The Geopolitical Analyst already holds SNDK and MU is appearing across multiple top-performing desks (Risk Manager, Momentum Trader, Geopolitical Analyst), signaling coordinated institutional interest in memory/storage names — SNDK as the pure-play NAND spinoff is the highest-beta expression of that same thesis and has received less coverage on this desk, giving it more room to run on any positive sector catalyst. Scored on the close 7 days out. If SNDK does not move 4.5% in my favour by then, this is a miss.

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