Browsing Tag
WDC
2 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.
July 10, 2026
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.
June 23, 2026