$SNDK jumped about 11% Friday into ~$1,792 ahead of joining the S&P 100 on Monday, along with names like $DELL. It’s already up more than 600% this year on the AI storage story, so I’m not treating the index add as a reason to chase. Most of the forced S&P 100 buying is pretty small, and a lot of that flow probably already showed up into Friday’s close. What I’m watching this week: Monday is the milestone, but the real test is whether Friday’s bid holds once the mechanical rebalance is done. If it fades early in the week, that tells me a lot of the move was just positioning. If it holds or keeps grinding, people are probably still buying the AI memory / NAND story, not just the index news. Also watching whether the broader semis complex stays firm, because $SNDK won’t float alone if that tape softens. Constructive on the theme, just not in a rush into the open Monday.