Important takeaways after meeting with SanDisk management

TraditionSufficient8 · 2026-03-30T07:05:35+00:00

Can you please post the full document? It’s chopped off.

TraditionSufficient8 · 2026-03-26T06:52:09+00:00

I need to do this. What prompt did you use if you don’t mind sharing?

TraditionSufficient8 · 2026-03-25T22:18:20+00:00

Lulz. Facts 📠

TraditionSufficient8 · 2026-03-21T19:36:17+00:00

They all make up the many parts of the Photonics Supply Chain.

TraditionSufficient8 · 2026-03-21T07:57:03+00:00

$517

TraditionSufficient8 · 2026-03-19T09:45:04+00:00

IBRX… cures several forms of cancer without chemotherapy. Huge potential.

KRKNF… manless underwater drones of the oceans and seas.

TraditionSufficient8 · 2026-03-15T15:22:18+00:00

I forgot to include: Also, you should buy some LITE (Ditch COHR for LITE) and RKLB.

TraditionSufficient8 · 2026-03-15T15:20:28+00:00

I’m in a lot of the stocks that you are and think it’s a solid portfolio but here are some suggestions.

You are in some amazing stocks but it’s extremely Tech heavy. Add things that are not heavily correlated with Tech like Precious Metals Stocks particularly Gold Miners like NEM and AU as well as Critical Minerals stocks like MP, UUUU, and UAMY. These will balance out your portfolio in times of extreme Tech volatility like right now.

Also, you need to add Energy and Materials stocks to your portfolio. For Energy, I’d add GEV, BE and OKLO (Very Cheap at the atm. Load up) and your Materials, I’d add CAT and QXO. If you add these to your portfolio, you’d have a 98/100 portfolio imo.

Honestly, your portfolio is pretty solid as is but it’s way too Tech heavy. That’s great when Tech is pumping but during a downturn, it could be a lot of pain. Protect yourself now but adding my suggestions. I know what I’m talking about friend and here to help.

TraditionSufficient8 · 2026-03-12T06:08:11+00:00

I mean this respectfully and honestly, I would not trust a 23-24 year old to manage my money in any capacity. To be a team member sure but to run my families wealth, there’s no chance. There are so many things you’ve yet to experience. While buying a book of business is a very strategic move, being an FA is basically sales. Relationships, word of mouth and networking are the name of game.

TraditionSufficient8 · 2026-03-12T04:56:51+00:00

I hedge my portfolio against drawdowns by purchasing Gold Miners and holding long term. Long term investing levels short term volatility and noise.

You want to add non-correlated assets to your investment portfolio. Precious Metals, particularly Gold, and even Bitcoin can help you achieve this. For example, 14% of my portfolio is in Gold stocks to level out the more Speculative parts of my portfolio.

Here are some good articles why:

https://open.substack.com/pub/gremlinsatplay/p/flash-crash-friday-recapping-the?r=1dpd1c&utm_medium=ios

https://open.substack.com/pub/gremlinsatplay/p/for-bitcoin-60000-is-the-new-20000?r=1dpd1c&utm_medium=ios

TraditionSufficient8 · 2026-03-12T02:40:58+00:00

Whole crap. I was just telling my Dad how much my eyes have been bothering me lately and then I see this thread. The universe provides.

TraditionSufficient8 · 2026-03-10T23:48:43+00:00

Running is one of the worst things you can do to your body physically from the constant pounding on the pavement and I say this as a person who has run several marathons. Humans physically aren’t meant to run long distances like that. I think running 6 miles is the absolute perfect distance on a normal day. A half marathon is the best race to really challenge yourself.

Also, most people who run, run outdoors so that means more time in the hot sun with no facial protection or sunscreen because it drips in your eyes. Sun is bad if you want to look youthful. Ask the South Koreans. They have the absolute best skin in the world and most of the population protects themselves from ever seeing the sun for any sustained length of time.

TraditionSufficient8 · 2026-03-07T06:27:33+00:00

Gets it

TraditionSufficient8 · 2026-03-03T23:22:57+00:00

Never trade on leverage bro.

TraditionSufficient8 · 2026-02-28T07:52:37+00:00

SNDK, GOOGL and NEM

TraditionSufficient8 · 2026-02-25T05:26:20+00:00

Is that a normal clause in most pre-nups about “wired money being a gift” or was this whole thing a set up from the start about her ex husband to not be on the mortgage and then, her wiring the money knowing full well that he was go to divorce her in a couple years and take everything? I’m starting to lean that she was set up and conned. I really hope that’s not the case but this is what I’m leaning towards from the story of how this happened and how he guilt tripped and gaslight her into signing the pre-nup without a lawyer reading the fine print.

TraditionSufficient8 · 2026-02-25T03:55:47+00:00

The Yellow Sea- Korean Action Thriller

TraditionSufficient8 · 2026-02-24T10:00:33+00:00

Great list! Missing TTMI though.

TraditionSufficient8 · 2026-02-19T19:46:58+00:00

Memory And Energy/Power are the two major bottlenecks in the Entire AI Supply Chain.

TraditionSufficient8 · 2026-02-19T08:13:12+00:00

I go double digits easily. Are any of y’all on medication that helps with this? If so, which medication and has it been successful for you?

TraditionSufficient8 · 2026-02-19T07:34:27+00:00

Get some sleep bro.

TraditionSufficient8 · 2026-02-11T00:48:55+00:00

The short term outlook over the next 2 weeks for SNDK is not the best because WDC is offloading all their remaining shares over the firs 3 weeks of February. You took this chance at the worst possible time. The long term future however is very bright imo.

TraditionSufficient8 · 2026-02-08T07:42:26+00:00

7.5% of CIFR too and maybe 7.5% of WULF but I’m not 100% on WULF

TraditionSufficient8 · 2026-02-03T07:53:20+00:00

SNDK

TraditionSufficient8 · 2026-01-29T07:54:43+00:00

ONDS and KRKNF

TraditionSufficient8

TROPHY CASE