Countdown to making money! $SNDK With a trillion-dollar order paving the way, breaking through 1781 is only the beginning. Follow Shibei and you can just lie back and win!!!
This breakout to a new high could make people who ran at 1500 slap their thighs in regret. But don’t just look at the K-line—we need to see what the big players are really betting on!
News: SNDK’s strong rally this time is entirely because its fundamentals are incredibly solid. At its investor day, it clearly laid out its new business model (NBM), and it has already signed long-term agreements with 8 customers, up to 5 years in length. Based on the minimum price, it already has a guaranteed revenue of at least $93.9 billion.
At this pace, half of 2027’s shipments and two-thirds of 2028’s capacity have basically already been pre-booked. On one side, JPMorgan is directly raising its target to $2250; on the other, there’s a nearly 50% free cash flow margin. No wonder this storage AI supercycle is moving so steadily.
Shibei view: As long as the logic of the big players signing trillion-level long-term orders doesn’t change, every pullback is just a chance to get in on the ride.
Bullish/Bearish Strategy
Long: On a pullback to 1750-1770 and stabilization, take a light long position, and keep your stop-loss in place.
Short: If it falls below 1750, go short with the trend; keep position size light.
How far can this long-term order pre-booked by the big players really go? If you want to closely follow smart money and ride the storage mega-cycle, the [Shibei Ace Exchange Room] will keep you updated in real time!
#ZEC续刷历史新高 #Lululemon因指引疲软跌20% $BTC $ZEC
This breakout to a new high could make people who ran at 1500 slap their thighs in regret. But don’t just look at the K-line—we need to see what the big players are really betting on!
News: SNDK’s strong rally this time is entirely because its fundamentals are incredibly solid. At its investor day, it clearly laid out its new business model (NBM), and it has already signed long-term agreements with 8 customers, up to 5 years in length. Based on the minimum price, it already has a guaranteed revenue of at least $93.9 billion.
At this pace, half of 2027’s shipments and two-thirds of 2028’s capacity have basically already been pre-booked. On one side, JPMorgan is directly raising its target to $2250; on the other, there’s a nearly 50% free cash flow margin. No wonder this storage AI supercycle is moving so steadily.
Shibei view: As long as the logic of the big players signing trillion-level long-term orders doesn’t change, every pullback is just a chance to get in on the ride.
Bullish/Bearish Strategy
Long: On a pullback to 1750-1770 and stabilization, take a light long position, and keep your stop-loss in place.
Short: If it falls below 1750, go short with the trend; keep position size light.
How far can this long-term order pre-booked by the big players really go? If you want to closely follow smart money and ride the storage mega-cycle, the [Shibei Ace Exchange Room] will keep you updated in real time!
#ZEC续刷历史新高 #Lululemon因指引疲软跌20% $BTC $ZEC
