SNDK Valuation Versus Near-Term Momentum
"SNDK is benefiting from the AI-driven surge in memory demand where constrained supply and parabolic earnings/revenue growth make the valuation look paradoxically cheaper as the cycle progresses."
"SNDK feels like one of the semi names where irrational momentum can keep pushing higher, but from an investing perspective I’d expect a correction risk given the extreme run-up and historically inevitable mean reversion."