$SNDK The latest take is here! SanDisk is falling below 800 tonight!
First, the call 👉 Short at the current price! Why?
Guys, I can explain why I'm shorting SanDisk at this level in one sentence: Storage is a second-order derivative of AI capex. If data center construction stalls, orders will be cut immediately. Texas approvals are still frozen, and Wells Fargo says half the projects could be scrapped, reducing U.S. capex by 8%. Once the price-hike story turns into an order-cut story, both volume and prices will come under pressure.
MSCI's removal of MicroStrategy takes effect on November 30, and there's still a 50-basis-point rate cut priced in for December. Texas legislation won't be decided until early next year. When risk appetite dries up, the stocks that fall fastest are always the ones that rose the most beforehand—in this case, storage stocks!
Where's the short-term target? When it's time to take profits, Brother Niu will update the chatroom and help everyone close out profitably! Join us!
#Anthropic拒绝延期IPO，本周路演估值几何？ #黄仁勋再被曝与下属婚外情，或遭董事会罢免
First, the call 👉 Short at the current price! Why?
Guys, I can explain why I'm shorting SanDisk at this level in one sentence: Storage is a second-order derivative of AI capex. If data center construction stalls, orders will be cut immediately. Texas approvals are still frozen, and Wells Fargo says half the projects could be scrapped, reducing U.S. capex by 8%. Once the price-hike story turns into an order-cut story, both volume and prices will come under pressure.
MSCI's removal of MicroStrategy takes effect on November 30, and there's still a 50-basis-point rate cut priced in for December. Texas legislation won't be decided until early next year. When risk appetite dries up, the stocks that fall fastest are always the ones that rose the most beforehand—in this case, storage stocks!
Where's the short-term target? When it's time to take profits, Brother Niu will update the chatroom and help everyone close out profitably! Join us!
#Anthropic拒绝延期IPO，本周路演估值几何？ #黄仁勋再被曝与下属婚外情，或遭董事会罢免
