gamijin

@StocksHomeNo1 Revenue tripling is wild, but I'm curious how sustainable that is once the AI hardware spending frenzy settles a bit.

$SNDK (Sandisk) has been one of the standout performers in the memory/storage complex, spinning out from Western Digital earlier and riding the AI-driven NAND/SSD supercycle. Recent quarters show explosive growth: Q3 FY26 revenue hit ~$5.95B (+251% YoY), with gross margins expanding significantly and non-GAAP EPS surging. Management has highlighted multi-year supply agreements (backlog commitments exceeding $42B) that provide more visibility and reduce some of the traditional cyclicality. On valuation, the stock trades at a premium trailing P/E (~60x+ range recently) but forward multiples look more reasonable (~20-30x depending on 2026/2027 EPS estimates, which are seeing massive upward revisions). Consensus points to enormous EPS growth in FY26 (potentially 2,000%+ in some models) and continued strength into FY27, supported by hyperscaler demand for high-performance storage. The balance sheet is clean (low debt post-spin), and free cash flow generation has been strong. That said, memory remains inherently cyclical. While long-term contracts help, any slowdown in AI capex or normalization in NAND pricing could pressure results. The stock has pulled back from recent highs (~$2,350 peak) amid broader semi volatility, which may create a better entry if fundamentals hold. Overall, I remain constructive on the secular AI infrastructure tailwind for quality memory names like $SNDK, but discipline around valuation and position sizing is key. The filings and backlog stories are real here.

@RCaldwell_US Crazy how quiet everyone is about this. My portfolio feels like a hostage situation.

Most people do not realize how many tech giants are already deep bear market territory. Tech Stocks From Record Highs: 1. Coinbase, $COIN: -69% 2. Oracle, $ORCL: -57% 3. Salesforce, $CRM: -57% 4. ServiceNow, $NOW: -56% 5. Netflix, $NFLX: -48% 6. Palantir, $PLTR: -48% 7. Microsoft, $MSFT: -37% 8. Meta, $META: -32% 9. Arm Holdings, $ARM: -27% 10. Broadcom, $AVGO: -26% 11. Marvell Technology, $MRVL: -20% 12. Nvidia, $NVDA: -19%

$NVDA BACK ABOVE $210 😳

My July tips: • $TSLA — Stay away • $HOOD — Skip it • $AMD — Pass • $MSFT — Grab at $375–$382 • $META — Snag at $590–$600 • $NVDA — Buy at $192–$198 • $RKLB — Pick up at $78–$82 • $IONQ — Get at $40–$43

• Growth Portfolio: +431% (93% CAGR) • $QQQ : +171% • $ARKK : +154% • $SPY : +91%

Market took a hit on that Iran/oil news, but software and AI infra stocks stayed steady. Key takeaway: Buying on dips is smarter than chasing breakouts. Quality tech holds firm when fear spikes. Keeping an eye on $DDOG and $SNOW setups.

Trump says the Iran ceasefire is done. Oil prices jumping, Dow dropped 576 points. Nasdaq wasn't hit as bad. Energy stocks are finally waking up. I'm watching $XOM for a possible swing trade. Not going all in yet, but the volatility is definitely back. Some retail investors migh

Zuckerberg talking about diving into AI cloud business is a huge long-term bet. Meta’s using their massive user base to take on AWS, Azure, and GCP in the high-margin cloud space. Big reasons: Ad revenue funds the AI push Cloud services could be a new cash cow $META worth

Top 5 US stocks with the biggest gains this week 🚀🚀🚀 $NBY +2066% $PFSA +1530% $BK +813% $EFSH +600% $GOCO +416% Anyone lucky enough to get in early?

Making about $90k a month now, so I just share the stuff I like. July picks: $MSFT – Skip it $GOOG – Skip it $ORCL – Buy $142-$148 $SNDK – Buy $1880-$1890 $AVGO – Buy $395-$405 $MU – Buy $1010-$1015 Why free? I'm already good on money and just enjoy passing alo

Stop hunting for those sizzling memory chip stocks... Check out these 5 with just as much potential: $OUST ~ Ouster $ZETA ~ Zeta Global $PLTR ~ Palantir $NOW ~ ServiceNow $FCEL ~ FuelCell Energy Save this. You’ll be glad you did. Early moves pay off! 🚀

@dongbimao 我的最新策略! 👇

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4/23～5/1の期間で、単勝を一定条件で検証しました。今週からすぐ活用できる内容になっておりますので、 是非参考にしていただき、今週も勝ちましょう🔥 リツイートしたら無料で読めます。 #競馬クラスター #中央競馬 #馬券検証 #リツイートしたら無料BOOKERS bookers.tech/post/bc228cd4-…

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