Author full-ported a $60k joint account into SNDK, betting the memory shortage worsens into the Vera Rubin release.
SNDK — LONG The author went all-in on SanDisk, planning to hold 2-3 years, betting the memory shortage will worsen, especially ahead of the Vera Rubin release this year. The mechanism is that tightening memory supply drives SNDK pricing and earnings higher through the shortage cycle. The stated horizon is 2-3 years; no explicit risk is named beyond the concentrated full-port bet.
I think I’m going to ride this memory shortage out and double down on the thesis that it’ll get worse, especially in preparation for the Vera Rubin release this year.