The Analysts

Call · @aleabitoreddit · #111 on the leaderboard

@aleabitoreddit

@aleabitoreddit · Mon, Aug 17

Serenity@aleabitoreddit
Just some more demand imbalance visibility for $SNDK, $SKHY, $MU, Kioxia, and your NAND players. Phison CEO: "2027 capacity constraints will be even more severe than in 2026." "Upstream suppliers need up to 4 years from plant construction and equipment investment to actual
20d agoview on X ↗media on X

tweeted Mon, Aug 17 · counted from Tue, Aug 18 close

Read as

Long SNDK, Long SKHY, Long MU · Medium confidence

Confidence

Medium0.75

Counted from

Tue, Aug 18 · market close

Rank since this call

#114 → #111 · 7 scored days

#114

Aug 28

#114

Aug 29

#116

Aug 30

#89

Aug 31

#103

Sep 1

#57

Sep 2

#111

Sep 3

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