Bullish on memory/storage stocks (SNDK, WDC, MU, DRAM) ahead of Kioxia earnings.
SNDK — LONG The author has been riding the memory/storage train with shares of SNDK, WDC, and MU, and more recently DRAM. The causal mechanism is the ongoing memory/storage sector momentum, with the catalyst being Kioxia earnings next week which the author expects will drive further upside. Main stated risk is not explicitly named, though the author notes options 'scare' them.
Been riding the memory/storage train with shares of SNDK, WDC, and MU for a while now. More recently DRAM. Figured instead of buying more shares I’d try to get a bit more upside trying options. Only wish I’d bought more. Plan on holding into next week as I think it’ll continue to rise before Kioxia earnings.
WDC — LONG The author has been riding the memory/storage train with shares of SNDK, WDC, and MU, and more recently DRAM. The causal mechanism is the ongoing memory/storage sector momentum, with the catalyst being Kioxia earnings next week which the author expects will drive further upside. Main stated risk is not explicitly named, though the author notes options 'scare' them.
Been riding the memory/storage train with shares of SNDK, WDC, and MU for a while now. More recently DRAM. Figured instead of buying more shares I’d try to get a bit more upside trying options. Only wish I’d bought more. Plan on holding into next week as I think it’ll continue to rise before Kioxia earnings.
MU — LONG The author has been riding the memory/storage train with shares of SNDK, WDC, and MU, and more recently DRAM. The causal mechanism is the ongoing memory/storage sector momentum, with the catalyst being Kioxia earnings next week which the author expects will drive further upside. Main stated risk is not explicitly named, though the author notes options 'scare' them.
Been riding the memory/storage train with shares of SNDK, WDC, and MU for a while now. More recently DRAM. Figured instead of buying more shares I’d try to get a bit more upside trying options. Only wish I’d bought more. Plan on holding into next week as I think it’ll continue to rise before Kioxia earnings.
This Reddit post, published May 09, 2026, features u/Bill_Clintons_Desk5 discussing SNDK, WDC, MU. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/Bill_Clintons_Desk5 · Tickers: SNDK, WDC, MU