Should have bought some in the past..

For me, SanDisk $SanDisk Corp.(SNDK)$  being added to the S&P 500 $S&P 500(.SPX)$   is definitely a major milestone, and it explains the sharp after-hours reaction. Index inclusion usually brings passive inflows and more institutional visibility, so I'm not surprised the stock jumped. A move from the SmallCap 600 to the S&P 500 is a strong signal that the company has grown meaningfully in both scale and relevance. Still, after a 500% YTD gain, I need to stay realistic about what's already priced in. I do think the momentum could carry further in the short term, mainly because index funds and benchmarked portfolios will need to buy shares. That forced demand often supports t

On Monday local time, S&P Dow Jones Indices announced that $SanDisk Corp.(SNDK)$ , the world’s largest supplier of flash memory, will be added to the $S&P 500(.SPX)$ this Friday, replacing $Interpublic(IPG)$ , Inc. The change will take effect at Friday’s market open. Following the announcement, SanDisk shares surged more than 7% in after-hours trading, after jumping 13.33% during the regular U.S. session to close at US$226.96, giving the company a total market capitalization of US$33.26 billion.SanDisk’s inclusion also edged out another popular candidate— $Strategy(MSTR)$ , a crypto-asset company that describes it

💾🔥 SanDisk Down 20%: Is the Flash Meltdown Only Getting Started? The storage-chip space just reminded the market of one brutal truth: When memory cycles turn, they turn fast — and they do NOT ask for permission. SanDisk’s 20% single-day collapse wasn’t just a “bad day.” It was a classic semiconductor sentiment reversal — the kind that begins quietly and ends loudly. Let’s unpack the mess behind the meltdown 👇 ⸻ 🚨 1. Why SanDisk Fell So Hard ① Tech-wide selloff = risk-off avalanche With investors dumping high-beta tech, storage names get punished the most. Why? Because NAND is cyclical on steroids — more volatile than DRAM, GPUs, or CPUs. When fear hits, NAND names sell off twice as hard. 😵‍💫 ② Factory cost and margin concerns Analysts flagged rising: • FAB running costs • Yield issues • Sl

SanDisk just learned the hard way what “hot stock meets cold water” feels like. On Thursday, Nov. 20, newly re-listed SanDisk (SNDK) sank roughly 20% intraday during a broad tech selloff, erasing a chunk of its 2025 gains in a single session. The slump arrived as Wall Street flipped from early green to deep red after Nvidia’s post-earnings pop faded and risk appetite soured. By the close, the Nasdaq logged its lowest finish since September. If you’re thinking, “SanDisk? Didn’t that get bought years ago?” — yes, and then it came back. Western Digital spun off its flash unit this year; regular-way trading for SNDK began on Feb. 24, 2025. In other words, the SanDisk brand is once again a standalone, public memory maker. Three pressures hit all at once: 1) A shaky tape. Thursday’s reversal was

📉 "Flash Crash" or Bear Trap? Why I Bought the Kioxia Panic One Japanese giant just sneezed, and the whole US chip sector caught a cold. Here is why the market is wrong. If you hold Micron ($MU), Western Digital ($WDC), or the newly spun-off Sandisk ($SNDK), yesterday was ugly. The news broke that Kioxia (Japan’s NAND King) saw quarterly profits plunge ~60% YoY. The Algo-Traders read "Memory Profits Down" and hit the SELL button on everything. Micron? Sold. Western Digital? Sold. Seagate? Sold. But looking at today’s pre-market (Green across the board), the smart money is already fading the move. Why? Because not all "Chips" are created equal. We are witnessing a massive divergence between Consumer Electronics (Dead) and AI Infrastructure (Booming). 🕵️‍♂️ The Insight: The "Apple Trap" vs.

still got room I think. demand is always there

🌟🌟🌟The NAND flash rally is up nearly 5x in 2 months due to AI's insatiable hunger for high capacity storage. AI models require massive data storage for training and inference.   NAND flash offers high density, cost efficient storage for this purpose. Data centers are also shifting from hard disk drives to NAND based SSDs to meet AI latency and throughput demands. Another reason why NAND is surging is the semiconductor supercycle. Stocks poised to benefit are $SanDisk Corp.(SNDK)$ $SK Hynix, Inc.(HXSCL)$ $Western Digital(WDC)$. Exciting times are ahead for these stocks so it is worthwhile considering adding them to my watch list as there is lots of e

You’ve raised a very timely question regarding whether the ongoing rally in the NAND/DRAM (memory-chip) sector is still a viable entry point — using Micron Technology (“Micron”, ticker MU) as a proxy. Let’s walk through the key considerations: what’s driving the move, what the risks are, and whether at this stage there remains an attractive opportunity (and how that aligns with your situation). This is not investment advice, just a reasoned perspective. --- ✅ What are the bullish drivers There are several strong tailwinds supporting the idea that the memory space (including NAND flash) may be in a structural up-cycle: 1. AI & data centre demand Micron itself states that “AI-related business … is also fuelling demand for storage chips, known as NAND flash”, and that its data-centre busi

$Micron Technology(MU)$   $260 price target 🎯 hit milestone [Cool]  [Miser]  [Happy]  

Storage sector likely has room to run with AI demand.

Data is power

$SanDisk Corp.(SNDK)$ is a high volume nand and computer memory retail brand which is benefiting from high demand for memory. 1. Storage prices are forecast to increase further 2. Outlook remains strongly positive 3. Signal to add to positions of momentum trading . Sandisk is an opportunity to invest further in ai

always room to run

I believe the rally in NAND flash stocks like SanDisk $SanDisk Corp.(SNDK)$ still has room to run. The AI boom is driving structural demand for data storage in servers and data centers, while supply remains tight after years of production cuts. With major manufacturers shifting capacity toward HBM, NAND prices are likely to stay firm, supporting strong earnings momentum. Although valuations have risen, fundamentals remain solid. SanDisk’s multiple price hikes and improving margins reflect real pricing power, and even after a massive rally, its valuation still lags Nvidia’s. That suggests the market hasn’t fully priced in its long-term AI-driven growth potential

Ikkk

potential to run

storage sector has room to run but you can't deny that it's gone up pretty fast. all stock prices will revert to mean value if it goes up or down too fast. should find better entry for a good trade

🚨🚨🚨The key theme for November 11th was a global market rally driven by optimism over a potential resolution to the prolonged US government shutdown. Here is a summary of the major market movements: 📈 Major Stock Market Highlights  * US Markets (Based on previous day's surge and futures): US stocks (S&P 500, Nasdaq, and Dow) had closed sharply higher on Monday due to the shutdown optimism, led by strong gains in AI-related companies like Nvidia and Palantir. US stock exchanges (NYSE and Nasdaq) were open on Veterans Day (Nov 11), while the US bond market was closed.    * Monday's Close: Nasdaq Composite surged 2.27%, S&P 500 rose 1.54%.  * European Markets: Rallied strongly.    * The FTSE 100 closed at a new record high of 9,787 points, up 1.08%.