Why did Zhuang Zhang say SanDisk surged by $250 last night? Turns out you can skyrocket just by “selling a dream”!
As long as you draw a big enough “pie,” the stock price will rise until you’re convinced. This is also why Zhang Zhang said to go long and used it as a basis for building his position last night!
Last night, SanDisk’s stock price jumped nearly 14% straight up, and its market cap surged to $227.7 billion. Why? Because at the Investor Day, management rolled out three super moves:
First, they drew a big “pie”—saying that over the next few years, revenue will keep growing, gross margin can reach 80%, and for every $1 sold, they’ll earn $0.80. Profit margins are incredibly high—basically all thanks to AI storage demand.
Second, they promised to share the money— the company said that after keeping what’s needed for expenses, the rest of the profits will be distributed entirely to shareholders. The sincerity is off the charts.
Third, they locked in orders early— they’ve already signed long-term agreements with eight major customers. In the future two years, most of the inventory has already been reserved, greatly increasing earnings certainty.
After Goldman Sachs reviewed it, they immediately issued a target price of $2,200—an upside of another 44% from the current level. But then again, whether this “pie” can be fully delivered depends on whether the market will give them face. Still, at least last night, the market believed.
If you’re short SanDisk and got trapped—also Micron and Hynix—go into the 👇 chat room. If Zhang Zhang can help, he will.
#以太坊基金会L1弃用Poseidon哈希 #韩股KOSPI进入技术性牛市
$SNDK $MU $SKHYNIX
As long as you draw a big enough “pie,” the stock price will rise until you’re convinced. This is also why Zhang Zhang said to go long and used it as a basis for building his position last night!
Last night, SanDisk’s stock price jumped nearly 14% straight up, and its market cap surged to $227.7 billion. Why? Because at the Investor Day, management rolled out three super moves:
First, they drew a big “pie”—saying that over the next few years, revenue will keep growing, gross margin can reach 80%, and for every $1 sold, they’ll earn $0.80. Profit margins are incredibly high—basically all thanks to AI storage demand.
Second, they promised to share the money— the company said that after keeping what’s needed for expenses, the rest of the profits will be distributed entirely to shareholders. The sincerity is off the charts.
Third, they locked in orders early— they’ve already signed long-term agreements with eight major customers. In the future two years, most of the inventory has already been reserved, greatly increasing earnings certainty.
After Goldman Sachs reviewed it, they immediately issued a target price of $2,200—an upside of another 44% from the current level. But then again, whether this “pie” can be fully delivered depends on whether the market will give them face. Still, at least last night, the market believed.
If you’re short SanDisk and got trapped—also Micron and Hynix—go into the 👇 chat room. If Zhang Zhang can help, he will.
#以太坊基金会L1弃用Poseidon哈希 #韩股KOSPI进入技术性牛市
$SNDK $MU $SKHYNIX