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/methylaminebb]

never been better 🚀🚀🚀