$SanDisk Corp.(SNDK)$ Current projections show 2027 EPS at $213.31, up from $70.88 in 2026. For 2028, projected EPS is $252.80. That is without buybacks. They are also setting HBF standards with SK Hynix. Memory demand will outgrow all planned new capacity additions by a large margin every year through at least 2032, according to new research from Citi's memory analyst. Do the math.
$SanDisk Corp.(SNDK)$ This drop is tied to the Iran war news. It should recover before long. I've seen this pattern play out many times, so it looks like a good opportunity to add.
$SPDR S&P 500 ETF Trust(SPY)$ Found strong support below $756. Looks like we're set up to rally into the end of September. If you're looking at an option play, give yourself time - at least 3 weeks. I'll share when I enter my own calls. That said, the quarterly open should have a lot of people cautious. We're extended and trading close to ATH, which is where corrections tend to start. For now, $800+ looks like the target until the market gives a proper sell signal.
$SPDR S&P 500 ETF Trust(SPY)$ Trump said a record amount of oil was moved through the strait recently, with the navy and air force competing over who moves the most oil. Monday rally?
$SanDisk Corp.(SNDK)$ MU has a one-year trend range of $163 to $1,085. HBM/DRAM chip shortages tied to AI are expected to run through 2027, and that should keep supporting the setup. Q4 2026 earnings and Q1 2027 forward guidance land after the close on Wednesday. This looks favorable for MU and SNDK. Back to 2300.
$SanDisk Corp.(SNDK)$ Unlike a Ponzi scheme, which uses money from new investors to pay off older ones, SanDisk generates billions of dollars in actual revenue and net income. In 2026, the company reported massive multibillion-dollar quarterly earnings and secured tens of billions in minimum contracted revenue from major data center customers.