#TradFi晒单 Today I took profit on the SNDKB spot I got yesterday; I didn’t wait for the after-hours window. SanDisk NAND prices have risen twice in a row this week, but channel feedback is that it’s “passive replenishment” rather than a real demand breakout. In a行情 where pricing is strongly pulled up, once the SPOT premium tightens, it’s easy to get caught in a stampede. SNDKB is 1:1 certificate custody by ADGM with no voting rights; since the US stock market is closed, there’s no hedging via the US market. I only hold short positions with thin profit cushions. When the rebound in the night session happened with no volume, I exited right away, and I’ll see on whether to come back after the 8/6 earnings report is released. When you’re holding $SNDKB , are you betting on Flash price increases transmitting through, or are you afraid that channel inventory will turn on you and you’ll take profits first?