Citron is Short $SNDK — They Don't Ring a Bell at the Top We don't need Anthropic to announce they're making NAND. Samsung is already the 800-pound gorilla, and they've been running this playbook for 30 years. While TV pundits pound the table herding retail into cattle cars, Western Digital, the long time investor, sold a significant portion of its holdings days ago, 25% lower. Ask yourself why. Because they know the cycle is approaching a peak, and they're not waiting for the bell. The market is pricing SanDisk like it's $NVDA. There's one problem: NVIDIA has a moat. SanDisk sells a commodity. We've seen this movie before 2008, 2012, 2018. It's never different this time. Memory is a cycle, and cycles peak. Samsung has a 30-year history of choosing market share over margins. They wait for pure-plays like SanDisk to get comfortable at 50% gross margins, then flip the switch. But this time it's worse. Every $SNDK bull should read attached article Samsung just told the world they won't sell anything under 50% margins and they're moving their best chips into the same premium SSD market SanDisk calls home. They're not just the capacity gorilla anymore. They're going after SanDisk's best customers with cheaper, newer technology. And the only thing keeping supply tight right now? Samsung's temporary yield problems in another product line. That bottleneck has an expiration date. With double the capacity of the 2018 peak waiting in the wings, this "shortage" is a supply mirage that can vanish in a single earnings call. Hockey shout-out: Shorting $SNDK is skating to where the puck is going. By the time the cycle normalizes, this stock will already be much lower. technetbooks.com/2026/02/sam…

Pendant que tout le monde parle des Semi ta des boîtes génialissime comme $MCD et $MA à ~20x P/E putain…

Mdrr tout le marché est Green et ta META et Microsoft qui degueule. Vraiment pas déçu de m’être débarrassé de ces deux boîtes

Désolé j’ai fais une petite prise de bénéfice

Can anyone guess how these robots are going to talk to each other? $NOK Nokia 🥳

Non mais c’est du grand nptq

Après META j’ai décider de liquider ma position dans Amazon après 3 ans de détention. Je garde maintenant les noms suivants : Nvidia,TSMC,Ibiden,APH et Nokia

Le racisme en France sous les yeux de tout le monde et aucune sanction.

Mdrr il en a tellement rien à foutre du prix de son action

Je me délaisse de mes actions Advantest à contre cœur demain

BUBBLE IS POPPING

Ma these New Apple qui se valide

Je ne lâcherais pas Ibiden avant un x5 cette boîte mérite de faire 1000%

Putain mais le pire c’est que j’ai vu tout ça à l’époque je dormais ou quoi

We are short $SIVE. A retail-driven pump built on speculative hyperscaler links, a fabricated bottleneck narrative, and a rumored volume ramp-up has driven a 1,800% rally in $SIVE.ST. Insiders sold ~29M shares into it. Here's what they're not telling you.👇 Full report: ningiresearch.com

And you know who they need for this ? Two names : $NOK and $ERIC

Wordline c’est ultra value (ceci n’est pas un conseille mais une observation)

Non mais c’est vraiment des grosses merdes ses employeurs américains il aurait du lui donner 100 M pour qu’il se calme

And you know for what ??? Increase CAPEX !!!!

But people swear that China might take Taiwan in 5 years