Innlegg

$SNDK on-exchange contracts surged to around 1740, squeezing my short from 1615. 📉 The market is fundamentally revaluing the business model beyond cyclical NAND cycles. Investors are pricing in 8 long-term agreements worth approximately $9.39 billion. FY2028-FY2030 targets mid-to-high double-digit growth and about 80% gross margin. Will Wall Street continue to catch up at the open, or will good news be realized? 📊