Posteo

Babies, the most frustrating moment for storage stocks is when demand is very strong, but the stock price suddenly gives you a cold shower. As of 01:07 Beijing time, $SNDK is quoted at $1233.81, having dropped intraday from 1327.58 to 1184.46. The company's last quarter data center revenue increased 233% quarter-over-quarter, so demand hasn't disappeared. But the price has already priced in "continued price increases and continued high growth" too fully. I won't chase for now. If it can hold around 1184, then watch for volatility to converge; only if it climbs back to 1328 does it indicate the market is willing to keep paying for AI memory.#PayrollsDropCPIFocus #AIMemoryStressTest #SpaceXUnlockRebound