$SanDisk Corp.(SNDK)$ Nasdaq is ticking up. I don't see a bubble here. There are severe memory chip shortages projected through 2027. That's likely why MU, MRVL, and WDC are skyrocketing.

What a year for memory chips. $SanDisk Corp.(SNDK)$  up 800% $Western Digital(WDC)$  up 325% $Micron Technology(MU)$  up 290% $Seagate Technology PLC(STX)$  up 280% In cycles like this, people often underestimate how sharp the re-rating can be once pricing power flips. Memory isn't just “boring semis” when supply tightens—it turns into a leverage machine driven by demand. 2027 feels like it will answer that question. Maybe the market is just starting to price in what “structural memory demand” actually looks like in an AI-heavy world. Not chasing here, but I'm definitely not treating this cycle as finishe

$SanDisk Corp.(SNDK)$ My street-high target of $30,000 EOY 2027 might hit sooner than expected. I've been right since $44. The NAND supply crunch and the upcoming HBF monopoly is unprecedented.

$SanDisk Corp.(SNDK)$ Imagine if they announce a 10-for-1 stock split in the next earnings report.

$SanDisk Corp.(SNDK)$  At this stage anything is possible, it could go to $4000 within six months.

$SanDisk Corp.(SNDK)$ My new street high price target of $30,000 by EOY 2027 still stands. Remember, the doubters called me crazy when I correctly predicted $200 last year while the price was at $100. We're looking at least a 15x from here. Mark this post.

Up about 1,000% in a year, and fresh blocks just picked up 400 of the $900 calls expiring in 2027. Worth noting: this is the HDD business, the NAND part was spun off as SNDK. $Western Digital(WDC)$  is the cheap, mass-storage backbone for AI infrastructure. Moving averages are stacked, and the uptrend is intact.

$SanDisk Corp.(SNDK)$  This stock has strong momentum, finally trading inside the upper Bollinger band and possibly closing inside the upper band (under $2080) for its third day.

$SanDisk Corp.(SNDK)$  This stock is unstoppable.

Western Digital, Seagate Technology, and Sandisk continue to push into fresh all-time highs as momentum remains strong across the storage sector heading into Micron Technology's earnings next week. What's even more notable is that the strength hasn't faded yet. There's a case to be made that these names could have further upside if the trend continues. Targets I'm watching: * $Western Digital(WDC)$  → $850 * $Seagate Technology PLC(STX)$  → $1,250 * $SanDisk Corp.(SNDK)$  → $2,400 Storage remains one of the most powerful leadership themes in the current market cycle.

$SanDisk Corp.(SNDK)$  I held my call. This could be an epic run.

Looking at the list of the top 20 fastest-growing AI infrastructure companies, a few names really stand out. $Lumentum(LITE)$  (Lumentum) is up 56%, $Applied Optoelectronics(AAOI)$  (Applied Optoelectronics) is up 111%, $SanDisk Corp.(SNDK)$  (Sandisk) is up 110%, $IREN Ltd(IREN)$  is up 95%, and $SUPER MICRO COMPUTER INC(SMCI)$  (Super Micro Computer) is up 82%. This list shows the AI era is about much more than just GPU chips. Optical fabrics and ultra-fast storage are the real unsung heroes. The massive growth of AAOI (111%) and LITE (56%) highlights

$SanDisk Corp.(SNDK)$ A few key points to consider. The $42 billion in contracted AI-related revenue, along with the shift in pricing terms, gives Sandisk more predictable demand and earnings visibility. Moving forward, it's worth watching how much of the future contract volume is tied to AI workloads, the renewal rates on existing deals, and how the $1,980.10 price tracks against earnings and cash flow over time.

$SanDisk Corp.(SNDK)$ Leopold Aschenbrenner is reportedly up nearly 700% on his position after disclosing a $12.9M stake. He initially reported the position back in Nov 2025 when shares were around $250. The big picture takeaway is that this is another example of how timing and early positioning in semis can massively compound when the cycle expands. Momentum has clearly been strong since then, but the key question now is how much of the move is already priced in after such a vertical run.

$SanDisk Corp.(SNDK)$  An absolute monster. Hit a new all-time high. It's up roughly 700% from my first entry. I haven't even considered trimming—holding through this add-back has felt effortless. Momentum and structure still seem to be saying "let it ride."

$SanDisk Corp.(SNDK)$  Now I want more. $2000 is less than 7% away.

$SanDisk Corp.(SNDK)$  This stock could go back to around $1200, like it was just a few weeks ago.

$SanDisk Corp.(SNDK)$ What the technicals are showing Because of those solid fundamentals, the big funds are using this broad market correction to accumulate shares, not dump them. While the broader Philadelphia Semiconductor Index ($Philadelphia Semiconductor Index(SOX)$ ) has been pulling back from overbought territory, SanDisk's Relative Strength Index (RSI) has quickly cooled to a perfectly healthy, neutral 58. It's consolidating nicely in the $1,600 to $1,670 range after tapping its all-time high of $1,831 on June 3rd. It has only slipped a minor single-digit percentage from the very top, while other high-fliers are bleeding double digits. When a stock refuses to go down on bad macro news, i

$SanDisk Corp.(SNDK)$  The market is down over 1%, but this is still green. Interesting... I like it.

Many people ask where to start—this is a core watchlist for the next pullback. Memory / Semiconductor Core: $Micron Technology(MU)$  for AI memory cycle leverage; $SanDisk Corp.(SNDK)$  for NAND and storage expansion tailwind; $Applied Materials(AMAT)$  as the equipment backbone of the semiconductor buildout; $Aehr Test(AEHR)$  for picks-and-shovels exposure to SiC and burn-in testing. This is the infrastructure layer of the AI supercycle. When pullbacks hit, this is where smart capital tends to accumulate first, before the next expansion leg.