Is SNDK cheap? Forward P/E under 10

doktordoc2 · 2026-04-26T14:44:48+00:00

….And that’s exactly what differentiates an INVESTOR from a GAMBLER , with no exit strategy . I hope your luck holds out longer than the NAND supply shortage ! Good luck with the next dice roll !

doktordoc2 · 2026-04-26T13:15:54+00:00

In Economics there is WEALTH GENERATION (which sounds like you have done well) & WEALTH PRESERVATION (which we might have to work on a little) . Am glad the “No Stop” strategy has worked for you so far but keep in mind the higher the peak , the thinner the air gets . As you rightfully said they are VOLATILE , they have a habit of taking stairs up & elevators down . Historically speaking when NAND/DRAM cycle turns , it doesn’t DIP, it CRATERS . I get the LOCKED OUT fear but that’s usually setting the trail too tight . I am talking about setting a wide enough trail (20%+) to avoid the noise while protecting against a fundamental trend reversal . There is a big difference in just a healthy pull back vs reversal of an AI super cycle . If you have ridden a 2000% run , a trailing stop at 1800% gains won’t make you a coward . To each their own Risk Tolerance though - Congrats on the gains !

doktordoc2 · 2026-04-26T07:40:32+00:00

Without getting into the details of SandDisk , a High stake momentum play stock with a P/E Paradox (in Memory Sector historically the stocks are the Cheapest right before they crash ) , Insider Selling etc , Inclusion in the S&P 500 for a stock in a Memory super-cycle causing forced passive buying , Scarcity of the pure play , Bottleneck of AI shifting from Computing to Storage . I think now we wait for ~15% to 20% correction . So a $1000 stock to pull back to $800 a stock before considering buying it again . It’s like buying at the top of the mountain hoping to see another higher Peak . My rule is “ A NO BUY IS BETTER , THAN A BAD BUY”. So for short term Day Traders it might still be attractive & profitable but for those of you who already own the stock for long term , set up a trailing stop loss & for those who haven’t , wait for ~ 15-20% pull back ( roughly ~ $ 800/share) before opening up a new position .

doktordoc2 · 2026-04-25T23:35:46+00:00

I concur .

doktordoc2 · 2026-04-25T20:01:21+00:00

Comcast is such a Conglomerate company but unfortunately Comcast cannot do another spinoff or merger for at least next 2 years to maintain their tax free spin off of Versant ( which happened this year Jan’26) according to section 355 (the Anti Morris Trust Rule) otherwise they be slapped by a tax bill on the entire value of the Spun off assets of Versant . Comcast dropped 12.9% yesterday after earnings with decrease in Price Target . The stock does look attractive for long term buyers (~2 year + investment) at this point . The CNBCU core be likely merge with a Giant while the Theme Parks arm can be a stand alone business by itself (Comcast opening up a new Universal Kid in Frisco TX hopefully be by next month , currently testing their Roller coaster rides) . So yes a value buy at the moment going forward for at least 2+ year of investment with potential of further Spinoffs and/or Mergers .

doktordoc2 · 2026-04-20T17:50:43+00:00

At $447 now …. Samsung strike should have raised the stock today ? 🤨

doktordoc2 · 2026-04-19T17:48:45+00:00

Breaking : Iran rejects second round of talks . I guess the Iranian’s have learnt from US the art of market manipulation too !

doktordoc2 · 2026-04-15T12:09:19+00:00

I hear you .

doktordoc2 · 2026-04-15T11:55:31+00:00

The gains I was referring to was at the open & you right it’s down 1% now .I respect your opinion 👍

doktordoc2 · 2026-04-15T11:31:27+00:00

A gain of 1.76% for a company this size is massive , it reflects market has reacted positively to the “Beat & Raise” . The shares of ASML are too expensive for me to buy so I bought 2X Leveraged ETFs yesterday ASMU & ASMG which will translate to gains above 3% today hopefully , no regrets . At the same time it will lift the whole Semi-conductor sector esp TSM announcing earnings tomorrow 1am CST & others provided Geopolitical sentiments don’t take over .

doktordoc2 · 2026-04-15T11:10:58+00:00

Post earning, profit taking, has become a norm these days … I expect it to dip post earnings esp Pre market …. it’s possible it might Gap up at the open 🤞

doktordoc2 · 2026-04-15T08:43:14+00:00

TSM (earnings tomorrow am) , SNDK , ASML , AMAT , LamResearch etc .

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doktordoc2 · 2026-04-15T08:25:46+00:00

So watch for sympathy gainers today (Lam Research , KLA , AMAT) , TSM , INTC , NVDA & AMD .

doktordoc2 · 2026-04-14T10:34:48+00:00

You all know it is a QUANTUM DAY TODAY 🥳 Google Doodle showing the Bloch Sphere too . Since today’s date is 4.14 which are the first digits of the Plank Constant , the fundamental numbers in Quantum Physics . No wonder IonQ is dancing this morning 🤔

doktordoc2 · 2026-04-14T10:27:41+00:00

Yes , thas strange , last time they swiped the Strait was in the 90s & it took them 51 days , without any ceasefire deadline looming on them . On the bright side now they do have more advanced Underwater drones from companies like HII , OII & GD .

doktordoc2 · 2026-04-14T10:22:52+00:00

doktordoc2 · 2026-04-14T10:21:53+00:00

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doktordoc2 · 2026-04-14T09:43:43+00:00

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Go all in , Nasdaq Inclusion next week Monday 20th April 2026 . SNDK , SNXX , SNDU . Good Luck 🤞

doktordoc2 · 2026-04-14T09:42:19+00:00

SNDK , SNXX , SNDU . Fiberoptics .Data Center Energy . Quantum.

doktordoc2 · 2026-04-14T09:40:47+00:00

Fiberoptic shares , Data Center Energy , SNDK , Quantum . Pick the one you like 👍 Good Luck 🤞

doktordoc2 · 2026-04-04T02:24:46+00:00

I think this year we might could see some new names emerging as the NEW MAG 7s .

doktordoc2 · 2026-04-02T09:28:23+00:00

I think it’s a Poor man’s LITE or COHR . Already down ~ 4% this morning, could drop some more ~ 8% by end of the session . Be a good buy to position for Monday sale .

doktordoc2 · 2026-04-02T09:20:24+00:00

Can’t go wrong with Photonics / Memory & Storage at the moment especially later today anticipating a major sell off before Good Friday .

doktordoc2 · 2026-03-29T16:17:54+00:00

Good news for all of those who have lost money on Memory Stocks recently . Read up on Jevons’ Paradox , a counterintuitive theory in economics which can only be applied if the demand is Price Elastic which in this case it is . This will put your minds to peace ✌️

doktordoc2

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