BULL
SanDisk rips ~10% on the AI memory upcycle
Shares jumped roughly 10% as the AI-driven memory upcycle pulled storage names higher. Wall Street still sees more room to run on tightening NAND supply.
- Street consensus
Sresth's Market
A curated shelf of five tickers - SNDK, SOXL, TQQQ, RVI and DRAM - kept as polaroids, with the headlines that move them and a running list of price notes.
The Watchlist
Five names I'm keeping on the shelf. Snapshots refresh as prices come in.
News & Catalysts
Clippings pinned beside the snapshots - what's actually moving these names.
CAUTION
Citron sounds a cautious note
Citron pushed back on the rally, framing SanDisk as more of a commodity play than a moat - a contrast to Nvidia's durable lead. A reminder that memory cycles cut both ways.
- Citron Research
WATCH
SOXL · TQQQ · RVI · DRAM on catalyst watch
The leveraged semis and Nasdaq trackers, the retail-value REIT, and the DRAM index are all pinned to the board. Their cards update the moment a fresh price or note lands on the feed.
- Desk notes
Latest Updates
A running page of price notes. New ticks get taped on here as they arrive.
the feed
- waiting for the first note…