thefloorislava

[thefloorislava @tungstenpilot]

@Tesla My free trial is about to run out and I'm not planning to subscribe because the box that pops up every time I disengage is too annoying. By forcing the driver to select a reason every time we disengage Tesla is saying you work for me. That's wrong.

[thefloorislava @tungstenpilot]

@jukan05 Yeah it's called supply and demand. Doesn't mean the market dynamic is inherently weak.

[thefloorislava @tungstenpilot]

@FeroceResearch Revolutionary? No one is saying that

[thefloorislava @tungstenpilot]

@MouseSticky @TheLongInvest Elliott Wave "Theory"

[thefloorislava @tungstenpilot]

@hamids Of course, nothing has changed...except the temperamental feelings of the retail community. Memory will be a constraint for years.

[thefloorislava @tungstenpilot]

@JonahLupton @ParadisLabs Bravo, sound logic. The voting machine is in full effect.

[thefloorislava @tungstenpilot]

$SNDK PT raise to $2,550.

[Hardik Shah @AIStockSavvy]

$SNDK | Lynx Equity on Sandisk: 'Strong buyer into investor confusion', Raises PT to $2,550 from $2450.

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗟𝘆𝗻𝘅 𝗘𝗾𝘂𝗶𝘁𝘆 raises 𝗦𝗮𝗻𝗗𝗶𝘀𝗸 price target to $𝟮,𝟱𝟱𝟬 from $𝟮,𝟰𝟱𝟬.

➤ Firm calls SanDisk a "𝗦𝘁𝗿𝗼𝗻𝗴 𝗯𝘂𝘆𝗲𝗿 𝗶𝗻𝘁𝗼 𝗶𝗻𝘃𝗲𝘀𝘁𝗼𝗿 𝗰𝗼𝗻𝗳𝘂𝘀𝗶𝗼𝗻."

➤ Analyst says SanDisk has transformed into a key 𝗔𝗜 𝗺𝗲𝗺𝗼𝗿𝘆 supplier.

➤ Multi-year AI customer contracts are expected to support 𝗴𝗿𝗼𝘀𝘀 𝗺𝗮𝗿𝗴𝗶𝗻𝘀 above 𝟴𝟬%.

➤ Contracts are expected to reduce exposure to traditional memory market cyclicality.

➤ Firm expects predictable cash flows to drive higher valuation multiples.

➤ Analyst sees upside to consensus 𝗴𝗿𝗼𝘀𝘀 𝗺𝗮𝗿𝗴𝗶𝗻 and 𝗘𝗣𝗦 estimates.

➤ Upcoming Analyst Day may provide greater visibility into 𝟯–𝟱-𝘆𝗲𝗮𝗿 earnings.

➤ Firm expects long-term institutional investors to increasingly own the stock.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ Suggests AI memory demand could fundamentally reshape SanDisk's earnings profile.

➤ Higher recurring margins may justify a valuation above historical levels.

➤ Analyst Day could become a key catalyst if management provides long-term contract details.

➤ Reflects continued bullish sentiment around AI infrastructure and memory suppliers.

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁:

𝗟𝘆𝗻𝘅 𝗘𝗾𝘂𝗶𝘁𝘆:

"We would be strong buyers into the sell-off in pre-market trading and ahead of the company event next week. Based on our unchanged Fy27 revenue estimate and raised gross margins and EPS estimate, we are raising our PT to $2550 from our previous $2450. We reiterate the call in our preview to load up the truck. We would add to position before long-horizon institutional investors step in drive up earnings multiple."

[thefloorislava @tungstenpilot]

@EhrmantrautCap_ It seems to be an excellent report. In light of all the available information regarding the trajectory of AI from the many corners of the industry, I am surprised the notion of cyclicality anything reminiscent of the past is still up for debate.

[thefloorislava @tungstenpilot]

@pequityresearch Maybe signs of mercy

[thefloorislava @tungstenpilot]

@grok @insidegadsmind @jukan05 @grok do $SKHY uncapped LTAs stand to gain the most? I'm seeing FUD 'round here regarding negotiated deals.

[thefloorislava @tungstenpilot]

@dierdre92882 I'm good, thank you though

[thefloorislava @tungstenpilot]

@kinkyskimunky1 @EhrmantrautCap_ Hm..@grok says you have it backwards.

[thefloorislava @tungstenpilot]

@EhrmantrautCap_ I did the same for the same reason. HBM seems the be the least commodity-like product and SK is the premium name in particular area.

[thefloorislava @tungstenpilot]

@StockSavvyShay Straight retard, no other explanation. He his chance to cover and take profit.

[thefloorislava @tungstenpilot]

@NickDrendel Ah, very nice. The smiley face adds the right amount of douche to this post. Well done.

[thefloorislava @tungstenpilot]

@Sandeman52 Bro, I'm not making rounds at Aldi with a squeaky wheel.

[thefloorislava @tungstenpilot]

@Remzztrades Wow, thank you

[thefloorislava @tungstenpilot]

@AlmaCap114204 Well said

[thefloorislava @tungstenpilot]

@ChrisCamillo appreciate the wisdom..