1. Is This a Healthy Shakeout or the Start of a Deeper De-Rating? The evidence strongly points to a necessary and healthy valuation shakeout, not a fundamental break in the AI storage thesis. Here's the breakdown: Why This is a Healthy Shakeout: Mathematical Necessity: Stocks like SanDisk (WDC) up 1,100% in six months are mathematically primed for a correction. This is a textbook case of a parabolic move meeting gravity. The market is simply resetting from "extreme greed" to a more sustainable base. Crowded Trade Unwind: This was the most consensus long trade in tech. When macro risk appetite fades (higher rates, software selloff), the most crowded, high-beta names get hit first and hardest. This is liquidity-driven selling, not a reflection of broken fundamentals. Valuation Reset, Not Sto

$SanDisk Corp.(SNDK)$ Whats the TP for today? 

Micron FQ1 -26 revenue $13.6B,Revenue up by 21% Q/Q and up 57%Y/Y

🐯 Citi Lifts SanDisk to $750 — Why the AI Storage Trade Is Still Early 🚀💾 The market is starting to realize something important: AI is not just a compute story — it’s a storage supercycle. On Monday, Citigroup raised SanDisk’s target price from $490 to $750, highlighting: • +64% QoQ data-center revenue growth • Margin resilience despite past NAND cyclicality • Accelerating hyperscaler demand tied directly to AI workloads The result: • SanDisk +15.4% • Micron +5.5% • Western Digital +6.1% This move isn’t the end of the trade — it’s the recognition phase. ⸻ 1️⃣ AI Is Creating a Structural (Not Cyclical) Storage Shift 🤖📈 Every AI model requires: • Massive training datasets • Continuous high-speed inference access • Frequent data refresh and replacement This changes storage economics: • Higher

The recent upgrade of SanDisk's target price by Citigroup is a significant development, especially given the current market environment. Let's analyze the implications of this news and the potential for the AI trade. 1. AI-Driven Compute Demand: A Key Driver The accelerating demand for AI-driven compute solutions is a positive sign for SanDisk: Storage Cycle: The storage cycle is being propelled by the increasing demand for AI-driven compute solutions, which requires high-performance storage. SanDisk's Position: SanDisk's emergence as a key pure-play gauge for NAND and SSD momentum after its spinoff positions it well to benefit from this trend. 2. Crowded Trade or Under-Owned? The question remains whether the AI trade is crowded or under-owned: Crowded Trade: The recent surge in SanDisk's

Slow is king fast is slow. Patience is key

A number of Wall Street analysts, including Bernstein, have been raising their price targets on SanDisk as NAND pricing improves and enterprise storage demand picks up. The broader memory market also looks set to grow over the next few years, helped by server expansion, cloud growth, and AI workloads. That said, some analysts’ price targets are already below where the stock is trading now, which suggests a lot of the good news may be priced in unless earnings keep beating expectations. Personally, I think SanDisk is probably past the early discovery phase, but the structural demand story is still very much alive. From here, upside likely depends more on execution and earnings than multiple expansion. 

Will pull back because ai bubble is popping 

Too overhyped. Should wait.

sandisk

What's everyone's thoughts 

The results strongly suggest the storage supercycle is not finished, but the easy phase is likely behind us. Do the beats signal early innings? They confirm that demand is still accelerating, particularly from AI training, inference, and data-centre refresh cycles. What matters more than the headline beat is the forward guide. SanDisk’s Q3 outlook implies demand visibility well beyond a one-quarter burst, while Western Digital’s margin expansion shows pricing power is still improving. This looks less like a peak and more like the mid-cycle acceleration phase, though volatility will rise as expectations reset higher. SanDisk vs Western Digital SanDisk remains the higher-beta, higher-upside play. Its pure exposure to NAND and AI-driven storage demand means earnings revisions can still chase

Stock to watch in 2026

$SanDisk Corp.(SNDK)$ $Micron Technology(MU)$  $Western Digital(WDC)$  I am tracking $SNDK SanDisk through cycle structure, pricing reflexivity, volatility expansion, earnings quality, and historical memory-sector behaviour. This is not a narrative-driven rally. It reflects a real margin reset, NAND and DRAM pricing leverage, AI-driven demand acceleration, and a structural earnings inflection. At the same time, price is trading at statistically extreme extension where timing discipline matters more than thematic conviction. 📊 Price structure, volatility stretch, and mean-reversion risk On the 4H structure, I see $SNDK maintaining a confirmed uptr

Its super rocket high!

Early just by a little bit

🌟🌟🌟Storage is the new compute and the market has finally woken up! $SanDisk Corp.(SNDK)$ and $Western Digital(WDC)$ are absolutely on fire right now because they have transformed from cyclical commodity players into the indispensable backbone of the AI revolution.  Their latest earnings didn't just beat expectations.  They shattered them! The NAND supply squeeze:  AI models need massive ultra fast storage and SanDisk is capitalising on this with its Enterprise SSDs, seeing its margins explode as NAND prices are projected to jump 50% in early 2026 alone. Western Digital is reaping an AI infrastructure harvest as hyperscalers flock to their high capacity HAMR and UltraSMR hard drives for co

The results strongly reinforce the AI-driven storage supercycle thesis, and importantly, they do so on both earnings quality and forward visibility. Are we still early in the supercycle? The numbers suggest yes. SanDisk’s guide implies not just demand strength, but accelerating pricing power and utilisation. That combination is characteristic of early-to-mid cycle behaviour, not late cycle. Capacity discipline across NAND, AI workloads driving higher endurance and performance requirements, and customers locking in forward supply all point to a structurally tighter market than past cycles. This is not a one-quarter squeeze. SanDisk vs Western Digital SanDisk remains the higher-beta, higher-upside expression. It is the purest AI-storage leverage, but also the most vulnerable to sharp pullbac

$SanDisk Corp.(SNDK)$ OMG I can honestly say I missed the memory boat.  I have to look for greener pastures elsewhere... It's more like selling time instead of buying. No margin of safety now if you buy.