Innlegg

The market is pricing the story — now comes the proof. 👀 $SNDK jumped 17% after Investor Day, as investors reacted to an aggressive long-term outlook: • 80% gross margin target • 75% operating margin • $94B long-term contracts • $15.5B buyback capacity • HBF targeting the AI inference wave But the key question is execution. Contracts secure volume, not necessarily pricing. The 80% margin is a target, while HBF’s AI demand thesis still needs real-world validation. The narrative has shifted from cyclical → growth, but valuation needs results to confirm it. Bullish direction. Long validation cycle. Patience matters. 🧠 $BTC $ETH $SNDK