Barclay's upgrade $SNDK & revising $MU higher: SNDK: We think this type of contract fundamentally changes the way memory players can decide and allocate business, making their environment much more secure and protected on the downside MU: We are of the opinion that as MU signs more of these SCAs they will provide similar information to SNDK, giving details on the financial hooks and potential prepayment structures they are contracting. When these details come to light, we see it as a positive catalyst and another step forward in the sustainability of this memory cycle.

.@tradexyz's SKHX, MU and SNDK lead HIP-3 volumes on @HyperliquidX SKHX is currently the third highest volume asset at 806M USD over the past 24 hours, behind only BTC (2.72B USD) and ETH (967M USD)

$SNDK Trade Idea: Sept 25 1950C Trigger: 1800 ✅ Targets: 1900, 1950 🎯 Stop: 1750 🛑 SNDK ran from 1504 to 1797 last week and has been basing for nearly 3 months. 1828 is the breakout level for a move toward 2000+. This week, I’d like to see a higher low hold above 1700. If MU can run after earnings, SNDK to 2350+ is in play by November. SNDK looks ready for the next leg higher.