$Sandisk(SNDK.US) is a perfect example why you don’t trust firms named after tangerines.Forward earnings compresses extremely hard with Sandisk and $Applied Optoelectronics(AAOI.US). My opinion is that shorts are just fuel to the rally… Since people who took the other end of the trade, show a lack of understanding of forward growth, bottlenecks, and extreme TAM expansion.Source: Serenity

Applied Optoelectronics

Sandisk

Sandstorm GLD

AI/Semi Supply Chain Analyst
ex. RISC-V FDN, AI research scientist;