$SanDisk Corp.(SNDK)$ Will be

$SanDisk Corp.(SNDK)$ Will be up target $2300

SSD, HBM, U.S. Permits — Which Memory Risk Is Real?

Memory stocks sold off sharply Thursday: SanDisk fell 22.26%, Micron 17.48%, and SK Hynix 13.40% amid policy scrutiny of AI data-center construction. SanDisk’s strong SSD results leave its high valuation sentiment-sensitive; Micron depends on HBM capacity and long-term contracts; Hynix faces permitting delays to its roughly $45B New York project. Bulls cite tight supply and order books; bears fear approval delays, cloud capex cuts, and cyclical pricing. What best shows the selloff overshot: SSD orders, HBM pricing, or U.S. permits?

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