Публикация

$SNDK contract surged to ~1740 before the US open, pushing up my 1615 short. 📉 The market is pricing ~$9.39B in long-term agreements across 8 customers. FY2028-FY2030 targets mid-to-high double-digit revenue growth with ~80% adjusted gross margin. Valuation is shifting from cyclical NAND exposure to locked-in future certainty. We will see once the market opens if Wall Street validates this massive run. 📊