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Technology Stocks : WDC, NAND, NVM, enterprise storage systems, etc.
SNDK 271.48+1.4%3:59 PM EST
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From: Sam1/30/2020 5:43:25 PM
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B-A is $71.30-71.55 at the moment.

As that implies, the CC is extremely bullish. Demand stronger than expected, they ran into component shortages due to that but have resolved it, they expect more demand than supply going forward for NAND. No one is adding worrisome capacity. It will be at least 18 months before it could happen, none within their visibility.

Will look at the transcript later and post some excerpts.

EDIT: Whoops, just looked at the Bid-Ask again, now its 71.85-71.88. Hope that strength continues tomorrow! There may be some short covering going on.
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