The Analysts

@unclestocknotes

@unclestocknotes · Fri, Aug 7

Unclestocknotes@Unclestocknotes
Gavin Baker 記憶體晶片公司正以放棄短期價格飆升帶來的高收益為代價，換取長期的供貨協議；在這些協議中，客戶需預先付款，且價格設定了上下限。簡而言之，SanDisk 放棄了價格高峰期的超額收益，以此換取了未來數年的需求保障。週期性波動減弱甚至消失！
29d agoview on X ↗

tweeted Fri, Aug 7 · counted from Mon, Aug 10 close

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Long SNDK · High confidence

Confidence

High0.94

Counted from

Mon, Aug 10 · market close

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Leaderboard position per scored day — never a price chart. Other calls were active in this window; no single call is credited.

Active call · day 27 · fades out by Sep 18