To The Moon

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%.  

In the past two months, one stock has surged fivefold.You might think it’s just another meme stock, but it’s actually part of the AI-driven rally that the market has underestimated — NAND Flash memory stock $SanDisk Corp.(SNDK)$ !The AI boom has triggered a surge in NAND flash demand, while at the same time, supply constraints have worsened the imbalance between supply and demand.Why has NAND Flash memory sector been undervalued?Research reports point out that as the AI wave sweeps across the globe, the shortage of memory chips is becoming more severe.Over the past two years (2022–2023), NAND prices plunged, leading manufacturers to cut production and destock. By Q4 2024, the industry hit inventory bottom, manufacturing costs declined (thanks to p

Should have bought some in the past..

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

Executive Summary for U.S. Investors:As of November 10, 2025, storage chips have staged the year's most aggressive bull run: $SanDisk Corp.(SNDK)$ (+644%), $Western Digital(WDC)$ (+273%), $Seagate Technology PLC(STX)$ (+240%), $Micron Solutions, Inc.(MICRD)$ $Micron Technology(MU)$ (+190%), and $Lam Research(LRCX)$ (+130%) all closed at record highs.Four Memory Chip Giants Stage Simultaneous Breakout: $Micron Technology(MU)$ 's HBM revenue surged 154% QoQ, crushing estimates.

💾🔥 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

In the past two months, one stock has surged fivefold.You might think it’s just another meme stock, but it’s actually part of the AI-driven rally that the market has underestimated — NAND Flash memory stock $SanDisk Corp.(SNDK)$ !The AI boom has triggered a surge in NAND flash demand, while at the same time, supply constraints have worsened the imbalance between supply and demand.Why has NAND Flash memory sector been undervalued?Research reports point out that as the AI wave sweeps across the globe, the shortage of memory chips is becoming more severe.Over the past two years (2022–2023), NAND prices plunged, leading manufacturers to cut production and destock. By Q4 2024, the industry hit inventory bottom, manufacturing costs declined (thanks to p

📉 "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.

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

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

$Nasdaq 100 Index (NDX)$ dropped sharply, marking its steepest pullback since Liberation Day. The market was filled with wails as investors questioned whether the AI rally was ending. Key themes for the second week of earnings season: confidence, crowding, and gear shifts.The Nasdaq 100 fell 300 points this week, marking a weekly decline of about 1.6% and its steepest correction since Liberation Day. But the problem isn't just the drop—it's the lack of resilience. Macro instability: Weak employment data, softening low-end consumption, and lingering government shutdown concerns. Micro squeezes: AI sector positions are fully loaded, valuations are stretched, and funding leverage structures are overly concentrated. Simply put, it's a perfect storm.Over t

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

Sandisk Earnings: Pricing Uptrend Continues; Data Center Core Engine Next Year SanDisk delivered a standout quarter, and what really kept the bull case intact was that the next-quarter guidance came in strong again, which helps justify why the stock has multiplied recently. Core Financial Indicators Q1 FY26 was a clear beat versus guidance. Revenue came in at $2.308 billion, up 21% quarter on quarter. Operating income was $245 million, up 145% quarter on quarter. Non-GAAP EPS was $1.22. Operating cash flow was $488 million. On the volume-price mix, bit shipments grew by the mid-teens, unit prices rose by the mid single digits, and the mix effect together pushed gross margin up sequentially to 29.9%. Q2 FY26 guidance keeps highlighting the pricing momentum. Management guided revenue to grow

Buckle up, investors – the AI revolution is supercharging storage plays like never before! 🌟 Memory giants are riding a massive wave of demand for high-bandwidth chips, powering everything from data centers to cutting-edge AI models. Optimism is skyrocketing as experts predict this boom stretches well into 2026 and 2027, with no signs of slowing. 😎 Let's dive deep into the action. Micron Technology ( $Micron Technology(MU)$ ) stole the show, surging over 6% to close at $253.30 – a beast mode performance that lifted the entire tech sector. This isn't just hype; it's backed by solid fundamentals. Analysts are buzzing about sustained AI-driven needs for advanced memory solutions, positioning Micron as a key player in the next-gen computing era. With pr

What a grueling week—finally in the rearview. The S&P kicked off this morning (SG time) right where it left off yesterday, sliding lower. Selling pressure ramped up hard early on, but the mood eased in the second half, and we closed with the major indexes carving out a decent arc off the lows. The S&P and Dow scraped small gains; Nasdaq dipped modestly. Tech stayed soggy, but cyclicals and value sectors powered ahead—money clearly rotating into safer harbors.The government shutdown drags on, so the October nonfarm payrolls report, due today, got kicked down the road again. That’s two straight months the Labor Department can’t publish the data. What little we do see isn’t pretty: University of Michigan consumer sentiment cratered to 50.3, a three-year low, hammered by shutdown uncer

I find the recent surge in storage stocks like Micron $Micron Technology(MU)$  , Western Digital $Western Digital(WDC)$  , and Seagate $Seagate Technology PLC(STX)$  fascinating, especially as the AI boom continues to reshape the semiconductor landscape. Micron's 7% jump to around $254 caught my attention — it shows how quickly sentiment can shift when investors see lasting AI-driven demand. Memory chips, once seen as cyclical, are now being revalued as essential components of AI infrastructure, from data centers to edge computing. What stands out to me is that

🚨🚨🚨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%.  

Memory is no longer a “side-component” narrative — it has become a profit centre in the AI spend stack. HBM is now the true choke point. Not GPUs. Not wafer supply. Whoever owns the HBM / NAND / DDR5 pricing power owns the incremental dollar of AI compute. And that is why storage stocks are behaving like GPU cyclicals. Why this rotation is logical For LLM training and inference, the cost of feeding the accelerators — low-latency, high-bandwidth, high-capacity memory — is the bottleneck. Nvidia’s own COGS leverage depends on partners’ ability to ramp HBM. Hyperscalers cannot expand AI clusters without memory. So investors are finally pricing memory at the top of the value chain — where it always belonged in AI infra, but was not valued as such last year. On the Sandisk / $30+ EPS scenario M

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

TigerGPT Answer: Bullish Points: 1. Net revenue increased by 23% to $2,308 million, driven by a 31% increase in exabytes sold. 2. Net cash provided by operating activities was $488 million. 3. The effective tax rate decreased to 10% from 21%, influenced by favorable legislative changes. 4. Business separation costs decreased by $11 million as the company is now post-separation. 5. The company has a $1.5 billion revolving credit facility undrawn, indicating available liquidity. Bearish Points: 1. Gross profit decreased by $39 million, with gross margin declining from 38.6% to 29.8%. 2. Operating expenses increased by 17% to $511 million, driven by higher research and development expenses, selling, general and administrative expenses, and a $10 million

🌟🌟🌟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

$SanDisk Corp.(SNDK)$ 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