sandisk........good golly

[egp320i]

I knew about sandisk and their joint with toshiba but was not aware they split from WD in a restructure
they are now a pure plug and play nand manufacturer with their own ssd's

up 85 bucks today

april this was 62 freaking dollars, up 6x

and here I thought micron was booming and it is

micron still is way larger but they do HBM and nand...

bought more MU last week, already up many thousands and beyond

 

[Eman623]

I only buy SanDisk flash and WD HDDs. I don't trust anything else.

 

[egp320i]

I only buy SanDisk flash and WD HDDs. I don't trust anything else.

micron has been the leader in flash for decades, good enough for enterprise SSD's
and USA made

used seagate ages ago, never had a failure but WD HDD the past 20+years


so does that mean you own sndk?

 

[Eman623]

micron has been the leader in flash for decades, good enough for enterprise SSD's
and USA made

used seagate ages ago, never had a failure but WD HDD the past 20+years


so does that mean you own sndk?

Not directly, but I'm sure it's represented in one or another ETFs that I own.

 

[egp320i]

Not directly, but I'm sure it's represented in one or another ETFs that I own.

likely not, it only spun off from WDC less than a year ago

most funds center on big companies, FANG, etc

sandisk is in a position for this ai boom cycle but they are not huge, toshiba was huge but had to change their name
due to needing to spin off some assets as well

micron market cap right now is 400B

sandisk is 40B, they are a very small niche player with low float

micron has 8x the float that is why now sandisk is worth more per share price

it's somewhat artificial but that's how it goes

 

[Cellblock2429]

I knew about sandisk and their joint with the toshiba but was not aware they split from WD in a restructure
they are now a pure plug and play nand manufacturer with their own ssd's

up 85 bucks today

april this was 62 freaking dollars, up 6x

and here I thought micron was booming and it is

micron still is way larger but they do HBM and nand...

bought more MU last week, already up many thousands and beyond

/—-/ Me too, and MUU to the moon.

 

[egp320i]

/—-/ Me too, and MUU to the moon.

I sold an ETF, pay is nice but I don't need passive income now, I want bonker growth MU is heart and soul of the mega ai memory boom cycle for the next 3 years and beyond
way better return

 

[egp320i]

up another 60 bucks to 513, don't see this slowing down
4-1 split likely soon

micron is on a tear as well

 

[egp320i]

wow, up 100 bucks today to almost 700
since sept it's up 600%.......and I missed it sadly I must say

latest analysts say 800 but 100 bucks a day, well that won't take long

no way they don't do a forward split, 1000 bucks a share is way too rich for most people

nvidia and amazon both did splits when they hit that