$SanDisk Corp.(SNDK)$ $Lumentum (LITE.US)$ if you feel demoralized think twice.
every rally benefits someone. but someone has to pay. leopard Leopold Aschenbrenner’s AI-focused hedge fund paid. who is next ?
SanDisk Surges 5.5% at Close — Index Rebalancing, Not Fundamentals?
SanDisk flipped a 2% intraday loss to close up 5.50%, on MSCI World and ACWI inclusion forcing mechanical passive buying — it gave back 1.06% after hours once the rebalance window shut. Micron rose 2.77% on 22.6M shares, half its 45.6M average; SK Hynix +2.20%. Kioxia and SanDisk committed over $31 billion to capacity, while CXMT's first-half revenue jumped 874% with HBM3E in trial production. 36GB HBM3E spot runs near $2,100, 4–5x contract — but Micron is locked into multi-year deals. Chase the spread, or wait for CXMT's yields?
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