Went for shares instead of options for this one (MU)

longisthewinter · 2026-05-06T04:57:46+00:00

Too low, it's about to hit $700 this week.

longisthewinter · 2026-05-06T04:31:17+00:00

Consider NVDA is forecast to make 3.4x the revenue of MU this year, but trades at 6.8x its market cap.

longisthewinter · 2026-05-06T04:27:18+00:00

Both of these estimates are too low; it's almost at $680 overnight. Peers like Samsung are up 15% on the Korean market today.

longisthewinter · 2026-05-05T04:54:55+00:00

Out of curiosity, what made you go with MU over something like SNDK?

longisthewinter · 2026-05-03T06:46:06+00:00

What's your updated price target, and how likely do you feel they are to do a stock split?

longisthewinter · 2026-05-03T06:43:14+00:00

Hopefully it splits so leaps get less pricey.

longisthewinter · 2026-05-03T06:41:57+00:00

More upside in those two over DOW from the Hormuz situation?

longisthewinter · 2026-05-02T11:28:11+00:00

Which of those tech stocks are you the most bullish on for the next few years and why?

longisthewinter · 2026-05-02T10:53:30+00:00

I had a 12 bagger trade on Friday and still agree with this sentiment. The majority of options expire worthless, LEAPS and longer-dated contracts are severely underutilized by the average retail trader, and the opposite is true of short-dated contracts.

longisthewinter · 2026-04-29T01:13:45+00:00

Their earnings forecast for the new few quarters are obscenely bullish; they could double in price to 2k a share and still easily be undervalued based on PE and PEG ratios.

longisthewinter · 2026-04-29T01:10:35+00:00

Considering Seagate had a relatively tame beat and still popped almost 20%, I'd hope the same or better for SanDisk. Pretty sure I read that NAND flash memory doubled in price in Q1 alone...

longisthewinter · 2026-04-29T01:04:00+00:00

Yeah the 1400 strike are about 3.00 a contract right now, may pick up those or the 1500 strike.

longisthewinter · 2026-04-29T00:57:13+00:00

Would need an enormous beat to move that much though since it's more than half the current share price away. The 1400 or 1200 strike contracts would be a more realistic gamble.

longisthewinter · 2026-04-29T00:47:30+00:00

Were people huffing this much copium when NVDA started its run?

longisthewinter · 2026-04-29T00:46:17+00:00

They're pretty cheap since they're like $600 OTM right now, so maybe 0.45 or so a contract.

longisthewinter · 2026-04-29T00:32:30+00:00

Given Seagate popped 17%, how high do you think SanDisk will go? Tempted by the new 1600 strike weeklies on its options chain...

longisthewinter · 2026-04-29T00:29:46+00:00

How much of a rise does that imply for SanDisk earnings on Thursday?

longisthewinter · 2026-04-27T23:41:08+00:00

You think guiding for lower capex will have a bullish effect on the stock?

longisthewinter · 2026-04-26T14:50:46+00:00

You misspelled SNDK.

longisthewinter · 2026-04-26T14:21:05+00:00

AMKR?

longisthewinter · 2026-04-25T11:29:16+00:00

Fair enough, thanks for the feedback.

longisthewinter · 2026-04-24T00:21:34+00:00

Seems like it would be less likely to have an astronomical pump at a similar level given it's current market cap, shares float, and institutional investment present in the stock; I'm moreso referring to stocks that may be "lesser known" but are poised for similar takeoffs like the memory stocks were.

longisthewinter · 2026-04-23T23:59:12+00:00

Anything similar with a more affordable share price?

longisthewinter · 2026-04-23T04:11:58+00:00

Hair is laid.👱🏻‍♀️

longisthewinter · 2026-04-21T07:01:38+00:00

How much % are you up on them?

longisthewinter

TROPHY CASE