- Positions
- 4
Opened position · May 8, 2026
SNDKEntry: $1,510Current return: −7%Went long $SNDK at $1,510, 136% above the run's low. The trade is down 7% from entry.
Entry to peak
+56%Entry
$1,510
May 8, 2026
Peak
$2,354
Jun 22, 2026
Current price
$1,405
−7%now
- Entry vs the low
- 136% above the low
- low $641 on Apr 2, 2026
- Max drop since entry
- −58%
- Jun 22 → Jul 29, 2026
- Current price
- $1,405
- −7% from entry
The journey
Trade 1
LongEntry to peak +56%Ranked trade30D return +3%Opened position
Long SNDKEntry: $1,51030D return: +3%May 8, 2026, 17:24 UTC
Almost a catastrophic 250% move from that point. Huge congrats to everyone who held through it. 🚀🚀🚀 t.co/5jNvQrtAHN
Added to position
Long SNDKPrice: $1,50730D return: +3%May 8, 2026, 18:16 UTC
Many people ask me: “Isn’t this stock already expensive?” My answer is simple: How do you know it is expensive? A stock is not expensive simply because it has gone up a lot. We need to move beyond that kind of backward-looking thinking. If the future upside is much larger than what the market currently prices in, today’s price may still be cheap. For me, that applies to Intel, memory names including SanDisk and Micron, and the optical and power infrastructure themes. Today, I added more to the names that were hit too hard, and added smaller amounts to the ones that already ran too much. Not investment advice.
Trade 2
LongEntry to peak +7%30D return −38%Opened position
Long SNDKEntry: $2,20030D return: −38%Jun 18, 2026, 20:50 UTC
SanDisk is up nearly 4x since I wrote my article. Looking back to March, when the stock was falling and so many people were declaring that the memory cycle was over, it's honestly pretty amusing🤭 t.co/b6uhUoOq08
Added to position
Long SNDKPrice: $2,11930D return: −38%Jun 26, 2026, 19:22 UTC Retrospective trade
I completely agree with what my friend Ren said. I’ve been gradually buying up the discounted stocks.😅
Trade 3
LongEntry to peak +23%30D return +13%Opened position
Long SNDKEntry: $1,55530D return: +13%Aug 26, 2026, 22:14 UTC
Spent today swapping notes through a few different channels on the Chinese memory players. Can’t share most of it, but I’ll say this much: Still. Fucking. Long. Memory. $MU $SNDK $SKHY #samsung t.co/MzZaW1oriK
Trade 4
LongEntry to peak 0%Current return −11%Opened position
Long SNDKEntry: $1,582Current return: −11%Oct 12, 2026, 06:59 UTC
Every trade on the chart
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More journeys on $SNDK
Ren
+401%Went long $SNDK at $470, before the run's low. The trade is up 199% from entry.
Read the journey
3X Long Labubu
+301%Went long $SNDK at $588, before the run's low. The trade is up 139% from entry.
Read the journey
Photon Capital
+283%Went long $SNDK at $615, before the run's low. The trade is up 128% from entry.
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