Sandisk

“It's not that Aschenbrenner's bets were wrong, exactly: the infrastructure and chip plays at the heart of the portfolio… are still trading far above where they were a year ago.”

“The Nasdaq slipped 3.2% over five days, paring its 2026 gain to 7.1%, with Micron, Sandisk, Nvidia, and AMD all declining.”

“Sandisk is up about what? Three thousand percent maybe in the past two years... We probably wouldn't exist without Sandisk.”