u/AwarenessPresent3922

How long does the memory supply shortage realistically last, and at what point does the move in SNDK get priced in? Are we still early-cycle on NAND/HBM tightness or already entering euphoric multiples?

Also — where do you guys track memory cycles best? Looking for the highest-signal sources on DRAM/NAND/HBM pricing, inventories, utilization, and capex trends.

What price do you think SNDK can realistically reach at each major milestone or timeline (6 months, 1 year, 2 years)?