$SanDisk Corp.(SNDK)$  Leopold Aschenbrenner's Situational Awareness fund is making a significant move, acting as a cornerstone investor in SK Hynix's $28B Nasdaq IPO. This comes after notable investments in $Bloom Energy Corp(BE)$ , $NEBIUS(NBIS)$ , and SNDK. This multi-billion-dollar bet on AI memory seems like a substantial next step. The full AI bottleneck thesis and related charts are available on his profile.

The first to fall are often the first to recover, a pattern I've noticed before. Samsung and SK hynix led the semiconductor pullback, and now they appear to be leading the recovery for the KOSPI. $Micron Technology(MU)$  is back above $100, up over 8%. $SanDisk Corp.(SNDK)$  is up more than 9%, showing some renewed momentum. If memory names continue to reclaim key technical levels, it could signal the start of another leg higher for the AI hardware cycle. I'm watching the memory sector closely, as leadership often gives clues before the broader market catches on. These are at the top of my watchlist.

$SanDisk Corp.(SNDK)$  $Meta Platforms, Inc.(META)$  is catching a real bid after reports of multi-year flash memory supply deals to support its AI buildout. That's the kind of demand signal traders want to see: stronger visibility, tighter supply, and a direct link to AI infrastructure spending.

$iShares MSCI South Korea ETF(EWY)$ $iShares Semiconductor ETF(SOXX)$ $Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ Korean memory stocks are bouncing from support, similar to the move we saw in U.S. memory names today. That offers some near-term stability for the broader memory sector. A range-bound trade over the next couple of months seems plausible until volume returns after the summer and activity picks up again. I took a long position off yesterday's lows and added a bit more today, aiming to position near the lower end of the range if it holds.

$SanDisk Corp.(SNDK)$  I'm glad I bought at 1.528. Personally, I'm looking for it to reach 3.000.

$Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ $Intel(INTC)$ Samsung's P/E is around 24.

This one is starting to look quite interesting. It feels like a potential asymmetric setup, somewhat similar to the early moves in $SanDisk Corp.(SNDK)$  and $Micron Technology(MU)$  before the market fully priced in the cycle. I've been watching it after noticing how the momentum profiles resemble past winners like $Ondas Holdings Inc.(ONDS)$  at $1, $NEBIUS(NBIS)$  at $20, and $Rocket Lab USA, Inc.(RKLB)$  at $16. There's no confirmation yet, but the risk/reward structure is beginning to stand out if the narrative and flow continue to build. If liquidity

$SanDisk Corp.(SNDK)$ Back to 52 week High

$Micron Technology(MU)$ $iShares MSCI South Korea ETF(EWY)$  $SanDisk Corp.(SNDK)$  $SK hynix(SKHY)$ 

$Micron Technology(MU)$ $Roundhill Memory ETF(DRAM)$ $SanDisk Corp.(SNDK)$ Some long-range projections are putting total memory revenue at around $2,625 billion by 2030, which would imply roughly 14x growth over about 6 years from current levels. That kind of expansion isn't typical for commodity cycles. It points to a shift in how memory is being viewed within the AI infrastructure stack—positioned alongside compute and networking as a core input layer. The debate seems less about short-term cycle timing now and more about structural demand driven by AI workloads, data center buildouts, and rising memory intensity per server. Whether the exact figur

$SanDisk Corp.(SNDK)$  Several dozen analysts have raised their price targets for $Micron Technology(MU)$  recently. Even including some older targets that haven't been updated in months, the average from 45 analysts now sits at $1,486, which implies a pretty significant upside of 52.32%.

$SanDisk Corp.(SNDK)$ Down $287 in a single day? That's just typical Sandisk volatility, it's not exactly a utility stock. I think it could be back in the $2000 range next week.

$SanDisk Corp.(SNDK)$ People are taking some profit ahead of the long weekend, but SNDK should bounce back. It's a strong stock, and a lot of analysts have upgraded their targets from $2,500 to $3,000. I think we'll get there.

$SanDisk Corp.(SNDK)$  It feels like this company is a huge bargain right now, especially with some price targets as high as $3,000. I'm not letting the short sellers win this one.

$SanDisk Corp.(SNDK)$ There's been another upgrade to $3,000.

$SanDisk Corp.(SNDK)$ As someone who's long, I like seeing it go green. The AI infrastructure buildout is real and hasn't changed. Even Kevin Warsh from the Fed acknowledged today how real the buildout is and its significance for capex spending. For those looking at this, the memory trade seems serious. I think this is headed much higher and could reach a trillion in market cap.

$Micron Technology(MU)$ Looking at the setup here, it seems like a reversal could be in play. I'm personally adding to my position and holding. The next major level to watch is $2,500, potentially by July 2026. $SanDisk Corp.(SNDK)$ 

$Roundhill Memory ETF(DRAM)$ $Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ $Western Digital(WDC)$ moment unwind my arse wait for close

$SanDisk Corp.(SNDK)$  This feels a bit like the California gold rush years ago. A lot of people are taking risks, investing large sums hoping to get rich. I have to admit, it's an interesting story and quite intriguing. With the few shares I was able to get, I hope it continues to move north. Best to all the long-term investors.

$SanDisk Corp.(SNDK)$ Sandisk Corp. stock outperformed every company in the S&P 500 index by surging 781 percent during the first half of 2026, driven by exponential market demand for artificial intelligence storage infrastructure.