Posts
Why does SanDisk (SNDK) keep crashing — down ~14% and nearing $1,000?
Buying APPL puts heading into earnings
Here’s my awesome and epic DD with no numbers to back it up: investors have been parking money in APPL as the semis have been selling off and has been a major contributor to APPLs recent run. If APPLs earnings report goes well, the price may pump even more on …
Semi to SaaS
Words like Microshit, Microslop, Microscam confrimed the bottom for SaaS stocks few weeks ago. Now sentiment will shift and you will hear words like Scamdisk. Be ready for it …. You Dram-atic bag holders …!
INTC update – another rough session, still searching for a floor
Evening all – late night check-in on Intel. Hope you're hanging in there. Today was ugly. INTC closed at $86.30, down nearly 6%. Touched $83.10 at the low before a weak bounce into the close. Volume was heavy – 78M shares changed hands, so sellers were definitely in control. Overnight …
$BE position update, the power demand thesis is finally getting priced in
https://preview.redd.it/fwhnt3amy2gh1.png?width=988&format=png&auto=webp&s=accfa784fda86657b0151d3fcf10bbd797dce2ce Been sitting in $BE for a while now, and the data center power story is starting to do the heavy lifting. Bloom Energy's fuel cell angle on AI infrastructure demand isn't new intel at this point, but the market is catching up slower than the fundamentals suggest. The bear …
Late to $LVWR but not complaining, honestly
Missed the earlier entry on LiveWire Group, got in later than planned. Still went for it. Been tracking $LVWR for a while, kept hesitating on timing. Eventually just pulled the trigger anyway. The moo.moo feed had some chatter on this name and that kinda nudged the decision. Ngl the "better …
SK Hynix ER. We cooked?
SK HYNIX $SKHY Q2’26 DETAILED EARNINGS HIGHLIGHTS 🔹 Revenue: $54.6B (Est. $57.7B) 🔴; +257% YoY, +51% QoQ 🔹 Operating Profit: $41.6B (Est. $44.2B) 🔴; +557% YoY 🔹 Operating Margin: 76%; +3,500 bps YoY — record high quarterly OPM Q3 Guide: 🔹 DRAM Bit Growth: \~+10% QoQ 🔹 NAND Bit Growth: …
Lfg
80 shares of 2x leveraged sandisk on margin. Quite the baby trade but let this get to ath and i can finally afford maybe a Longines or Tudor or a buy here pay here junk car
War is back on the menu boys
Between this and SK HYNIX news, Wednesday is cooked.
Does $HTZ actually have over 75% short interest?
I’m thinking to take a long position. Over 75 percent short is insane