- Positions
- 6
Opened position · Feb 9, 2026
SNDKEntry: $588Current return: +139%Went long $SNDK at $588, before the run's low. The trade is up 139% from entry.
Entry to peak
+301%Entry
$588
Feb 9, 2026
Peak
$2,354
Jun 22, 2026
Current price
$1,405
+139%now
- Entry vs the low
- At the low
- low $641 on Apr 2, 2026
- Max drop since entry
- −58%
- Jun 22 → Jul 29, 2026
- Current price
- $1,405
- +139% from entry
The journey
Trade 1
LongEntry to peak +301%Ranked trade30D return +6%Opened position
Long SNDKEntry: $58830D return: +6%Feb 9, 2026, 17:35 UTC Retrospective trade
@extliqprovider yes SNDK/WDC helped me a lot, I called it before Sora2 and added more post Sora2 release
Trade 2
LongEntry to peak +301%30D return +18%Opened position
Long SNDKEntry: $58830D return: +18%Mar 3, 2026, 16:41 UTC
Bought SNDK and LITE when SPX hits 6720, fake broken down to make a bear trap then pulled above. I hope SPX can make a double bottom today at 6720 so I can buy more semis.
Trimmed position
Long SNDKPrice: $68330D return: +18%Mar 23, 2026, 17:25 UTC Retrospective trade
I think we are entering into a super choppy period overwhelmed by the headlines similar to March/April last year. From my experience of last year, chasing long or short in this environment will be super painful as no clear trends. That's why I chose this "buy when price level hits and hold" strategy and use positioning to control the risk. At the opening today I already cut the postion from around 35-40% to roughly 25% as planed. But I iterated the portfolio a little bit compared to the original post: Now I'm holding MU/SNDK/LITE/TSEM shares and AMD/INTC leap calls(2027 March 0.75 delta) instead of TQQQ. Also holding CVX/VG 3months calls for hedging purpose.
Added to position
Long SNDKPrice: $67930D return: +18%Mar 25, 2026, 14:53 UTC
BTD yesterday and look good today. Also BTD on SNDK today. t.co/7ow5hu7kAo
Trade 3
LongEntry to peak +72%30D return +33%Opened position
Long SNDKEntry: $1,37030D return: +33%May 5, 2026, 14:49 UTC
Didn’t have balls to hold it till the end. Need to think about how to improve my strategy to hold things for longer term. Now I only have SNDK left🥹 t.co/J5KA19ZOMb
Trimmed position
Long SNDKPrice: $1,55930D return: +33%May 11, 2026, 18:02 UTC
@mat78704 @diyas_1989 I think $MU in the long run can go much higher, but in the short term, the parabolic move needs some rest, ATR multiple is almost at extreme. Today I converted all of my 2x etf of MU and SNDK to shares , same size. I’m ready for a 10-20% correction
Trade 4
LongEntry to peak +30%Closed +19%Opened position
Long SNDKEntry: $1,669Close P&L: +19%Jun 10, 2026, 18:27 UTC
I think I was overly optimitic, CPI was indeed cooler especially the MoM core CPI, this support the thesis of "the oil price shock is imminent" and "the peak of the inflation surge could be passed" However, bulls are still hesitating to buy given the remaining events before opex next week. Given this I have cut all of the 2x/3X etf and all 2026 calls in this year based on my plan in: t.co/3bDxTeR5xs The good news is, although the bulls are staying frosty, the bears also are having a hard time to flush the price. 50D EMA is very close and negative/uncertain events are being cleared one by one. Time is still on the bull side. My plan is to buy shares and leap calls which have high relative strength until OPEX. Will buy aggressively when SPX/NDX tests 50d EMA or yesterday's low Current the heavist postion LITE/AAOI/DRAM/CRDO/MU/SNDK
Closed position
Long SNDKExit: $1,978Close P&L: +19%Jun 17, 2026, 20:03 UTC
I think the worst case happens, Warsh was not transparent at all and he was super hawkish but as I said he didn’t QT. As SPX broke down the 21d EMA today, the bullish gap was filled. Dollar index is also super bullish. I’ve sold most of my positions except NVDA/AAPL leap calls.
Trade 5
LongEntry to peak +18%30D return −4%Opened position
Long SNDKEntry: $1,61930D return: −4%Jul 15, 2026, 20:38 UTC
My currently holding is majorly MAG7, then NBIS + SKHY bought at $150+ + MU bought at $880+ + 000660 bought at 1.95M on average + SNDK bought at $1500 today DRAM was stopped out at breakeven. Holding MAG7 as my major position helped me a lot recently.
Trade 6
LongEntry to peak +20%30D return +2%Opened position
Long SNDKEntry: $1,59530D return: +2%Aug 19, 2026, 16:05 UTC
@strictrope Sorry not other than but in addition to. I mean I have semi basket and memory(SNDK) for sure!
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