Browsing Tag
SNDK
4 posts
SanDisk (SNDK) rallies 7.6% on AI NAND supercycle, $42bn backlog anchors thesis
SanDisk (SNDK) rallies 7.6% on AI NAND thesis, $42B backlog validates supercycle. SK Hynix Nasdaq listing July 10 tests scarcity premium ahead of Aug earnings.
Sandisk (SNDK) surges 21% to record high as Micron print validates the NAND cycle thesis
Sandisk Corporation NASDAQ SNDK surges 21 percent to record above $2,300 as Micron print validates NAND cycle and Citi lifts price target to $2,500. Read more.
Sandisk (NASDAQ: SNDK) post-spinoff NAND ramp meets the Q4 FY26 reporting test
Sandisk (NASDAQ: SNDK) ripped 725% YTD on AI NAND demand with sold-out 2026 capacity. The Q4 FY26 print is where the upcycle finally gets tested.
SanDisk surges 11% after Apple admits memory price hikes are unavoidable
SanDisk (SNDK) surges 11 percent after Apple's Tim Cook calls memory price hikes unavoidable, confirming NAND supplier pricing power. Full executive analysis.