Reward 500 Tiger-coinsRight now, the hottest trades in the market are clearly gold and the storage sector. But the biggest problem is: we can’t catch up — prices have moved way too fast!
Just five months ago, $SanDisk Corp.(SNDK)$ was widely seen as a legacy flash maker held back by aging products. Today, after a nearly 1,000% rally, it has become one of the best-performing S&P 500 stocks and a core AI trade.
But it’s not just retail investors who missed it, even smart money got it wrong.
The key behind-the-scenes force pushing SanDisk’s spin-off was the famous activist hedge fund Elliott Management — yet it missed most of the upside. SanDisk was spun off from Western Digital last February, largely due to Elliott’s long-term pressure.
Elliott believed the combined Western Digital + SanDisk structure created undervaluation, and that a split would unlock value. At the time, Elliott’s highest valuation expectation for SanDisk was around $20 billion, but today SanDisk’s market cap is roughly $65 billion.
Regulatory filings show Elliott held 750,000 shares of SanDisk after the spin, with a cost basis of $49.71. However, the fund fully exited before the end of September. While Elliott may have captured a rebound in September, if it had held until today, the position value would have surged from about $84 million to roughly $340 million.
Even the sharpest players on Wall Street failed to foresee this AI-driven explosion in memory-chip pricing.
Gold Extends Record Rally — Traders Start Betting on $6,000
At the same time, the global commodities market has reached a historic milestone: both $XAU/USD(XAUUSD.FOREX)$ and $Gold - main 2602(GCmain)$ have broken above the key level of $5,000 per ounce, hitting the highest prices in financial history.
After this long-standing “price ceiling” was shattered, the options market didn’t see massive profit-taking.
Instead, even more aggressive buying rushed in. Traders are piling into long-dated call options with strike prices between $5,500 and $6,000, signaling a strong market consensus that gold’s bull run may be entering its “second half.”
Micron: $24 Billion More Investment in Singapore Over 10 Years! A New NAND Fab Is Coming
$Micron Technology(MU)$announced it will invest an additional $24 billion in Singapore over the next decade, launching the construction of a brand-new NAND flash wafer fabrication plant.
This new facility will become Singapore’s first “two-story fab,” featuring roughly 700,000 square feet of cleanroom space. It is expected to begin production in H2 2028, and create around 1,600 jobs.
As AI infrastructure accelerates, demand for memory — NAND / DRAM / HBM — continues to rise. Across the industry, supply is becoming increasingly tight, even showing signs of shortage. As a key Micron base, Singapore is positioned to be a major expansion hub for the company.
Your Turn 💬
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What’s your take on Micron building new fabs in Singapore?
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Would you invest in the “all-rounder” Micron, or the fast-rising new star SanDisk?
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If you had to choose one: chasing memory stocks or chasing gold — which offers better value now?
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Or are you choosing to chase neither?
Leave your comments to win tiger coins~
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Comments
Micron holds a broader portfolio in both DRAM and NAND flash memory, including high-bandwidth memory (HBM) for AI servers, giving it a potentially more diversified position. SanDisk focuses almost exclusively on flash memory products.
would probably go for Micron and if got extra [USD] [USD] [USD] would invest 8n SanDisk too [Grin] [Grin] [Grin]
would buy gold if am loaded [Sly] [Sly] [Sly]
另一方面，我有存储和半导体股票： $美光科技(MU)$ $SanDisk Corp(SNDK)$ 和 $英伟达(NVDA)$.
这边有爆发力，骑在AI超级周期上。它受益于DRAM和NAND价格回升以及数据中心需求。它被用于计算、内存和智能的未来。
这边说我在创新和技术进步的浪潮中冲浪。
双方一起形成了一个美丽的平衡。
黄金保护我的现在&平静我的心。存储和半导体股票构建我的未来并点燃我的未来。
@Tiger_SG @Tiger_comments @TigerStars @TigerClub @CaptainTiger