In the same quarter, two completely opposite judgments happened to be made on SanDisk.
After Tepper’s $SNDK rose 591%, he promptly cleared out and exited, and also cut $MU by 41%.
Meanwhile, Situational Awareness still held 2.5 million shares of $SNDK by the end of June, worth $5.67 billion—28% of its entire position—along with another 4.8 million shares of $MU .
The data is from the same source; the disagreement comes down to how much longer this storage cycle can keep running.
After Tepper’s $SNDK rose 591%, he promptly cleared out and exited, and also cut $MU by 41%.
Meanwhile, Situational Awareness still held 2.5 million shares of $SNDK by the end of June, worth $5.67 billion—28% of its entire position—along with another 4.8 million shares of $MU .
The data is from the same source; the disagreement comes down to how much longer this storage cycle can keep running.
