#TradFi晒单 Today at the end of the session I fully closed the position at $SNDKB —I’m not betting on tonight’s post-close potential volatility. The market has already priced in SanDisk’s earnings report to a “perfectly expected” level—revenue of 8.3–8.4 billion, and a gross margin of 79%+—but if the shipment cadence for enterprise SSDs slows even slightly, or if news about CXMT’s capacity expansion gains further momentum, an overly high valuation can collapse in an instant. SNDKB is an ADGM custodian with 1:1 certificates and no voting rights, and when the U.S. market is closed there’s no way to hedge. In this kind of “high expectations + supply variables” window, I’m not holding through the night. You’re holding SNDKB—are you confident that AI storage demand will support the expectations, or are you worried that guidance could miss and you’ll have to retreat first?