name":"Owen_Tradinghouse","avatar":"https://static.tigerbbs.com/e18f8a3a764631dcc921c6316d840259","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3491416357875149","idStr":"3491416357875149"},"themes":[],"title":"US Stocks Under a Strong Dollar: Defensive Positioning with Options and Short Strategies","htmlText":"In a stock market environment with ambiguous directionality and persistent consolidation, capital flow data often serves as the primary reference indicator for traders because these data are more authentic than sentiment. 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The Price Target Isn't the Most Interesting Part.","htmlText":"Bernstein just released what I think is one of the most important research notes on the memory industry this year. <a href=\"https://ttm.financial/S/QQQ\">$纳指100ETF(QQQ)$</a> <a href=\"https://ttm.financial/S/SNDK\">$闪迪(SNDK)$</a> Most headlines focused on one number: A Bull Case valuation of $4,400 for SanDisk. But in my opinion, that's not the real takeaway. The report spends far more time explaining why this memory cycle may be fundamentally different from every cycle before it. A year ago, when SanDisk was trading a fraction of today's valuation and most investors still viewed NAND as a deeply cyclical commodity business, Bernstein was one of the very first firms on Wall Street to publish a $1,000 price target. Back then, many thought it was far too aggressive. Looking back, they were simp","listText":"Bernstein just released what I think is one of the most important research notes on the memory industry this year. <a href=\"https://ttm.financial/S/QQQ\">$纳指100ETF(QQQ)$</a> <a href=\"https://ttm.financial/S/SNDK\">$闪迪(SNDK)$</a> Most headlines focused on one number: A Bull Case valuation of $4,400 for SanDisk. But in my opinion, that's not the real takeaway. The report spends far more time explaining why this memory cycle may be fundamentally different from every cycle before it. A year ago, when SanDisk was trading a fraction of today's valuation and most investors still viewed NAND as a deeply cyclical commodity business, Bernstein was one of the very first firms on Wall Street to publish a $1,000 price target. Back then, many thought it was far too aggressive. Looking back, they were simp","text":"Bernstein just released what I think is one of the most important research notes on the memory industry this year. $纳指100ETF(QQQ)$ $闪迪(SNDK)$ Most headlines focused on one number: A Bull Case valuation of $4,400 for SanDisk. But in my opinion, that's not the real takeaway. The report spends far more time explaining why this memory cycle may be fundamentally different from every cycle before it. A year ago, when SanDisk was trading a fraction of today's valuation and most investors still viewed NAND as a deeply cyclical commodity business, Bernstein was one of the very first firms on Wall Street to publish a $1,000 price target. Back then, many thought it was far too aggressive. Looking back, they were simp","images":[{"img":"https://community-static.tradeup.com/news/07031698d9ceeb2e42adfe5424b3f063","width":"1162","height":"1219"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":46,"commentSize":0,"repostSize":5,"link":"https://ttm.financial/post/581145431805952","isVote":2,"tweetType":1,"viewCount":703,"authorTweetTopStatus":1,"verified":2,"vote":{"id":5507,"gmtBegin":1782911388247,"gmtEnd":1783516108425,"type":1,"upper":1,"title":"what is worth for SNDK in the end of2026","choices":[{"id":19036,"sort":1,"name":"over 4000","userSize":4,"voted":false},{"id":19037,"sort":2,"name":"2000~4000","userSize":14,"voted":false},{"id":19038,"sort":3,"name":"3000~4000","userSize":2,"voted":false}]},"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":581018258547928,"gmtCreate":1782880405312,"gmtModify":1782900454063,"author":{"id":"3563842318594455","authorId":"3563842318594455","name":"Pinkspider","avatar":"https://community-static.tradeup.com/news/e0565d03e7bb12de8354f73b564d08be","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3563842318594455","idStr":"3563842318594455"},"themes":[],"title":"","htmlText":"TRADE PLAN for Wednesday 📈 $SPX closed right near the 7500 resistance. It looks like SPX new all time highs in play in July if it can breakout above 7500. SPX July 1 7530C can work above 7500 $SNDK 2500 coming, massive move today.. up 200+ points.. $MU next if it can get through 1160+. MU July 2 1250C can work above 1160 $QQQ winding up for all time highs at 748.. We should see QQQ 800 and SPX 8000 on the next leg higher in the market.","listText":"TRADE PLAN for Wednesday 📈 $SPX closed right near the 7500 resistance. It looks like SPX new all time highs in play in July if it can breakout above 7500. SPX July 1 7530C can work above 7500 $SNDK 2500 coming, massive move today.. up 200+ points.. $MU next if it can get through 1160+. MU July 2 1250C can work above 1160 $QQQ winding up for all time highs at 748.. We should see QQQ 800 and SPX 8000 on the next leg higher in the market.","text":"TRADE PLAN for Wednesday 📈 $SPX closed right near the 7500 resistance. It looks like SPX new all time highs in play in July if it can breakout above 7500. SPX July 1 7530C can work above 7500 $SNDK 2500 coming, massive move today.. up 200+ points.. $MU next if it can get through 1160+. MU July 2 1250C can work above 1160 $QQQ winding up for all time highs at 748.. We should see QQQ 800 and SPX 8000 on the next leg higher in the market.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/581018258547928","isVote":1,"tweetType":1,"viewCount":162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":580842378662184,"gmtCreate":1782837406568,"gmtModify":1782900454105,"author":{"id":"4115786506282722","authorId":"4115786506282722","name":"ginnifer","avatar":"https://community-static.tradeup.com/news/f1783b98e12b782353c6bbc247582d71","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4115786506282722","idStr":"4115786506282722"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SNXX\">$Tradr 2X Long SNDK Daily ETF(SNXX)$</a> 1 day snipe&nbsp;w jason the G","listText":"<a href=\"https://ttm.financial/S/SNXX\">$Tradr 2X Long SNDK Daily ETF(SNXX)$</a> 1 day snipe&nbsp;w jason the G","text":"$Tradr 2X Long SNDK Daily ETF(SNXX)$ 1 day snipe w jason the G","images":[{"img":"https://community-static.tradeup.com/news/f87883f441c008db80902d164f63239b","width":"1074","height":"1644"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/580842378662184","isVote":1,"tweetType":1,"viewCount":162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":580652640026920,"gmtCreate":1782791083659,"gmtModify":1782900454156,"author":{"id":"4184660311217232","authorId":"4184660311217232","name":"Gehlot","avatar":"https://community-static.tradeup.com/news/53dc63242823ec77ec80ac52b1cdf5e2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4184660311217232","idStr":"4184660311217232"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SNDK\">$SanDisk Corp.(SNDK)$&nbsp;</a>&nbsp; $SNDK’s Turnaround Has Been Nothing Short of Extraordinary Just over a year ago, $SNDK was viewed as a low-end NAND memory business facing weak demand. After being spun off from $WDC with an initial valuation of around $5 billion, expectations were modest. Fast forward to Q2 2026, and the landscape has changed dramatically. Explosive AI-driven demand for memory has fueled a sharp rise in NAND pricing, sending the stock soaring by an astonishing 5,708%. At the same time, the company has delivered an exceptional 61% net profit margin, highlighting the strength of its transformation. Today, $SNDK commands a market capitalization of approximately $310 billion, making it one of the most remarkable AI-driven turnaround","listText":"<a href=\"https://ttm.financial/S/SNDK\">$SanDisk Corp.(SNDK)$&nbsp;</a>&nbsp; $SNDK’s Turnaround Has Been Nothing Short of Extraordinary Just over a year ago, $SNDK was viewed as a low-end NAND memory business facing weak demand. After being spun off from $WDC with an initial valuation of around $5 billion, expectations were modest. Fast forward to Q2 2026, and the landscape has changed dramatically. Explosive AI-driven demand for memory has fueled a sharp rise in NAND pricing, sending the stock soaring by an astonishing 5,708%. At the same time, the company has delivered an exceptional 61% net profit margin, highlighting the strength of its transformation. Today, $SNDK commands a market capitalization of approximately $310 billion, making it one of the most remarkable AI-driven turnaround","text":"$SanDisk Corp.(SNDK)$ $SNDK’s Turnaround Has Been Nothing Short of Extraordinary Just over a year ago, $SNDK was viewed as a low-end NAND memory business facing weak demand. After being spun off from $WDC with an initial valuation of around $5 billion, expectations were modest. Fast forward to Q2 2026, and the landscape has changed dramatically. Explosive AI-driven demand for memory has fueled a sharp rise in NAND pricing, sending the stock soaring by an astonishing 5,708%. At the same time, the company has delivered an exceptional 61% net profit margin, highlighting the strength of its transformation. Today, $SNDK commands a market capitalization of approximately $310 billion, making it one of the most remarkable AI-driven turnaround","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/580652640026920","isVote":1,"tweetType":1,"viewCount":304,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4088555865224950","authorId":"4088555865224950","name":"Merlin Spear","avatar":"https://static.tigerbbs.com/a4148d32bdc2876cba031551925cd7e2","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4088555865224950","idStr":"4088555865224950"},"content":"Why hasnt it crash yet like all meme stocks","text":"Why hasnt it crash yet like all meme stocks","html":"Why hasnt it crash yet like all meme stocks"}],"imageCount":0,"langContent":"EN","totalScore":0}],"essenList":[{"id":581447331213432,"gmtCreate":1782985671785,"gmtModify":1782995088266,"author":{"id":"3491416357875149","authorId":"3491416357875149","name":"Owen_Tradinghouse","avatar":"https://static.tigerbbs.com/e18f8a3a764631dcc921c6316d840259","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3491416357875149","idStr":"3491416357875149"},"themes":[],"title":"US Stocks Under a Strong Dollar: Defensive Positioning with Options and Short Strategies","htmlText":"In a stock market environment with ambiguous directionality and persistent consolidation, capital flow data often serves as the primary reference indicator for traders because these data are more authentic than sentiment. In last week's market liquidity data, we discovered: capital is accelerating its flight from US stocks, especially the seven major tech stocks tracked by Goldman Sachs, where the traces of institutional capital withdrawal are already quite clear. Moreover, the overall net capital flow of individual US stocks is once again showing an expanding outflow. In the latest weekly data of institutional capital inflows and outflows for major seats compiled by Goldman Sachs, massive amounts of capital are fleeing US tech stocks, particularly the 7 star tech stocks:","listText":"In a stock market environment with ambiguous directionality and persistent consolidation, capital flow data often serves as the primary reference indicator for traders because these data are more authentic than sentiment. In last week's market liquidity data, we discovered: capital is accelerating its flight from US stocks, especially the seven major tech stocks tracked by Goldman Sachs, where the traces of institutional capital withdrawal are already quite clear. Moreover, the overall net capital flow of individual US stocks is once again showing an expanding outflow. In the latest weekly data of institutional capital inflows and outflows for major seats compiled by Goldman Sachs, massive amounts of capital are fleeing US tech stocks, particularly the 7 star tech stocks:","text":"In a stock market environment with ambiguous directionality and persistent consolidation, capital flow data often serves as the primary reference indicator for traders because these data are more authentic than sentiment. In last week's market liquidity data, we discovered: capital is accelerating its flight from US stocks, especially the seven major tech stocks tracked by Goldman Sachs, where the traces of institutional capital withdrawal are already quite clear. Moreover, the overall net capital flow of individual US stocks is once again showing an expanding outflow. In the latest weekly data of institutional capital inflows and outflows for major seats compiled by Goldman Sachs, massive amounts of capital are fleeing US tech stocks, particularly the 7 star tech stocks:","images":[{"img":"https://community-static.tradeup.com/news/1f2d6bea34f9cfde3d8bce68001d4339","width":"865","height":"348"},{"img":"https://community-static.tradeup.com/news/ce40d4f6f5c9acb117b3d6c40384c7cd","width":"865","height":"356"},{"img":"https://community-static.tradeup.com/news/fc4aa00f38fd1e517763735f9c4c3eaf","width":"865","height":"387"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":208,"commentSize":0,"repostSize":10,"link":"https://ttm.financial/post/581447331213432","isVote":1,"tweetType":1,"viewCount":732,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":11,"langContent":"EN","totalScore":0},{"id":581456558744856,"gmtCreate":1782987275966,"gmtModify":1782988453490,"author":{"id":"3572212908677301","authorId":"3572212908677301","name":"TigerOptions","avatar":"https://community-static.tradeup.com/news/20925853481806adc78dcdfe25f2fe89","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572212908677301","idStr":"3572212908677301"},"themes":[],"title":"Why Micron Crash Testing Ai Trade","htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> just did something rare: it beat earnings by one of the widest margins in its history, ripped 15%+ higher on the print — and then handed almost the entire move back within days. On Wednesday, the stock fell more than 10% in a single session. It wasn't alone. <a href=\"https://ttm.financial/S/SNDK\">$SanDisk Corp.(SNDK)$</a> dropped a similar amount. <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> lost close to 7%. <a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a> fell 9%. <a href=\"https://ttm.financial/S/AMAT\">$Applied Materials(AMAT)$</a> dropped 10%. The VanEck Semiconductor ETF, a basket of the industry's biggest names, shed over 5% in one day. And by Thursday morning, the damage had jumped con","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> just did something rare: it beat earnings by one of the widest margins in its history, ripped 15%+ higher on the print — and then handed almost the entire move back within days. On Wednesday, the stock fell more than 10% in a single session. It wasn't alone. <a href=\"https://ttm.financial/S/SNDK\">$SanDisk Corp.(SNDK)$</a> dropped a similar amount. <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> lost close to 7%. <a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a> fell 9%. <a href=\"https://ttm.financial/S/AMAT\">$Applied Materials(AMAT)$</a> dropped 10%. The VanEck Semiconductor ETF, a basket of the industry's biggest names, shed over 5% in one day. And by Thursday morning, the damage had jumped con","text":"$Micron Technology(MU)$ just did something rare: it beat earnings by one of the widest margins in its history, ripped 15%+ higher on the print — and then handed almost the entire move back within days. On Wednesday, the stock fell more than 10% in a single session. It wasn't alone. $SanDisk Corp.(SNDK)$ dropped a similar amount. $Advanced Micro Devices(AMD)$ lost close to 7%. $Intel(INTC)$ fell 9%. $Applied Materials(AMAT)$ dropped 10%. The VanEck Semiconductor ETF, a basket of the industry's biggest names, shed over 5% in one day. And by Thursday morning, the damage had jumped con","images":[{"img":"https://community-static.tradeup.com/news/0fb7dfe587676ab5d563105ce90bc637","width":"1024","height":"1024"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/581456558744856","isVote":1,"tweetType":1,"viewCount":625,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},{"id":581460360787208,"gmtCreate":1782988204063,"gmtModify":1782988207021,"author":{"id":"4207187837998612","authorId":"4207187837998612","name":"Ken TAN","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4207187837998612","idStr":"4207187837998612"},"themes":[],"title":"","htmlText":"check this out, value for money","listText":"check this out, value for money","text":"check this out, value for money","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/581460360787208","isVote":1,"tweetType":1,"viewCount":45,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":581145431805952,"gmtCreate":1782911388248,"gmtModify":1782983050764,"author":{"id":"4245312935821372","authorId":"4245312935821372","name":"Young on stocks","avatar":"https://community-static.tradeup.com/news/dfb4799002b9db1320239f93b5eb7bfe","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4245312935821372","idStr":"4245312935821372"},"themes":[],"title":"Why Does Bernstein Think $SNDK Could Be Worth $4,400? The Price Target Isn't the Most Interesting Part.","htmlText":"Bernstein just released what I think is one of the most important research notes on the memory industry this year. <a href=\"https://ttm.financial/S/QQQ\">$纳指100ETF(QQQ)$</a> <a href=\"https://ttm.financial/S/SNDK\">$闪迪(SNDK)$</a> Most headlines focused on one number: A Bull Case valuation of $4,400 for SanDisk. But in my opinion, that's not the real takeaway. The report spends far more time explaining why this memory cycle may be fundamentally different from every cycle before it. A year ago, when SanDisk was trading a fraction of today's valuation and most investors still viewed NAND as a deeply cyclical commodity business, Bernstein was one of the very first firms on Wall Street to publish a $1,000 price target. Back then, many thought it was far too aggressive. Looking back, they were simp","listText":"Bernstein just released what I think is one of the most important research notes on the memory industry this year. <a href=\"https://ttm.financial/S/QQQ\">$纳指100ETF(QQQ)$</a> <a href=\"https://ttm.financial/S/SNDK\">$闪迪(SNDK)$</a> Most headlines focused on one number: A Bull Case valuation of $4,400 for SanDisk. But in my opinion, that's not the real takeaway. The report spends far more time explaining why this memory cycle may be fundamentally different from every cycle before it. A year ago, when SanDisk was trading a fraction of today's valuation and most investors still viewed NAND as a deeply cyclical commodity business, Bernstein was one of the very first firms on Wall Street to publish a $1,000 price target. Back then, many thought it was far too aggressive. Looking back, they were simp","text":"Bernstein just released what I think is one of the most important research notes on the memory industry this year. $纳指100ETF(QQQ)$ $闪迪(SNDK)$ Most headlines focused on one number: A Bull Case valuation of $4,400 for SanDisk. But in my opinion, that's not the real takeaway. The report spends far more time explaining why this memory cycle may be fundamentally different from every cycle before it. A year ago, when SanDisk was trading a fraction of today's valuation and most investors still viewed NAND as a deeply cyclical commodity business, Bernstein was one of the very first firms on Wall Street to publish a $1,000 price target. Back then, many thought it was far too aggressive. Looking back, they were simp","images":[{"img":"https://community-static.tradeup.com/news/07031698d9ceeb2e42adfe5424b3f063","width":"1162","height":"1219"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":46,"commentSize":0,"repostSize":5,"link":"https://ttm.financial/post/581145431805952","isVote":2,"tweetType":1,"viewCount":703,"authorTweetTopStatus":1,"verified":2,"vote":{"id":5507,"gmtBegin":1782911388247,"gmtEnd":1783516108425,"type":1,"upper":1,"title":"what is worth for SNDK in the end of2026","choices":[{"id":19036,"sort":1,"name":"over 4000","userSize":4,"voted":false},{"id":19037,"sort":2,"name":"2000~4000","userSize":14,"voted":false},{"id":19038,"sort":3,"name":"3000~4000","userSize":2,"voted":false}]},"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":581018258547928,"gmtCreate":1782880405312,"gmtModify":1782900454063,"author":{"id":"3563842318594455","authorId":"3563842318594455","name":"Pinkspider","avatar":"https://community-static.tradeup.com/news/e0565d03e7bb12de8354f73b564d08be","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3563842318594455","idStr":"3563842318594455"},"themes":[],"title":"","htmlText":"TRADE PLAN for Wednesday 📈 $SPX closed right near the 7500 resistance. It looks like SPX new all time highs in play in July if it can breakout above 7500. SPX July 1 7530C can work above 7500 $SNDK 2500 coming, massive move today.. up 200+ points.. $MU next if it can get through 1160+. MU July 2 1250C can work above 1160 $QQQ winding up for all time highs at 748.. We should see QQQ 800 and SPX 8000 on the next leg higher in the market.","listText":"TRADE PLAN for Wednesday 📈 $SPX closed right near the 7500 resistance. It looks like SPX new all time highs in play in July if it can breakout above 7500. SPX July 1 7530C can work above 7500 $SNDK 2500 coming, massive move today.. up 200+ points.. $MU next if it can get through 1160+. MU July 2 1250C can work above 1160 $QQQ winding up for all time highs at 748.. We should see QQQ 800 and SPX 8000 on the next leg higher in the market.","text":"TRADE PLAN for Wednesday 📈 $SPX closed right near the 7500 resistance. It looks like SPX new all time highs in play in July if it can breakout above 7500. SPX July 1 7530C can work above 7500 $SNDK 2500 coming, massive move today.. up 200+ points.. $MU next if it can get through 1160+. MU July 2 1250C can work above 1160 $QQQ winding up for all time highs at 748.. We should see QQQ 800 and SPX 8000 on the next leg higher in the market.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/581018258547928","isVote":1,"tweetType":1,"viewCount":162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":580652640026920,"gmtCreate":1782791083659,"gmtModify":1782900454156,"author":{"id":"4184660311217232","authorId":"4184660311217232","name":"Gehlot","avatar":"https://community-static.tradeup.com/news/53dc63242823ec77ec80ac52b1cdf5e2","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4184660311217232","idStr":"4184660311217232"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SNDK\">$SanDisk Corp.(SNDK)$&nbsp;</a>&nbsp; $SNDK’s Turnaround Has Been Nothing Short of Extraordinary Just over a year ago, $SNDK was viewed as a low-end NAND memory business facing weak demand. After being spun off from $WDC with an initial valuation of around $5 billion, expectations were modest. Fast forward to Q2 2026, and the landscape has changed dramatically. Explosive AI-driven demand for memory has fueled a sharp rise in NAND pricing, sending the stock soaring by an astonishing 5,708%. At the same time, the company has delivered an exceptional 61% net profit margin, highlighting the strength of its transformation. Today, $SNDK commands a market capitalization of approximately $310 billion, making it one of the most remarkable AI-driven turnaround","listText":"<a href=\"https://ttm.financial/S/SNDK\">$SanDisk Corp.(SNDK)$&nbsp;</a>&nbsp; $SNDK’s Turnaround Has Been Nothing Short of Extraordinary Just over a year ago, $SNDK was viewed as a low-end NAND memory business facing weak demand. After being spun off from $WDC with an initial valuation of around $5 billion, expectations were modest. Fast forward to Q2 2026, and the landscape has changed dramatically. Explosive AI-driven demand for memory has fueled a sharp rise in NAND pricing, sending the stock soaring by an astonishing 5,708%. At the same time, the company has delivered an exceptional 61% net profit margin, highlighting the strength of its transformation. Today, $SNDK commands a market capitalization of approximately $310 billion, making it one of the most remarkable AI-driven turnaround","text":"$SanDisk Corp.(SNDK)$ $SNDK’s Turnaround Has Been Nothing Short of Extraordinary Just over a year ago, $SNDK was viewed as a low-end NAND memory business facing weak demand. After being spun off from $WDC with an initial valuation of around $5 billion, expectations were modest. Fast forward to Q2 2026, and the landscape has changed dramatically. Explosive AI-driven demand for memory has fueled a sharp rise in NAND pricing, sending the stock soaring by an astonishing 5,708%. At the same time, the company has delivered an exceptional 61% net profit margin, highlighting the strength of its transformation. Today, $SNDK commands a market capitalization of approximately $310 billion, making it one of the most remarkable AI-driven turnaround","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/580652640026920","isVote":1,"tweetType":1,"viewCount":304,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4088555865224950","authorId":"4088555865224950","name":"Merlin Spear","avatar":"https://static.tigerbbs.com/a4148d32bdc2876cba031551925cd7e2","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4088555865224950","idStr":"4088555865224950"},"content":"Why hasnt it crash yet like all meme stocks","text":"Why hasnt it crash yet like all meme stocks","html":"Why hasnt it crash yet like all meme stocks"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":580842378662184,"gmtCreate":1782837406568,"gmtModify":1782900454105,"author":{"id":"4115786506282722","authorId":"4115786506282722","name":"ginnifer","avatar":"https://community-static.tradeup.com/news/f1783b98e12b782353c6bbc247582d71","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4115786506282722","idStr":"4115786506282722"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SNXX\">$Tradr 2X Long SNDK Daily ETF(SNXX)$</a> 1 day snipe&nbsp;w jason the G","listText":"<a href=\"https://ttm.financial/S/SNXX\">$Tradr 2X Long SNDK Daily ETF(SNXX)$</a> 1 day snipe&nbsp;w jason the G","text":"$Tradr 2X Long SNDK Daily ETF(SNXX)$ 1 day snipe w jason the G","images":[{"img":"https://community-static.tradeup.com/news/f87883f441c008db80902d164f63239b","width":"1074","height":"1644"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/580842378662184","isVote":1,"tweetType":1,"viewCount":162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}]}