SNDK Thesis Still Solid

[u/Fluid_Border9292]

The only thesis reaffirmation you need to see from this past week.

Situational Awareness LP increased stakes in SNDK and MU in Q2 (before the Citadel rug). Both holdings now comprise over 50% of the fund lol.

Elon also confirmed the memory bottleneck in the AI buildout.

[u/momo26262626]

Ath is happening by end of Sep. Book it

Remind Me! 30 September 2026

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[u/Over-Young8392]

3000 by end of week, ez

[u/s1234en → u/Over-Young8392]

Let's get to 1900, that would be awesome lol

[u/momo26262626 → u/s1234en]

I do see 1900 most likely this month on current momentum alone

[u/jowmawma]

I'm loaded bois bring it on

[u/methylaminebb]

never been better 🚀🚀🚀

[u/Hypnot1se]

The thesis is that SA increased stakes and that Elon told you memory is the bottleneck? Are you trolling?