Pure NAND exposure via SanDisk (SNDK) as alpha play; NAND outperforming DRAM recently.
Pure NAND play (SNDK) → NAND outperforming DRAM 3-makers recently → NAND has alpha vs DRAM → buy SNDK
@BSPK_ 퓨어 낸드 쪽 익스포져를 가져간다는게 알파아닐까요? 샌디스크가 최근에 디램3사 아웃퍼폼하던데
| Horizon | Raw move | vs SPY |
|---|---|---|
| 1 day | -5.0% | -4.7% |
| 1 week | +2.6% | +1.5% |
| 1 month | +10.6% | +10.1% |
| 3 months | — | — |
| 6 months | — | — |