Missed the 2,800% Rally? This Might Be Your Second Chance

0:00This is an iHeart Podcast. Guaranteed Human Hey Ernest, what's up? One thing we always say on this show is you've got to be intentional with your money Because it's not just about how much you make it's about how you manage what you spend Exactly That's why tools like Clonar are interesting It gives you flexibility when you're making purchases When you're checking out, you can decide how you want to pay whether that's paying right away or spreading payments over time depending on what works for you Everything's organized in Klarna app, so you can track your spending in one place. And when you shop through the app, you can find deals and earn cash back with participating partners.

0:42Download the Klarna app today or visit Klarna.com to learn more. California resident loans made or arranged pursuant to a California finance law license. NMLS number 1353190. Klarna balance account required to be eligible for cash back points. Limitations, terms, and conditions above. At Oppenheimer, we're proven because we're grounded in discipline. For 145 years, we've been building and protecting wealth through every market cycle. With precision, clarity, and the courage to think boldly beyond the moment. This is what market-tested legacy looks like, for this generation and the next. Put the power of Oppenheimer thinking to work for you.

1:25Wealth Management, Capital Markets, Investment Banking. Every business has an ambition. PayPal Open is the platform designed to help you grow into yours. With access to business loans so you can expand and hundreds of millions of PayPal customers worldwide. Your customers can pay all the ways they want today. With PayPal, Venmo, Pay Later, and all major cards. So you can focus on the future. When you need a partner trusted by millions, there's one platform for all business. PayPal Open. Grow today at PayPalOpen.com. Loan subject to approval in available locations. Do you want to find a stress-free way to buy your next car?

2:04Start at CarMax and shop your way. And if you want to browse with confidence, get pre-qualified online with no impact on your credit score and shop cars within your budget, from luxury cars to family rides. CarMax has options for almost every price range, including more than 25 ,000 cars priced under$25 ,000. So, hey, want to get started? Just head to CarMax.com for details and get pre-qualified today. Want to drive? CarMax. Okay, let's talk about Sandus. It's up$100 today, and it's been a historical run. I know that's something that you championed early on. I believe somebody from EYL University got a green jacket today.

2:49Yeah, yeah. So green jacket, that's what we call when you make 1 ,000%. 1 ,000%, yeah. On an option call, we say green jacket. So I think somebody inside the community got a green jacket from a thousand percent. So you were saying the Sandisk, they actually, numbers wise, it's actually even a better run than NVIDIA had. Yeah, not since inception, right? Because NVIDIA has obviously been traded publicly since 1999. And yes, it's been up 24 ,000 percent. But if you look over the past, let's just take the past five years. Because NVIDIA was trading at 171 in 2021. So now where it's at 180, obviously 10 to 1 split has happened.

3:24And the return on NVIDIA over the past five years has been just under 1 ,100%. That's nothing to sneeze at. Like, that's incredible. When Ian said earlier, all times, once in a lifetime generational investment opportunity. Until you see what Sanders has done over the past 13 months. Now, remember, this was a part of Western Digital split in February and IPO'd in 2025. it has gone up 2 ,740 % in the past 14 months. Yeah. Think about that. Almost. And after hours, so it was up$100 today, right? And shout out to everybody. We did talk about this when it was$197. And we were in calls, 200 calls, 230 calls.

4:13It went up$100 today. After hours, right now, it's up another$31. Yeah. So you're talking to definitely 2 ,800%. Why is this happening? Well, the big news is that it has now been added to the NASDAQ 100. Thank God. We'll talk about it. It's a bunch that need to be replaced out of the NASDAQ. There's a few. But seeing this is important because we watched this IPO. We watched this join the S &P 500, and it's leading the S &P 500 this year. And now we've seen it being added to the NASDAQ 100, which means that you got billions of dollars and billions in ETFs that Sandisk is now going to be part of.

4:54In fact, it just got its price target raised to$1 ,500, which is like, when you think about it, it's like, wait, huh? So why is that? Why is that happening? Right? So Sandisk is in a NAMP category for memory. So SSDs, right? These are specific like fast drives, solid state flash rise if you're in in that space solid state flash drives they've already sold out for 2026. what they did before they sold out is they doubled the price right so they doubled the price we saw the numbers run up now they're saying look we might be sold out into 2027 as well what do you think is going to happen to the price for those flash drives for that form of memory it's going to go up as well and they're the leader of it um and so they're in a nice space check this out this is an incredible stat.

5:40So Wall Street is projecting that their EPS for 2026 is going to be 42.37, $42.37 earnings per share. These are numbers that are like typical for any equity, right? Usually if you watch an earnings report and it says it's earns per share, it's usually in a single digit. If it has something astronomical, it might get to nine, maybe$10 per share. Yeah. $42.37. That is the earnings per share, right? So last quarter, they reported a$7.55 per share increase. That means that we still have room, probably like$30,$32 to go into earnings, which is happening on April 30th. So you take earnings coming up on April 30th.

6:24You get the addition to the NASDAQ 100 on April 20th. You get the demand for NAND memory, which they are leading, and it's going to increase. And this is why you're seeing Sandus have this meteoric, historical, phenomenal run. Shout out to everybody that has a green jacket. If you have a green jacket and I miss you, please put it in the community so I can give you your green jacket because it's well-deserved. This is what we talk about when we say find certainty in times of chaos, right? For sure. When everything looks very muddy, find the clarity. That's where wealth is built. I told you the story hasn't changed.

7:02It hasn't. I told you the narrative hasn't changed. It hasn't. I told you the AI demand is still here. We saw it with TSM, which is going to be reporting this week. The demand is very, very high and still remains to look that way into 2027. This is why we're seeing this rise in Sanders. And we're going to see it again. And I think Mike Prine, obviously, has climbed back over 430. These companies aren't going anywhere. In fact, you're taking all that into account. The Nasdaq was down 10%, probably just broke even. but we're not far from getting back to all-time highs very shortly and on top of that the gross margins for that business even though it's capital intensive they're at 50.9 percent by 2027 they should be at 52 percent like this is a classic case of like nvidia walk so this could fly and they flew this like when get richard.tron came out like immediate hit out of the gate um so they are definitely benefiting from memory but that's why i would say like find quality companies in quality sectors.

8:03And now because NVIDIA and AMD showed the possibility of a thousand percent gains, now you're going to start to see companies get higher gains. But all of them are incredibly run businesses. Incredible leadership, incredible management, and the pipeline for the next 10 years is pretty strong as well. So kudos to everybody who's up a lot, but that profit margin is really impressive for their business as well. the gross margins, I had this written down in the notes as well, the gross margins, they're guiding to 65 % to 67%. Yeah. Yeah, probably four or five-year period. Yep. Just astronomical numbers, man.

8:43So shout out to everybody that's in those calls, that has some of the shares of the company. That's a good one. That's a good one. Hey, Ernest, what's up? One thing we always say on this show is you've got to be intentional with your money. Because it's not just about how much you make. It's about how you manage what you spend. Exactly. That's why tools like Klarna are interesting. It gives you flexibility when you're making purchases. When you're checking out, you can decide how you want to pay, whether that's paying right away or spreading payments over time, depending on what works for you.

9:16Everything's organized in Klarna app, so you can track your spending in one place. And when you shop through the app, you can find deals and earn cash back with participating partners. Download the Clonar app today or visit clonar.com to learn more. California resident loans made or arranged pursuant to a California finance law license. NMLS number 1353190. Clonar balance account required to be eligible for cash back points. Limitations, terms, and conditions apply. at CVS it matters that we're not just in your community but that we're part of it it matters that we're here for you when you need us day or night and we want everyone to feel welcomed and rewarded it matters that CVS is here to fill your prescriptions and here to fill your craving for a tasty and yeah healthy snack at CVS we're proud to serve your community because we believe where you get your medicine matters.

10:14So visit us at cvs.com or just come by our store. We can't wait to meet you. Store hours vary by location. You ever get the feeling the city walls closing in, the concrete jungle suffocating your soul? You crave wide open spaces, the chance to connect with nature, maybe chase some elk, fish a private stream. Well, listen up. There's a whole world out there and finding your own piece of it just got easier. Head over to land.com. They've got ranches, forest, mountains, you name it. Search by acreage, location, the kind of hunting or fishing you dream of. Land.com. It's where the adventure begins.

10:55Tyler Reddick here from 2311 Racing. Victory Lane? Yeah, it's even better with Chumba by my side. Race to ChumbaCasino.com. Let's Chumba. No purchase necessary. VGW Group. Void where prohibited by law. CTNCs. 21+. Sponsored by Chumba Casino. This is an iHeart Podcast. Guaranteed Human.