Let’s talk about why everyone’s so bullish

Alrighty, I want to know why everyone is so bullish on SNDK. MU and SK Hynix seem like more reasonable companies while SanDisk is just in the SSD market. I want to know why everyone here choose to put so much into SNDK. Tell me why you believe so much in SNDK. Is it just hype chasing, or do you actually believe in the company and future of it?

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u/Due-Working1700 — 1 day ago

I have some dry powder, confused on decision

I saved some dry powder. I have some SNDK and MU. Most my money is in MU, followed by SNDK. Im wondering if I should put the rest of my money into SNDK or SK Hynix as the ADR is coming up. I feel SNDK has much more room to grow while SK Hynix and MU are neck and neck already almost multi trillion dollar companies.

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u/Due-Working1700 — 1 day ago

More into SNDK or save for SK Hynix

alright, I got some dry powder. more into SNDK come Monday, or save for SK Hynix? If I get it when it comes to US, do I have to pay any foreign taxes or anything in the future? no right? since its on the US market?

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u/Due-Working1700 — 2 days ago

Who is buying come Monday?

I didn’t have the money to buy at the low on thursday. Would Monday still be a good time to buy? I don’t think the market will fully recover all in one day.

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u/Due-Working1700 — 2 days ago

Investment Strategies, funnel more money to SNDK?

A few weeks ago I had all my money in SPY, GLD and in a bunch of QQQ companies. Recently I liquidated most, not all but 70% and put it all in the following:

The screenshot is what I shifted all the money into. My goal is very high growth. I don’t want to sell AMD or Nvidia, but I’m questioning MRVL at the moment. I feel I have too much invested in them and am at an opportunity cost. Their time to shine isn’t now, maybe 2027. Does anyone suggest I sell MRVL for SNDK or MU?

u/Due-Working1700 — 3 days ago

MAG 7 Earnings

Not to cause alarm, but from my understanding aren’t all these semi stocks held up in terms of growth contingent upon the mag 7 having strong earnings and all the capex being worth it. So end of this month will huge whether we actually go to 2500 or 3000 etc? If their earnings calls don’t show full justification on all the capex, aren’t we screwed? Someone help me understand

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u/Due-Working1700 — 4 days ago

Someone sell me on SNDK

I’m trying to see what stock to put more money into. Majority of mine are in MU.. I kept a low amount in SNDK because im not sure if the fundamentals are as strong as MU. I want to hear from people who believe in the company, not chase hype.

To start, I invested in SNDK because I’ve been following them since 2011, I don’t invest in stuff I can’t believe in. I’ve bought their flash drives, SSDs, everything. They were def a cyclical company, but definitely a strong company thats been around longer than most. I never really invested in them because FANG was where the money was really made at the time. Now I’m trying to understand is this a long Term investment for me? How much runway does it have etc.

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u/Due-Working1700 — 5 days ago

WDC or SNDK

trying to get everyone thoughts. I want to do both but I’m trying to consolidate my list of stocks and only want a very select few. Considering we are in the 500 range now, is it a good time to buy? Does WDC have more growth potential than SNDK? Which is better for growth and long term if I buy in now

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u/Due-Working1700 — 7 days ago

Should I buy post #1000000000000

As the title states, time to buy with a 7 percent dip? I put in 10k around $2050. It’s $2167 right now, considering putting another 10k.

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u/Due-Working1700 — 10 days ago

Buy more MRVL via MU earnings?

As mentioned in the title, is now the time to buy more MRVL? I want to take some of my MU and put it into MRVL because I believe it has more room for growth. thoughts anyone? Sell some high MU and buy some low MRVL basically

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u/Due-Working1700 — 11 days ago
▲ 0 r/AAPL

Sell AAPL?

Alrighty, I’ve had Apple for like 5 years now. I feel like it’s just a stability weight in my portfolio. it rises very slowly and doesn’t crash hard. with MU, SNDK, and all these other aggressive high growth players more relevant now, I’m considering selling all of my AAPL. I feel like there’s an opportunity cost to holding AAPL. I want to sell my position entirely and put it in SNDK or WDC or something so I can make more gains. I’m relatively young and I feel I should be making more risky move.

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u/Due-Working1700 — 11 days ago

Sell some MU before earnings for MRVL

So I have some more MU than MRVL. I wanted to balance my portfolio and get more MRVL since it has more room to grow than MU. I’m almost negative on MU with these mini dips, wondering if I should wait to recover my position in MU and sell some, or sell some right now while we have the MRVL dip and before MU earnings

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u/Due-Working1700 — 12 days ago

How long could this dip last

As expected we have a dip today. looking to buy some more Marvell. Should I just buy in at end of the day or wait a couple days to see if there’s more of a dip?

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u/Due-Working1700 — 14 days ago

Too late to buy before Jun 22nd?

Alrighty, I’m trying to figure out now if I should buy now or wait until next week when things cool down. I feel like things may just keep going up. I want to invest for the long term

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u/Due-Working1700 — 18 days ago

HM Embody Gaming Wobbly!

as the video shows, one leg doesn’t even touch the ground. I’d think maybe I have uneven surface, but my other Herman miller sayl does not do this!

u/Due-Working1700 — 1 month ago