“YOLO'd the dip on SNDK”
Just YOLO’d the dip on SNDK! Let’s go! Bring me back a Lamborghini SVJ!
Author bought the dip on SNDK, betting on a bounce-back or recovery. The post suggests conviction in a near-term or medium-term upside move.
At post $2,050.39·Now $1,673.97-18.4% since postedas of Jul 13, 4:59 PM ET
1d+10.9%
3d-14.9%
1w-14.9%
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“4x $2,100 $SNDK puts expiring tomorrow”
$SNDK puts for tomorrow
Author holds 4x puts at $2,100 strike expiring tomorrow as a hedge against a long position, hoping for a major crash. The position is speculative and described as a cheap bet on downside.
At post $2,335.00·Now $1,673.97-28.3% since postedas of Jul 13, 4:59 PM ET
1d-10.5%
3d-10.5%
1w-25.3%
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u/Karzov · 51d ago2 prior · awaiting results Short SNDK
The Capex Unwind Thesis 2027 - 2028
SanDisk (storage/memory supplier) will face margin compression and reduced demand as AI capex unwinds in 2027–2028 and profitability pressures force LLM providers to optimize efficiency, reducing storage and compute hardware purchases.
At post $1,589.55·Now $1,673.97+5.3% since postedas of Jul 13, 4:59 PM ET
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3d+0.0%
1w+6.6%
1m+23.5%
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Samsung -8.6% as 50k workers prepare 18-day strike over 15% profit share demand, $2B daily loss risk and chip output cuts
Samsung's production halt and potential supply shortage of memory chips will create tailwinds for SanDisk/Kioxia's NAND pricing and competitive positioning. Memory supply tightness supports SNDK pricing power.
At post $1,333.01·Now $1,673.97+25.6% since postedas of Jul 13, 4:59 PM ET
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3d+4.5%
1w+10.9%
1m+49.4%
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WDC will run higher next!!! FU Money!
Author expects SNDK to run to $2000 per share and anticipates a stock split at the next earnings announcement.
At post $1,547.56·Now $1,673.97+8.2% since postedas of Jul 13, 4:59 PM ET
1d—
3d-6.2%
1w-9.0%
1m+6.1%
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“SNDK stock and calls, initially bought overnight after earnings dip, sold calls in 1200s, liquidated some position Tuesday, bought back Weds/Thurs, sold bunch today but still holding some”
SNDK Gains (38k)
Author realized gains on SNDK through tactical trading around earnings dips and momentum plays, anticipating further gap-ups. Position involved initial stock purchases, call options sold in the 1200s, and repeated entries/exits that netted $38k profit.
At post $1,562.34·Now $1,673.97+7.2% since postedas of Jul 13, 4:59 PM ET
1d—
3d-0.9%
1w-9.9%
1m-0.2%
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“buy sandisk”
Freshman makes $190K in a month, doubles down on margin
Investor is doubling down on margin, allocating capital to Sandisk alongside Micron and Nebius positions, indicating confidence in the semiconductor sector recovery.
At post $1,255.86·Now $1,673.97+33.3% since postedas of Jul 13, 4:59 PM ET
1d+12.0%
3d+6.7%
1w+23.2%
1m+45.8%
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“jumped into SNDK”
I don't even know why I sold..
Author took a position in SNDK and regrets selling early, implying conviction in further upside.
At post $1,255.86·Now $1,673.97+33.3% since postedas of Jul 13, 4:59 PM ET
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3d+12.3%
1w+24.4%
1m+36.7%
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“SNDK calls”
YOLO all the profits from META puts into SNDK calls! No broke folks allowed on WSB! So this little bit of money is nothing!
Author is deploying profits from successful META puts into SNDK calls, indicating conviction in near-term upside for SanDisk.
At post $1,096.51·Now $1,673.97+52.7% since postedas of Jul 13, 4:59 PM ET
1d+8.3%
3d+8.3%
1w+22.2%
1m+54.6%
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u/Lilltoe · 82d ago5 prior · awaiting results Long 111 shares of SNDK
My chip portfolio goes 🚀. My technical analysis was 'computer need chip, chip go brrr' 🖥️💸
Author holds 111 shares of SanDisk (memory/chip company) for exposure to AI-driven chip demand, despite high per-share price.
At post $932.43·Now $1,673.97+79.5% since postedas of Jul 13, 4:59 PM ET
1d+6.2%
3d+6.2%
1w+17.6%
1m+58.6%
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