quote: It's interesting to see Elon interacting with finance X accounts out of the blue. Then amplifying $CRWV financing concerns, Chinese memory flooding, to AI investors being gamblers recently. With $SPCX and $TSLA, I do think Elon is a visionary but from how it looks from the outside... Amplifying concerns about competitors does make their financing more difficult as a self-fulfilling prophecy. And multiple posts about Chinese memory flooding after calling Samsung/SK Hynix pricing extortion does harm these supplier valuations... The economic incentives of doing so probably benefits Tesla/SpaceX more in the long run, even if everything goes down together. There's merit to a lot of things (I've been voicing Coreweave concerns about debt interest + rate hikes for the longest time...). But much like high end memory flooding to nuances of "No crying in a Casino" when the $AVGO CEO comments were regarding OpenAI ARR datapoints... were missed. You can throw rocks at others when a glass house is propped up by passive index flows | Guess like we found out why Elon has been going on a crusade against memory in his recent posts. $SKHY and Samsung have been price hiking memory too much? (Historical earnings: For 2026Q3 (period ended 2026-04-03), Sandisk reported basic EPS of 30.82, diluted EPS of 29.42, and net income of USD 4.530 billion. For 2026Q2 (period ended 2026-01-02), basic EPS was 6.27 and diluted EPS was 6.02. Consensus expectations: For 2027Q2 (event date 2027-01-27), consensus EPS estimate is 54.1008 and revenue estimate is USD 12.393 billion.)