$SanDisk Corp.(SNDK)$ SNDK was near $1000 about a month ago and now it's around $1700. That kind of return is hard to find elsewhere. I get that it could be someone's rent money, but investing is the only path to financial freedom.
$SanDisk Corp.(SNDK)$ OpenAI's GPT-6 Astra release has really revived market optimism around AI infrastructure. It's also driven a noticeable pickup in HBM and server DRAM demand, along with GPUs.
$Tesla Motors(TSLA)$ Most people are focused on Cybercab driving itself, but the self-charging part could end up being just as disruptive. Tesla's wireless system lets Cybercab find the charging pad, align itself, recharge, and get back to service without a cable, robotic arm, or employee. That closes the autonomous loop: drive, earn, charge, repeat, all without human labor. Robotaxi isn't just a vehicle, it's autonomous infrastructure built to scale.
$SanDisk Corp.(SNDK)$ looks like it could make one final push into the sell zone before the next major correction. The target zone is $899.38 to $503.84. Staying patient and watching the levels.
$SanDisk Corp.(SNDK)$ Shorts keep pointing out that the stock is barely green, but they're ignoring the volume, which is basically nonexistent. It looks like the stock is coiling for a big move up, especially with Micron reporting near the end of this month. Shorts can keep shorting, but longs will gladly take their money.
$SanDisk Corp.(SNDK)$ If everyone sells off and heads for the exits, this will never make it to 1800. The momentum needs to stay strong to break 1600, and then it could push sharply higher from there.
$Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ $SK hynix(SKHY)$ $Invesco QQQ(QQQ)$ There is a fake article going around claiming CXMT has gained 10% market share in the DRAM market, but that isn't quite right. A lot of those statistics are being pulled from Chinese sponsored data sites that are dubious at best. CXMT's own prospectus from its IPO stated it only had 5% market share in the worldwide DRAM market and no market share in HBM. The article also claims CXMT is supplying Xiaomi with LPDDR6 DRAM for the 18 Fold phone. What it doesn't mention is that supply is only expe
$SanDisk Corp.(SNDK)$ SNDK's forward PE finally updated to 7. Once it slips below 6, SNDK could buy back its entire company. At this price it's basically free money. My midterm PT is still $30,000.
$SanDisk Corp.(SNDK)$ Imagine shorting a stock where management keeps announcing an additional $15 billion share buyback program every quarter for the next two years.
$SanDisk Corp.(SNDK)$ CXMT and YMTC are set to take significant DRAM and NAND market share from SNDK and Micron over the next 12 months. I'm fully convinced on this one.
$SanDisk Corp.(SNDK)$ Why are analysts so focused on how much it ran up last year? I thought the market always looks forward. The PE is cheap, growth and margins look very strong until at least 2030, with 80% margins, and all cloud companies are increasing budgets for 2027. I don't expect a 500% rise, but 100% from here seems easily possible.
$SanDisk Corp.(SNDK)$ Short term, there may be plenty of negativity around this one, but over the long term I think it can reach $3,500-$5,000, and I plan to stick around for it.
Strong Buy Alert: Memory and NAND $Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ $Roundhill Memory ETF(DRAM)$ $SK hynix(SKHY)$ Memory and NAND names are gearing up for their next leg up, offering a great risk-to-reward entry point here. $NVIDIA(NVDA)$ 's revenue forecast of 70% YoY growth for FY28 (calendar year 2027) confirms AI hardware demand is inflecting, and management explicitly called out rising memory pricing as a key reason for their gross margin decline. When Nvidia is forced to pay up for memory to build out AI servers, it proves suppliers l