@TradexWhisperer $SNDK needs a rest period before the next leg up.
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Andreas Zill
11.7K posts
Andreas Zill
@ZillAndreas
Father, citizen of 🇺🇸 and 🇨🇭, avid🏃♀️ and 🏊♀️. interested in all things ✈️ 🚀🪐 and renewable energy. Tweets about stocks ≠ advice. ERAU, UCI alumni.🦺
Costa Mesa, CA Katılım Nisan 2016
1.2K Takip Edilen894 Takipçiler
$SNDK gets a Street-high $1,250 price target, with a bull-case of $3,000 from Bernstein
Evercore ISI initiated coverage with an Outperform rating and a price target of $1,200
Jefferies raises the price target to $1,000 from $700
Citi raised the price target to $980 from $875
Trade Whisperer@TradexWhisperer
$MU $SNDK NAND >> HBM? Everyone is watching HBM. The smart money is watching NAND. The cascade nobody modeled. AI inference can't be solved by HBM alone. The capacity demand spills over: HBM → Server DRAM → NAND Each layer tightens as hyperscalers vacuum up supply. And NAND is now the most undersupplied link in the chain. The numbers: Late 2025: Some NAND types up 246% for certain buyers Nov 2025: Contract prices up 20–65%+ MoM depending on segment Q1 2026: NAND contract prices revised to +55–60% QoQ (up from earlier +33–38% estimates) Enterprise SSDs: +53–58% QoQ, a new quarterly record. Certain Enterprise NAND product have higher margins than HBM. Unbelievable times. $MU benefits on both sides. $SNDK is the pure play.
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@TradexWhisperer You know you are doing something right when that happens! Well done!
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I am never deleting this app.
Two fund managers reached out this week for my views on semiconductors. One runs $2.5B AUM in Europe. The other nearly $1B in the US.
One of their ETF top holdings closely matched mine. $MU $TSM $SNDK $DRAM
Wild... I plan to talk to them tonight.
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Airbus A380.
Only Houston is the airport in the US that even has the ramps for this beast.
They all rotting in desert right now. Unable to fly.
Kgoshi Ya Lebowa@Mothematiks
What a monsterous take off ✈️
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@StevenEKuhn @joerogan I was very surprised by the election results. Dang.
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The haters won.
They have no idea what they just did because hate blinds them.
Hungary just got sold out to the people funding their own replacement.
🌐 joinTAB.us
📅 April 13, 2025
#HungaryFell #TakeAmericaBack #IAmInTheRoom #TAB
@joerogan @ShawnRyan762 @NakedHedgie @CryptoRichYT
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Andreas Zill retweetledi
Dear Catholic Bishops:
You’ve been more publicly outraged about Trump’s Truth posts than Iran-backed Islamists slaughtering Christians.
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@ZillAndreas Lol no shit. But he actually posted it, you can check for yourself.
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The midterms are going to be a bloodbath.
Libertarian Party@LPNational
Can anyone explain WTF is this⁉️ and WHY @realDonaldTrump posted it⁉️
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RIP Hungary. Devastating news.
Elon Musk@elonmusk
@AlexanderSoros *Soros Organization has taken over Hungary
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@harrysoulcoach Gosh. You are an idiot.
Completely clueless. 🤯🤯🤯
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Viktor Orbán ousted after 16 years in power as Hungarian opposition wins election landslide
Just remember we are watching a movie
You should be able to see the attachment of characters by the reactions of so many
The Gatekeepers are panicking
The rest are repeating the fear from the gatekeepers
And the lefties are happy yet unable to comprehend anything that is going on because they are so stuck in the movie
This is not about politics
This is about preserving our way of life and protecting the generations that follow.
We are living in Biblical times.
Children of light vs children of darkness.
United against the Invisible Enemy of all humanity.
#harrythesoulcoach #viktororban #hungary #truth #hillaryclinton
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@AlexanderSoros *Soros Organization has taken over Hungary
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The people of Hungary have taken back their country! A resounding rejection of entrenched corruption and foreign interference. 🇭🇺 🇪🇺
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@realMaalouf @mrddmia … and not for the better, unfortunately.
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🇭🇺 Hungary was fined €200 million by the EU for refusing to accept Muslim refugees entering illegally into the country.
In response, Orbán started busing them straight to EU capital Brussels.
Now, he lost the election. And Hungary is about to change.
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@HillaryClinton Another garbage post! Gosh, I’m so glad you never became president - you would have been the most autocratic president ever!
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The end of Viktor Orbán’s autocratic regime is a victory not just for Hungary, but for people who value democracy around the world.
Congratulations to Tisza, to incoming leader Péter Magyar, and to Hungarians everywhere.
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@jonnajarian He was never a front runner. But I’m pretty sure California will flip red… watch!
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'Stunning' Reversal for a Frontrunner in California Governor's Race newser.com/story/387119/s…
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@ErnstAigner @HBrandstaetter I know. It hurts to read the truth!
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@TonySeruga You got that exactly right! The issue is that most young people who voted for the Socialist party have no understanding how it used to be under prior socialist leadership.
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RIP Hungary. See the UK for what your future will look like.
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@mtracey Funny, I didn’t see your reporting on how the EU spend millions supporting the opposition party.
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Orban crushed in a landslide defeat, after 16 years in power. Was this a suicide mission by Vance? Seriously, how humiliating. It's not like it's customary for Vice Presidents to run around campaigning in European elections. He went out of his way to smear a giant egg on his face
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@vonderleyen No. You just paid for the opposition to win. Nothing else.
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Hungary has chosen Europe.
Europe has always chosen Hungary.
A country reclaims its European path.
The Union grows stronger.
Magyarország Európát választotta.
Európa mindig Magyarországot választotta.
Egy ország visszatér az európai útjára.
Az Unió erősebbé válik.
Magyar