$SanDisk Corp.(SNDK)$ Kioxia and SanDisk are set to control 30% of the global NAND market. The Japanese government is funding one-third of the ¥5 trillion joint investment. Both companies look to be on track to become "Number One" together in NAND flash.
Not sure why so many people are bearish right now. That kind of sentiment just adds fuel to a potential squeeze. With $SPDR S&P 500 ETF Trust(SPY)$ above the moving averages on the daily, a bounce and squeeze feels more likely to me than a drop after the $NVIDIA(NVDA)$ earnings.
$Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ $Invesco QQQ(QQQ)$ $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ I think this chart sums up the tale of QQQ as of late. A market top on 6/3/26. A retrace down 50% of the bull leg to 656.11 on 7/29/26 (3/31 to 6/3/26). A move back up to the upper dash trend line on 8/17/26, then the algos started dumping. QQQ retraced to 50% of its move again between 656 and 748 (6/3 and 7/29/26) early this morning. It seems like a bullish area to be in? SOXL bounced off its 200 day SMA this morning. Is it bullish? QQQ seems rather repres
Trades at a 5.6 FPE, while $Micron Technology(MU)$ sits at 5.79. By that metric, these are the two most undervalued names in the $Invesco QQQ(QQQ)$ , even though they carry the highest trailing EPS (TTM) and the highest EPS projections for next quarter. $Micron Technology(MU)$ and $SanDisk Corp.(SNDK)$ are also priced as the second and third least expensive stocks in the $SPDR S&P 500 ETF Trust(SPY)$ right now, yet both landed in the top 10 losers today on both exchanges. Meanwhile GM, F, and buyout candidates like FISV get to trade at higher valuation
$SanDisk Corp.(SNDK)$ High DRAM demand does tend to move alongside strong NAND flash demand in data centers, mainly because of the rapid buildout of AI infrastructure. Even though they handle different technical roles, they are structurally linked in modern data center architecture.
$SanDisk Corp.(SNDK)$ Kioxia's high-performance storage push around Nvidia ecosystems looks like a real positive for SanDisk. The two share a large, long-term joint venture making 3D flash memory in Japan, so Kioxia's moves to target Nvidia's AI servers should feed directly into high-margin NAND and enterprise SSD demand for SanDisk.
$SPDR S&P 500 ETF Trust(SPY)$ I think the Clarity Act could get passed within the next two weeks. As for the big five banks' liquidity pools, the crypto side of things looks exposed.
$SanDisk Corp.(SNDK)$ Burgers mentioned max pain is $1600, probably closing near that level tomorrow. But next week Nvidia is when things could get moving.
$Robinhood(HOOD)$ Robinhood's prediction markets revenue is going parabolic. They now have 13 revenue streams doing over $100 million, and they keep pumping out new products. If crypto starts moving, this could get very interesting for the shorts. Robinhood bullish catalysts include 29 million users, 24/7 trading, crypto, Trump accounts, perpetual futures, IPO underwriting, removal of the PDT rule, prediction markets, $50 million in insider share purchases, IPOs like SpaceX, OpenAI, and Anthropic, tokenized stock trading, Robinhood Social and ads, AI agentic trading and investing, Robinhood Funds, Canada as a new market, NFL and NBA and midterms political prediction markets, Robinhood Chain, and international expansion.
$SanDisk Corp.(SNDK)$ Management is going to have tens of billions of dollars over the next three years for buybacks. Burry is a flea on a dog by comparison.
$SPDR S&P 500 ETF Trust(SPY)$ outlook points to a bounce unfolding, with price targeting the $782–$787 zone later this week. The bullish bias remains intact, supported by the incomplete cycle structure.
$SanDisk Corp.(SNDK)$ It went from 1,000 to over 1,800 in a week. Some red days here and there are normal. Buying the dips and staying patient has worked for me.