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$SNDK is not a bad stock, but it is a cyclical asset that requires watching price carefully. 📊 Rushing in now on the AI storage story brings a high chance of mistiming the end of the up cycle. It does not have the anti-downturn shield of a self-use ecosystem that can weather cycles. Position only when storage chips are completely shunned by the market and nobody is talking. Profit comes from a cycle reversal, not an AI monopoly. 🔄