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I should have published my SNDK tweet storm last month but I was too weak to do it
Going deep on me led me not to buy it which is nice but thats it. Poor execution on my part.
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.