$SanDisk Corp.(SNDK)$ Looking forward to MU's earnings next week. Picked up some more today, seems like an easy buy at this level. The daily chart closed with a decent pattern. Reminds me of those after-hours traders scooping up cheap shares that retail sold off to take profits. But they might miss the bigger move coming up.
Everyone is watching the AI race. But few are paying attention to where all that AI data is going to live. $SanDisk Corp.(SNDK)$ isn't selling a luxury. It's selling the digital real estate that AI can't function without. The Street is debating whether it's worth $265B or $460B. The market usually settles those debates one earnings report at a time.
Ten stocks are currently leading the market's strongest earnings cycle. $SanDisk Corp.(SNDK)$ ~251% YoY – The leverage from the memory cycle is starting to show up aggressively in the numbers. $Bloom Energy Corp(BE)$ ~130% YoY – The mix of energy and AI infrastructure demand is starting to re-rate the fundamentals. $Hut 8 Mining Corp(HUT)$ ~227% YoY – Crypto-linked volatility is still translating into outsized earnings swings. $Eos Energy Enterprises Inc.(EOSE)$ ~450% YoY – Early-stage growth in energy storage, high beta but the acceleration trend is clear. $Micro