Innlegg

got humbled by $SNDK ngl 📉➡️📈 shorted 1615, contract ripped to 1740 before market even opened. RSI overheated, price doesn't care thought NAND was just cyclical... but FY28-30 guidance shows double digit revenue growth, ~80% gross margin, 8 customers locked into deals up to 5yr worth ~$9.39B total not a price story anymore, it's a locked-in profits story MY TAKE: high valuation isn't always a short signal, sometimes the market's repricing the whole business catching up or already priced in?