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Missed the 2,800% Rally? This Might Be Your Second Chance · Earn Your Leisure

• 0:00
  Speaker 1: Okay, let's talk about Sandis it's up one hundred dollars
• 0:05
  Speaker 1: today and it's it's it's been a historical run. I
• 0:08
  Speaker 1: know that's something that you was championed early on. I
• 0:11
  Speaker 1: believe somebody from eyl University got a green jacket today.
• 0:15
  Speaker 2: Yeah, yeah, so green jacket.
• 0:17
  Speaker 1: That's what we call when you make a thousand percent
• 0:19
  Speaker 1: per Yeah, on an option call, we say green jacket.
• 0:23
  Speaker 1: So I think somebody inside the community got a green
• 0:25
  Speaker 1: jacket from one thousand percent. So you were saying the
• 0:27
  Speaker 1: sand dis they actually numbers wise, is actually even a
• 0:30
  Speaker 1: better run than the video had?
• 0:31
  Speaker 3: Yeah, if not since inception, right, because the video's obviously
• 0:35
  Speaker 3: been traded publicly since nineteen ninety nine, and yes, it's
• 0:37
  Speaker 3: been up twenty four thousand percent, But if you look
• 0:39
  Speaker 3: over the past, let's just take the past five years,
• 0:42
  Speaker 3: because in video was trading.
• 0:43
  Speaker 2: At one seventy one in twenty twenty one, so.
• 0:47
  Speaker 3: Now where it's at one eighty, obviously ten to one
• 0:49
  Speaker 3: split has happened. The return on the video over the
• 0:52
  Speaker 3: past five years has been just under eleven hundred percent.
• 0:55
  Speaker 3: That's nothing to sneeze at, Like that's incredible. When Ian
• 0:59
  Speaker 3: said earlier return all times once in a lifetime generational
• 1:04
  Speaker 3: investment opportunity. Until you see what Sandus has done over
• 1:08
  Speaker 3: the past thirteen months. Now, remember this was insane of
• 1:13
  Speaker 3: Western Digital split in February and iPod in twenty twenty five.
• 1:19
  Speaker 3: It has gone up two thousand, seven hundred and forty
• 1:24
  Speaker 3: percent in the past fourteen months.
• 1:26
  Speaker 2: I think about that almost.
• 1:29
  Speaker 3: And after hours, so it was up one hundred dollars today,
• 1:31
  Speaker 3: right and shout out to everybody. We did talk about
• 1:33
  Speaker 3: this when it was one hundred and ninety seven dollars
• 1:36
  Speaker 3: and we were in calls, two hundred calls, two thirty calls.
• 1:39
  Speaker 3: They went up one hundred dollars a day after hours.
• 1:41
  Speaker 3: Right now it's up another thirty one dollars. Yeah, so
• 1:45
  Speaker 3: you're talking them to definitely twenty eight hundred percent. Why
• 1:47
  Speaker 3: is this happening? Well, the big news is that it
• 1:50
  Speaker 3: has now been added to the Nastak one hundred.
• 1:53
  Speaker 4: Thank god, after replaying it lasting it's about we're talking
• 1:56
  Speaker 4: about it. It's a bunch that needs to be replaced out
• 1:57
  Speaker 4: of as Nastak.
• 1:59
  Speaker 3: There's a few, but seeing this is important because we
• 2:02
  Speaker 3: watched this IPO, we watched this join the s and
• 2:06
  Speaker 3: P five hundred, and it's leading the S and P
• 2:07
  Speaker 3: five hundred this year. And now we've seen it being
• 2:10
  Speaker 3: add added to the NASTAQ one hundred, which means that
• 2:14
  Speaker 3: you got billions of dollars and billions in ETFs that
• 2:19
  Speaker 3: Sandus is now going to be part of. In fact,
• 2:21
  Speaker 3: it just got its price target race to fifteen hundred,
• 2:25
  Speaker 3: which is like when you think of it, it's like, wait.
• 2:28
  Speaker 2: Huh could September? Why is that? Why is that happen? Right?
• 2:32
  Speaker 3: So, what sand dis is in a NAM category for memory,
• 2:35
  Speaker 3: So SSD's right. These these are specific like fastris solid
• 2:39
  Speaker 3: state flash drives, if you're in that space solid states
• 2:41
  Speaker 3: fast fries.
• 2:42
  Speaker 2: They've already sold out for twenty twenty six.
• 2:46
  Speaker 3: What they did before they sold out is they doubled
• 2:48
  Speaker 3: the price, right, so they doubled the price, we sold
• 2:50
  Speaker 3: the numbers run up. Now they're saying, look, we might
• 2:54
  Speaker 3: be sold out into twenty twenty seven as well. What
• 2:56
  Speaker 3: do you think is going to happen to the price
• 2:57
  Speaker 3: for those flash driws for that form of memory, it's
• 3:00
  Speaker 3: going to go up as well. And they're the leader
• 3:02
  Speaker 3: of it, and so they're in a nice space.
• 3:04
  Speaker 2: Check this out.
• 3:05
  Speaker 3: This this is an incredible stat So Wall Street is
• 3:07
  Speaker 3: projecting that their EPs for twenty twenty six is going
• 3:10
  Speaker 3: to be forty two thirty seven forty two thirty seven
• 3:14
  Speaker 3: cents earnings per share. These aren't numbers that are like
• 3:20
  Speaker 3: typical for any equity.
• 3:22
  Speaker 2: Right.
• 3:23
  Speaker 3: Usually if you watch an EARNS report and it says
• 3:25
  Speaker 3: it's earns per share, it's usually in the single dishes.
• 3:27
  Speaker 3: If it has something astronomical, it might get to nine,
• 3:31
  Speaker 3: maybe ten dollars forty two thirty seven that is the
• 3:36
  Speaker 3: earnings per share. Right, So the last quarter they reported
• 3:38
  Speaker 3: a seven dollars fifty five cent per share increase. That
• 3:42
  Speaker 3: means that we still have room probably like thirty thirty
• 3:44
  Speaker 3: two dollars to go into earnings, which is happening on
• 3:47
  Speaker 3: April thirtieth. So you take earnings coming up on April thirtieth,
• 3:50
  Speaker 3: you get the addition to the essence of the Nastek
• 3:53
  Speaker 3: one hundred. On April twentieth, you get the demand for
• 3:56
  Speaker 3: nand memory, which they are leading and is going to increase.
• 3:59
  Speaker 3: And this is why you're seeing sandis have this meteoric,
• 4:03
  Speaker 3: historical phenomenal run shot that everybody that has a green jacket,
• 4:07
  Speaker 3: if you have a green jacket, and I miss you.
• 4:09
  Speaker 3: Please put it in the community so I can give
• 4:10
  Speaker 3: you your green jacket, because it's well deserved. This is
• 4:14
  Speaker 3: what we talk about when we say find find certainty
• 4:19
  Speaker 3: in times of chaos, right when everything looks very muddy,
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  Speaker 3: find the clarity.
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  Speaker 2: That's what wealth is built. I told you the story
• 4:27
  Speaker 2: hasn't changed. It hasn't. I told you the narrative hasn't changed.
• 4:31
  Speaker 2: It hasn't.
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  Speaker 3: I told you the AI demand is still here. We
• 4:34
  Speaker 3: saw it with TSM, which is going to be reporting
• 4:35
  Speaker 3: this week. The demand is very, very high and still
• 4:39
  Speaker 3: remains to look that way into twenty twenty seven. This
• 4:42
  Speaker 3: is why we're seeing this rise in Sandis and we're
• 4:45
  Speaker 3: going to see it again. And I think Micron, obviously
• 4:47
  Speaker 3: his climb back up was four thirty. These companies aren't
• 4:51
  Speaker 3: going anywhere. In fact, you're taking all that into account.
• 4:55
  Speaker 3: The NaSTA was down ten percent, probably just broke even,
• 4:58
  Speaker 3: but we're not far from getting back to all time
• 5:00
  Speaker 3: very short.
• 5:01
  Speaker 4: And on top of that, the gross margins for that business,
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  Speaker 4: even though it's capital intensative, they're at fifty zero point
• 5:08
  Speaker 4: nine percent. By twenty twenty seven, they should be at
• 5:11
  Speaker 4: fifty two percent. Like this is a classic case of
• 5:13
  Speaker 4: like in video walk so this could fly and they flew,
• 5:18
  Speaker 4: just like when get Richard dot trone came out like
• 5:20
  Speaker 4: immediate hit out of the gate. So they are definitely
• 5:24
  Speaker 4: benefiting from memory. But that's why I always say like
• 5:27
  Speaker 4: fine quality companies and quality sectors. And now because in
• 5:31
  Speaker 4: video and AMD showed the possibility of one thousand percent gains,
• 5:36
  Speaker 4: now you're going to start to see companies get higher gains.
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  Speaker 4: But all of them are incredibly run businesses, incredible leadership,
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  Speaker 4: incredible management, and the pipeline for the next ten years
• 5:49
  Speaker 4: is pretty strong as well. So kudos everybody who's up
• 5:51
  Speaker 4: a lot. But that profit margin is really impressive.
• 5:54
  Speaker 3: The gross margins I had this written down in the
• 5:58
  Speaker 3: notes as well. The gross margins they're got into sixty
• 6:01
  Speaker 3: five to sixty seven percent. Yeah, that's called a four
• 6:05
  Speaker 3: or five year period.
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  Speaker 2: Yep. Just astronomical numbers, man.
• 6:09
  Speaker 3: So shout out to everybody that's in those calls that
• 6:12
  Speaker 3: has some of the shares of the company.
• 6:14
  Speaker 2: That's a good one. That's a good one.