Meet Kevin on $SNDK (Nov 9, 2026)
After being bearish on memory since summer, he now thinks buying makes sense because they are cheap; SanDisk has collapsed massively. A basket including SanDisk seems reasonable, and he likes SanDisk and Seagate a little more than memory stocks because NAND flash is expected to be in shortage more than memory ramps up.
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curious to hear your thoughts on SanDisk and Micron. Honestly, I'm I like I've been a bear on memory since the summer, but I think we're getting to the point where it makes sense to start buying them. like they've gotten cheap.
I mean, this is a massive collapse that you've seen over here on SanDisk, right?
A basket of these seems reasonable. Like if I was a little kid with an Easter basket, I'd be like, "Yep, I'll pick up a little Seagate and Micron, SanDisk, SK Hanks."
I actually like Seagate and SanDisk a little bit more than memory because I feel like NAND flash is going to be in shortage more so than the ramp up we're seeing in memory.
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