I am currently holding a decent amount of SNDK shares. Today I was interested in APH earnings and thinking of buying pre earnings. I waited and the stock had good earnings and guidance, but it still fell 15%. I’m guessing that people bought pre earnings and then took some profits after earnings posted.
Now I know that SNDK and APH "Amphenol Corp" are not apples to apples but they do have a lot in common. Both have a lot in common.
Both have had huge increases due to AI buildout
Both have very high PE and forward PE
SNDK’s current call/put ration is nearly 1, meaning people feel it could go either way. So the question.
What are other holders planning on doing before earnings?
Sit back and watch?
Trim a bit and maybe DCA after?
Sell all pre earnings?
I cant make up my mind but I’m thinking of just riding it out. But its a solid mix of FUD/FOMO