$SanDisk Corp.(SNDK)$ Looking at the current top long candidates coming off the Top Tier Newswire AI screen: MRK, NOC, ABNB, SNDK. The setup looks bullish across these names.

$SanDisk Corp.(SNDK)$ Management wouldn't schedule an Investor's Day on the 13th without having major positive news to announce. Cantor Fitzgerald maintains their $2,900 price target and detailed the reasoning behind it. $1,600 on Friday.

I'm buying this dip. The recent selloff honestly doesn't make much sense to me. The long-term story hasn't changed, and I'm looking at this weakness as an opportunity rather than a reason to panic. AI infrastructure demand, data center growth, and the need for higher-capacity storage are still the bigger drivers here. Short-term volatility is normal, especially after a strong run, but I'm focused on where the business can be over the next few years. I still believe $SanDisk Corp.(SNDK)$  has the potential to become a $3,000 stock if execution continues and the market starts properly valuing the opportunity. For now, I'm sitting back and watching the story play out.

$SanDisk Corp.(SNDK)$ Not really paying attention to how the market is reacting to SNDK. I'm still incredibly bullish here. Added to my position again today. This one looks ready for another serious momentum melt-up. The company now has $15.5 billion committed to share buybacks. They spent $4.5 billion in CY Q2 2026, and the stock ripped +257.9% in a single quarter as a result. If they're going to be spending $5 billion each quarter over the next three quarters on buybacks, I'm curious what that does to the stock from here. Feels like this one is about to take off.

$SanDisk Corp.(SNDK)$ Management has been guiding pretty conservatively compared to where revenue ends up, especially in the last three quarters where the beats have been quite substantial.

$SanDisk Corp.(SNDK)$ Out of this world earnings, revenues, forward guidance, increased margins, $14B stock buyback. Does it or can it really be any better? This is so overwhelmingly good, yet the market manipulators are allowed to continue their criminal shenanigans. This should be well on its way back to all time highs right now. Holding and buying more.

$SanDisk Corp.(SNDK)$ Not sure what's going on with this stock. And what's the deal with this level? Feels like it's just stuck here.

$Alphabet(GOOGL)$ $Amazon.com(AMZN)$ $Microsoft(MSFT)$ $SanDisk Corp.(SNDK)$ $Beyond Meat, Inc.(BYND)$ Leaving tech and AI aside for a moment. Today it's about Beyond Meat earnings and a potential moonshot. I liked the stock at $100, but I bought in today at $0.60. So, let's see where this goes.

$SanDisk Corp.(SNDK)$ It's been beaten down around 60% from the highs, even after bouncing back a bit. We all know it tends to smash expectations, it always does. So from where I stand, it's probably heading north pretty soon.

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ Buy low, sell high. Turned 146k into 330k, so a profit of over 184k. I bought 100 call contracts on 7/28 and sold today at the peak. Nice profit in under a week. My thesis was simple: semis were way undervalued, and the hyperscaler earnings reports would show the sell-off was overblown. Now SNDK reports tomorrow, so I loaded up 300 shares to ride the wave up to 2k/share.

$Intel(INTC)$ $Taiwan Semiconductor Manufacturing(TSM)$ $NVIDIA(NVDA)$ $SanDisk Corp.(SNDK)$ That was a pretty amazing earnings report and guidance. Whatever Wall Street does with the share price short term doesn't change much for me. Long term holders are likely happy and adding here. I think $Advanced Micro Devices(AMD)$  could easily surpass $1 trillion market cap five years from now. Loading up on good companies with strong demand over the next several years and holding is the way to go.

SK Hynix, $Micron Technology(MU)$ , and Samsung have already sold out their 2027 DRAM/HBM capacity. On the NAND side, $SanDisk Corp.(SNDK)$ , Samsung, and Micron's current annual capacity is also sold out, with Kioxia and SK Hynix expected to finalize allocations by August 2026. Customers are only getting allocated 60-70% of the volumes they initially requested. Industry insiders are pointing to 2027 as the most severe moment of memory shortage. Allocation amounts are mostly decided, but final shipment pricing will be determined closer to delivery. Source is Digitimes, citing industry sources. Hard to take those "oversupply" calls for early-to-mid 2027 seriously when capacity is already fully book

A bit technical, but worth reading for anyone tracking $SanDisk Corp.(SNDK)$  and SKHY. The idea is that HBM-HBF combos could be the way forward. The bottleneck right now is that current GPUs using HBM3e top out at 96GB to 288GB. That forces really large LLMs to either split across hundreds of GPUs or offload data to slower RAM and SSDs. The tech side draws from storage-inspired memory, applying vertical 3D-stacking techniques similar to 3D NAND flash to high-density DRAM and storage-class memory. The breakthrough here is stacking memory 128+ layers high, which could scale on-die GPU capacity to multiple terabytes per chip (1TB to 8TB+), at a much lower cost per gigabyte. The architecture would be tiered. Ultra-fast HBM handles active matrix

$SanDisk Corp.(SNDK)$ I attempted to catch the falling knife in the 1700s and kept adding on the way down. Ran out of cash Wednesday during the drop to 980 and had to use margin, but managed to sell that portion Friday at the close around 1400. Rebought at 1197 after hours with it, planning to sell anything above 1250. Going into earnings, I would actually be in the green on my average now.

$SanDisk Corp.(SNDK)$ $Micron Technology(MU)$ $SK hynix(SKHY)$ $NEBIUS(NBIS)$ $CoreWeave, Inc.(CRWV)$ Reading between the lines, it looks like the Treasury won't allow the yen carry trade to unwind, and the Fed won't let stocks drop. They will print no matter what. I'm loading up on stocks. Don't fight the tape.

$SanDisk Corp.(SNDK)$ Kospi keeps shooting up, around 20%. Anyone who got scared and sold recently probably needs to learn how to hold. The next session could be even crazier than this one.

$SanDisk Corp.(SNDK)$ The decline looks like it was mostly situational fund selling. Other hedge funds probably saw it coming and positioned to ride it down. It doesn't seem tied to fundamentals, demand, the outlook, China competition, or slowing capex. This is a buy-and-hold name, and anyone who bought near 1,000 timed it well.

Citadel spread the FUD to capture that young boy's portfolio for pennies on the dollar, and he didn't even know because he was situationally unaware. $SanDisk Corp.(SNDK)$  $IREN Ltd(IREN)$  $Bloom Energy Corp(BE)$  $CoreWeave, Inc.(CRWV)$  $NEBIUS(NBIS)$ 

$SanDisk Corp.(SNDK)$ This is a face-ripping relief rally. Honestly, even the bears might turn bullish for a minute here.

$SanDisk Corp.(SNDK)$  Kospi is up 6%. The emergency meeting in Korea is set to start soon, and the government is expected to do whatever it takes to support the public. Shorts are likely to get squeezed.