Interesting analysis on SanDisk's valuation. The spin-off from Western Digital creates a compelling pure-play on NAND flash memory. With AI data centers driving demand for high-capacity storage, SanDisk's expertise in 3D NAND could be a key diferentiator as hyperscalers build out infrastructure for LLM training and inference workloads. The capital intensity concerns you raised are valid though.
What a call on this one, congrats and thanks for the tip. Question on your paid subscription, you reference 10 dollars per month on x if subscribing annually yet the only annual plan I see is double that for 240/yr. Am I missing something?
Hi. I said on X it is 10/month if you subscribe yearly/annually. No one has had a problem. I am looking at it now on Substack and the annual plan is $120 per year. I can see it.
I’ll see if I can figure out how to post a pic of what I see. Maybe it’s 240/yr because I’m Canadian? Our funny money ain’t worth much but it’s worth more than that.
honestly there is nothing i can do to help. i don't control anything with that. you'd have to email Substack directly. prices i setup are US Dollars. I would say only deal with Substack support directly. thanks.
Hi Dave, just an FYI i went back and forth with Substack support. They referenced it as a "technical issue with how the localized pricing is being calculated for this specific publication". Their suggestion was to try accessing from a different browser. When i accessed substack from my laptop vs my phone, the pricing did reflect as $120/yr USD. If anyone asks, thought it might be helpful info for you to have. Glad to be part of your new venture. Now lets make some money in 2026! I suspect it will be harder than it was in 2025.
great thanks. yeah i work in IT fulltime and i didn't even think of this. good idea to use a different browser. u will absolutely love this Sunday mornings Newsletter I'm putting out.
Interesting analysis on SanDisk's valuation. The spin-off from Western Digital creates a compelling pure-play on NAND flash memory. With AI data centers driving demand for high-capacity storage, SanDisk's expertise in 3D NAND could be a key diferentiator as hyperscalers build out infrastructure for LLM training and inference workloads. The capital intensity concerns you raised are valid though.
What a call on this one, congrats and thanks for the tip. Question on your paid subscription, you reference 10 dollars per month on x if subscribing annually yet the only annual plan I see is double that for 240/yr. Am I missing something?
Hi. I said on X it is 10/month if you subscribe yearly/annually. No one has had a problem. I am looking at it now on Substack and the annual plan is $120 per year. I can see it.
How can i subscribe on x for the yearly? Can’t find out?
i don't have a subscription on X it is only on here Substack
I’ll see if I can figure out how to post a pic of what I see. Maybe it’s 240/yr because I’m Canadian? Our funny money ain’t worth much but it’s worth more than that.
honestly there is nothing i can do to help. i don't control anything with that. you'd have to email Substack directly. prices i setup are US Dollars. I would say only deal with Substack support directly. thanks.
Hi Dave, just an FYI i went back and forth with Substack support. They referenced it as a "technical issue with how the localized pricing is being calculated for this specific publication". Their suggestion was to try accessing from a different browser. When i accessed substack from my laptop vs my phone, the pricing did reflect as $120/yr USD. If anyone asks, thought it might be helpful info for you to have. Glad to be part of your new venture. Now lets make some money in 2026! I suspect it will be harder than it was in 2025.
great thanks. yeah i work in IT fulltime and i didn't even think of this. good idea to use a different browser. u will absolutely love this Sunday mornings Newsletter I'm putting out.
Thank you for your tweets.
Just got your book and nice to learn money does grow on trees.
nice. thank you! yeah it grows on the money tree.