Antonio Linares ( PRIVATE )

100x investor, bio/acc. do your own research.
Early $AMD, $TSLA, $PLTR, $SPOT, $HIMS, $DUOL, $IBRX, $NAUT.

[Antonio Linares ( PRIVATE ) @alc2037]

Aaoi demand says lite to 1k

[Antonio Linares ( PRIVATE ) @alc2037]

Lite to 909 beast

[Antonio Linares ( PRIVATE ) @alc2037]

Fslr pop

[Antonio Linares ( PRIVATE ) @alc2037]

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[Antonio Linares ( PRIVATE ) @alc2037]

Ndx stronger tha Spx. May get runners tomorrow

[Antonio Linares ( PRIVATE ) @alc2037]

Exactly

[Florida Trader @jroats1]

@smartertrader Why doesn't NVDA buy MU and end this madness. They could control the supply chain.

[Antonio Linares ( PRIVATE ) @alc2037]

Im gonn test my Commodore 64 w 32 memory instead too

[Shay Boloor @StockSavvyShay]

$NVDA reportedly tests Rubin Ultra with 192GB to 256GB of HBM versus the planned 1TB as memory supply tightens.

The move could create lower-cost GPU options while reinforcing how scarce and strategically valuable HBM has become across the AI buildout for $MU, $SKHY and Samsung.

[Antonio Linares ( PRIVATE ) @alc2037]

Another ripper day. Lol oh my

[Antonio Linares ( PRIVATE ) @alc2037]

what JAMIE doesnt understand and evey older person doesnt

NO one want to be rich ate 40-50-60 yrs old they will take isane risks to try to get a better life too bad if banks and margin people get smoked..

[Jim Cramer @jimcramer]

Lots tonight on what to do with SpaceX, AMD, Intel, Nvidia. Still trying to get to the bottom of HONA

[Antonio Linares ( PRIVATE ) @alc2037]

so bessett comes on tv says crypto bill at 1 yr line 4 week later never mention it again

smartertrader: then comes on and says strait open on monday or tuesday then never mentions it again

lol

[Antonio Linares ( PRIVATE ) @alc2037]

sam loaded sndk 1400 aer 8 in room omg already 14 are you smiling

[Antonio Linares ( PRIVATE ) @alc2037]

oh my sam loads lly at 6 sell at 35 wow 580k

[Antonio Linares ( PRIVATE ) @alc2037]

law of large numbers

[Ahmed Ayman @AhmedAymannn]

One of the bigger signals in this earning report is: the two customers that expanded their agreement, and the signature of 5 more.

That being said, that guidance number of only 18% qoq growth down from 51% the quarter before and 97% the quarter before suggests that sandisk now has limited upside on pricing power and they cannot increase volume meaningfully (targetting bit growth in high teens yoy) - big fear if what if the guidance for next quarter is even lower than 18% at best at current stock pricing we may be trending to 4-5 years pe

If there are signs that they can sign more clients at longer timeline that would increase stock price meaninfully imo

[Antonio Linares ( PRIVATE ) @alc2037]

Is this real

[Leopold Stock Tracker @LeopoldTracker_]

Breaking: Jane Street discloses a 5% stake in SanDisk $SNDK

[Antonio Linares ( PRIVATE ) @alc2037]

@tanbu_gg I could just need a few bucks for my son treatment

[Antonio Linares ( PRIVATE ) @alc2037]

who beats by 5 buycks thenb guide up by 7 bucks all he has to do to get stk to 2k is give yr number

[Antonio Linares ( PRIVATE ) @alc2037]

lol. Should be up 300

[P Equity Research 📰 @pequityresearch]

$SNDK: "The total expected revenue from all our NBMs have signed is a minimum of $93.9 billion. Assuming floor pricing, we believe actual revenue will be above that minimum."

[Antonio Linares ( PRIVATE ) @alc2037]

lol. Short are so fucked soon

[P Equity Research 📰 @pequityresearch]

$SNDK: "We estimate the NAND will exceed $300 billion in revenue in calendar year 2026, up 3x year over year. Looking further ahead, we estimate that the NAND will approach $500 billion in revenue in calendar year 2027."

[Antonio Linares ( PRIVATE ) @alc2037]

1 15 m segment on cnbc and ill have 5m followers

clowns say snkd guide a bit like maybe by 50c but they beat by 5 bucks not by pennies 90% of clown in wall street just dumb

whynot say dont like sbkd saying guide was lite is dumb as shit

[Antonio Linares ( PRIVATE ) @alc2037]

r: mu telling you sndk rips positive