$MU$ $SanDisk Corp.(SNDK)$ $Ta-To The Moon - Tiger Brokers Online Investing Community - To The Moon

$SanDisk Corp.(SNDK)$

$Taiwan Semiconductor Manufacturing(TSM)$

Chip, storage shares rose in overnight trading. SOXL, Wolfspeed up over 3%; SanDisk, Credo, Intel, Micron up about 2%.

ASML Holding rose 3%. The move came ahead of Wednesday’s report, with analysts looking for EUR8.90 billion revenue and EUR2.65 billion profit; Jefferies flagged a potential lift to 2026 sales guidance toward EUR38–EUR42 billion on strong EUV demand as TSMC and memory makers expand capacity, while investors watch commentary on China sales near 20% of 2026 revenue.

SanDisk Crashes 12.6% to Lead Storage Rout — Can the Memory Supercycle Be Trusted?

SanDisk (SNDK) collapsed 12.63%, breaching $1,700, emerging as the hardest-hit name in the storage selloff. The chain reaction from SK Hynix's plunge dragged down semiconductor equipment stocks including Nova, Teradyne, and Kulicke & Soffa. SNDK had surged to record highs on memory supercycle euphoria, with Goldman Sachs issuing a lofty price target — now profit-taking is fierce. With the 'strongest memory rally ever' turning into a stampede within a week, is SanDisk's 12.6% drop a buying opportunity or confirmation that the supercycle has peaked?

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