Last September, the SNDK stock was trading at forty dollars.

This July, it touched 1830...

a forty-five-fold increase in ten months.
This isn’t a stock that grows,
it’s an event that reshapes the market.

And the story was completely compelling.
SanDisk makes NAND memory, and AI consumes every available byte of storage.

Data-center revenues rose 645% in one year. Quarterly revenue jumped 251%.
The stock became the best-performing in the S&P 500, rising more than 700% since the start of the year...

Goldman Sachs doubled its target price to $2200 two weeks ago.

The stock fell 24% in five days.
And it closed below its 21-week moving average for the first time since the entire journey began.

And this technical detail has deeper meaning than it looks.

Over ten months, there were people who bought every dip at the same level.
A fund, a firm, an algorithm—doesn’t matter.
What mattered was that hands were holding the stock from below every time.

This week, that hand disappeared.

And I’m not writing to you to predict that the stock will crash.

It may come back tomorrow and set a new high.
But I’m writing to remind you of something people forget in the ecstasy of profits.

SanDisk sells a commodity.
Flash memory, like copper and like oil...
Its price rises when supply is scarce, and collapses when supply returns.
And the memory industry, specifically, has lived through this cycle dozens of times since the 1980s...
Factories get built at the peak of demand, then produce at the peak of abundance.

Every rise on this scale carries within it the seed of a fall,
because high prices themselves are what trigger competition and new production capacity.

The investor who entered at $40 now has the luxury of losing 24% and smiling.
The investor who entered at $1800 after reading Goldman Sachs’ report
is living a completely different experience...

Same stock, same company, same news.
The only difference is the price each of them paid.

That is investing in one sentence:
It isn’t the company that determines your return,
it’s the price you bought it at.

So when you find yourself buying a stock that’s up 700% this year,
ask yourself one honest question:
Am I buying a company
or am I buying a story whose first chapters were written by someone else?
$SNDK $MSFT $SKHY
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