- Positions
- 2
Opened position · May 3, 2026
SNDKEntry: $1,188Current return: +18%Went long $SNDK at $1,188, 85% above the run's low. The trade is up 18% from entry.
Entry to peak
+98%Entry
$1,188
May 3, 2026
Peak
$2,354
Jun 22, 2026
Current price
$1,405
+18%now
- Entry vs the low
- 85% above the low
- low $641 on Apr 2, 2026
- Max drop since entry
- −58%
- Jun 22 → Jul 29, 2026
- Current price
- $1,405
- +18% from entry
The journey
Trade 1
LongEntry to peak +98%Ranked trade30D return +47%Opened position
Long SNDKEntry: $1,18830D return: +47%May 3, 2026, 19:26 UTC
I own 4 of these 5 stock. $AAOI $ASTS $SNDK $KRKNF These positions won’t be touched for years.
Added to position
Long SNDKPrice: $1,25030D return: +47%May 4, 2026, 20:57 UTC
For a long time the best way to get $SK Hynix and Samsung exposure was $EWY. I rotated out to buy into what I believe is the more asymmetrical play. $DRAM launched 5 weeks ago and is the first and only pure play memory ETF ever created. Here are the four companies in this ETF that matter most. $SK Hynix — The HBM monopoly. Printing $26B in operating profit per quarter. Every Nvidia H100 and B200 runs SK Hynix HBM. Nvidia cannot ship a chip without them. Supply is sold out through 2027. Samsung — The largest memory manufacturer on earth. Still fighting yield problems on HBM but once resolved the operating leverage is violent. A fixed problem at Samsung scale prints billions per quarter. $SNDK — Spun off from Western Digital 14 months ago and up 2,400%. 78% gross margins. $42B in locked revenue commitments. The NAND shortage is their moment and they are the most leveraged pure play to it. $MU — The only US-based HBM producer. Order books stretching into 2027. Cloud Memory Business nearly doubled year over year at 66% gross margins. Trading at 8x forward earnings on 196% revenue growth. Same ETF. Four completely different stories. All winning from the same supercycle. $DRAM
Trade 2
LongEntry to peak +21%Closed 0%Opened position
Long SNDKEntry: $1,516Close P&L: 0%Aug 13, 2026, 15:20 UTC
Memory is so back. Hope you didn't get shaken out by the bad sentiment. $MU $SNDK t.co/B7vk3cVAB6
Closed position
Long SNDKExit: $1,515Close P&L: 0%Sep 15, 2026, 18:19 UTC
Update for the CK Capital Flagship portfolio on @joinautopilot. Closed $BE, $APP, $PLTR, and $SNDK here, all for a profit. Adding $FPS after the monster report, plus a tiny bit of $PENG. I also increased my position in some of my favorite megacaps, $NVDA and $AMZN, and added t.co/LgFSQhbyJC
Every trade on the chart
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More journeys on $SNDK
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