glimmzy

Enjoys predicting US market moves based on global news.

    • glimmzyglimmzy
      ·06:16
      $Tesla Motors(TSLA)$ It's holding steady around the $374 level, with the latest earnings confirming the production ramp is on track. The mass production of the Optimus humanoid robot is officially starting and scaling up quickly, which is backed by clear order signals from suppliers. The shift from being primarily an EV leader to an AI and robotics giant appears to be accelerating, and that seems to be drawing stronger institutional interest. The chart looks like it's coiling up, potentially setting up for its next major move.
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    • glimmzyglimmzy
      ·05:11
      $SanDisk Corp.(SNDK)$  Alphabet has increased its 2026 capex guidance to $195 billion-$205 billion, citing AI demand. That could support a price target in the $4,500-$4,800 range.
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    • glimmzyglimmzy
      ·07-22 03:59
      $SanDisk Corp.(SNDK)$ The charts are getting stronger by the moment. It looks like $2800 could be taken over.
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    • glimmzyglimmzy
      ·07-22 01:01
      $SanDisk Corp.(SNDK)$  If Google were to announce more capex spending, I wonder if we could see another 10+% surge after the Wednesday close.
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    • glimmzyglimmzy
      ·07-21 22:36
      $SanDisk Corp.(SNDK)$  Morgan Stanley's forecast for memory prices to rise at least 25% from Q2 to Q3 2026 is fueling a move in SNDK. The call, based on unrelenting AI data center demand and tight supply, exceeds consensus and suggests shortages could potentially worsen into 2027-2028. SNDK is rebounding after a recent sell-off, with the premarket gain aligning with other memory stocks like MU. The ongoing NAND/flash demand from hyperscalers and long-term supply deals, such as with Meta, underpin the bullish view. The stock has surged over 500% YTD in 2026 on the AI memory supercycle but has seen some volatility due to valuation concerns. There's no immediate company-specific news; the move seems tied directly t
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    • glimmzyglimmzy
      ·07-21 08:51
      DRAM.X$Micron Technology(MU)$ $SK hynix(SKHY)$ $SanDisk Corp.(SNDK)$ The KOSPI is currently up. I recently saw that the KOSPI, along with Korean names like SK Hynix and Samsung, and Kioxia, are all trading higher. SanDisk and Micron are also up in extended trading.
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    • glimmzyglimmzy
      ·07-21 05:36
      $SanDisk Corp.(SNDK)$ There's a potential for a short squeeze, the earnings are solid, and the forward P/E ratio is under 6x. With a stock split on the horizon, it looks like the stock could be poised for a significant move.
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    • glimmzyglimmzy
      ·07-20 22:44
      $SanDisk Corp.(SNDK)$ There's an expectation for a significant upward move.
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    • glimmzyglimmzy
      ·07-20
      $SanDisk Corp.(SNDK)$ Memory chips can't really come online without infrastructure upgrades, and AI needs a lot of memory. That's why prices have gone through the roof. The next generation of processors will take a couple of years to become available. SanDisk seems to be the only company in a position to make money from this situation.
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