$SanDisk Corp.(SNDK)$  I think the market might be underestimating this story. The part I keep coming back to is how fast the data center business has changed. In just five quarters, revenue in this segment has grown about 15x as AI inference demand pushes storage requirements higher. What matters now is visibility. With roughly $94B in contracted revenue, multi-year commitments, and supply already being secured, this is no longer just a short-term AI hype trade. I don't expect pricing power to stay this strong forever, and near-term margins could cool. But the bigger thesis doesn't disappear. New business agreements, continued data center growth, mid-teens bit growth, and share count reduction can still drive v

$SanDisk Corp.(SNDK)$ Sandisk Corp PT cut to $1,750 from $3,000 at Jefferies. So they were wrong at $3,000. What makes them think they're right at $1,750? These analysts just pull numbers out of nowhere and throw them at the wall hoping something sticks. Who actually pays for this?

$SanDisk Corp.(SNDK)$ Bears who didn't cover must be having a rough time right now.

$AppLovin Corporation(APP)$ Another one of those pure popcorn earnings plays after the close. $IONQ Inc.(IONQ)$  and $SanDisk Corp.(SNDK)$  volume has been pretty light so far, so there isn't much conviction behind the moves. Not really surprised by that. Could go either way.

$SanDisk Corp.(SNDK)$ Sandisk and Kioxia just showed their 10th-generation QLC 3D flash memory technology. They're claiming more than 37 Gb/mm2 and up to 60% higher bit density compared to their 8th-generation product. This is apparently the first QLC 3D flash memory to hit a 4.8 Gb/s interface, with improvements to read/write bandwidth and power efficiency as well. The 332-layer design uses CMOS directly Bonded to Array architecture and is targeting AI storage, cloud platforms, and other data-intensive workloads. Kioxia mentioned they'll accelerate development toward commercializing 10th-generation flash memory products with this technology.

$SanDisk Corp.(SNDK)$  Meta just added roughly $68 billion in data-center leases in July 2026, with those leases expected to run 18 to 20 years starting in 2027–2028. That is on top of the $279 billion in future data-center, colocation, and network lease obligations they already had as of June 30. What makes this stand out to me is that it signals major AI infrastructure spending is moving from projections to actual contractual commitments. For Sandisk, that matters because large new data centers need a lot of enterprise SSD and NAND storage for training, inference, databases, and checkpointing, which could support multi-year demand for higher-capacity products.

$SK hynix(SKHY)$ $Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ I came across a long-term PMI chart that tracks industrial activity cycles. It's worth looking at for anyone researching memory investment and the cyclical consumer side of the memory market. The end of the chart shows the Covid plunge in industrial activity, a sharp post-Covid surge, and then a steep decline since. That's what created the "GDP recession" feel to the economy since 2022. It dropped, nearly recovered, and then fell again. Consumer sentiment tells a similar story. It's been plunging since Covid, briefly looked like it was recovering, and then turned back down. If PMI starts

$Micron Technology(MU)$ $Roundhill Memory ETF(DRAM)$ $SanDisk Corp.(SNDK)$  Not really paying attention to the bearish noise around the KOSPI being down. It was already down following the US selloff on Friday. Worth keeping in mind the KOSPI doesn't trade Friday night since they are a day ahead. $Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$  is up a decent amount, which looks more like a bullish start to the week versus where they ended last week.

$Micron Technology(MU)$ $SanDisk Corp.(SNDK)$  still doesn't have a confirmed low, but the price action has been getting choppier here. That feels like a decent sign that shorts and bears are starting to hesitate. The MACD histogram is also beginning to show some hints of seller exhaustion. There might still be a few more marginal lows to build cleaner bullish divergences, but these are the levels where things start to look more interesting.

$SanDisk Corp.(SNDK)$ 23 analysts have an average target of $2,217.77, which works out to about 78.79% upside. I think there's a decent chance that target gets hit by the end of the year, driven by rising NAND prices and increasing demand. $Micron Technology(MU)$  $Western Digital(WDC)$  $SK hynix(SKHY)$  $Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$ 

Monster gains in leveraged plays today, led by $IREN Ltd(IREN)$  up 55%, $NEBIUS(NBIS)$  up 55%, $CoreWeave, Inc.(CRWV)$  up 49%, $SanDisk Corp.(SNDK)$  up 47%, and $Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$  up 31%.

$SanDisk Corp.(SNDK)$  Expecting a strong rebound. The setup here reminds me of a burger — bun, lettuce, onion, patty, mustard, bun. Corporate says don't let the pickles touch, the way it was meant to be.

$Tesla Motors(TSLA)$ I find it really interesting that the talking heads aren't even mentioning TSLA at all.

$SanDisk Corp.(SNDK)$  I'm riding this out. Hopefully most people aren't on margin, leveraged, or need the funds this year. I'm working with a 2030 timeline. I think we'll be a lot higher as autonomous and robotics start gaining more traction over the next few years. Long-term contracts should definitely help smooth out revenue. The sector isn't nearly as cyclical as it used to be since the TAM has exploded, and a lot of new supply will take years to come online. Getting cut by more than half absolutely stinks, and I'm down 30% right now. But the thing is, I don't need the money this year or for the next five years. When these bounce back — and they will — they tend to do it in a big way.

$SanDisk Corp.(SNDK)$  I'm stepping away from posting. I still think a sudden reversal is on the table and could come at any moment. A 150 billion market cap feels way too low for what this actually brings to the table. Management has clearly dropped the ball, but the opportunity to fix things is still there. I wouldn't want to be short right now.

$Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ Citadel Advisors dumped 97% of its SanDisk position in the third quarter of 2025, nearly 2 million shares, while adding shares in D-Wave Quantum. That looks like a massive miss from Citadel.

$SanDisk Corp.(SNDK)$ $Bloom Energy Corp(BE)$ STX is looking good. Looks like I might be able to sleep a little tonight.

$Tesla Motors(TSLA)$ Honestly, I wouldn't mind if it just drops to 250 already. I'm trying to pick up more.

$Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ $SK hynix(SKHY)$ $Advanced Micro Devices(AMD)$ Seems like some South Korean traders are just waiting for MU to get back to 1250 so they can sell their houses and go long with 10x leverage.

The market makers are playing their usual games hard ahead of the FOMC meeting on Wednesday, while nothing has really changed with the underlying quality names. Feels like a lot of noise. I prefer the long-term approach — picking up good stocks when dips come around and holding for bigger gains down the line. $Advanced Micro Devices(AMD)$  — I still think this is on track to become a trillion-dollar company by year end. $Intel(INTC)$  — Trump seems to want this as one of the MAGA names, and there is still a lot of room to grow. $Taiwan Semiconductor Manufacturing(TSM)$  — the heart of AI all the way to 2030. $NV