Latest / Black Box Theory Podcast / SanDisk, Apple, and the Memory Boom Nobody Priced For
Transcript
- Malcolm: It's no like people think that companies like Sandisk and Micron and Western Digital and Seagate and all these companies that are having this insane boom because of the memory cycle and the price shortage. People think this is normal. Like people think that like sand like companies like Sandisc are just supposed to like just fall out of the sky, bro. Like people don't understand how I I I don't even remember what like Sandisc bro, like like Sandisc stock. Once again, call this out in January by the way for for anybody that that was listening. But Sand is, bro. The past six months, it is up 139%. Year to date, it is up 479%. One year, it is up 3,331%. Past five years, it is up four thousand two hundred and fifty four percent. If anybody, if anybody thinks that this is normal, and and we we don't like just to just to qu let's use a company like Apple. Apple over the past year is up over the past five years. Apple, and we we most people think about like the best tech companies or the best companies know Apple is usually the first one to come up. Apple for the past five years is up 108%. Apple, this is the company that everyone everyone has a piece of Apple in their house one way or another. Apple is up 108%. Sandis is up 4,200%. That is not normal. That is a that is very much like The the result of an insane boom that no one had a crystal eight ball to see coming. Now, now, like, and to our point, Thomas: Mm-hmm. Malcolm: nobody has a crystal ball. Nobody knows when the next there are some people who are just geniuses and know like can predict these type of things. But the safest bet Thomas: Mm-hmm. Malcolm: is to get in these ECS, bro. Because you don't have to worry about trying to go through because imagine how many companies somebody else was trying to find the next sandist had to go through before they found Sandis, bro. Imagine how much money you would like. It's also like, You said to accept the safe bet, bro. And so, like, not to get too far off track, but Roundhill, once again, they are a they're they're they're they're they're SEC registered investment advisor and they're focused on innovative ETFs, right? So they have a suite of very unique and differentiated exposures across you know thematic equity options and trading vehicles. So they they have a they have a lot of different ETFs, right? And so they have it separated out, they have income ETFs. which are diversified diversified income and yield focused. They have thematic ETFs, which is what Thomas was talking about. So, like the DRAMs, the lights, the chats, which we'll get into. They have the weekly pay ETFs, which are single stock exposure plus weekly distributions. They have tax efficient ETFs. They also have leverage ETFs, which are another it's leveraged ETFs are they use derivatives to like essentially get like a two or three times multiplier on the same underlying asset that you're that you're investing in the ETF. I personally don't get into leverage ETS that much 'cause of like the time decay and the volatility that comes with them.