u/Mundane-Name-8290
As the saying goes, "The best time was yesterday. The next time is today". Or wait until an hour into Monday morning dip.
Alexa, play "Fighter" by Christina. "Never back down.....You won't stop me.....Fighter...." - SNDK freight train.
youtu.beStocktwits feed on SNDK has been absolutely entertainment these past two weeks. Credit to the people that admitted getting wrecked shorting it. Now, people under water are trying to get people to report it to the SEC. Guys, gals... this is only the beginning.
How's everyone doing today? Gamma squeezing is fun isn't it? Feedback loop still going. Spicy Monday and Tuesday ahead!
Going by the posts in recent days, people don't see that it is a feedback loop of gamma squeezing on this stock.
The higher the price goes, market makers sell new strikes.
More were added on this past Monday.
Wednesday is always a no-man's land day, as the previous week's run up and options expiry has been fulfilled.
Late Thursday and Friday is delta-hedging to remain delta-neutral from institutions that sold those options.
4.28pm today, two mins before close, 700,000+ green candle.
Tomorrow the buying should continue, and again, squeezing back into Monday/Tuesday, and then independent shorts being liquidated (which is what we saw on Tuesday, and into AH).
It's a feedback loop, and has been for most of the past twelve months. MMs lost control on this stock a long time ago.
Yesterday, Wednesday no-man's land, I really saw sentiment starting to pick up on the WSB movestomorrow/daily, unlike I had never seen before. People posting how they stood on the sidelines since 200, and just capitulating to join the rocket.
So much so, I'm still averaging up. Putting another 20K into it tomorrow morning at open and will gladly post proof.
Anyone that thinks it is wrong, look at that 4.28pm candle. SNDK wasn't even in the top imbalances as a buy today.
Edit:
I know someone on Trader TV live was shorting it yesterday, and made a packet. They are prop floor traders, who have to be zeroed out by close of bell.
Now imagine everyone not on a prop floor, trading with their own capital, that don't need to be zeroed...(shoutout to the Stocktwits that have been panicking since Monday)
Do you think the Stocktwits independents took profits? Not a chance... not from 1400.... They got greedy on their RH accounts playing successful day traders. They went momentum trading, and the momentum isn't with them. Expect more of their saltiness tomorrow. Don't have a stocktwits account, just go to:
https://finviz.com/quote?t=SNDK&p=d
And the stocktwits feed shows live on the right below the chart. The salt is fucking immense since Monday. Seen so many people/comments about how they lost everything, and accrediting it to a user that was posting 2X leverage Short SNDK. (Which is why I'm against people posting 2X long SNDK posts on the flipside. Posted about it two days ago, post got removed... here we are two days later down. SNDK shares would have been better right? Those now feeling it.)
RIP.
Edit 2: Full disclosure, we need to stay above 1300. We lose the 1300 battle, that's the sign that MMs have started to get it under control finally. We lose 1300 support, we'll downtrend hard, and stop loss triggers. So far... legends and stock buyback algo, keeping it 1300+.
N.B: So if you are thinking of averaging up on dips, do it at 1290 - 1300.
(Anyone that wants to argue, or needs more reinforcement, just feed this post into your AI of choice, mention how earnings announced a buyback etc, and paste in the options chain data link here , and ask it to analyse if the stock is in a feedback loop of gamma squeezing)
I'm stupid at explaining things, so maybe that shit might explain it easier.
So, we finish above 1300 tomorrow at closing bell, we'll again see some nice action Monday and Tuesday coming. Just hope a lot of covering isn't done on AH or PM again... but most probably will.
EDIT This week have been reading so many posts and comments from people about "Are we done?". The commenters saying in replies... "what the fuck are you doing investing in this if you don't know shit"... are 100% correct, and proud that there are so many that are commenting on it. Strengthens the resolve that there are a lot here that weather the storms, see the chart in the daily and not the 1m.
Edit 666: If you got this far, good on you. Here is the real info:
Anyone invested in Ai or needs a good explanation about all the different cogs of the machine, Bloomberg uploaded this video two mornings ago Here Please give a comment below if you watched the video.. 20 mins sure.... ASML shot up like 200 bucks just from that video.
P.s: I'm guessing, a lot of people don't know they are in the biggest "Squeeze" that has ever happened. Nevermind, SNDK is still in "price discovery" still. Sure, it's a long played out squeeze, but that also means, less violent pullbacks. We still squeezing, and MMs that buried themselves a year ago, still can't get it under control.
Not saying it's lambo money, maybe a 2026 Miata. But, profit is profit.
Don't DM me unless it's tits.
SanDisk ($SNDK) due diligence DD
EDIT ON 4/14/2026:
- Bros, pls stop DMing me asking for the next Sandisk. I have no idea what it is.
- I did not expect THIS kind of move.
- No I would not be a buyer here.
- If you find the next Sandisk before me, pls share as a DD post so I can see it too :)
-----------------------------------------------------------------------------------------------------
INITIAL POSITION: Bought 200 shares today @ 39.39 (I liked the number). Will buy more incrementally until I've deployed $50k into it and thats my cutoff for this ticker. I don't go super heavy on stuff like this (***screenshot added in comments***).
Yes I am talking about the thing you have in the junk drawer:
I am a senior level IC at a FAANG and deal with AI regularly and I only buy stocks in things I deal with and understand.
I looked into this when my wife came home with the wrong type of thumb drive for her stupid Macbook (a Sandisk that requires a USB - thank you Apple for removing those fucking ports on everything). Was curious if this was a company I could short and then learned what they were doing. Now I think this is a sleeper pick that nobody's really paying attention to.
Product deep dive:
- NVIDIA certified Sandisk’s Gen5 eSSDs for datacenter use. Certification means they're officially in the vendor chain for AI servers.
- Additionally, they've also built something called High Bandwidth Flash (HBF) which is a new memory architecture built for massive memory capacity and throughput (important for AI). Nobody else is making this and it's developed in-house (one of the main reasons I bought).
- Sandisk is shipping one of the most power-efficient flash technologies available right now, BiCS8.
- Cloud sales—12% of Sandisk’s total output went to AWS/GCP/Azure this quarter, up from 8% a year ago. My employer is one of these and our AI spend is essentially a blank check. It's kind of an arms race right now.
- AI spend isn't going to stop. I work in a part of a FAANG where we're seeing complete transformation plans to overhaul our customer-facing service into an AI-heavy experience. Yes a lot of companies are bleeding money on this but a lot aren't. I see the sales numbers and the internal productivity boost we've gotten is insane.
Brand shift:
Yes they do still make consumer stuff. But IGAF about thumb drives sold at Walmart. What they are building gives them a seat at the table for large AI-related deals.
Earnings TLDR:
- Revenue: $1.7B
- Adjusted free cash flow: $220M
- Cash on hand: $1.5B
- Forecast: demand strengthening through year-end
- Gross margin took a hit (22.7%), but they’re working on it through pricing and cost controls
This was their first full quarter as a standalone company after separating from Western Digital. Still early.
Other areas they’re moving into:
- EV: Flash tech being used for autonomous driving, just nominated Ford Supplier of the Year. NOTE: I am not an EV person and haven't really gone down this rabbit hole. I'm just looking into the AI side.
- Gaming: Their new SSDs are winning “Best Of” awards
- Content creation: Rolled out pro-grade memory cards and high-performance portable SSDs
Risks:
- Gross margins were down this quarter—mostly due to pricing pressure and the usual NAND volatility
- Consumer segment is still soft
- Goodwill impairment made GAAP numbers ugly (-$1.8B), though this was non-cash and tied to the separation
- This is absolutely a lotto play.
- Thin options liquidity. I just got shares.
I could be wrong here, but that would also be very on-brand in this subreddit.