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.

https://x.com/citronresearch/status/2026304998146015681?s=46&t=GrsizR0Y2dZ3Q30UitZoyw

https://news.yahoo.co.jp/expert/articles/0e3c062ab0845c48f7f9bd159ef792aff452aa4d
若い世代だけでなく40代・50代も「リベンジ退職」 引き金は「黒字リストラ」か？

リベンジ退職ってなんだ？肝心のときに一気に辞めて嫌がらせするのか(´・ω・`)

松屋フーズ売り出しで安くなるなら買おうかと思ったら結構優待がお得なイメージがあったけど今PER60近いのか

防衛は長期的には上だろうが、PER60の重工が指数をアウトパフォームするかが大事だからな
指数に勝てると思うならポートフォリオに入れればいい

>>905
パスキー認証ってやつ？
HyperSBIでも使えんのかな

フリーこんだけ下がってもPER127倍ってやばいな(´・ω・｀)

per roa ecb bbtとか知らないけどチャートで

仕込めば勝てるよ

ディスコとかPER70倍近いやんけ

Yahoo掲示板のPER見れなくなってる。けちくせーーー

>>335
https://news.yahoo.co.jp/expert/articles/f9075d5a486e279d42a6103784c6ef5c85be2717

だーけどいーつか気付くでしょう　その株価にはー
はるか未来　目指すためのー　PERがあることー(´・ω・`)

PERはあとからついてくる(´・ω・｀)

アベノミクス以降押し目は買いなんだよね(´・ω・｀)
PERなんてそんなの関係ねー！

SHIFTのPER14倍
これもう大安売りだろ

ディスコPER65倍ワラタ

ニット帽per50ｗｗ

ユニチカPER3.2倍までいったか

SAAS関連の適正PERは10倍以下

記憶は来期EPS2000とか2500なんだっけ？
PER20なら40000だし地合次第では50000もいくと思ってたわ
900枚しか持ってないが

そもそも本物のバブルはper60.70とかだったからな
こんなのバブルでも何でもない20万ぐらいで要約本物の時と同じぐらい

こんなん流行るのけ(´・ω・｀)
https://news.yahoo.co.jp/expert/articles/13131a36593d2bb6f9a923c44cb7b9f852b5d766

per1127倍ｗ

>>590
XperiaⅣからⅤ
ケータイ補償で1万払って新品がもらえた

８０兆円は文書締結してるから返還されると考えるのはアホだよな
アメリカ成長のボタンを押しまくれ！貢いで！貢いで！貢いで！

https://x.com/peppermint_2525/status/2024925139108851899

>>111
PERで予測できるならそんな単純な話ないな