Posts
Sandisk +27%, Western Digital +16%, Seagate +14%, Micron +10% after Nvidia CEO touts AI storage demand
Source: [https://finance.yahoo.com/news/sandisk-1-000-rally-turbocharged-174611894.html](https://finance.yahoo.com/news/sandisk-1-000-rally-turbocharged-174611894.html) >Sandisk Corp. shares jumped 28% Tuesday, their best performance since February, after Nvidia Corp. Chief Executive Officer Jensen Huang highlighted the need for memory and storage in comments at the CES tech conference. >The stock is on a tear, leaping more than 47% in the first three trading …
Why SCOTUS Overturns the Tariffs this Friday
The market is currently bracing for one of the most significant legal decisions in modern trade history. On Friday, January 9, 2026, the Supreme Court is widely expected to issue its ruling in *V.O.S. Selections v. Trump*. If the court follows the skepticism displayed during oral arguments, we are looking …
Verified Trader
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Still chugging along :) ~25k -> ~350k
https://www.reddit.com/r/wallstreetbets/s/6gPn6qxfD6 exercised one of my calls now need to do the next
$ZETA $70K YOLO 🚀🚀
Last year turned $1.2K into over $110K in gains, took out $65K total last year to hold in a high yield savings and for taxes. This year started over at ~$45K now up to $72K in 3 days thanks to $ONDS, $OSCR, and $SMR. Here’s my next YOLO: $ZETA. I …
FDS (FactSet): The Only FD That Won’t Blow Up Your Account
**TL;DR** FactSet is being valued as if its core business is weakening, despite decades of consistent, subscription-driven growth and high customer retention. The company continues to generate predictable cash flows through multiple market cycles, while current valuation reflects unusually low expectations. The opportunity here is it is mispriced as risk …
SentinelOne (S) Getting Flexed by CRWD – Holding 500 Shares, might go all-in, Here's Why
https://preview.redd.it/nbn26k51ppbg1.jpg?width=921&format=pjpg&auto=webp&s=5f6256bfd6da5954519af3453169289e73acf5e4 Dear Regards, Holding 500 shares of SentinelOne (S) at $14.57 avg. 2Y chart's a dumpster fire, down from $30 highs, thanks to CrowdStrike's (CRWD) Falcon Flex eating their lunch. Falcon Flex TL;DR: CRWD's mix-and-match subscription model – fast deployment, lower costs, massive ARR growth ($4.92B, +23% YoY). Crushing competitors …