Despite a massive explosion in NAND prices and an 80% stock increase from $1,000 to $1,800, SanDisk's stock has flattened as this pricing discovery becomes more popularized.
Source Post
NVDA Eyes AI Deals, NAND Boom, Crypto Continues | Market Monitor
Aug 21, 2026
The creator discusses Robinhood's benefits from both crypto and AI, and analyzes Palantir's current valuation and growth prospects. While acknowledging Palantir's past overvaluation, the creator suggests that sustained high growth rates and improving margins may prevent prices from returning to previous lows, implying a potentially undervalued state despite current high prices.
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Tickers discussed in this post
Tesla has received approval for its fully autonomous vehicle network company permit in Nevada, paving the way for a paid public robo taxi service.
The creator is unsure of their view on Spotify but may do due diligence due to Brad Freeman's interest.
Reddit is mentioned as being entered into the S&P 500, providing a catalyst despite not being super green, and is part of the creator's ad tech and AI focus.
The creator defends their continued investment in BMR, highlighting recent share buybacks and increased Ethereum holdings as positive developments that justify holding the stock.
Nebius is discussed as a company with different strategies and is more expensive, but not necessarily a 'catch-up trade'.
Coreweave is identified as the number one player in its space, superior to Nebius in certain aspects, and a prime example of a 'best of the best' company.
QXO is mentioned as a trade the creator considered but ultimately broke their rule on.
Bloom Energy is mentioned as a company that is doing the best in its field but may have gotten ahead of itself and is now being hit due to being overvalued.
ASML is listed as one of the 'best of the best' companies that are not replaceable.
