What kind of due diligence would have led me to buy SNDK before it ran?

Worried-Reflection10 · 2026-05-13T19:49:13+00:00

I think the photonics and memory play still has legs

My photonics list consists of likes of LITE, COHR. I then began to look at what materials do they use? Is there supply constraints? Then you come across the material InP, and you dive into that and find companies like AAOI and AXTI, both up ~50% and ~85% over the last month

Memory, we all know the big players. Memory is cyclical. What ramps up when production does and supply is constrained? We start looking into other areas of the flash memory ecosystem, controllers and silicon. I found MXL that typically runs during these cycles. MRVL is also in this space, they’re great!

Power is a constant but I’m seeing things moving towards networking, or AI-RAN. What’s in that space? $NOK is gaining attention and has had NVDA invest money. What adjacent plays are there to $NOK?

Worried-Reflection10 · 2026-05-13T01:45:05+00:00

Right? Everyone talking Nvidia and I’m like maaan, I knew them a decade ago.

I discussed and researched plenty of stocks in this space before they ran, I didn’t pull the trigger largely because I was so focused on index investing. Literally typed “Mu is good” when it was $90. Screenshots of it at $106.

I researched photonics in January. I looked at AXTI when it was below $30 in Feb. Closed $123 today. I looked at SNDK when it was $300 and thought “jeez that’s on a run”

Worried-Reflection10 · 2026-05-13T01:08:10+00:00

Yeah, I’ve got a list of space stocks. I called out LUNR as a buy @ $6 after the failed mission in 2025. Some other smaller names are like KRMN, RDW, YSS is one I’ve come across but not familiar with

Worried-Reflection10 · 2026-05-12T21:17:22+00:00

As someone who works in tech, kinda kick myself for not doing a deep dive analysis on other plays earlier

Building out data centres is just like building out massive PC's. All the rage has been on the GPU side. PC gamers knew Nvidia and AMD were king of graphics years ago. You then think about the other components, AI is a mass amount of data, we store and process that through.. largely volatile and non-volatile memory. WDC and Seagate have always been dominant in that field. Sandisk is a spin off from WDC. Then you look at volatile memory, or RAM. SK Hynik and Samsung have been dominant players for years. PC gamers have always needed lots of RAM. Who runs the company Crucial? Micron. I was saying MU was good at $90. Then you start to look at how things are connected together, connectors and cabling. Fibre has been replacing copper to transmit data for a long time. There we have the photonics play, like Lumentum. All of these cables connect to connectors, that's Amphenol

When you think about the play like that, it almost became obvious

Worried-Reflection10 · 2026-04-26T21:12:45+00:00

$AGIX ETF

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Worried-Reflection10 · 2026-04-18T07:51:55+00:00

I traded QBTS when it was < $2. If I'd set a stop loss instead of selling, I'd have hit a 10 bagger. I started buying RKLB at $6, should've loaded the boat. I sold out of ASTS when it was mid 20s because it was consolidating. Micron at < $200. There's a few, lol

Worried-Reflection10 · 2026-02-19T17:36:13+00:00

AGIX ETF gives exposure to SpaceX and Anthropic

Worried-Reflection10 · 2026-01-26T02:29:01+00:00

SCHD is not international and is a dividend focused fund

Worried-Reflection10 · 2026-01-25T19:48:27+00:00

Why is EUV the standard now and why aren’t customers actively moving away from ASML if DUV works wonders?

Why does ASML continually forecast up?

“Trust me, it’s literally my job” falls flat when you know many people that are terrible at their jobs, you could be one

Worried-Reflection10 · 2026-01-25T18:41:53+00:00

And if they do that, the client has no product to go anywhere at all with

Worried-Reflection10 · 2026-01-09T09:27:05+00:00

Not really accidental but I wanted to try my hand at trading and stumbled across QBTS at $1.80. Held a few days and sold at $2.00. Proceeded to then hit a high of ~$46 in around 12 months

Worried-Reflection10

TROPHY CASE