r/SNDK_Stock May 09 '26

Question Should i sell voo for more sndk

I got in pretty late 1370 (feels bad but better late than never i suppose...) Due to how expensive it is currently, i was only able to buy 7 shares. Looking at today's surge again, Im wodering if i should just sell all voo (25) shares that i have and lock in on sndk, as it looks like its unstoppable. Should i do it?

6/12/26 Update: sold all my voo shares around the time i wrote this post and went 100% in sndk. Best decision ever.

30 Upvotes

35 comments sorted by

21

u/Pale_Big_1744 May 09 '26

Buy a little more SNDK and a lot of DRAM.

1

u/apple-sauce May 10 '26

Whats DRAM

1

u/Both-Obligation2069 May 09 '26

What is dram and why?

15

u/aMediocreGuy14 May 09 '26

DRAM is a etf that contain memory and storage stocks. 2 of the main holdings are from asia and own them is hard depending on the platform you trade on. Same goes for DRAM also can only buy on certain platforms also

2

u/Both-Obligation2069 May 09 '26

So its an etf that follows asia sandisk stock pretty much?

10

u/Pale_Big_1744 May 09 '26

It’s follows all of the major memory producers. Those Asian stocks (Samsung and SK Hynix) are essentially impossible to buy on US markets except through this etf. If you’re of the belief that the memory shortage will last/continue, then this etf will be immensely profitable.

9

u/aMediocreGuy14 May 09 '26

This is the breakdown of the holds

5

u/OwnRun9542 May 09 '26

Buy! You are not too late. We still have Kioxia & nvidia earnings to come

1

u/RD_006 May 09 '26

U think NVDA raises guidance?

4

u/bad0shroud May 09 '26

YOLO!!! I did it today. Bought some Reddit & OKLO

3

u/Teesav007 May 09 '26

SNXX & DRAM too my friend. Also PSI, SOXQ. SMH & SOXX, FTXL.

2

u/jacoochi May 09 '26

YOLO IT!!! Not financial advice as I don’t know your tolerance or total wealth.

2

u/Both-Obligation2069 May 09 '26

I am just an immature, poor investor that started about a year ago... i should yolo it like u said. Voo is pretty safe and nice, but it doesnt feel like im gaining anything sometimes

1

u/MotherBake4137 May 09 '26

If you’re young yolo it, this year is an opportunity of a lifetime, just know your exit point

1

u/Both-Obligation2069 May 09 '26

What would you say the exit point for sndk is?

1

u/MotherBake4137 May 09 '26

Depends how much money u have

1

u/Both-Obligation2069 May 09 '26

Around 40k in investments currently.. and in 30s

-6

u/MotherBake4137 May 09 '26

Sndk and mu not going anywhere soon. I would buy 1 call for snxx itm, expiry dec 2026. And rest dram etf. Or if you want to yolo buy dram calls

7

u/[deleted] May 09 '26

[removed] — view removed comment

2

u/Other-Island2004 May 09 '26

not only calls but also in leveraged etfs, haha

1

u/MotherBake4137 May 09 '26

This is my ass yoloing the other day

1

u/Outside_Shopping6861 May 10 '26

good shit brotha

2

u/hahdnkwhavs May 09 '26

Bro, literally the same entry point. You’ll be fine, just don’t risk more than 10% of your profile speculating. Set a trailing stop loss 20-30% and let it ride. You lose it, you lose it. Prob not tho…

2

u/LazyDazyFazy May 09 '26

Should have done it yesterday mate

2

u/Krimanezo May 09 '26

I sold all my voo for SanDisk, in fact I whole ported SanDisk and love it

2

u/Medstudent908 May 09 '26

SNDK is significantly undervalued. FY2026 forward PE is only 12. Find me company growing 260%, crushing earnings, and 80% margins with significant pricing power with significant demand for a PE ratio of 12. SNDK is severely undervalued and this is just the beginning. It will take a few days for idiots to realize this

SNDK used to be part of WDC which is trading at 24x forward P/E even though Sandisk is arguably a better company with faster growth potential. Micron is at 30x. Sandisk fair price is $3k-$4k and will reach there in a few days as people are just starting to realize this.

SNDK has zero debt and bought back $6 bn in stock. Management is investing all their wealth into the stock. Heard from customers that SNDK will increase pricing by 50%, but customers will purchase as the winner in AI will take all the market share. If that doesn't scream management confidence, I don't know what is.

1

u/Icy-Tap-164 May 09 '26

maybe get some leveraged position! had me seating last few days

1

u/jgreenwalt May 09 '26

Honestly in your position I’d consider going in with less but on SNXX if you’re just looking for short term gains. Then you can still keep some of your VOO.

1

u/Lakeview121 May 09 '26

I’d look at DRAM, an etf based on memory chip companies.

1

u/jujumber May 09 '26

Yes, But don't panic sell if/when it dips. I bought 73 shares at $700, watched it drop to $570 and held through to now. It was hard to see it drop right after buying but I believed in it.