Sabitlenmiş Tweet
How I Bought Into the AI Memory Boom Before Everyone Else: 🚀
==================================
Happy Friday fellow investors!
I’ve replied to a lot of posts lately saying I bought SNDK before almost anyone was talking about it. (I am new to X)
My average purchase price was under $40. Today it’s over $1500.
So here’s the full story of how I stumbled into one of the biggest runs of my investing life 👇
Back in early 2025, everyone was focused on NVDA and its insane AI rally. But I kept asking myself one question:
“What comes NEXT?”
That’s when I started thinking about infrastructure.
AI computing needs massive processing power… but it also needs somewhere to STORE all that data.
And suddenly it hit me:
Storage and memory might become the bottleneck of the entire AI revolution. AI infrastructure could mean so many other things, but memories might be the simplest one to stick to.
I had heard of STX before, but didn’t own any shares at the time. Then I found out their biggest competitor was WDC.
My thought process was simple:
Why try to perfectly predict the winner?
What else is out there? I thought little more about other types of memory stocks and the name came to my mind was MU.
So I started slowly DCA-ing into all three.
A few weeks later, news came out that WDC was spinning off part of its business into SNDK.
A few days later I noticed I had received a small amount of SNDK shares from the split.
And honestly?
The name itself triggered something in my brain.
I remembered owning a SanDisk flash drive back in the early 2000s 😂
That familiarity made me think:
“Wait… why leave THIS one out too?”
So I started DCA-ing into all four memory stocks.
Then something crazy happened.
Just a couple months later, the entire memory sector started exploding upward.
I thought the move had already gone too far, so I paused my recurring buys. (My regret? I should have never stopped DCA-ing into it!)
Fast forward to today:
Most of those positions are up anywhere from 10x to 40x.
I’ve taken small profits here and there along the way… but I’ve continued holding most of the positions.
The biggest lesson?
Sometimes massive investing opportunities don’t come from complicated analysis.
Sometimes they come from simply asking:
“What does this trend NEED in order to work?”
For AI, the answer wasn’t just chips.
It was memory, storage, and infrastructure.
So yeah… now you know the story 😄
Good luck all my fellow investors looking for the next big stock!!
PS: This is still a tiny account, so your support means a lot 🙏
If you enjoy my posts, a like or repost would be greatly appreciated. Hoping to contribute by sharing my experiences and thoughts on the stock market journey.
fool.com/investing/2026…
#Stocks #Investing #AI #SNDK #NVDA #QQQ #StockMarket #Finance
English
