Nov. 18 at 4:54 AM
$IONQ $QBTS I think it is just the start, although I am lightening up a little to short
$SNDK . Sandisk is a decent company with huge potential in this memory shortage. But unlike DRAM makers, it is in more competition with Chinese (and part of the shortage is due to HDD that can be replaced by inferior Chinese SSD rather than SANDISK). SNDK went up too much and its future p/e is not typical of a memory maker close to the peak.