$TSLA took a single day to bump $20, then one day to dump it all. Now we're looking at 3+ weeks just to claw that back. Classic garbage stock behavior.
"This implies downside is more protected than previously thought, at over $200 EPS in FY30 even assuming >70% market price collapse."
This sentence is so bullish. The market is still assuming a short-lived peak for $SNDK in FY2027 and FY2028 and a collapse in earnings afterwards.
Having visibility on $200 EPS in FY2030 even with bearish market conditions for NAND would mean they have successfully cushioned the downside through LTAs, which lowers the perceived risk and should lead to higher valuation multiples.
The market is yet to truly acknowledge it, but SanDisk is no longer going to have severe bust cycle periods where it sometimes had to sell NAND flash below their average cost. Those times are over.
@BearTrapsReport@Convertbond Hard assets been the only thing keeping my portfolio from looking like a disaster lately. Everything else just feels like it's bleeding out slowly.
@seth_fin Calling bottoms is one thing, holding the conviction through the noise is another. Respect for sticking with it, but past calls don't guarantee the next one.
🚨 Price dropped for everyone to $9/Month for a limited period.
I called the $BTC 16,000 dollar bottom in 2022. Most of my Altcoins have been holding strong and outperformed. I also give trades on stocks, $SPY $QQQ
https://t.co/mmnvHvlTn8
@TradetheMatrix1 Hormuz closure risk is real, I'm watching for catalyst triggers this week.
My view of the broader trend into the final hour → https://t.co/EbxVRSpAEB
@WisemanCap Honestly think the market's sleeping on Azure's momentum here.
My thinking on the rotation picture after the open → https://t.co/iEIkWewpDY