| Window | Theses | Resolved | Wins | Win rate | Avg return | Median return |
|---|---|---|---|---|---|---|
| 1d | 1 | 1 | 0 | 0% | -1.7% | -1.7% |
| 3d | 1 | 1 | 0 | 0% | -1.2% | -1.2% |
| 1w | 1 | 1 | 0 | 0% | -7.8% | -7.8% |
| 1m | 1 | 1 | 1 | 100% | +79.8% | +79.8% |
| 3m | 0 | 0 | 0 | — | — | — |
| 6m | 0 | 0 | 0 | — | — | — |
| 1y | 0 | 0 | 0 | — | — | — |
Past performance does not predict future results. Informational only, not investment advice.
Memory demand is structurally higher due to AI and HBM adoption; DRAM companies have fixed contracts through 2027 and trade at ~10x trailing PE, providing upside from cash accumulation or buybacks.
AI-driven data demand will skyrocket and require massive amounts of NAND flash memory. SNDK is down 45% from ATH due to liquidity and geopolitical concerns, not fundamental deterioration, and the author expects strong earnings on August 5.
Author, a biomedicine professor, models the SLS trial using conservative Weibull methodology and estimates an 80% probability of success, 15% narrow miss, and 5% failure. Despite not being mathematically guaranteed, the expected upside from trial success and potential regulatory approvals justify current valuation; author holds 1799 shares.
End of results.