PICK UP THE ULTIMATE DAY TRADING CHEATSHEET HERE – COMPLETELY FREE

Depending on what your trading goal is, there are features on the chart you may never need to use.

For the most part, those who swing trade – with setups that take weeks or even months to hit their target – look at a different set of metrics from those who day trade.

And as a day trader, if you want to spend as little time as possible on the charts, while still getting incredible results…

There are some things you should pay key attention to.

And I made sure to include them in The Ultimate Day Trading Cheatsheet.

Over the last 40 years, and even more so in the last decade…

I’ve yet to see any other detail or metric give day traders a better edge than what you’re about to see right now.

It’s usually the first (and sometimes the only) thing I look for on the chart BEFORE placing a trade on any asset, or instrument.

And although I can’t make reckless guarantees here…

I explained it well in the Ultimate Day Trading Cheatsheet – you can pick it up completely FREE right here.

This is 4 decades of trading experience distilled into 7 easy-to-consume pages.

Inside, you’ll also find 23 Golden Rules for day trading, including:

• How to quickly spot quality stocks already going up
• The specific trade setup that’s resulted in a shocking 94.2% win rate 
• How to avoid cutting winners too early
• And much, much more! 

So head over here now and get yourself a FREE copy.
By clicking the link above you agree to periodic updates from The TradingPub and its partners (privacy policy)

---

Sunday’s Exclusive Content

The Memory Supercycle Is Here—2 Winners From 1 Breakup

Submitted by Jeffrey Neal Johnson. Originally Published: 2/4/2026. 

Key Takeaways

• SanDisk is experiencing explosive growth driven by the need for high-speed drives that save the progress of artificial intelligence models during training.
• Western Digital is securing its position as a pillar of stability by returning capital to shareholders while providing the data lakes needed for storage.
• A shortage of manufacturing capacity for standard memory chips has created a favorable supply environment, supporting durable pricing power for the industry.

While the broader stock market has spent years fixated on processors that enable artificial intelligence (AI), a major rotation is occurring into the hardware that provides AI with memory. About one year ago, Western Digital (NASDAQ: WDC) spun off its flash memory business to create SanDisk (NASDAQ: SNDK) as a standalone company. The market response has been historic.

SanDisk has surged roughly 1,500% since listing in early 2025, including a 140% gain in the past 30 days. As of Feb. 3, 2026, SanDisk stock is trading near all-time highs of $665. Its former parent, Western Digital, has also posted strong returns—up about 350% over the last year and trading in the $280–$290 range.

[Revealed] The $100 Starlink Pre-IPO Jackpot! (Ad)

Wall Street Journal best-selling author James Altucher has uncovered a way to get a pre-IPO stake BEFORE Starlink goes public.

All it takes is just a few minutes of time and as little as $100 to get started. Plus, you can take action right inside your regular brokerage account.Click here now to see how to take action.

This divergence signals the arrival of a memory supercycle. The infrastructure required for AI has bifurcated the storage market into two distinct lanes: extreme speed and massive capacity. The split of SanDisk and Western Digital unlocked value by allowing each company to specialize in one of those lanes, creating two different investment profiles.

SanDisk: The Vertical Growth Engine

SanDisk is trading as a high-octane proxy for AI processing speed. The company’s recent results suggest this rally is being driven by fundamentals rather than pure speculation. In its earnings report released on Jan. 29, 2026, SanDisk delivered numbers that surprised the Street:

• Revenue: $3.03 billion, up 61% year-over-year.
• Earnings Per Share (EPS): $6.20, beating Wall Street estimates by nearly $3.
• Gross margins: Expanded to 51.1%, up from 29.9% in the prior quarter.

The primary catalyst, however, is the forward guidance. Management projects EPS for the next quarter will roughly double sequentially to $12–$14. If that forecast holds, the price-to-earnings ratio (P/E) would compress, making the stock cheaper relative to its expected earnings power.

The technical driver behind this growth is a phenomenon known as AI checkpointing. During training, massive AI models must continually save their progress to avoid losing work if a system fails. A crash without a recent checkpoint can waste millions in compute time and electricity.

To avoid that risk, data centers rely on SanDisk’s enterprise solid-state drives (SSDs) to write enormous volumes of data instantly. That demand is effectively inelastic: companies cannot afford to train large models without reliable, high-speed checkpointing.

As a result, SanDisk is guiding to gross margins of 65%–67% next quarter, underscoring significant pricing power.

Wall Street has already adjusted its outlook. After the report, UBS set a new price target of $1,000, Cantor Fitzgerald raised its target to $800, and both Barclays and Citigroup boosted theirs to $750. Those upward revisions reflect a growing consensus that demand for fast storage has been underestimated.

Western Digital: The Value Fortress

While SanDisk chases aggressive growth, Western Digital has positioned itself as a fortress of stability and capital return. The company focuses on cold storage—the massive repositories where data accumulates before it is processed.

On Feb. 3, 2026, Western Digital’s board authorized an additional $4 billion share-repurchase program, signaling management’s view that the stock remains attractive despite recent gains.

Western Digital reported revenue of $3.02 billion for fiscal Q2, a 25% year-over-year increase. Unlike the volatile flash market, the hard disk drive (HDD) segment offers stability. AI training sets consist of petabytes of raw video, text, and images—data that is often too costly to store on flash and instead resides in data lakes built on Western Digital’s high-capacity drives.

Key elements of the Western Digital thesis include:

• The 100TB roadmap: WDC outlined a path to 100-terabyte drives, which are essential for hyperscalers.
• UltraSMR adoption: New UltraSMR drives, including the current 32TB and upcoming 40TB models, now account for more than half of shipments, helping expand margins.
• Long-term agreements: The company has secured purchase agreements with top customers that extend through 2028.

For income-focused investors, Western Digital also offers yield support, combining the $4 billion buyback authorization with a quarterly cash dividend of $0.125 per share.

The Wafer Wars & Zero-Sum Supply Chain

Some investors worry that rapid price increases in memory will spur overcapacity and a subsequent crash. This cycle looks different because of a zero-sum constraint in semiconductor manufacturing. Fabrication plants are prioritizing High Bandwidth Memory (HBM), which is physically stacked onto AI accelerators.

Because fabs can process only a limited number of silicon wafers each month, allocating capacity to HBM reduces the wafers available for standard flash memory and storage controllers. That physical limitation creates a supply floor—manufacturers cannot quickly flood the market with new chips when raw materials and fab time are being diverted elsewhere. This constraint supports a more durable pricing environment for both SanDisk and Western Digital.

Further reducing operational risk for SanDisk, the company recently extended its joint venture with manufacturing partner Kioxia through 2034, securing wafer supply for the next decade.

SanDisk is also developing a new architecture called High Bandwidth Flash (HBF). Unlike traditional storage, HBF places flash memory closer to the processor, potentially handling AI inference tasks that previously required more expensive DRAM. If successful, HBF could open a materially larger addressable market for SanDisk and help justify its premium valuation.

The Storage Supercycle: Sprinters and Marathon Runners

The AI trade has evolved beyond the chips that “think” to the storage that holds and moves the data those chips use. The spin-off of SanDisk from Western Digital has been a strategic move, creating two distinct investment opportunities from a single business.

SanDisk offers high-beta exposure to the immediate, speed-driven needs of AI. It is volatile, but its earnings are growing rapidly and may validate its valuation. Western Digital offers a more conservative, infrastructure-like profile: lower volatility, consistent capital returns through buybacks and dividends, and exposure to the long-term explosion in data volume. In 2026, many portfolios may find room for both the sprinter and the marathon runner.

This message is a sponsored message provided by The TradingPub, a third-party advertiser of MarketBeat. Why was I sent this email content?. 


We develop tools and strategies to the best of our ability, but no one can guarantee the future. There is always a risk of loss when trading past performance is not indicative of future results. Between 10/30/23 – 3/12/2025 the win rate is 94.2% and average return is 11.2% (including winners and losers) on 332 live trades with an average hold time of less than 24 hours.


If you need assistance with your subscription, feel free to email our South Dakota based support team at contact@marketbeat.com.

If you would no longer like to receive promotional emails from MarketBeat advertisers, you can unsubscribe or manage your mailing preferences here.

© 2006-2026 MarketBeat Media, LLC. 
345 N Reid Pl. #620, Sioux Falls, South Dakota 57103. U.S.A..

Read More: Trump’s Final Shocking Act Begins February 24 (From Banyan Hill Publishing)